UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
36.66 USD
+0.15 (+0.41%)
36.71 USD
+0.05 (+0.14%)
We assign a fundamental rating of 4 out of 10 to UDR. UDR was compared to 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
In the past year UDR was profitable.
UDR had a positive operating cash flow in the past year.
Each year in the past 5 years UDR has 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 (4.43%) which is comparable to the rest of the industry.
With a Return On Invested Capital value of 2.48%, UDR perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
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
UDR has a worse Profit Margin (8.52%) than 60.00% of its industry peers.
In the last couple of years the Profit Margin of UDR has declined.
With a Operating Margin value of 18.16%, UDR perfoms like the industry average, outperforming 45.00% of the companies in the same industry.
In the last couple of years the Operating Margin of UDR has declined.
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
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), UDR is destroying value.
UDR has less shares outstanding than it did 1 year ago.
Compared to 5 years ago, UDR has more shares outstanding
Compared to 1 year ago, UDR has a worse debt to assets ratio.
2.2 Solvency
Based on the Altman-Z score of 0.55, we must say that UDR is in the distress zone and has some risk of bankruptcy.
The Altman-Z score of UDR (0.55) is worse than 60.00% of its industry peers.
The Debt to FCF ratio of UDR is 10.15, which is on the high side as it means it would take UDR, 10.15 years of fcf income to pay off all of its debts.
UDR has a better Debt to FCF ratio (10.15) 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.
The Debt to Equity ratio of UDR (1.74) is worse than 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.74 | ||
| Debt/FCF | 10.15 | ||
| Altman-Z | 0.55 |
ROIC/WACC0.37
WACC6.78%
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.
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.
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
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.
Looking at the last year, UDR shows a small growth in Revenue. The Revenue has grown by 2.38% in the last year.
UDR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.73% yearly.
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
Based on estimates for the next years, UDR will show a very strong growth in Earnings Per Share. The EPS will grow by 41.89% on average per year.
UDR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.15% yearly.
EPS Next Y140.67%
EPS Next 2Y54.53%
EPS Next 3Y41.89%
EPS Next 5YN/A
Revenue Next Year2.5%
Revenue Next 2Y2.76%
Revenue Next 3Y3.21%
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.
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 83.32.
The rest of the industry has a similar Price/Earnings ratio as UDR.
The average S&P500 Price/Earnings ratio is at 26.84. UDR is valued rather expensively when compared to this.
The Price/Forward Earnings ratio is 61.40, 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 23.40, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 83.32 | ||
| Fwd PE | 61.4 |
4.2 Price Multiples
UDR's Enterprise Value to EBITDA ratio is in line with the industry average.
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 | 21.08 | ||
| EV/EBITDA | 17.73 |
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.
A more expensive valuation may be justified as UDR's earnings are expected to grow with 41.89% in the coming years.
PEG (NY)0.59
PEG (5Y)N/A
EPS Next 2Y54.53%
EPS Next 3Y41.89%
5. Dividend
5.1 Amount
UDR has a Yearly Dividend Yield of 4.72%, which is a nice return.
Compared to an average industry Dividend Yield of 11.48, 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 2.00.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.72% |
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.
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 3Y41.89%
36.66
+0.15 (+0.41%)
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 Cap12.12B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts68.15
Price Target41.15 (12.25%)
Short Float %3.1%
Short Ratio3.63
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.72% |
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)-1.44%
PT rev (3m)-8.05%
EPS NQ rev (1m)-0.81%
EPS NQ rev (3m)-2.38%
EPS NY rev (1m)0.24%
EPS NY rev (3m)0.24%
Revenue NQ rev (1m)0.09%
Revenue NQ rev (3m)0.15%
Revenue NY rev (1m)0.12%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 83.32 | ||
| Fwd PE | 61.4 | ||
| P/S | 7.12 | ||
| P/FCF | 21.08 | ||
| P/OCF | 13.74 | ||
| P/B | 3.7 | ||
| P/tB | 3.7 | ||
| EV/EBITDA | 17.73 |
EPS(TTM)0.44
EY1.2%
EPS(NY)0.6
Fwd EY1.63%
FCF(TTM)1.74
FCFY4.74%
OCF(TTM)2.67
OCFY7.28%
SpS5.15
BVpS9.91
TBVpS9.91
PEG (NY)0.59
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 | 0.55 |
F-Score6
WACC6.78%
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 Y140.67%
EPS Next 2Y54.53%
EPS Next 3Y41.89%
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 3Y3.21%
Revenue Next 5Y3.15%
EBIT growth 1Y10.86%
EBIT growth 3Y27.76%
EBIT growth 5Y5.51%
EBIT Next Year235.75%
EBIT Next 3Y52.14%
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 4 / 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 83.32 and the Price/Book (PB) ratio is 3.7.
Can you provide the financial health for UDR stock?
The financial health rating of UDR INC (UDR) is 2 / 10.