UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
35.59 USD
+0.91 (+2.62%)
35.59 USD
0 (0%)
Taking everything into account, UDR scores 4 out of 10 in our fundamental rating. UDR was compared to 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 decent growth rate and is not valued too expensively.
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.
Each year in the past 5 years UDR had a positive operating cash flow.
1.2 Ratios
UDR has a worse Return On Assets (1.37%) than 60.00% of its industry peers.
UDR has a Return On Equity of 4.43%. This is comparable to the rest of the industry: UDR outperforms 45.00% of its industry peers.
Looking at the Return On Invested Capital, with a value of 2.48%, UDR is in line with its industry, outperforming 50.00% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital 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.
Looking at the Operating Margin, with a value of 18.16%, UDR is in line with its industry, outperforming 45.00% of the companies in the same industry.
In the last couple of years the Operating Margin of UDR has declined.
Looking at the Gross Margin, with a value of 65.39%, 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 | 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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so UDR is destroying value.
The number of shares outstanding for UDR has been reduced compared to 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 0.50. This is a bad value and indicates that UDR is not financially healthy and even has some risk of bankruptcy.
UDR has a Altman-Z score of 0.50. This is in the lower half of the industry: UDR underperforms 60.00% of its industry peers.
The Debt to FCF ratio of UDR is 10.15, which is on the high side as it means it would take UDR, 10.15 years of fcf income to pay off 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.
UDR has a Debt to Equity ratio of 1.74. This is in the lower half of the industry: UDR underperforms 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.74 | ||
| Debt/FCF | 10.15 | ||
| Altman-Z | 0.5 |
ROIC/WACC0.37
WACC6.69%
2.3 Liquidity
A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
UDR has a worse Current ratio (0.00) than 95.00% of its industry peers.
A Quick Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
UDR has a worse Quick ratio (0.00) than 95.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0 | ||
| Quick Ratio | 0 |
3. Growth
3.1 Past
UDR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 18.92%, which is quite good.
The earnings per share for UDR have been decreasing by -16.61% on average. This is quite bad
Looking at the last year, UDR shows a small growth in Revenue. The Revenue has grown by 2.38% in the last year.
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 42.27% on average per year.
Based on estimates for the next years, UDR will show a small growth in Revenue. The Revenue will grow by 3.15% on average per year.
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 5Y3.15%
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
Based on the Price/Earnings ratio of 80.89, the valuation of UDR can be described as expensive.
The rest of the industry has a similar Price/Earnings ratio as UDR.
UDR is valuated expensively when we compare the Price/Earnings ratio to 25.45, which is the current average of the S&P500 Index.
UDR is valuated quite expensively with a Price/Forward Earnings ratio of 58.30.
UDR's Price/Forward Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Forward Earnings ratio of 34.46, UDR is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80.89 | ||
| Fwd PE | 58.3 |
4.2 Price Multiples
65.00% of the companies in the same industry are more expensive than UDR, based on the Enterprise Value to EBITDA ratio.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of UDR indicates a rather cheap valuation: UDR is cheaper than 90.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.52 | ||
| EV/EBITDA | 17.1 |
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 42.27% in the coming years.
PEG (NY)0.58
PEG (5Y)N/A
EPS Next 2Y56.27%
EPS Next 3Y42.28%
5. Dividend
5.1 Amount
UDR has a Yearly Dividend Yield of 4.96%, which is a nice return.
UDR's Dividend Yield is a higher than the industry average which is at 7.22.
Compared to an average S&P500 Dividend Yield of 2.45, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.96% |
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 393.75% 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.
DP393.75%
EPS Next 2Y56.27%
EPS Next 3Y42.28%
35.59
+0.91 (+2.62%)
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 Change0.29%
Ins Owners0.48%
Ins Owner Change1.39%
Market Cap11.79B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts68.15
Price Target41.75 (17.31%)
Short Float %2.81%
Short Ratio3.3
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.96% |
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)-1.94%
PT rev (3m)-5.18%
EPS NQ rev (1m)-0.79%
EPS NQ rev (3m)-2.34%
EPS NY rev (1m)0%
EPS NY rev (3m)2.02%
Revenue NQ rev (1m)0.17%
Revenue NQ rev (3m)0.29%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.17%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80.89 | ||
| Fwd PE | 58.3 | ||
| P/S | 6.93 | ||
| P/FCF | 20.52 | ||
| P/OCF | 13.37 | ||
| P/B | 3.6 | ||
| P/tB | 3.6 | ||
| EV/EBITDA | 17.1 |
EPS(TTM)0.44
EY1.24%
EPS(NY)0.61
Fwd EY1.72%
FCF(TTM)1.73
FCFY4.87%
OCF(TTM)2.66
OCFY7.48%
SpS5.14
BVpS9.88
TBVpS9.88
PEG (NY)0.58
PEG (5Y)N/A
Graham Number9.89
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 | 0.5 |
F-Score6
WACC6.69%
ROIC/WACC0.37
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 Y140.09%
EPS Next 2Y56.27%
EPS Next 3Y42.28%
EPS Next 5YN/A
Revenue 1Y (TTM)2.38%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.68%
Revenue Next Year2.38%
Revenue Next 2Y2.88%
Revenue Next 3Y3.3%
Revenue Next 5Y3.15%
EBIT growth 1Y10.86%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year234.49%
EBIT Next 3Y53%
EBIT Next 5Y38.82%
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.
What is the valuation status of UDR INC (UDR) stock?
ChartMill assigns a valuation rating of 5 / 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 80.89 and the Price/Book (PB) ratio is 3.6.
Can you provide the financial health for UDR stock?
The financial health rating of UDR INC (UDR) is 2 / 10.