UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
37.64 USD
+0.56 (+1.51%)
37.64 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 correct valuation and a medium growth rate.
1. Profitability
1.1 Basic Checks
- In the past year UDR was profitable.
- UDR had a positive operating cash flow in the past year.
- In the past 5 years UDR has always been profitable.
- UDR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- Looking at the Return On Assets, with a value of 1.37%, UDR is doing worse than 60.00% of the companies in the same industry.
- With a Return On Equity value of 4.43%, UDR perfoms like the industry average, outperforming 45.00% of the companies in the same 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 Profit Margin of 8.52%. This is in the lower half of the industry: UDR underperforms 60.00% of its industry peers.
- UDR's Profit Margin has declined in the last couple of years.
- UDR has a Operating Margin of 18.16%. This is comparable to the rest of the industry: UDR outperforms 45.00% of its industry peers.
- In the last couple of years the Operating Margin of UDR has declined.
- The Gross Margin of UDR (65.39%) is better than 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 | 18.16% | ||
| 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.
- The number of shares outstanding for UDR has been reduced compared to 1 year ago.
- UDR has more shares outstanding than it did 5 years ago.
- The debt/assets ratio for UDR is higher compared to a year ago.
2.2 Solvency
- Based on the Altman-Z score of 0.58, we must say that UDR is in the distress zone and has some risk of bankruptcy.
- UDR has a Altman-Z score (0.58) which is comparable to the rest of the industry.
- 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 Debt to FCF ratio of 10.15. This is amongst the best in the industry. UDR outperforms 85.00% of its industry peers.
- 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 | 0.58 |
ROIC/WACC0.36
WACC6.88%
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.
- 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.
- 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.
- The earnings per share for UDR have been decreasing by -16.61% on average. This is quite bad
- UDR shows a small growth in Revenue. In the last year, the Revenue has grown by 2.38%.
- 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 3.52% yearly.
EPS Next Y140.67%
EPS Next 2Y54.53%
EPS Next 3Y41.89%
EPS Next 5YN/A
Revenue Next Year2.56%
Revenue Next 2Y2.73%
Revenue Next 3Y3.19%
Revenue Next 5Y3.52%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- 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 85.55, 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.
- UDR is valuated expensively when we compare the Price/Earnings ratio to 27.47, which is the current average of the S&P500 Index.
- With a Price/Forward Earnings ratio of 63.05, UDR can be considered very expensive at the moment.
- UDR's Price/Forward Earnings ratio is in line with the industry average.
- The average S&P500 Price/Forward Earnings ratio is at 24.26. UDR is valued rather expensively when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 85.55 | ||
| Fwd PE | 63.05 |
4.2 Price Multiples
- The rest of the industry has a similar Enterprise Value to EBITDA ratio as UDR.
- 85.00% 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 | 21.64 | ||
| EV/EBITDA | 18.06 |
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)0.61
PEG (5Y)N/A
EPS Next 2Y54.53%
EPS Next 3Y41.89%
5. Dividend
5.1 Amount
- UDR has a Yearly Dividend Yield of 4.64%, which is a nice return.
- Compared to an average industry Dividend Yield of 30.95, 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 1.87.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.64% |
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.
- 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%
37.64
+0.56 (+1.51%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)10-29 2025-10-29/amc
Earnings (Next)02-10 2026-02-10/amc
Inst Owners103.43%
Inst Owner Change0.02%
Ins Owners0.44%
Ins Owner Change1.49%
Market Cap12.44B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts67.41
Price Target41.29 (9.7%)
Short Float %3.17%
Short Ratio3.65
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.64% |
Yearly Dividend1.67
Dividend Growth(5Y)4.23%
DP393.75%
Div Incr Years0
Div Non Decr Years0
Ex-Date01-12 2026-01-12 (0.43)
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)-0.29%
PT rev (3m)-7.74%
EPS NQ rev (1m)10.49%
EPS NQ rev (3m)7.86%
EPS NY rev (1m)0.48%
EPS NY rev (3m)0.24%
Revenue NQ rev (1m)0.06%
Revenue NQ rev (3m)0.28%
Revenue NY rev (1m)0.06%
Revenue NY rev (3m)0.17%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 85.55 | ||
| Fwd PE | 63.05 | ||
| P/S | 7.31 | ||
| P/FCF | 21.64 | ||
| P/OCF | 14.1 | ||
| P/B | 3.8 | ||
| P/tB | 3.8 | ||
| EV/EBITDA | 18.06 |
EPS(TTM)0.44
EY1.17%
EPS(NY)0.6
Fwd EY1.59%
FCF(TTM)1.74
FCFY4.62%
OCF(TTM)2.67
OCFY7.09%
SpS5.15
BVpS9.91
TBVpS9.91
PEG (NY)0.61
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 | 0.58 |
F-Score6
WACC6.88%
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)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 Year2.56%
Revenue Next 2Y2.73%
Revenue Next 3Y3.19%
Revenue Next 5Y3.52%
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.
Can you provide the valuation status for UDR INC?
ChartMill assigns a valuation rating of 4 / 10 to UDR INC (UDR). This can be considered as Fairly Valued.
How profitable is UDR INC (UDR) stock?
UDR INC (UDR) has a profitability rating of 5 / 10.
What is the financial health of UDR INC (UDR) stock?
The financial health rating of UDR INC (UDR) is 2 / 10.
What is the earnings growth outlook for UDR INC?
The Earnings per Share (EPS) of UDR INC (UDR) is expected to grow by 140.67% in the next year.