Public Storage (PSA)vsSun Communities Inc (SUI)
PSA
Public Storage
$302.45
+2.84%
REAL ESTATE · Cap: $53.09B
SUI
Sun Communities Inc
$126.56
-1.36%
REAL ESTATE · Cap: $16.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 108% more annual revenue ($4.87B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 39.1%. PSA appears more attractively valued with a PEG of 4.28. PSA earns a higher WallStSmart Score of 62/100 (C+).
PSA
Buy62
out of 100
Grade: C+
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.9%
Fair Value
$315.77
Current Price
$302.45
$13.32 discount
Margin of Safety
+45.2%
Fair Value
$233.39
Current Price
$126.56
$106.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Earnings expanding 32.8% YoY
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.8x book value
3.2% revenue growth
Expensive relative to growth rate
ROE of 0.3% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 97.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.
Bull Case : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : SUI
The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
PSA profiles as a value stock while SUI is a mature play — different risk/reward profiles.
PSA carries more volatility with a beta of 1.00 — expect wider price swings.
SUI is growing revenue faster at 8.6% — sustainability is the question.
PSA generates stronger free cash flow (695M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 48/100), backed by strong 39.1% margins. SUI offers better value entry with a 45.2% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
Visit Website →Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in the ownership, management, and development of manufactured housing and recreational vehicle (RV) communities throughout the United States and Ontario, Canada. With over 600 properties in its portfolio, the company focuses on generating dependable rental income while enhancing tenant satisfaction through strategic renovations and acquisitions. Sun Communities' dedication to sustainability and responsible land management not only underlines its commitment to long-term viability but also makes it an attractive investment for institutional investors seeking stability and growth potential in a dynamic housing landscape.
Visit Website →Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?