UDR INC (UDR) Fundamental Analysis & Valuation
NYSE:UDR • US9026531049
35.41 USD
-0.63 (-1.75%)
At close: Mar 13, 2026
35.41 USD
0 (0%)
After Hours: 3/13/2026, 4:02:49 PM
This UDR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
We assign a fundamental rating of 4 out of 10 to UDR. UDR was compared to 20 industry peers in the Residential REITs industry. UDR scores excellent on profitability, but there are concerns on its financial health. UDR is quite expensive at the moment. It does show a decent growth rate.
1. UDR Profitability Analysis
1.1 Basic Checks
- UDR had positive earnings in the past year.
- In the past year UDR had a positive cash flow from operations.
- 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
- UDR has a Return On Assets (3.52%) which is in line with its industry peers.
- With a decent Return On Equity value of 11.34%, UDR is doing good in the industry, outperforming 80.00% of the companies in the same industry.
- UDR's Return On Invested Capital of 2.57% is in line compared to the rest of the industry. UDR outperforms 50.00% of its industry peers.
- UDR had an Average Return On Invested Capital over the past 3 years of 2.30%. This is in line with the industry average of 2.74%.
- The last Return On Invested Capital (2.57%) for UDR is above the 3 year average (2.30%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.52% | ||
| ROE | 11.34% | ||
| ROIC | 2.57% |
ROA(3y)2.72%
ROA(5y)2.05%
ROE(3y)8.27%
ROE(5y)6.21%
ROIC(3y)2.3%
ROIC(5y)1.95%
1.3 Margins
- With a Profit Margin value of 21.78%, UDR perfoms like the industry average, outperforming 55.00% of the companies in the same industry.
- In the last couple of years the Profit Margin of UDR has grown nicely.
- UDR has a Operating Margin of 18.83%. This is comparable to the rest of the industry: UDR outperforms 55.00% of its industry peers.
- In the last couple of years the Operating Margin of UDR has grown nicely.
- UDR has a better Gross Margin (65.31%) 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 | 18.83% | ||
| PM (TTM) | 21.78% | ||
| GM | 65.31% |
OM growth 3Y6.72%
OM growth 5Y12.1%
PM growth 3Y58.8%
PM growth 5Y35.12%
GM growth 3Y-0.16%
GM growth 5Y-0.32%
2. UDR Health Analysis
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.
- UDR has more shares outstanding than it did 5 years ago.
- UDR has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 0.54, we must say that UDR is in the distress zone and has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 0.54, UDR is in line with its industry, outperforming 45.00% of the companies in the same industry.
- The Debt to FCF ratio of UDR is 13.76, which is on the high side as it means it would take UDR, 13.76 years of fcf income to pay off all of its debts.
- The Debt to FCF ratio of UDR (13.76) is better than 85.00% of its industry peers.
- A Debt/Equity ratio of 1.75 is on the high side and indicates that UDR has dependencies on debt financing.
- The Debt to Equity ratio of UDR (1.75) is worse than 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.75 | ||
| Debt/FCF | 13.76 | ||
| Altman-Z | 0.54 |
ROIC/WACC0.38
WACC6.78%
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.
- 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.
- 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. UDR Growth Analysis
3.1 Past
- UDR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 116.00%, which is quite impressive.
- Measured over the past years, UDR shows a very strong growth in Earnings Per Share. The EPS has been growing by 21.98% on average per year.
- The Revenue has been growing slightly by 2.42% in the past year.
- The Revenue has been growing slightly by 6.65% on average over the past years.
EPS 1Y (TTM)116%
EPS 3Y29.27%
EPS 5Y21.98%
EPS Q2Q%500%
Revenue 1Y (TTM)2.42%
Revenue growth 3Y4.11%
Revenue growth 5Y6.65%
Sales Q2Q%1.99%
3.2 Future
- Based on estimates for the next years, UDR will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.92% on average per year.
- UDR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.67% yearly.
EPS Next Y5.36%
EPS Next 2Y4.67%
EPS Next 3Y9.92%
EPS Next 5YN/A
Revenue Next Year1.8%
Revenue Next 2Y2.47%
Revenue Next 3Y3.08%
Revenue Next 5Y3.67%
3.3 Evolution
- The EPS growth rate is decreasing: in the next years the growth will be less 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. UDR Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 65.57, which means the current valuation is very expensive for UDR.
- UDR's Price/Earnings is on the same level as the industry average.
- Compared to an average S&P500 Price/Earnings ratio of 25.71, UDR is valued quite expensively.
- The Price/Forward Earnings ratio is 62.24, which means the current valuation is very expensive for UDR.
- 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 23.82, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 65.57 | ||
| Fwd PE | 62.24 |
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 90.00% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 27.5 | ||
| EV/EBITDA | 17.18 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
- The decent profitability rating of UDR may justify a higher PE ratio.
PEG (NY)12.23
PEG (5Y)2.98
EPS Next 2Y4.67%
EPS Next 3Y9.92%
5. UDR Dividend Analysis
5.1 Amount
- UDR has a Yearly Dividend Yield of 4.57%, which is a nice return.
- Compared to an average industry Dividend Yield of 44.42, UDR has a dividend in line with its industry peers.
- UDR's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.57% |
5.2 History
- The dividend of UDR has a limited annual growth rate of 3.93%.
- UDR has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)3.93%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
- UDR pays out 153.59% of its income as dividend. This is not a sustainable payout ratio.
