UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
35.22 USD
+0.32 (+0.92%)
35.22 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. UDR has a medium profitability rating, but doesn't score so well on its financial health evaluation. 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.
In the past year UDR had a positive cash flow from operations.
Each year in the past 5 years UDR has been profitable.
In the past 5 years UDR always reported a positive cash flow from operatings.
1.2 Ratios
UDR's Return On Assets of 1.37% is on the low side compared to the rest of the industry. UDR is outperformed by 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.
UDR has a Return On Invested Capital of 2.48%. This is comparable to the rest of the industry: UDR outperforms 50.00% of its industry peers.
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
The Profit Margin of UDR (8.52%) is worse than 60.00% of its industry peers.
UDR's Profit Margin has declined in the last couple of years.
The Operating Margin of UDR (18.16%) is comparable to the rest of the industry.
In the last couple of years the Operating Margin of UDR has declined.
The Gross Margin of UDR (65.39%) is better 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.
Compared to 1 year ago, UDR has less shares outstanding
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 0.51, we must say that UDR is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 0.51, UDR is not doing good in the industry: 60.00% of the companies in the same industry are doing better.
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.
The Debt to FCF ratio of UDR (10.15) is better than 85.00% of its industry peers.
UDR has a Debt/Equity ratio of 1.74. This is a high value indicating a heavy dependency on external financing.
UDR has a worse Debt to Equity ratio (1.74) than 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.74 | ||
| Debt/FCF | 10.15 | ||
| Altman-Z | 0.51 |
ROIC/WACC0.37
WACC6.75%
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.
A Quick Ratio of 0.00 indicates that UDR may have some problems paying 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
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.
UDR shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -16.61% yearly.
UDR shows a small growth in Revenue. In the last year, the Revenue has grown by 2.38%.
Measured over the past years, UDR shows a small growth in Revenue. The Revenue has been growing by 7.73% on average per year.
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
UDR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 41.12% yearly.
UDR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.15% yearly.
EPS Next Y139.52%
EPS Next 2Y54.53%
EPS Next 3Y41.12%
EPS Next 5YN/A
Revenue Next Year2.5%
Revenue Next 2Y2.76%
Revenue Next 3Y3.23%
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 80.05, the valuation of UDR can be described as expensive.
UDR's Price/Earnings is on the same level as the industry average.
When comparing the Price/Earnings ratio of UDR to the average of the S&P500 Index (26.59), we can say UDR is valued expensively.
With a Price/Forward Earnings ratio of 58.99, 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 23.80.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80.05 | ||
| Fwd PE | 58.99 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of UDR indicates a somewhat cheap valuation: UDR is cheaper than 65.00% of the companies listed in the same industry.
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 | 20.25 | ||
| EV/EBITDA | 17.25 |
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 41.12% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.57
PEG (5Y)N/A
EPS Next 2Y54.53%
EPS Next 3Y41.12%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.88%, UDR is a good candidate for dividend investing.
UDR's Dividend Yield is a higher than the industry average which is at 7.26.
Compared to an average S&P500 Dividend Yield of 2.31, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.88% |
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
393.75% of the earnings are spent on dividend by UDR. This is not a sustainable payout ratio.
The dividend of UDR is growing, but earnings are growing more, so the dividend growth is sustainable.
DP393.75%
EPS Next 2Y54.53%
EPS Next 3Y41.12%
35.22
+0.32 (+0.92%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners103.45%
Inst Owner Change0.02%
Ins Owners0.44%
Ins Owner Change0.93%
Market Cap11.64B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts68.15
Price Target41.41 (17.58%)
Short Float %2.67%
Short Ratio3.16
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.88% |
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)-5.64%
PT rev (3m)-8.21%
EPS NQ rev (1m)-1.6%
EPS NQ rev (3m)-2.38%
EPS NY rev (1m)-0.24%
EPS NY rev (3m)3.33%
Revenue NQ rev (1m)0.05%
Revenue NQ rev (3m)0.38%
Revenue NY rev (1m)0.12%
Revenue NY rev (3m)0.23%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80.05 | ||
| Fwd PE | 58.99 | ||
| P/S | 6.84 | ||
| P/FCF | 20.25 | ||
| P/OCF | 13.2 | ||
| P/B | 3.55 | ||
| P/tB | 3.55 | ||
| EV/EBITDA | 17.25 |
EPS(TTM)0.44
EY1.25%
EPS(NY)0.6
Fwd EY1.7%
FCF(TTM)1.74
FCFY4.94%
OCF(TTM)2.67
OCFY7.58%
SpS5.15
BVpS9.91
TBVpS9.91
PEG (NY)0.57
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 | 0.51 |
F-Score6
WACC6.75%
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 Y139.52%
EPS Next 2Y54.53%
EPS Next 3Y41.12%
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 3Y3.23%
Revenue Next 5Y3.15%
EBIT growth 1Y10.86%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year235.44%
EBIT Next 3Y52.59%
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.
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 80.05 and the Price/Book (PB) ratio is 3.55.
Can you provide the financial health for UDR stock?
The financial health rating of UDR INC (UDR) is 2 / 10.