UDR INC (UDR) Stock Fundamental Analysis
USA - NYSE:UDR - US9026531049 - REIT
38.37 USD
-0.55 (-1.41%)
38.37 USD
0 (0%)
UDR gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 20 industry peers in the Residential REITs industry. There are concerns on the financial health of UDR while its profitability can be described as average. 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.
In the past 5 years UDR has always been profitable.
In the past 5 years UDR always reported a positive cash flow from operatings.
1.2 Ratios
UDR has a Return On Assets (1.19%) which is comparable to the rest of the industry.
With a Return On Equity value of 3.82%, UDR perfoms like the industry average, outperforming 60.00% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 2.42%, UDR is in line with its industry, outperforming 50.00% of the companies in the same industry.
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 last Return On Invested Capital (2.42%) for UDR is above the 3 year average (2.04%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.19% | ||
| ROE | 3.82% | ||
| ROIC | 2.42% |
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 has a Profit Margin (7.52%) which is comparable to the rest of the industry.
UDR's Profit Margin has declined in the last couple of years.
With a Operating Margin value of 17.89%, UDR is not doing good in the industry: 60.00% of the companies in the same industry are doing better.
UDR's Operating Margin has declined in the last couple of years.
UDR has a Gross Margin of 65.38%. This is amongst the best in the industry. UDR outperforms 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 | 17.89% | ||
| PM (TTM) | 7.52% | ||
| GM | 65.38% |
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.
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.
The debt/assets ratio for UDR is higher compared to a year ago.
2.2 Solvency
UDR has an Altman-Z score of 0.62. This is a bad value and indicates that UDR is not financially healthy and even has some risk of bankruptcy.
UDR has a worse Altman-Z score (0.62) than 60.00% of its industry peers.
The Debt to FCF ratio of UDR is 10.26, which is on the high side as it means it would take UDR, 10.26 years of fcf income to pay off all of its debts.
UDR has a Debt to FCF ratio of 10.26. This is amongst the best in the industry. UDR outperforms 85.00% of its industry peers.
A Debt/Equity ratio of 1.68 is on the high side and indicates that UDR has dependencies on debt financing.
UDR has a Debt to Equity ratio of 1.68. This is in the lower half of the industry: UDR underperforms 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.68 | ||
| Debt/FCF | 10.26 | ||
| Altman-Z | 0.62 |
ROIC/WACC0.36
WACC6.79%
2.3 Liquidity
A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
With a Current ratio value of 0.00, UDR is not doing good in the industry: 95.00% of the companies in the same industry are doing better.
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.
With a Quick ratio value of 0.00, UDR is not doing good in the industry: 95.00% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0 | ||
| Quick Ratio | 0 |
3. Growth
3.1 Past
The earnings per share for UDR have decreased by -7.32% in the last 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 2.29% 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)-7.32%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%37.5%
Revenue 1Y (TTM)2.29%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.34%
3.2 Future
UDR is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 42.56% yearly.
Based on estimates for the next years, UDR will show a small growth in Revenue. The Revenue will grow by 4.10% on average per year.
EPS Next Y131.79%
EPS Next 2Y56.41%
EPS Next 3Y42.56%
EPS Next 5YN/A
Revenue Next Year2.38%
Revenue Next 2Y2.93%
Revenue Next 3Y3.41%
Revenue Next 5Y4.1%
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.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
UDR is valuated quite expensively with a Price/Earnings ratio of 100.97.
UDR's Price/Earnings is on the same level as the industry average.
UDR's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 27.30.
The Price/Forward Earnings ratio is 62.74, which means the current valuation is very expensive for UDR.
UDR's Price/Forward Earnings is on the same level as the industry average.
UDR is valuated expensively when we compare the Price/Forward Earnings ratio to 22.73, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 100.97 | ||
| Fwd PE | 62.74 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as UDR.
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 | 22.59 | ||
| EV/EBITDA | 18.5 |
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.
A more expensive valuation may be justified as UDR's earnings are expected to grow with 42.56% in the coming years.
PEG (NY)0.77
PEG (5Y)N/A
EPS Next 2Y56.41%
EPS Next 3Y42.56%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.42%, UDR is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 4.68, UDR pays a bit more dividend than its industry peers.
