UDR INC (UDR) Stock Fundamental Analysis
NYSE:UDR - US9026531049 - REIT
38.72 USD
-0.37 (-0.95%)
We assign a fundamental rating of 4 out of 10 to UDR. UDR was compared to 20 industry peers in the Residential REITs industry. There are concerns on the financial health of UDR while its profitability can be described as average. UDR has a correct valuation and a medium growth rate.
1. Profitability
1.1 Basic Checks
UDR had positive earnings in the past year.
UDR had a positive operating cash flow in the past year.
In the past 5 years UDR has always been profitable.
In the past 5 years UDR always reported a positive cash flow from operatings.
1.2 Ratios
With a Return On Assets value of 1.19%, UDR perfoms like the industry average, outperforming 55.00% of the companies in the same industry.
UDR has a Return On Equity (3.82%) which is comparable to the rest of the industry.
UDR has a Return On Invested Capital (2.42%) which is comparable to the rest of the industry.
UDR had an Average Return On Invested Capital over the past 3 years of 2.04%. This is in line with the industry average of 2.59%.
The 3 year average ROIC (2.04%) for UDR is below the current ROIC(2.42%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.19% | ||
| ROE | 3.82% | ||
| ROIC | 2.42% |
ROA(3y)1.8%
ROA(5y)1.47%
ROE(3y)5.16%
ROE(5y)4.32%
ROIC(3y)2.04%
ROIC(5y)1.66%
1.3 Margins
UDR's Profit Margin of 7.52% is in line compared to the rest of the industry. UDR outperforms 55.00% of its industry peers.
UDR's Profit Margin has declined in the last couple of years.
UDR's Operating Margin of 17.89% is on the low side compared to the rest of the industry. UDR is outperformed by 60.00% of its industry peers.
UDR's Operating Margin has declined in the last couple of years.
UDR has a Gross Margin of 65.38%. This is amongst the best in the industry. UDR outperforms 95.00% of its industry peers.
In the last couple of years the Gross Margin of UDR has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 17.89% | ||
| PM (TTM) | 7.52% | ||
| GM | 65.38% |
OM growth 3Y17.2%
OM growth 5Y-2.06%
PM growth 3Y-23.44%
PM growth 5Y-20.24%
GM growth 3Y0.34%
GM growth 5Y-0.92%
2. Health
2.1 Basic Checks
UDR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, UDR has less shares outstanding
The number of shares outstanding for UDR has been increased compared to 5 years ago.
The debt/assets ratio for UDR is higher compared to a year ago.
2.2 Solvency
Based on the Altman-Z score of 0.64, we must say that UDR is in the distress zone and has some risk of bankruptcy.
UDR's Altman-Z score of 0.64 is on the low side compared to the rest of the industry. UDR is outperformed by 60.00% of its industry peers.
The Debt to FCF ratio of UDR is 10.26, which is on the high side as it means it would take UDR, 10.26 years of fcf income to pay off all of its debts.
UDR has a Debt to FCF ratio of 10.26. This is amongst the best in the industry. UDR outperforms 85.00% of its industry peers.
UDR has a Debt/Equity ratio of 1.68. This is a high value indicating a heavy dependency on external financing.
The Debt to Equity ratio of UDR (1.68) is worse than 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.68 | ||
| Debt/FCF | 10.26 | ||
| Altman-Z | 0.64 |
ROIC/WACC0.35
WACC6.83%
2.3 Liquidity
UDR has a Current Ratio of 0.00. This is a bad value and indicates that UDR is not financially healthy enough and could expect problems in meeting its short term obligations.
UDR has a Current ratio of 0.00. This is amonst the worse of the industry: UDR underperforms 95.00% of its industry peers.
UDR has a Quick Ratio of 0.00. This is a bad value and indicates that UDR is not financially healthy enough and could expect problems in meeting its short term obligations.
With a Quick ratio value of 0.00, UDR is not doing good in the industry: 95.00% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0 | ||
| Quick Ratio | 0 |
3. Growth
3.1 Past
The earnings per share for UDR have decreased by -7.32% in the last year.
The earnings per share for UDR have been decreasing by -16.61% on average. This is quite bad
UDR shows a small growth in Revenue. In the last year, the Revenue has grown by 2.29%.
UDR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.73% yearly.
EPS 1Y (TTM)-7.32%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%37.5%
Revenue 1Y (TTM)2.29%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.34%
3.2 Future
Based on estimates for the next years, UDR will show a very strong growth in Earnings Per Share. The EPS will grow by 42.56% on average per year.
The Revenue is expected to grow by 4.10% on average over the next years.
EPS Next Y131.79%
EPS Next 2Y56.41%
EPS Next 3Y42.56%
EPS Next 5YN/A
Revenue Next Year2.26%
Revenue Next 2Y2.85%
Revenue Next 3Y3.32%
Revenue Next 5Y4.1%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 101.89, which means the current valuation is very expensive for UDR.
Compared to the rest of the industry, the Price/Earnings ratio of UDR is on the same level as its industry peers.
Compared to an average S&P500 Price/Earnings ratio of 27.02, UDR is valued quite expensively.
With a Price/Forward Earnings ratio of 63.31, UDR can be considered very expensive at the moment.
Compared to the rest of the industry, the Price/Forward Earnings ratio of UDR is on the same level as its industry peers.
The average S&P500 Price/Forward Earnings ratio is at 22.66. UDR is valued rather expensively when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 101.89 | ||
| Fwd PE | 63.31 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of UDR is on the same level as its industry peers.
