UDR INC (UDR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:UDR - US9026531049 - REIT
37.16 USD
-0.48 (-1.28%)
36.95 USD
-0.21 (-0.57%)
Taking everything into account, UDR scores 4 out of 10 in our fundamental rating. UDR was compared to 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 is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
- UDR had positive earnings in the past year.
- In the past year UDR had a positive cash flow from operations.
- UDR had positive earnings in each of the past 5 years.
- 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 1.37%, UDR is doing worse than 60.00% of the companies in the same industry.
- UDR has a Return On Equity of 4.43%. This is comparable to the rest of the industry: UDR outperforms 45.00% of its industry peers.
- UDR's Return On Invested Capital of 2.48% is in line compared to the rest of the industry. UDR outperforms 50.00% 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 2.59%.
- 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.
- 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.
- UDR's Operating Margin has declined in the last couple of years.
- 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
- 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.
- UDR has more shares outstanding than it did 5 years ago.
- UDR has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 0.57, we must say that UDR is in the distress zone and has some risk of bankruptcy.
- UDR's Altman-Z score of 0.57 is in line compared to the rest of the industry. UDR outperforms 45.00% 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.
- The Debt to FCF ratio of UDR (10.15) is better 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.
- 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 | 0.57 |
ROIC/WACC0.36
WACC6.86%
2.3 Liquidity
- A Current Ratio of 0.00 indicates that UDR may have some problems paying its short term obligations.
- Looking at the Current ratio, with a value of 0.00, UDR is doing worse than 95.00% of the companies in the same industry.
- 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.
- The Quick ratio of UDR (0.00) is worse than 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.
- The Revenue has been growing slightly by 7.73% on average over the past years.
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
- The Earnings Per Share is expected to grow by 41.89% on average over the next years. This is a very strong growth
- 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
- 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
- A Price/Earnings ratio of 84.45 indicates a quite expensive valuation of UDR.
- Compared to the rest of the industry, the Price/Earnings ratio of UDR is on the same level as its industry peers.
- When comparing the Price/Earnings ratio of UDR to the average of the S&P500 Index (26.94), we can say UDR is valued expensively.
- The Price/Forward Earnings ratio is 62.24, which means the current valuation is very expensive for UDR.
- UDR's Price/Forward Earnings ratio is in line with the industry average.
- When comparing the Price/Forward Earnings ratio of UDR to the average of the S&P500 Index (23.94), we can say UDR is valued expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 84.45 | ||
| Fwd PE | 62.24 |
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 85.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.37 | ||
| EV/EBITDA | 17.9 |
4.3 Compensation for Growth
- UDR's 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)0.6
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 30.96, UDR has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.83, UDR pays a better dividend.
| 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 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
- 393.75% of the earnings are spent on dividend by UDR. 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%
37.16
-0.48 (-1.28%)
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 Change0.04%
Ins Owners0.44%
Ins Owner Change1.49%
Market Cap12.28B
Revenue(TTM)1.70B
Net Income(TTM)144.93M
Analysts67.41
Price Target41.29 (11.11%)
Short Float %3.47%
Short Ratio3.94
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 | 84.45 | ||
| Fwd PE | 62.24 | ||
| P/S | 7.22 | ||
| P/FCF | 21.37 | ||
| P/OCF | 13.92 | ||
| P/B | 3.75 | ||
| P/tB | 3.75 | ||
| EV/EBITDA | 17.9 |
EPS(TTM)0.44
EY1.18%
EPS(NY)0.6
Fwd EY1.61%
FCF(TTM)1.74
FCFY4.68%
OCF(TTM)2.67
OCFY7.18%
SpS5.15
BVpS9.91
TBVpS9.91
PEG (NY)0.6
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 | 0.57 |
F-Score6
WACC6.86%
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.