UDR INC (UDR) Stock Fundamental Analysis
NYSE:UDR - New York Stock Exchange, Inc. - US9026531049 - REIT - Currency: USD
Taking everything into account, UDR scores 3 out of 10 in our fundamental rating. UDR was compared to 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 is valued expensive and it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year UDR was profitable.
UDR had a positive operating cash flow in the past year.
UDR had positive earnings in each of the past 5 years.
Each year in the past 5 years UDR had a positive operating cash flow.
1.2 Ratios
With a Return On Assets value of 1.11%, UDR perfoms like the industry average, outperforming 55.00% of the companies in the same industry.
UDR's Return On Equity of 3.49% is in line compared to the rest of the industry. UDR outperforms 55.00% of its industry peers.
UDR has a Return On Invested Capital (2.10%) which is comparable to the rest of the industry.
Measured over the past 3 years, the Average Return On Invested Capital for UDR is in line with the industry average of 2.61%.
The last Return On Invested Capital (2.10%) for UDR is above the 3 year average (1.65%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.11% | ||
| ROE | 3.49% | ||
| ROIC | 2.1% |
ROA(3y)1.99%
ROA(5y)1.69%
ROE(3y)5.75%
ROE(5y)4.9%
ROIC(3y)1.65%
ROIC(5y)1.6%
1.3 Margins
UDR has a Profit Margin (7.38%) which is comparable to the rest of the industry.
UDR's Profit Margin has improved in the last couple of years.
UDR has a Operating Margin (16.78%) which is in line with its industry peers.
UDR's Operating Margin has declined in the last couple of years.
UDR's Gross Margin of 65.35% is amongst the best of the industry. UDR outperforms 90.00% 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 | 16.78% | ||
| PM (TTM) | 7.38% | ||
| GM | 65.35% |
OM growth 3Y18.35%
OM growth 5Y-3.5%
PM growth 3Y77.44%
PM growth 5Y7.25%
GM growth 3Y-0.37%
GM growth 5Y-0.61%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), UDR is destroying value.
Compared to 1 year ago, UDR has more shares outstanding
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 0.71. This is a bad value and indicates that UDR is not financially healthy and even has some risk of bankruptcy.
UDR's Altman-Z score of 0.71 is on the low side compared to the rest of the industry. UDR is outperformed by 60.00% of its industry peers.
The Debt to FCF ratio of UDR is 12.38, which is on the high side as it means it would take UDR, 12.38 years of fcf income to pay off all of its debts.
UDR's Debt to FCF ratio of 12.38 is amongst the best of the industry. UDR outperforms 85.00% of its industry peers.
UDR has a Debt/Equity ratio of 1.67. This is a high value indicating a heavy dependency on external financing.
UDR has a Debt to Equity ratio of 1.67. This is in the lower half of the industry: UDR underperforms 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.67 | ||
| Debt/FCF | 12.38 | ||
| Altman-Z | 0.71 |
ROIC/WACC0.29
WACC7.24%
2.3 Liquidity
A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
UDR has a worse Current ratio (0.00) than 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.
UDR has a worse Quick ratio (0.00) than 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 for UDR have decreased strongly by -72.59% in the last year.
The Earnings Per Share has been growing by 12.27% on average over the past years. This is quite good.
The Revenue has been growing slightly by 3.01% in the past year.
UDR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 9.23% yearly.
EPS 1Y (TTM)-72.59%
EPS 3Y87.58%
EPS 5Y12.27%
EPS Q2Q%-40%
Revenue 1Y (TTM)3.01%
Revenue growth 3Y9.45%
Revenue growth 5Y9.23%
Sales Q2Q%2.38%
3.2 Future
UDR is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -23.58% yearly.
Based on estimates for the next years, UDR will show a small growth in Revenue. The Revenue will grow by 3.13% on average per year.
EPS Next Y-68.84%
EPS Next 2Y-39.66%
EPS Next 3Y-23.58%
EPS Next 5YN/A
Revenue Next Year2.69%
Revenue Next 2Y1.79%
Revenue Next 3Y3.29%
Revenue Next 5Y3.13%
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.
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
The Price/Earnings ratio is 111.59, 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.
UDR's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 28.42.
UDR is valuated quite expensively with a Price/Forward Earnings ratio of 85.92.
60.00% of the companies in the same industry are cheaper than UDR, based on the Price/Forward Earnings ratio.
The average S&P500 Price/Forward Earnings ratio is at 24.39. UDR is valued rather expensively when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 111.59 | ||
| Fwd PE | 85.92 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, UDR is valued a bit more expensive than the industry average as 60.00% of the companies are valued more cheaply.
UDR's Price/Free Cash Flow ratio is rather cheap when compared to the industry. UDR is cheaper than 85.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 28.75 | ||
| EV/EBITDA | 19.77 |
4.3 Compensation for Growth
The decent profitability rating of UDR may justify a higher PE ratio.
A cheap valuation may be justified as UDR's earnings are expected to decrease with -23.58% in the coming years.
PEG (NY)N/A
PEG (5Y)9.09
EPS Next 2Y-39.66%
EPS Next 3Y-23.58%
5. Dividend
5.1 Amount
UDR has a Yearly Dividend Yield of 4.22%, which is a nice return.
Compared to an average industry Dividend Yield of 4.35, 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 2.27.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.22% |
5.2 History
The dividend of UDR has a limited annual growth rate of 4.91%.
UDR has been paying a dividend for at least 10 years, so it has a reliable track record.
