Sun Communities Inc (SUI)vsUMH Properties Inc (UMH)
SUI
Sun Communities Inc
$127.64
-0.87%
REAL ESTATE · Cap: $16.34B
UMH
UMH Properties Inc
$14.34
+0.56%
REAL ESTATE · Cap: $1.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Communities Inc generates 780% more annual revenue ($2.30B vs $261.31M). SUI leads profitability with a 59.2% profit margin vs 10.1%. UMH appears more attractively valued with a PEG of 0.72. UMH earns a higher WallStSmart Score of 53/100 (C-).
SUI
Hold48
out of 100
Grade: D+
UMH
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SUI.
Margin of Safety
-3260.4%
Fair Value
$0.48
Current Price
$14.34
$13.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 59 of every $100 in revenue as profit
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Areas to Watch
3.4% revenue growth
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 2.9% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 54.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.2% and operating margin at 15.5%.
Bull Case : UMH
The strongest argument for UMH centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : SUI
The primary concerns for SUI are Revenue Growth, Return on Equity, Piotroski F-Score.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 204.9x leaves little room for execution misses.
Key Dynamics to Monitor
UMH carries more volatility with a beta of 1.03 — expect wider price swings.
UMH is growing revenue faster at 8.2% — sustainability is the question.
SUI generates stronger free cash flow (158M), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UMH scores higher overall (53/100 vs 48/100). 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.
Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a leading real estate investment trust (REIT) focused on the ownership, operation, and development of manufactured housing and recreational vehicle (RV) communities across the United States and Ontario, Canada. With a diverse portfolio exceeding 600 properties, Sun Communities prioritizes reliable rental income generation while enhancing tenant living experiences through strategic acquisitions and community improvements. The company’s commitment to sustainable practices and responsible land management positions it favorably for long-term growth, appealing to institutional investors seeking stability and value in an evolving housing market.
Visit Website →UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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