UDR INC (UDR) Stock Fundamental Analysis
USA - NYSE:UDR - US9026531049 - REIT
34.47 USD
+0.7 (+2.07%)
34.47 USD
0 (0%)
Overall UDR gets a fundamental rating of 4 out of 10. We evaluated UDR 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 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.
UDR had positive earnings in each of the past 5 years.
Each year in the past 5 years UDR had a positive operating cash flow.
1.2 Ratios
UDR's Return On Assets of 1.37% is in line compared to the rest of the industry. UDR outperforms 50.00% of its industry peers.
Looking at the Return On Equity, with a value of 4.43%, UDR is in line with its industry, outperforming 55.00% of the companies in the same industry.
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.
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 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
Looking at the Profit Margin, with a value of 8.52%, UDR is in line with its industry, outperforming 50.00% of the companies in the same industry.
In the last couple of years the Profit Margin of UDR has declined.
UDR's Operating Margin of 18.16% is in line compared to the rest of the industry. UDR outperforms 45.00% of its industry peers.
UDR's Operating Margin has declined in the last couple of years.
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
UDR has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, UDR has less shares outstanding
The number of shares outstanding for UDR has been increased compared to 5 years ago.
UDR has a worse debt/assets ratio than last year.
2.2 Solvency
Based on the Altman-Z score of 0.50, we must say that UDR is in the distress zone and has some risk of bankruptcy.
UDR's Altman-Z score of 0.50 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 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.
With an excellent Debt to FCF ratio value of 10.15, UDR belongs to the best of the industry, outperforming 85.00% of the companies in the same industry.
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
WACC6.68%
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.
A Quick Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
UDR has a Quick ratio of 0.00. This is amonst the worse of the industry: UDR underperforms 95.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0 | ||
| Quick Ratio | 0 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 18.92% over the past 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.
The Revenue has been growing slightly by 2.38% in the past 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
UDR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 42.27% yearly.
The Revenue is expected to grow by 3.15% on average over the next years.
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
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.
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
With a Price/Earnings ratio of 78.34, UDR can be considered very expensive at the moment.
Compared to the rest of the industry, the Price/Earnings ratio of UDR is on the same level as its industry peers.
The average S&P500 Price/Earnings ratio is at 26.06. UDR is valued rather expensively when compared to this.
UDR is valuated quite expensively with a Price/Forward Earnings ratio of 56.46.
Compared to the rest of the industry, the Price/Forward Earnings ratio of UDR is on the same level as its industry peers.
Compared to an average S&P500 Price/Forward Earnings ratio of 32.73, UDR is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 78.34 | ||
| Fwd PE | 56.46 |
4.2 Price Multiples
UDR's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. UDR is cheaper than 65.00% of the companies in the same industry.
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 | 19.87 | ||
| EV/EBITDA | 17.03 |
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.
UDR's earnings are expected to grow with 42.27% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.56
PEG (5Y)N/A
EPS Next 2Y56.27%
EPS Next 3Y42.28%
5. Dividend
5.1 Amount
UDR has a Yearly Dividend Yield of 5.09%, which is a nice return.
Compared to an average industry Dividend Yield of 7.39, UDR pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.37, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.09% |
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 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%
34.47
+0.7 (+2.07%)
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-0.29%
Ins Owners0.48%
Ins Owner Change0.93%
Market Cap11.42B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts68.15
Price Target43.88 (27.3%)
Short Float %2.81%
Short Ratio3.72
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.09% |
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)0.16%
Revenue NQ rev (3m)0.47%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.17%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 78.34 | ||
| Fwd PE | 56.46 | ||
| P/S | 6.71 | ||
| P/FCF | 19.87 | ||
| P/OCF | 12.95 | ||
| P/B | 3.49 | ||
| P/tB | 3.49 | ||
| EV/EBITDA | 17.03 |
EPS(TTM)0.44
EY1.28%
EPS(NY)0.61
Fwd EY1.77%
FCF(TTM)1.73
FCFY5.03%
OCF(TTM)2.66
OCFY7.72%
SpS5.14
BVpS9.88
TBVpS9.88
PEG (NY)0.56
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
WACC6.68%
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 78.34 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.