UDR has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)4.91%
Div Incr Years14
Div Non Decr Years14
5.3 Sustainability
UDR pays out 457.25% of its income as dividend. This is not a sustainable payout ratio.
The Dividend Rate of UDR has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP457.25%
EPS Next 2Y-39.66%
EPS Next 3Y-23.58%
UDR INC
NYSE:UDR (1/28/2025, 8:09:23 PM)
After market: 41.29 0 (0%)41.29
-0.39 (-0.94%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryResidential REITs
Earnings (Last)
Earnings (Next)
Inst Owners100.12%
Inst Owner Change0.04%
Ins Owners0.48%
Ins Owner Change0%
Market Cap13.62B
Analysts72.59
Price Target47.63 (15.35%)
Short Float %1.57%
Short Ratio2.53
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.22% |
Yearly Dividend1.62
Dividend Growth(5Y)4.91%
DP457.25%
Div Incr Years14
Div Non Decr Years14
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-28.73%
Min EPS beat(2)-41.57%
Max EPS beat(2)-15.89%
EPS beat(4)1
Avg EPS beat(4)-9.77%
Min EPS beat(4)-41.57%
Max EPS beat(4)27.44%
EPS beat(8)3
Avg EPS beat(8)89.31%
EPS beat(12)5
Avg EPS beat(12)85.86%
EPS beat(16)9
Avg EPS beat(16)155.35%
Revenue beat(2)0
Avg Revenue beat(2)-1.1%
Min Revenue beat(2)-1.18%
Max Revenue beat(2)-1.02%
Revenue beat(4)0
Avg Revenue beat(4)-0.86%
Min Revenue beat(4)-1.18%
Max Revenue beat(4)-0.5%
Revenue beat(8)0
Avg Revenue beat(8)-1.25%
Revenue beat(12)2
Avg Revenue beat(12)-0.65%
Revenue beat(16)4
Avg Revenue beat(16)-0.42%
PT rev (1m)0.11%
PT rev (3m)1.19%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.81%
EPS NY rev (1m)0%
EPS NY rev (3m)-2.52%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.04%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 111.59 | ||
| Fwd PE | 85.92 | ||
| P/S | 8.2 | ||
| P/FCF | 28.75 | ||
| P/OCF | 15.93 | ||
| P/B | 3.88 | ||
| P/tB | 3.88 | ||
| EV/EBITDA | 19.77 |
EPS(TTM)0.37
EY0.9%
EPS(NY)0.48
Fwd EY1.16%
FCF(TTM)1.44
FCFY3.48%
OCF(TTM)2.59
OCFY6.28%
SpS5.04
BVpS10.65
TBVpS10.65
PEG (NY)N/A
PEG (5Y)9.09
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.11% | ||
| ROE | 3.49% | ||
| ROCE | 2.74% | ||
| ROIC | 2.1% | ||
| ROICexc | 2.1% | ||
| ROICexgc | 2.14% | ||
| OM | 16.78% | ||
| PM (TTM) | 7.38% | ||
| GM | 65.35% | ||
| FCFM | 28.51% |
ROA(3y)1.99%
ROA(5y)1.69%
ROE(3y)5.75%
ROE(5y)4.9%
ROIC(3y)1.65%
ROIC(5y)1.6%
ROICexc(3y)1.65%
ROICexc(5y)1.6%
ROICexgc(3y)1.69%
ROICexgc(5y)1.63%
ROCE(3y)2.16%
ROCE(5y)2.09%
ROICexcg growth 3Y22.83%
ROICexcg growth 5Y-2.56%
ROICexc growth 3Y22.87%
ROICexc growth 5Y-2.57%
OM growth 3Y18.35%
OM growth 5Y-3.5%
PM growth 3Y77.44%
PM growth 5Y7.25%
GM growth 3Y-0.37%
GM growth 5Y-0.61%
F-Score5
Asset Turnover0.15
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.67 | ||
| Debt/FCF | 12.38 | ||
| Debt/EBITDA | 6 | ||
| Cap/Depr | 54.6% | ||
| Cap/Sales | 22.95% | ||
| Interest Coverage | 1.44 | ||
| Cash Conversion | 87.5% | ||
| Profit Quality | 386.06% | ||
| Current Ratio | 0 | ||
| Quick Ratio | 0 | ||
| Altman-Z | 0.71 |
F-Score5
WACC7.24%
ROIC/WACC0.29
Cap/Depr(3y)146.95%
Cap/Depr(5y)173.67%
Cap/Sales(3y)68.04%
Cap/Sales(5y)79.83%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-72.59%
EPS 3Y87.58%
EPS 5Y12.27%
EPS Q2Q%-40%
EPS Next Y-68.84%
EPS Next 2Y-39.66%
EPS Next 3Y-23.58%
EPS Next 5YN/A
Revenue 1Y (TTM)3.01%
Revenue growth 3Y9.45%
Revenue growth 5Y9.23%
Sales Q2Q%2.38%
Revenue Next Year2.69%
Revenue Next 2Y1.79%
Revenue Next 3Y3.29%
Revenue Next 5Y3.13%
EBIT growth 1Y-4.01%
EBIT growth 3Y29.54%
EBIT growth 5Y5.4%
EBIT Next Year149.22%
EBIT Next 3Y38.26%
EBIT Next 5Y24.89%
FCF growth 1Y249.14%
FCF growth 3YN/A
FCF growth 5Y3.41%
OCF growth 1Y9.18%
OCF growth 3Y11.28%
OCF growth 5Y8.23%