UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
35.59 USD
+0.91 (+2.62%)
35.59 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. UDR has a medium profitability rating, but doesn't score so well on its financial health evaluation. 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.
In the past year UDR had a positive cash flow from operations.
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
With a Return On Assets value of 1.37%, UDR is not doing good in the industry: 60.00% of the companies in the same industry are doing better.
Looking at the Return On Equity, with a value of 4.43%, UDR is in line with its industry, outperforming 45.00% of the companies in the same industry.
The Return On Invested Capital of UDR (2.48%) is comparable to the rest of the industry.
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
With a Profit Margin value of 8.52%, UDR is not doing good in the industry: 60.00% of the companies in the same industry are doing better.
UDR's Profit Margin has declined in the last couple of years.
The Operating Margin of UDR (18.16%) is comparable to the rest of the industry.
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.
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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so UDR is destroying value.
UDR has less shares outstanding than it did 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
Based on the Altman-Z score of 0.53, we must say that UDR is in the distress zone and has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of 0.53, UDR is doing worse than 60.00% of the companies in the same 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.
The Debt to FCF ratio of UDR (10.15) is better than 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.
Looking at the Debt to Equity ratio, with a value of 1.74, UDR is doing worse than 70.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.74 | ||
| Debt/FCF | 10.15 | ||
| Altman-Z | 0.53 |
ROIC/WACC0.37
WACC6.69%
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.
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.
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 has grown by an nice 18.92% over the past year.
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.
Looking at the last year, UDR shows a small growth in Revenue. The Revenue has grown by 2.38% in the last 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
Based on estimates for the next years, UDR will show a very strong growth in Earnings Per Share. The EPS will grow by 42.27% 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 Y140.09%
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
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
UDR is valuated quite expensively with a Price/Earnings ratio of 80.89.
The rest of the industry has a similar Price/Earnings ratio as UDR.
UDR's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 25.47.
With a Price/Forward Earnings ratio of 58.30, UDR can be considered very expensive at the moment.
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 34.42, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80.89 | ||
| Fwd PE | 58.3 |
4.2 Price Multiples
UDR's Enterprise Value to EBITDA is on the same level as the industry average.
Based on the Price/Free Cash Flow ratio, UDR is valued cheaper than 90.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 20.52 | ||
| EV/EBITDA | 17.41 |
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 42.27% in the coming years.
PEG (NY)0.58
PEG (5Y)N/A
EPS Next 2Y56.27%
EPS Next 3Y42.28%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.96%, UDR is a good candidate for dividend investing.
UDR's Dividend Yield is a higher than the industry average which is at 7.26.
Compared to an average S&P500 Dividend Yield of 2.41, UDR pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.96% |
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 2Y56.27%
EPS Next 3Y42.28%
35.59
+0.91 (+2.62%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners102.52%
Inst Owner Change0.01%
Ins Owners0.48%
Ins Owner Change0.93%
Market Cap11.79B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts68.15
Price Target41.75 (17.31%)
Short Float %2.81%
Short Ratio3.3
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.96% |
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)-6.72%
PT rev (3m)-7.66%
EPS NQ rev (1m)-0.8%
EPS NQ rev (3m)-2.36%
EPS NY rev (1m)0%
EPS NY rev (3m)3.58%
Revenue NQ rev (1m)0.12%
Revenue NQ rev (3m)0.26%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 80.89 | ||
| Fwd PE | 58.3 | ||
| P/S | 6.93 | ||
| P/FCF | 20.52 | ||
| P/OCF | 13.37 | ||
| P/B | 3.6 | ||
| P/tB | 3.6 | ||
| EV/EBITDA | 17.41 |
EPS(TTM)0.44
EY1.24%
EPS(NY)0.61
Fwd EY1.72%
FCF(TTM)1.73
FCFY4.87%
OCF(TTM)2.66
OCFY7.48%
SpS5.14
BVpS9.88
TBVpS9.88
PEG (NY)0.58
PEG (5Y)N/A
Graham Number9.89
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 | 0.53 |
F-Score6
WACC6.69%
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 5Y38.82%
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 80.89 and the Price/Book (PB) ratio is 3.6.
Can you provide the financial health for UDR stock?
The financial health rating of UDR INC (UDR) is 2 / 10.