UDR INC (UDR) Fundamental Analysis & Valuation
NYSE:UDR • US9026531049
Current stock price
35.11 USD
+0.25 (+0.72%)
At close:
35.1086 USD
0 (0%)
After Hours:
This UDR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. UDR Profitability Analysis
1.1 Basic Checks
- In the past year UDR was profitable.
- 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
- Looking at the Return On Assets, with a value of 3.52%, UDR is in line with its industry, outperforming 60.00% of the companies in the same industry.
- UDR has a better Return On Equity (11.34%) than 80.00% of its industry peers.
- UDR has a Return On Invested Capital of 2.57%. This is comparable to the rest of the industry: UDR outperforms 55.00% 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 2.73%.
- The 3 year average ROIC (2.30%) for UDR is below the current ROIC(2.57%), indicating increased profibility in the last year.
| 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
- UDR has a Profit Margin (21.78%) which is comparable to the rest of the industry.
- In the last couple of years the Profit Margin of UDR has grown nicely.
- The Operating Margin of UDR (18.83%) is comparable to the rest of the industry.
- UDR's Operating Margin has improved in the last couple of years.
- UDR has a Gross Margin of 65.31%. 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 | 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.
- The number of shares outstanding for UDR has been increased compared to 5 years ago.
- Compared to 1 year ago, UDR has a worse debt to assets ratio.
2.2 Solvency
- UDR has an Altman-Z score of 0.51. This is a bad value and indicates that UDR is not financially healthy and even has some risk of bankruptcy.
- UDR has a Altman-Z score of 0.51. This is comparable to the rest of the industry: UDR outperforms 45.00% of its industry peers.
- UDR has a debt to FCF ratio of 13.76. This is a negative value and a sign of low solvency as UDR would need 13.76 years to pay back of all of its debts.
- UDR has a Debt to FCF ratio of 13.76. This is amongst the best in the industry. UDR outperforms 85.00% of its industry peers.
- UDR has a Debt/Equity ratio of 1.75. This is a high value indicating a heavy dependency on external financing.
- With a Debt to Equity ratio value of 1.75, UDR is not doing good in the industry: 70.00% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.75 | ||
| Debt/FCF | 13.76 | ||
| Altman-Z | 0.51 |
ROIC/WACC0.38
WACC6.8%
2.3 Liquidity
- A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
- UDR's Current ratio of 0.00 is on the low side compared to the rest of the industry. UDR is outperformed by 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. UDR Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 116.00% over the past year.
- UDR shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.98% yearly.
- UDR shows a small growth in Revenue. In the last year, the Revenue has grown by 2.42%.
- 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
- UDR is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.92% yearly.
- The Revenue is expected to grow by 3.67% on average over the next years.
EPS Next Y5.36%
EPS Next 2Y4.67%
EPS Next 3Y9.92%
EPS Next 5YN/A
Revenue Next Year1.51%
Revenue Next 2Y2.16%
Revenue Next 3Y2.77%
Revenue Next 5Y3.67%
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 decreasing.
- 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. UDR Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 65.02, which means the current valuation is very expensive for UDR.
- Compared to the rest of the industry, the Price/Earnings ratio of UDR is on the same level as its industry peers.
- Compared to an average S&P500 Price/Earnings ratio of 26.78, UDR is valued quite expensively.
- The Price/Forward Earnings ratio is 61.71, which means the current valuation is very expensive for UDR.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of UDR is on the same level as its industry peers.
- UDR is valuated expensively when we compare the Price/Forward Earnings ratio to 23.54, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 65.02 | ||
| Fwd PE | 61.71 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of UDR is on the same level as its industry peers.
- UDR's Price/Free Cash Flow ratio is rather cheap when compared to the industry. UDR is cheaper than 90.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 27.27 | ||
| EV/EBITDA | 16.79 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates UDR does not grow enough to justify the current Price/Earnings ratio.
- UDR has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)12.12
PEG (5Y)2.96
EPS Next 2Y4.67%
EPS Next 3Y9.92%
5. UDR Dividend Analysis
5.1 Amount
- UDR has a Yearly Dividend Yield of 5.18%, which is a nice return.
- Compared to an average industry Dividend Yield of 46.12, 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 1.89.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.18% |
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.
- UDR has decreased its dividend recently.
Dividend Growth(5Y)3.93%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
- 153.59% of the earnings are spent on dividend by UDR. This is not a sustainable payout ratio.
- UDR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP153.59%
EPS Next 2Y4.67%
EPS Next 3Y9.92%
UDR Fundamentals: All Metrics, Ratios and Statistics
35.11
+0.25 (+0.72%)
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 Change0%
Ins Owners0.47%
Ins Owner Change1.13%
Market Cap11.54B
Revenue(TTM)1.71B
Net Income(TTM)372.87M
Analysts67.14
Price Target41.99 (19.6%)
Short Float %4.08%
Short Ratio3.04
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.18% |
Yearly Dividend1.74
Dividend Growth(5Y)3.93%
DP153.59%
Div Incr Years1
Div Non Decr Years1
Ex-Date04-15 2026-04-15 (0.435)
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)0.46%
PT rev (3m)2.05%
EPS NQ rev (1m)-10.58%
EPS NQ rev (3m)-16.96%
EPS NY rev (1m)0%
EPS NY rev (3m)-4.7%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.35%
Revenue NY rev (1m)-0.29%
Revenue NY rev (3m)-1.52%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 65.02 | ||
| Fwd PE | 61.71 | ||
| P/S | 6.74 | ||
| P/FCF | 27.27 | ||
| P/OCF | 12.78 | ||
| P/B | 3.51 | ||
| P/tB | 3.51 | ||
| EV/EBITDA | 16.79 |
EPS(TTM)0.54
EY1.54%
EPS(NY)0.57
Fwd EY1.62%
FCF(TTM)1.29
FCFY3.67%
OCF(TTM)2.75
OCFY7.83%
SpS5.21
BVpS10.01
TBVpS10.01
PEG (NY)12.12
PEG (5Y)2.96
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 | 0.51 |
F-Score6
WACC6.8%
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 Year1.51%
Revenue Next 2Y2.16%
Revenue Next 3Y2.77%
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 Fundamental Analysis 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.
What is the profitability of UDR stock?
UDR INC (UDR) has a profitability rating of 7 / 10.
What are the PE and PB ratios of UDR INC (UDR) stock?
The Price/Earnings (PE) ratio for UDR INC (UDR) is 65.02 and the Price/Book (PB) ratio is 3.51.
Is the dividend of UDR INC sustainable?
The dividend rating of UDR INC (UDR) is 5 / 10 and the dividend payout ratio is 153.59%.