UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
35.2 USD
-0.02 (-0.06%)
35.2 USD
0 (0%)
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 has a medium profitability rating, but doesn't score so well on its financial health evaluation. UDR has a correct valuation and a medium growth rate.
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.
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
The Return On Assets of UDR (1.37%) is worse 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.
UDR has a Return On Invested Capital (2.48%) which is in line with its industry peers.
The Average Return On Invested Capital over the past 3 years for UDR is in line with the industry average of 2.59%.
The last Return On Invested Capital (2.48%) for UDR is above the 3 year average (2.04%), which is a sign of increasing profitability.
| 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
UDR's Profit Margin of 8.52% is on the low side compared to the rest of the industry. UDR is outperformed by 60.00% of its industry peers.
UDR's Profit Margin has declined in the last couple of years.
With a Operating Margin value of 18.16%, UDR perfoms like the industry average, outperforming 45.00% of the companies in the same industry.
UDR's Operating Margin has declined in the last couple of years.
With an excellent Gross Margin value of 65.39%, UDR belongs to the best of the industry, outperforming 95.00% of the companies in the same industry.
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.
Compared to 1 year ago, UDR has a worse debt to assets ratio.
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.
UDR's Debt to FCF ratio of 10.15 is amongst the best of the industry. UDR outperforms 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's Debt to Equity ratio of 1.74 is on the low side compared to the rest of the industry. UDR is outperformed by 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
WACC6.72%
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 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.
Measured over the past years, UDR shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -16.61% on average per year.
The Revenue has been growing slightly by 2.38% in the past year.
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
The Earnings Per Share is expected to grow by 42.27% on average over the next years. This is a very strong growth
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
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
Based on the Price/Earnings ratio of 80.00, the valuation of UDR can be described as expensive.
Compared to the rest of the industry, the Price/Earnings ratio of UDR is on the same level as its industry peers.
UDR's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 26.46.
Based on the Price/Forward Earnings ratio of 57.66, the valuation of UDR can be described as expensive.
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 36.10, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80 | ||
| Fwd PE | 57.66 |
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.
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 | 20.24 | ||
| EV/EBITDA | 17.25 |
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)0.57
PEG (5Y)N/A
EPS Next 2Y56.27%
EPS Next 3Y42.28%
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 7.23.
UDR's Dividend Yield is rather good when compared to the S&P500 average which is at 2.32.
| 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
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%
35.2
-0.02 (-0.06%)
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 Cap11.63B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts68.15
Price Target41.41 (17.64%)
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)-4.87%
PT rev (3m)-7.66%
EPS NQ rev (1m)-0.8%
EPS NQ rev (3m)-1.59%
EPS NY rev (1m)0%
EPS NY rev (3m)3.58%
Revenue NQ rev (1m)0.05%
Revenue NQ rev (3m)0.29%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80 | ||
| Fwd PE | 57.66 | ||
| P/S | 6.84 | ||
| P/FCF | 20.24 | ||
| P/OCF | 13.19 | ||
| P/B | 3.55 | ||
| P/tB | 3.55 | ||
| EV/EBITDA | 17.25 |
EPS(TTM)0.44
EY1.25%
EPS(NY)0.61
Fwd EY1.73%
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
WACC6.72%
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 5Y38.94%
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 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.