- The dividend of UDR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP153.59%
EPS Next 2Y4.67%
EPS Next 3Y9.92%
UDR Fundamentals: All Metrics, Ratios and Statistics
35.41
-0.63 (-1.75%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)02-09 2026-02-09/amc
Earnings (Next)04-28 2026-04-28/amc
Inst Owners106.99%
Inst Owner Change1.44%
Ins Owners0.47%
Ins Owner Change1.13%
Market Cap11.63B
Revenue(TTM)1.71B
Net Income(TTM)372.87M
Analysts67.14
Price Target41.8 (18.05%)
Short Float %4.49%
Short Ratio3.41
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.57% |
Yearly Dividend1.74
Dividend Growth(5Y)3.93%
DP153.59%
Div Incr Years0
Div Non Decr Years0
Ex-Date01-12 2026-01-12 (0.43)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-28.09%
Min EPS beat(2)-47.58%
Max EPS beat(2)-8.61%
EPS beat(4)1
Avg EPS beat(4)6.65%
Min EPS beat(4)-47.58%
Max EPS beat(4)96.8%
EPS beat(8)2
Avg EPS beat(8)-16.71%
EPS beat(12)3
Avg EPS beat(12)49.22%
EPS beat(16)5
Avg EPS beat(16)33.12%
Revenue beat(2)0
Avg Revenue beat(2)-1.25%
Min Revenue beat(2)-1.51%
Max Revenue beat(2)-0.99%
Revenue beat(4)0
Avg Revenue beat(4)-1.07%
Min Revenue beat(4)-1.51%
Max Revenue beat(4)-0.77%
Revenue beat(8)0
Avg Revenue beat(8)-1%
Revenue beat(12)0
Avg Revenue beat(12)-1.21%
Revenue beat(16)1
Avg Revenue beat(16)-0.95%
PT rev (1m)1.18%
PT rev (3m)0.94%
EPS NQ rev (1m)-3.19%
EPS NQ rev (3m)-9%
EPS NY rev (1m)-6.29%
EPS NY rev (3m)-4.7%
Revenue NQ rev (1m)-1.27%
Revenue NQ rev (3m)-1.35%
Revenue NY rev (1m)-0.74%
Revenue NY rev (3m)-1.24%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 65.57 | ||
| Fwd PE | 62.24 | ||
| P/S | 6.79 | ||
| P/FCF | 27.5 | ||
| P/OCF | 12.89 | ||
| P/B | 3.54 | ||
| P/tB | 3.54 | ||
| EV/EBITDA | 17.18 |
EPS(TTM)0.54
EY1.52%
EPS(NY)0.57
Fwd EY1.61%
FCF(TTM)1.29
FCFY3.64%
OCF(TTM)2.75
OCFY7.76%
SpS5.21
BVpS10.01
TBVpS10.01
PEG (NY)12.23
PEG (5Y)2.98
Graham Number11.03
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.52% | ||
| ROE | 11.34% | ||
| ROCE | 3.4% | ||
| ROIC | 2.57% | ||
| ROICexc | 2.57% | ||
| ROICexgc | 2.63% | ||
| OM | 18.83% | ||
| PM (TTM) | 21.78% | ||
| GM | 65.31% | ||
| FCFM | 24.71% |
ROA(3y)2.72%
ROA(5y)2.05%
ROE(3y)8.27%
ROE(5y)6.21%
ROIC(3y)2.3%
ROIC(5y)1.95%
ROICexc(3y)2.3%
ROICexc(5y)1.95%
ROICexgc(3y)2.35%
ROICexgc(5y)1.99%
ROCE(3y)3.03%
ROCE(5y)2.55%
ROICexgc growth 3Y13.15%
ROICexgc growth 5Y17.56%
ROICexc growth 3Y12.98%
ROICexc growth 5Y17.5%
OM growth 3Y6.72%
OM growth 5Y12.1%
PM growth 3Y58.8%
PM growth 5Y35.12%
GM growth 3Y-0.16%
GM growth 5Y-0.32%
F-Score6
Asset Turnover0.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.75 | ||
| Debt/FCF | 13.76 | ||
| Debt/EBITDA | 5.75 | ||
| Cap/Depr | 70.56% | ||
| Cap/Sales | 28.02% | ||
| Interest Coverage | 1.69 | ||
| Cash Conversion | 90.07% | ||
| Profit Quality | 113.47% | ||
| Current Ratio | 0 | ||
| Quick Ratio | 0 | ||
| Altman-Z | 0.54 |
F-Score6
WACC6.78%
ROIC/WACC0.38
Cap/Depr(3y)63.24%
Cap/Depr(5y)112.04%
Cap/Sales(3y)26.08%
Cap/Sales(5y)50.49%
Profit Quality(3y)275.49%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)116%
EPS 3Y29.27%
EPS 5Y21.98%
EPS Q2Q%500%
EPS Next Y5.36%
EPS Next 2Y4.67%
EPS Next 3Y9.92%
EPS Next 5YN/A
Revenue 1Y (TTM)2.42%
Revenue growth 3Y4.11%
Revenue growth 5Y6.65%
Sales Q2Q%1.99%
Revenue Next Year1.8%
Revenue Next 2Y2.47%
Revenue Next 3Y3.08%
Revenue Next 5Y3.67%
EBIT growth 1Y13.96%
EBIT growth 3Y11.1%
EBIT growth 5Y19.55%
EBIT Next Year131.38%
EBIT Next 3Y35.13%
EBIT Next 5Y24.92%
FCF growth 1Y-21.31%
FCF growth 3Y111.24%
FCF growth 5YN/A
OCF growth 1Y2.97%
OCF growth 3Y3.26%
OCF growth 5Y8.36%
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 3 / 10 to UDR INC (UDR). This can be considered as Overvalued.
How profitable is UDR INC (UDR) stock?
UDR INC (UDR) has a profitability rating of 7 / 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 5.36% in the next year.