UDR INC (UDR) Stock Fundamental Analysis
USA - NYSE:UDR - US9026531049 - REIT
36.835 USD
-0.34 (-0.93%)
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 is not valued too expensively and it also shows a decent 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.
UDR had positive earnings in each of the past 5 years.
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 55.00% of the companies in the same industry.
Looking at the Return On Equity, with a value of 3.82%, UDR is in line with its industry, outperforming 60.00% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 2.42%, UDR is in line with its industry, outperforming 50.00% of the companies in the same 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 last Return On Invested Capital (2.42%) for UDR is above the 3 year average (2.04%), which is a sign of increasing profitability.
| 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 has a Profit Margin (7.52%) which is comparable to the rest of the industry.
In the last couple of years the Profit Margin of UDR has declined.
With a Operating Margin value of 17.89%, 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 Operating Margin of UDR has declined.
Looking at the Gross Margin, with a value of 65.38%, UDR belongs to the top of the industry, outperforming 95.00% of the companies in the same industry.
UDR's Gross Margin has been stable in the last couple of years.
| 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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so UDR is destroying value.
Compared to 1 year ago, UDR has less shares outstanding
Compared to 5 years ago, UDR has more shares outstanding
UDR has a worse debt/assets ratio than last year.
2.2 Solvency
UDR has an Altman-Z score of 0.59. This is a bad value and indicates that UDR is not financially healthy and even has some risk of bankruptcy.
UDR's Altman-Z score of 0.59 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.
Looking at the Debt to FCF ratio, with a value of 10.26, UDR belongs to the top 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.
With a Debt to Equity ratio value of 1.68, UDR is not doing good in the industry: 70.00% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.68 | ||
| Debt/FCF | 10.26 | ||
| Altman-Z | 0.59 |
ROIC/WACC0.35
WACC6.84%
2.3 Liquidity
A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
UDR's Current ratio of 0.00 is on the low side compared to the rest of the industry. UDR is outperformed by 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
UDR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 42.56% yearly.
The Revenue is expected to grow by 4.10% on average over the next years.
EPS Next Y140.09%
EPS Next 2Y56.7%
EPS Next 3Y42.56%
EPS Next 5YN/A
Revenue Next Year2.38%
Revenue Next 2Y2.93%
Revenue Next 3Y3.41%
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.
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
A Price/Earnings ratio of 96.93 indicates a quite expensive valuation of UDR.
UDR's Price/Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Earnings ratio of 27.54, UDR is valued quite expensively.
With a Price/Forward Earnings ratio of 60.01, UDR can be considered very expensive at the moment.
UDR's Price/Forward Earnings ratio is in line with the industry average.
UDR is valuated expensively when we compare the Price/Forward Earnings ratio to 23.05, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 96.93 | ||
| Fwd PE | 60.01 |
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 cheaper than 90.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.68 | ||
| EV/EBITDA | 18.1 |
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 42.56% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.69
PEG (5Y)N/A
EPS Next 2Y56.7%
EPS Next 3Y42.56%
5. Dividend
5.1 Amount
UDR has a Yearly Dividend Yield of 4.64%, which is a nice return.
UDR's Dividend Yield is a higher than the industry average which is at 6.33.
UDR's Dividend Yield is rather good when compared to the S&P500 average which is at 2.41.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.64% |
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 2Y56.7%
EPS Next 3Y42.56%
NYSE:UDR (9/29/2025, 3:42:09 PM)
36.835
-0.34 (-0.93%)
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 Change-0.26%
Ins Owners0.48%
Ins Owner Change0.93%
Market Cap12.21B
Analysts69.63
Price Target44.75 (21.49%)
Short Float %2.67%
Short Ratio3.87
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.64% |
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)-1.02%
PT rev (3m)-5.45%
EPS NQ rev (1m)-0.85%
EPS NQ rev (3m)-5.11%
EPS NY rev (1m)3.58%
EPS NY rev (3m)2.66%
Revenue NQ rev (1m)0.23%
Revenue NQ rev (3m)0.32%
Revenue NY rev (1m)0.12%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 96.93 | ||
| Fwd PE | 60.01 | ||
| P/S | 7.22 | ||
| P/FCF | 21.68 | ||
| P/OCF | 13.91 | ||
| P/B | 3.67 | ||
| P/tB | 3.67 | ||
| EV/EBITDA | 18.1 |
EPS(TTM)0.38
EY1.03%
EPS(NY)0.61
Fwd EY1.67%
FCF(TTM)1.7
FCFY4.61%
OCF(TTM)2.65
OCFY7.19%
SpS5.1
BVpS10.03
TBVpS10.03
PEG (NY)0.69
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 | 0.59 |
F-Score4
WACC6.84%
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 Y140.09%
EPS Next 2Y56.7%
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 Year2.38%
Revenue Next 2Y2.93%
Revenue Next 3Y3.41%
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 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%