UDR INC (UDR) Stock Fundamental Analysis
USA - NYSE:UDR - US9026531049 - REIT
35.04 USD
-0.97 (-2.69%)
35.04 USD
0 (0%)
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.
UDR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With a Return On Assets value of 1.19%, UDR perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
UDR has a Return On Equity (3.82%) which is comparable to the rest of the industry.
The Return On Invested Capital of UDR (2.42%) is comparable to the rest of the industry.
The Average Return On Invested Capital over the past 3 years for UDR is in line with the industry average of 2.60%.
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
With a Profit Margin value of 7.52%, UDR perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
UDR's Profit Margin has declined in the last couple of years.
The Operating Margin of UDR (17.89%) is worse than 60.00% of its industry peers.
In the last couple of years the Operating Margin of UDR has declined.
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.
UDR has less shares outstanding than it did 1 year ago.
The number of shares outstanding for UDR has been increased compared to 5 years ago.
Compared to 1 year ago, UDR has a worse debt to assets ratio.
2.2 Solvency
UDR has an Altman-Z score of 0.53. 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 (0.53) is worse than 60.00% of its industry peers.
UDR has a debt to FCF ratio of 10.26. This is a negative value and a sign of low solvency as UDR would need 10.26 years to pay back of all of its debts.
With an excellent Debt to FCF ratio value of 10.26, UDR belongs to the best of the industry, outperforming 85.00% of the companies in the same industry.
UDR has a Debt/Equity ratio of 1.68. This is a high value indicating a heavy dependency on external financing.
UDR has a Debt to Equity ratio of 1.68. This is in the lower half of the industry: UDR underperforms 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.68 | ||
| Debt/FCF | 10.26 | ||
| Altman-Z | 0.53 |
ROIC/WACC0.36
WACC6.63%
2.3 Liquidity
A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
The Current ratio of UDR (0.00) is worse than 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.
Looking at the Quick ratio, with a value of 0.00, UDR is doing worse than 95.00% of the companies in the same industry.
| 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.
UDR shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -16.61% yearly.
Looking at the last year, UDR shows a small growth in Revenue. The Revenue has grown by 2.29% in the last year.
The Revenue has been growing slightly by 7.73% on average over the past years.
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
The Earnings Per Share is expected to grow by 42.27% on average over the next years. This is a very strong growth
UDR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.10% yearly.
EPS Next Y140.09%
EPS Next 2Y56.27%
EPS Next 3Y42.28%
EPS Next 5YN/A
Revenue Next Year2.38%
Revenue Next 2Y2.88%
Revenue Next 3Y3.3%
Revenue Next 5Y4.1%
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
With a Price/Earnings ratio of 92.21, UDR can be considered very expensive at the moment.
UDR's Price/Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Earnings ratio of 27.00, UDR is valued quite expensively.
With a Price/Forward Earnings ratio of 57.40, UDR can be considered very expensive at the moment.
UDR's Price/Forward Earnings ratio is in line with the industry average.
UDR's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 22.87.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 92.21 | ||
| Fwd PE | 57.4 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as UDR.
90.00% of the companies in the same industry are more expensive than UDR, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.63 | ||
| EV/EBITDA | 17.38 |
4.3 Compensation for Growth
UDR's 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 42.27% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.66
PEG (5Y)N/A
EPS Next 2Y56.27%
EPS Next 3Y42.28%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.74%, UDR is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 7.06, UDR pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.31, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.74% |
5.2 History
The dividend of UDR has a limited annual growth rate of 4.23%.
UDR has been paying a dividend for at least 10 years, so it has 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 2Y56.27%
EPS Next 3Y42.28%
35.04
-0.97 (-2.69%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners102.52%
Inst Owner Change0.07%
Ins Owners0.48%
Ins Owner Change0.93%
Market Cap11.61B
Revenue(TTM)1.69B
Net Income(TTM)127.14M
Analysts68.89
Price Target44.75 (27.71%)
Short Float %2.81%
Short Ratio3.72
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.74% |
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)0%
PT rev (3m)-4.36%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-4.88%
EPS NY rev (1m)0%
EPS NY rev (3m)2.02%
Revenue NQ rev (1m)-0.09%
Revenue NQ rev (3m)0.32%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 92.21 | ||
| Fwd PE | 57.4 | ||
| P/S | 6.87 | ||
| P/FCF | 20.63 | ||
| P/OCF | 13.23 | ||
| P/B | 3.49 | ||
| P/tB | 3.49 | ||
| EV/EBITDA | 17.38 |
EPS(TTM)0.38
EY1.08%
EPS(NY)0.61
Fwd EY1.74%
FCF(TTM)1.7
FCFY4.85%
OCF(TTM)2.65
OCFY7.56%
SpS5.1
BVpS10.03
TBVpS10.03
PEG (NY)0.66
PEG (5Y)N/A
Graham Number9.26
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%
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-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 | 0.53 |
F-Score4
WACC6.63%
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)-7.32%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%37.5%
EPS Next Y140.09%
EPS Next 2Y56.27%
EPS Next 3Y42.28%
EPS Next 5YN/A
Revenue 1Y (TTM)2.29%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.34%
Revenue Next Year2.38%
Revenue Next 2Y2.88%
Revenue Next 3Y3.3%
Revenue Next 5Y4.1%
EBIT growth 1Y6.58%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year234.49%
EBIT Next 3Y53%
EBIT Next 5Y38.82%
FCF growth 1Y52.65%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y5.45%
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.
What is the valuation status of UDR INC (UDR) stock?
ChartMill assigns a valuation rating of 4 / 10 to UDR INC (UDR). This can be considered as Fairly Valued.
Can you provide the profitability details for UDR INC?
UDR INC (UDR) has a profitability rating of 5 / 10.
What are the PE and PB ratios of UDR INC (UDR) stock?
The Price/Earnings (PE) ratio for UDR INC (UDR) is 92.21 and the Price/Book (PB) ratio is 3.49.
Can you provide the financial health for UDR stock?
The financial health rating of UDR INC (UDR) is 2 / 10.