Sun Communities Inc (SUI)vsWelltower Inc (WELL)
SUI
Sun Communities Inc
$126.56
-1.36%
REAL ESTATE · Cap: $16.19B
WELL
Welltower Inc
$217.34
+2.48%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 403% more annual revenue ($11.77B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 12.0%. WELL appears more attractively valued with a PEG of 3.66. WELL earns a higher WallStSmart Score of 57/100 (C).
SUI
Hold48
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$233.39
Current Price
$126.56
$106.83 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$217.34
$85.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
ROE of 0.3% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 97.1%
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bull Case : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : SUI
The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
SUI profiles as a mature stock while WELL is a growth play — different risk/reward profiles.
SUI carries more volatility with a beta of 0.89 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 48/100) and 38.3% revenue growth. 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.
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 →Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - RESIDENTIAL Stocks
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