Stock Comparison

AMT vs SUI

American Tower Corp vs Sun Communities Inc

Who's the better investment? Let's break it down.

The Verdict

AMT takes this one.

This one's close — only 1.2 points separating them. AMT wins by a hair, but both deserve a closer look.

Winner

AMT

American Tower Corp

1.4

out of 10

Distressed

SUI

Sun Communities Inc

0.2

out of 10

Distressed

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Valuation

AMT

Metric

SUI

$82.5B

Market Cap

$15.5B

32.6

P/E Ratio

Lower may indicate better value

11.3

29.3

Forward P/E

10.5

22.5

Price/Book

1.9

N/A

EV/EBITDA

10.2

Profitability & Growth

AMT

Metric

SUI

23.8%

Profit Margin

59.6%

74.2%

Gross Margin

53.4%

45.5%

Operating Margin

1.9%

68.1%

Return on Equity

18.8%

4.0%

Return on Assets

10.0%

5.1%

Revenue Growth

-28.4%

$5.40

EPS

$10.90

Financial Health

AMT

Metric

SUI

10.2

Debt-to-Equity

Lower = less leverage

0.6

0.4

Current Ratio

Above 1.0 is healthy

2.4

0.9

Beta

Lower = less volatile

0.8

3.9%

Dividend Yield

3.6%

Risk Comparison

AMT

Overall

Moderate

Financial

Medium

Market

Low

Competitive

Low

Execution

Medium

Regulatory

Low

What Could Go Wrong

Further deterioration of relationships with major wireless carriers beyond the DISH default, leading to additional revenue losses, or an inability to manage its high debt load effectively if interest ...

Red Flags

🚩Current ratio of 0.60 indicates potential short-term liquidity challenges.
🚩Debt-to-equity ratio of 3.27, while typical for a REIT, represents significant leverage.
🚩FY 2026 AFFO per share guidance projects a -1.5% decline, indicating negative growth trajectory.

SUI

Overall

Moderate

Financial

Low

Market

Medium

Competitive

Low

Execution

Low

Regulatory

Low

What Could Go Wrong

The biggest risk for SUI is a sustained increase in interest rates which would elevate borrowing costs for new acquisitions, reduce property valuations, and make the stock less attractive compared to ...

Red Flags

🚩Negative GAAP EPS and TTM net loss ($60.5M TTM) despite positive FFO, indicating challenges in GAAP ...
🚩PEG ratio of 4.33 suggests the valuation is high relative to its modest growth prospects.
🚩Reliance on debt for acquisitions can be a risk in a rising interest rate environment.

Competitive Moat

AMT

Rating

🛡️ Wide

Trend

➡️ Stable

Efficient ScaleSwitching CostsIntangible Assets/IP (licenses, permits, prime locations)

SUI

Rating

🛡️ Narrow

Trend

➡️ Stable

Efficient ScaleIntangible Assets (Brand Power)

Investment Thesis

AMT1.4/10

American Tower offers a stable, dividend-growing investment exposed to the indispensable long-term trends of global mobile data consumption and 5G deployment. Its robust infrastructure moat, global diversification, and strategic expansion into data centers (CoreSite) provide a defensive yet consistent growth profile, making it a reliable income play rather than a multi-bagger growth opportunity.

Full AMT Analysis

SUI0.2/10

Sun Communities represents a stable, income-oriented investment in the real estate sector, benefiting from demographic tailwinds (aging population, demand for affordable housing, leisure travel) and the high barriers to entry in its niche markets. Consistent FFO growth, shareholder returns through dividends and buybacks, and a strong balance sheet make it a reliable long-term holding for income an...

Full SUI Analysis

Price Targets & Strategy

Price Targets & Entry/Exit Strategy

Growth Catalysts

Growth Catalysts Comparison

Market Sentiment

Market Sentiment Analysis

The Deep Dive

AMT1.4/10

American Tower (AMT) remains a global leader in telecommunications infrastructure and data centers, boasting an enviable economic moat and competent management. Its CoreSite data center segment is a positive growth driver, guiding 13% revenue growth for 2026. However, as an $82.49B market cap REIT in mature industries, achieving 10x growth in 3-5 years is fundamentally unrealistic. The material headwind from the DISH Wireless default ($200M revenue loss) significantly suppresses FY26 AFFO per sh...

Full AMT Analysis

SUI0.2/10

Sun Communities Inc. (SUI) remains a mature large-cap REIT specializing in manufactured housing, RV resorts, and marinas. While Q1 2026 earnings showed a modest 8.0% YoY revenue growth and a Core FFO beat with raised guidance, these positive developments are consistent with a stable, income-generating real estate investment, not a company poised for 10x growth within 3-5 years. The business model, reliant on incremental property appreciation and acquisitions, lacks the disruptive innovation, exp...

Full SUI Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified financial advisor before making investment decisions.