UDR's Dividend Yield is rather good when compared to the S&P500 average which is at 2.41.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.42% |
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
446.97% 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.
DP446.97%
EPS Next 2Y56.41%
EPS Next 3Y42.56%
38.37
-0.55 (-1.41%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners102.83%
Inst Owner Change-0.25%
Ins Owners0.48%
Ins Owner Change0.93%
Market Cap12.71B
Analysts69.63
Price Target44.75 (16.63%)
Short Float %2.67%
Short Ratio3.93
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.42% |
Yearly Dividend1.67
Dividend Growth(5Y)4.23%
DP446.97%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)41.39%
Min EPS beat(2)-14.02%
Max EPS beat(2)96.8%
EPS beat(4)1
Avg EPS beat(4)-22.26%
Min EPS beat(4)-130.25%
Max EPS beat(4)96.8%
EPS beat(8)2
Avg EPS beat(8)-12.51%
EPS beat(12)4
Avg EPS beat(12)54.1%
EPS beat(16)7
Avg EPS beat(16)65.79%
Revenue beat(2)0
Avg Revenue beat(2)-0.88%
Min Revenue beat(2)-1%
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)-0.95%
Revenue beat(12)1
Avg Revenue beat(12)-0.94%
Revenue beat(16)3
Avg Revenue beat(16)-0.53%
PT rev (1m)-3.31%
PT rev (3m)-5.74%
EPS NQ rev (1m)-4.88%
EPS NQ rev (3m)-5.11%
EPS NY rev (1m)-1.5%
EPS NY rev (3m)3.07%
Revenue NQ rev (1m)0.22%
Revenue NQ rev (3m)0.32%
Revenue NY rev (1m)0.17%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 100.97 | ||
| Fwd PE | 62.74 | ||
| P/S | 7.52 | ||
| P/FCF | 22.59 | ||
| P/OCF | 14.49 | ||
| P/B | 3.82 | ||
| P/tB | 3.82 | ||
| EV/EBITDA | 18.5 |
EPS(TTM)0.38
EY0.99%
EPS(NY)0.61
Fwd EY1.59%
FCF(TTM)1.7
FCFY4.43%
OCF(TTM)2.65
OCFY6.9%
SpS5.1
BVpS10.03
TBVpS10.03
PEG (NY)0.77
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.19% | ||
| ROE | 3.82% | ||
| ROCE | 3.13% | ||
| ROIC | 2.42% | ||
| ROICexc | 2.42% | ||
| ROICexgc | 2.48% | ||
| OM | 17.89% | ||
| PM (TTM) | 7.52% | ||
| GM | 65.38% | ||
| FCFM | 33.3% |
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%
ROICexcg growth 3Y28%
ROICexcg 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-Score4
Asset Turnover0.16
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.68 | ||
| Debt/FCF | 10.26 | ||
| Debt/EBITDA | 5.67 | ||
| Cap/Depr | 45.9% | ||
| Cap/Sales | 18.6% | ||
| Interest Coverage | 1.58 | ||
| Cash Conversion | 88.84% | ||
| Profit Quality | 442.73% | ||
| Current Ratio | 0 | ||
| Quick Ratio | 0 | ||
| Altman-Z | 0.62 |
F-Score4
WACC6.79%
ROIC/WACC0.36
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)-7.32%
EPS 3Y-19.54%
EPS 5Y-16.61%
EPS Q2Q%37.5%
EPS Next Y131.79%
EPS Next 2Y56.41%
EPS Next 3Y42.56%
EPS Next 5YN/A
Revenue 1Y (TTM)2.29%
Revenue growth 3Y9.01%
Revenue growth 5Y7.73%
Sales Q2Q%2.34%
Revenue Next Year2.38%
Revenue Next 2Y2.93%
Revenue Next 3Y3.41%
Revenue Next 5Y4.1%
EBIT growth 1Y6.58%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year234.81%
EBIT Next 3Y53.31%
EBIT Next 5Y39.12%
FCF growth 1Y52.65%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y5.45%
OCF growth 3Y9.71%
OCF growth 5Y6.81%