Based on the Price/Free Cash Flow ratio, UDR is valued cheaper than 90.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 22.79 | ||
| EV/EBITDA | 18.74 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
A more expensive valuation may be justified as UDR's earnings are expected to grow with 42.56% in the coming years.
PEG (NY)0.77
PEG (5Y)N/A
EPS Next 2Y56.41%
EPS Next 3Y42.56%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.43%, UDR is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 4.74, UDR pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.45, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.43% |
5.2 History
The dividend of UDR has a limited annual growth rate of 4.23%.
UDR has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)4.23%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
UDR pays out 446.97% of its income as dividend. This is not a sustainable payout ratio.
UDR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP446.97%
EPS Next 2Y56.41%
EPS Next 3Y42.56%
NYSE:UDR (9/8/2025, 12:21:16 PM)
38.72
-0.37 (-0.95%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners102.83%
Inst Owner Change-0.25%
Ins Owners0.48%
Ins Owner Change0.93%
Market Cap12.83B
Analysts69.63
Price Target45.11 (16.5%)
Short Float %2.67%
Short Ratio3.93
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.43% |
Yearly Dividend1.67
Dividend Growth(5Y)4.23%
DP446.97%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)41.39%
Min EPS beat(2)-14.02%
Max EPS beat(2)96.8%
EPS beat(4)1
Avg EPS beat(4)-22.26%
Min EPS beat(4)-130.25%
Max EPS beat(4)96.8%
EPS beat(8)2
Avg EPS beat(8)-12.51%
EPS beat(12)4
Avg EPS beat(12)54.1%
EPS beat(16)7
Avg EPS beat(16)65.79%
Revenue beat(2)0
Avg Revenue beat(2)-0.88%
Min Revenue beat(2)-1%
Max Revenue beat(2)-0.77%
Revenue beat(4)0
Avg Revenue beat(4)-0.95%
Min Revenue beat(4)-1.02%
Max Revenue beat(4)-0.77%
Revenue beat(8)0
Avg Revenue beat(8)-0.95%
Revenue beat(12)1
Avg Revenue beat(12)-0.94%
Revenue beat(16)3
Avg Revenue beat(16)-0.53%
PT rev (1m)-2.53%
PT rev (3m)-4.99%
EPS NQ rev (1m)-4.07%
EPS NQ rev (3m)-4.65%
EPS NY rev (1m)-1.5%
EPS NY rev (3m)3.07%
Revenue NQ rev (1m)0.21%
Revenue NQ rev (3m)-0.52%
Revenue NY rev (1m)0.06%
Revenue NY rev (3m)0%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 101.89 | ||
| Fwd PE | 63.31 | ||
| P/S | 7.59 | ||
| P/FCF | 22.79 | ||
| P/OCF | 14.62 | ||
| P/B | 3.86 | ||
| P/tB | 3.86 | ||
| EV/EBITDA | 18.74 |
EPS(TTM)0.38
EY0.98%
EPS(NY)0.61
Fwd EY1.58%
FCF(TTM)1.7
FCFY4.39%
OCF(TTM)2.65
OCFY6.84%
SpS5.1
BVpS10.03
TBVpS10.03
PEG (NY)0.77
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.19% | ||
| ROE | 3.82% | ||
| ROCE | 3.13% | ||
| ROIC | 2.42% | ||
| ROICexc | 2.42% | ||
| ROICexgc | 2.48% | ||
| OM | 17.89% | ||
| PM (TTM) | 7.52% | ||
| GM | 65.38% | ||
| FCFM | 33.3% |
ROA(3y)1.8%
ROA(5y)1.47%
ROE(3y)5.16%
ROE(5y)4.32%
ROIC(3y)2.04%
ROIC(5y)1.66%
ROICexc(3y)2.04%
ROICexc(5y)1.66%
ROICexgc(3y)2.08%
ROICexgc(5y)1.7%
ROCE(3y)2.67%
ROCE(5y)2.17%
ROICexcg growth 3Y28%
ROICexcg growth 5Y3.06%
ROICexc growth 3Y28.08%
ROICexc growth 5Y3.08%
OM growth 3Y17.2%
OM growth 5Y-2.06%
PM growth 3Y-23.44%
PM growth 5Y-20.24%
GM growth 3Y0.34%
GM growth 5Y-0.92%
F-Score4
Asset Turnover0.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.68 | ||
| Debt/FCF | 10.26 | ||
| Debt/EBITDA | 5.67 | ||
| Cap/Depr | 45.9% | ||
| Cap/Sales | 18.6% | ||
| Interest Coverage | 1.58 | ||
| Cash Conversion | 88.84% | ||
| Profit Quality | 442.73% | ||
| Current Ratio | 0 | ||
| Quick Ratio | 0 | ||
| Altman-Z | 0.64 |
F-Score4
WACC6.83%
ROIC/WACC0.35
Cap/Depr(3y)77.75%
Cap/Depr(5y)120.71%
Cap/Sales(3y)33.77%
Cap/Sales(5y)56.24%
Profit Quality(3y)255.8%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-7.32%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%37.5%
EPS Next Y131.79%
EPS Next 2Y56.41%
EPS Next 3Y42.56%
EPS Next 5YN/A
Revenue 1Y (TTM)2.29%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.34%
Revenue Next Year2.26%
Revenue Next 2Y2.85%
Revenue Next 3Y3.32%
Revenue Next 5Y4.1%
EBIT growth 1Y6.58%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year234.81%
EBIT Next 3Y53.31%
EBIT Next 5Y39.12%
FCF growth 1Y52.65%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y5.45%
OCF growth 3Y9.71%
OCF growth 5Y6.81%