UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
36.2 USD
-0.62 (-1.68%)
36.2 USD
0 (0%)
UDR gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 20 industry peers in the Residential REITs industry. While UDR is still in line with the averages on profitability rating, there are concerns on its financial health. UDR has a correct valuation and a medium growth rate.
1. Profitability
1.1 Basic Checks
In the past year UDR was profitable.
UDR had a positive operating cash flow in the past year.
Each year in the past 5 years UDR has been profitable.
Each year in the past 5 years UDR had a positive operating cash flow.
1.2 Ratios
The Return On Assets of UDR (1.37%) is worse than 60.00% of its industry peers.
With a Return On Equity value of 4.43%, UDR perfoms like the industry average, outperforming 45.00% of the companies in the same industry.
UDR has a Return On Invested Capital (2.48%) which is in line with its industry peers.
The Average Return On Invested Capital over the past 3 years for UDR is in line with the industry average of 2.59%.
The 3 year average ROIC (2.04%) for UDR is below the current ROIC(2.48%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.37% | ||
| ROE | 4.43% | ||
| ROIC | 2.48% |
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
With a Profit Margin value of 8.52%, UDR is not doing good in the industry: 60.00% of the companies in the same industry are doing better.
In the last couple of years the Profit Margin of UDR has declined.
UDR's Operating Margin of 18.16% is in line compared to the rest of the industry. UDR outperforms 45.00% of its industry peers.
UDR's Operating Margin has declined in the last couple of years.
UDR has a better Gross Margin (65.39%) than 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 | 18.16% | ||
| PM (TTM) | 8.52% | ||
| GM | 65.39% |
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
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), UDR is destroying value.
UDR has less shares outstanding than it did 1 year ago.
Compared to 5 years ago, UDR has more shares outstanding
Compared to 1 year ago, UDR has a worse debt to assets ratio.
2.2 Solvency
UDR has an Altman-Z score of 0.54. This is a bad value and indicates that UDR is not financially healthy and even has some risk of bankruptcy.
The Altman-Z score of UDR (0.54) is comparable to the rest of the industry.
UDR has a debt to FCF ratio of 10.15. This is a negative value and a sign of low solvency as UDR would need 10.15 years to pay back of all of its debts.
UDR has a Debt to FCF ratio of 10.15. This is amongst the best in the industry. UDR outperforms 85.00% of its industry peers.
A Debt/Equity ratio of 1.74 is on the high side and indicates that UDR has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.74, UDR is doing worse than 70.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.74 | ||
| Debt/FCF | 10.15 | ||
| Altman-Z | 0.54 |
ROIC/WACC0.36
WACC6.79%
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.
The Quick ratio of UDR (0.00) is worse than 95.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0 | ||
| Quick Ratio | 0 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 18.92% over the past 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 2.38%.
The Revenue has been growing slightly by 7.73% on average over the past years.
EPS 1Y (TTM)18.92%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%100%
Revenue 1Y (TTM)2.38%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.68%
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 41.89% on average per year.
Based on estimates for the next years, UDR will show a small growth in Revenue. The Revenue will grow by 3.52% on average per year.
EPS Next Y140.67%
EPS Next 2Y54.53%
EPS Next 3Y41.89%
EPS Next 5YN/A
Revenue Next Year2.5%
Revenue Next 2Y2.76%
Revenue Next 3Y3.21%
Revenue Next 5Y3.52%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
UDR is valuated quite expensively with a Price/Earnings ratio of 82.27.
Compared to the rest of the industry, the Price/Earnings ratio of UDR is on the same level as its industry peers.
UDR is valuated expensively when we compare the Price/Earnings ratio to 27.25, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 60.63, UDR can be considered very expensive at the moment.
UDR's Price/Forward Earnings ratio is in line with the industry average.
When comparing the Price/Forward Earnings ratio of UDR to the average of the S&P500 Index (23.98), we can say UDR is valued expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 82.27 | ||
| Fwd PE | 60.63 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as UDR.
Based on the Price/Free Cash Flow ratio, UDR is valued cheaply inside the industry as 85.00% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.82 | ||
| EV/EBITDA | 17.58 |
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.
UDR's earnings are expected to grow with 41.89% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.58
PEG (5Y)N/A
EPS Next 2Y54.53%
EPS Next 3Y41.89%
5. Dividend
5.1 Amount
UDR has a Yearly Dividend Yield of 4.61%, which is a nice return.
UDR's Dividend Yield is a higher than the industry average which is at 32.52.
