(UDR) UDR - Overview
Sector: Real Estate | Industry: REIT - Residential | Exchange: NYSE (USA) | Market Cap: 13.917m USD | Total Return: -7.7% in 12m
Industry Rotation: +3.8
Avg Turnover: 133M
EPS Trend: 40.9%
Qual. Beats: 2
Rev. Trend: 91.2%
Qual. Beats: 0
Warnings
Altman Z'' -1.76 < 1.0 - financial distress zone
Tailwinds
No distinct edge detected
UDR, Inc. (NYSE: UDR) is an S&P 500 constituent and a real estate investment trust (REIT) focused on the management, acquisition, and development of multifamily apartment communities across high-demand U.S. markets. Founded in 1972, the company maintains a portfolio of over 60,000 apartment homes, including active development projects.
The multifamily REIT sector typically generates revenue through diversified rental income, benefiting from the operational efficiencies of institutional-scale property management. As a REIT, UDR is legally required to distribute at least 90% of its taxable income to shareholders in the form of dividends.
Investors may find additional performance metrics and historical data for this ticker on ValueRay. This long-standing operator utilizes a strategy of geographic diversification to mitigate regional economic downturns and stabilize long-term cash flows.
- Sunbelt and coastal market migration patterns dictate occupancy and rental rate growth
- Interest rate volatility impacts cost of capital and real estate acquisition cap rates
- Proprietary operating platform technology reduces property management expenses and improves operating margins
- New apartment supply levels in core urban markets influence pricing power and retention
- Consumer wage growth and employment trends directly correlate with residential rent collection rates
| Net Income: 490.8m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.09 > 0.02 and ΔFCF/TA 3.15 > 1.0 |
| NWC/Revenue: -11.32% < 20% (prev -14.85%; Δ 3.53% < -1%) |
| CFO/TA 0.08 > 3% & CFO 875.4m > Net Income 490.8m |
| Net Debt (5.84b) to EBITDA (1.12b): 5.20 < 3 |
| Current Ratio: 0.49 > 1.5 & < 3 |
| Outstanding Shares: last quarter (330.3m) vs 12m ago -0.43% < -2% |
| Gross Margin: 46.00% > 18% (prev 0.26%; Δ 4.57k% > 0.5%) |
| Asset Turnover: 16.28% > 50% (prev 15.64%; Δ 0.65% > 0%) |
| Interest Coverage Ratio: 2.27 > 6 (EBITDA TTM 1.12b / Interest Expense TTM 197.5m) |
| A: -0.02 (Total Current Assets 188.4m - Total Current Liabilities 382.7m) / Total Assets 10.33b |
| B: -0.40 (Retained Earnings -4.15b / Total Assets 10.33b) |
| C: 0.04 (EBIT TTM 448.4m / Avg Total Assets 10.54b) |
| D: -0.59 (Book Value of Equity -4.14b / Total Liabilities 7.05b) |
| Altman-Z'' Score: -1.76 = D |
| DSRI: 0.41 (Receivables 153.6m/365.8m, Revenue 1.72b/1.68b) |
| GMI: 0.56 (GM 46.00% / 25.66%) |
| AQI: 0.13 (AQ_t 0.13 / AQ_t-1 0.95) |
| SGI: 1.02 (Revenue 1.72b / 1.68b) |
| TATA: -0.04 (NI 490.8m - CFO 875.4m) / TA 10.33b) |
| Beneish M-Score: -4.45 (Cap -4..+1) = AAA |
Over the past week, the price has changed by +0.03%, over one month by +5.91%, over three months by -1.62% and over the past year by -7.67%.
- StrongBuy: 5
- Buy: 4
- Hold: 13
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 40.3 | 9.2% |
P/E Forward = 54.9451
P/S = 7.7912
P/B = 3.6986
P/EG = 8.1715
Revenue TTM = 1.72b USD
EBIT TTM = 448.4m USD
EBITDA TTM = 1.12b USD
Long Term Debt = 5.48b USD (from longTermDebt, last quarter)
Short Term Debt = 179.6m USD (from shortLongTermDebt, last quarter)
Debt = 5.85b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.84b USD (from netDebt column, last quarter)
Enterprise Value = 19.76b USD (13.92b + Debt 5.85b - CCE 1.30m)
Interest Coverage Ratio = 2.27 (Ebit TTM 448.4m / Interest Expense TTM 197.5m)
EV/FCF = 22.15x (Enterprise Value 19.76b / FCF TTM 892.2m)
FCF Yield = 4.52% (FCF TTM 892.2m / Enterprise Value 19.76b)
FCF Margin = 51.99% (FCF TTM 892.2m / Revenue TTM 1.72b)
Net Margin = 28.60% (Net Income TTM 490.8m / Revenue TTM 1.72b)
Gross Margin = 46.00% ((Revenue TTM 1.72b - Cost of Revenue TTM 926.8m) / Revenue TTM)
Gross Margin QoQ = 61.54% (prev 26.98%)
Tobins Q-Ratio = 1.91 (Enterprise Value 19.76b / Total Assets 10.33b)
Interest Expense / Debt = 0.83% (Interest Expense 48.6m / Debt 5.85b)
Taxrate = 0.22% (455k / 203.4m)
NOPAT = 447.4m (EBIT 448.4m * (1 - 0.22%))
Current Ratio = 0.49 (Total Current Assets 188.4m / Total Current Liabilities 382.7m)
Debt / Equity = 1.78 (Debt 5.85b / totalStockholderEquity, last quarter 3.29b)
Debt / EBITDA = 5.20 (Net Debt 5.84b / EBITDA 1.12b)
Debt / FCF = 6.55 (Net Debt 5.84b / FCF TTM 892.2m)
Total Stockholder Equity = 3.29b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.66% (Net Income 490.8m / Total Assets 10.33b)
RoE = 14.90% (Net Income TTM 490.8m / Total Stockholder Equity 3.29b)
RoCE = 5.11% (EBIT 448.4m / Capital Employed (Equity 3.29b + L.T.Debt 5.48b))
RoIC = 4.96% (NOPAT 447.4m / Invested Capital 9.02b)
WACC = 4.79% (E(13.92b)/V(19.76b) * Re(6.45%) + D(5.85b)/V(19.76b) * Rd(0.83%) * (1-Tc(0.00)))
Discount Rate = 6.45% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 64.44 | Cagr: 0.20%
[DCF] Terminal Value 86.98% ; FCFF base≈771.0m ; Y1≈824.6m ; Y5≈1.00b
[DCF] Fair Price = 72.85 (EV 29.51b - Net Debt 5.84b = Equity 23.67b / Shares 324.9m; r=6.0% [WACC]; 5y FCF grow 7.76% → 3.0% )
EPS Correlation: 40.91 | EPS CAGR: 180.9% | SUE: 2.02 | # QB: 2
Revenue Correlation: 91.25 | Revenue CAGR: 3.88% | SUE: -0.23 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.11 | Chg30d=-22.42% | Revisions=+0% | Analysts=7
EPS next Quarter (2026-09-30): EPS=0.11 | Chg30d=-20.00% | Revisions=+0% | Analysts=7
EPS current Year (2026-12-31): EPS=0.85 | Chg30d=+61.60% | Revisions=+20% | GrowthEPS=-24.8% | GrowthRev=+0.9%
EPS next Year (2027-12-31): EPS=0.60 | Chg30d=N/A | Revisions=-20% | GrowthEPS=+12.6% | GrowthRev=+2.9%
[Analyst] Revisions Ratio: +20%