Compared to an average S&P500 Dividend Yield of 1.92, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.61% |
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
393.75% of the earnings are spent on dividend by UDR. This is not a sustainable payout ratio.
UDR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP393.75%
EPS Next 2Y54.53%
EPS Next 3Y41.89%
36.2
-0.62 (-1.68%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners103.43%
Inst Owner Change0.02%
Ins Owners0.44%
Ins Owner Change1.49%
Market Cap11.96B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts67.41
Price Target41.15 (13.67%)
Short Float %3.17%
Short Ratio3.65
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.61% |
Yearly Dividend1.67
Dividend Growth(5Y)4.23%
DP393.75%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-11.31%
Min EPS beat(2)-14.02%
Max EPS beat(2)-8.61%
EPS beat(4)1
Avg EPS beat(4)-14.02%
Min EPS beat(4)-130.25%
Max EPS beat(4)96.8%
EPS beat(8)2
Avg EPS beat(8)-11.9%
EPS beat(12)4
Avg EPS beat(12)54.87%
EPS beat(16)6
Avg EPS beat(16)60.89%
Revenue beat(2)0
Avg Revenue beat(2)-0.88%
Min Revenue beat(2)-0.99%
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)-0.9%
Revenue beat(12)0
Avg Revenue beat(12)-1.15%
Revenue beat(16)2
Avg Revenue beat(16)-0.72%
PT rev (1m)-0.63%
PT rev (3m)-8.05%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-2.38%
EPS NY rev (1m)0.48%
EPS NY rev (3m)0.24%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.21%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 82.27 | ||
| Fwd PE | 60.63 | ||
| P/S | 7.03 | ||
| P/FCF | 20.82 | ||
| P/OCF | 13.56 | ||
| P/B | 3.65 | ||
| P/tB | 3.65 | ||
| EV/EBITDA | 17.58 |
EPS(TTM)0.44
EY1.22%
EPS(NY)0.6
Fwd EY1.65%
FCF(TTM)1.74
FCFY4.8%
OCF(TTM)2.67
OCFY7.37%
SpS5.15
BVpS9.91
TBVpS9.91
PEG (NY)0.58
PEG (5Y)N/A
Graham Number9.9
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.37% | ||
| ROE | 4.43% | ||
| ROCE | 3.25% | ||
| ROIC | 2.48% | ||
| ROICexc | 2.48% | ||
| ROICexgc | 2.54% | ||
| OM | 18.16% | ||
| PM (TTM) | 8.52% | ||
| GM | 65.39% | ||
| FCFM | 33.77% |
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%
ROICexgc growth 3Y28%
ROICexgc 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-Score6
Asset Turnover0.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.74 | ||
| Debt/FCF | 10.15 | ||
| Debt/EBITDA | 5.75 | ||
| Cap/Depr | 44.94% | ||
| Cap/Sales | 18.06% | ||
| Interest Coverage | 1.61 | ||
| Cash Conversion | 88.83% | ||
| Profit Quality | 396.55% | ||
| Current Ratio | 0 | ||
| Quick Ratio | 0 | ||
| Altman-Z | 0.54 |
F-Score6
WACC6.79%
ROIC/WACC0.36
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)18.92%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%100%
EPS Next Y140.67%
EPS Next 2Y54.53%
EPS Next 3Y41.89%
EPS Next 5YN/A
Revenue 1Y (TTM)2.38%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.68%
Revenue Next Year2.5%
Revenue Next 2Y2.76%
Revenue Next 3Y3.21%
Revenue Next 5Y3.52%
EBIT growth 1Y10.86%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year235.75%
EBIT Next 3Y52.14%
EBIT Next 5Y38.94%
FCF growth 1Y69.12%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y6.14%
OCF growth 3Y9.71%
OCF growth 5Y6.81%
UDR INC / UDR FAQ
What is the ChartMill fundamental rating of UDR INC (UDR) stock?
ChartMill assigns a fundamental rating of 4 / 10 to UDR.
Can you provide the valuation status for UDR INC?
ChartMill assigns a valuation rating of 4 / 10 to UDR INC (UDR). This can be considered as Fairly Valued.
How profitable is UDR INC (UDR) stock?
UDR INC (UDR) has a profitability rating of 5 / 10.
What is the financial health of UDR INC (UDR) stock?
The financial health rating of UDR INC (UDR) is 2 / 10.
What is the earnings growth outlook for UDR INC?
The Earnings per Share (EPS) of UDR INC (UDR) is expected to grow by 140.67% in the next year.