PortfoliosLab logoPortfoliosLab logo
UDR, Inc. (UDR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9026531049
CUSIP
902653104
IPO Date
Mar 7, 1990

Highlights

Market Cap
$11.24B
Enterprise Value
$18.19B
EPS (TTM)
$1.11
PE Ratio
30.44
PEG Ratio
0.20
Total Revenue (TTM)
$1.71B
Gross Profit (TTM)
$639.55M
EBITDA (TTM)
$1.03B
Year Range
$32.94 - $45.56
Target Price
$41.09
ROA (TTM)
3.56%
ROE (TTM)
11.49%

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in UDR, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period

UDR, Inc. (UDR) has returned -6.82% so far this year and -21.79% over the past 12 months. Over the last ten years, UDR has returned 2.36% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


UDR, Inc.

1D
0.36%
1M
-9.92%
YTD
-6.82%
6M
-7.17%
1Y
-21.79%
3Y*
-2.16%
5Y*
-1.59%
10Y*
2.36%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 7, 1990, UDR's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +23.1%, while the worst month was Feb 2009 at -32.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UDR closed higher 48% of trading days. The best single day was Mar 23, 2009 with a return of +17.5%, while the worst single day was Dec 1, 2008 at -19.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.48%0.94%-9.92%-6.82%
2025-2.85%8.24%-0.02%-6.30%-1.07%-1.45%-2.74%0.71%-5.84%-8.50%8.10%0.71%-11.75%
2024-4.89%-1.44%5.38%2.95%1.42%6.55%-1.60%11.08%1.86%-6.04%8.70%-5.34%18.29%
202311.09%0.59%-4.15%1.71%-4.02%8.29%-3.91%-2.40%-10.60%-9.76%5.00%14.64%3.12%
2022-4.67%-3.47%4.56%-6.65%-10.17%-3.68%6.01%-7.29%-7.04%-3.76%4.30%-6.61%-33.44%
20211.02%7.07%6.53%6.77%2.54%2.83%13.07%-1.76%-1.93%5.52%2.16%5.75%61.12%

Benchmark Metrics

UDR, Inc. has an annualized alpha of 5.60%, beta of 0.85, and R² of 0.27 versus S&P 500 Index. Calculated based on daily prices since March 08, 1990.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (69.17%) than losses (56.43%) — typical of diversified or defensive assets.
  • R² of 0.27 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.60%
Beta
0.85
0.27
Upside Capture
69.17%
Downside Capture
56.43%

Return for Risk

Risk / Return Rank

UDR ranks 8 for risk / return — in the bottom 8% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


UDR Risk / Return Rank: 88
Overall Rank
UDR Sharpe Ratio Rank: 55
Sharpe Ratio Rank
UDR Sortino Ratio Rank: 77
Sortino Ratio Rank
UDR Omega Ratio Rank: 99
Omega Ratio Rank
UDR Calmar Ratio Rank: 88
Calmar Ratio Rank
UDR Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for UDR, Inc. (UDR) and compare them to a chosen benchmark (S&P 500 Index).


UDRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.95

0.90

-1.84

Sortino ratio

Return per unit of downside risk

-1.28

1.39

-2.67

Omega ratio

Gain probability vs. loss probability

0.85

1.21

-0.36

Calmar ratio

Return relative to maximum drawdown

-0.88

1.40

-2.28

Martin ratio

Return relative to average drawdown

-1.43

6.61

-8.03

Explore UDR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

UDR, Inc. provided a 5.09% dividend yield over the last twelve months, with an annual payout of $1.72 per share. The company has been increasing its dividends for 16 consecutive years.


2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.72$1.72$1.70$1.64$1.50$1.45$1.42$1.35$1.28$1.23$1.16$1.09

Dividend yield

5.09%4.68%3.90%4.28%3.88%2.41%3.70%2.89%3.22%3.18%3.19%2.91%

Monthly Dividends

The table displays the monthly dividend distributions for UDR, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.43$0.00$0.00$0.43
2025$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$1.72
2024$0.42$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$1.70
2023$0.38$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$1.64
2022$0.36$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$1.50
2021$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$1.45

Dividend Yield & Payout


Dividend Yield

UDR, Inc. has a dividend yield of 5.09%, which is quite average when compared to the overall market.

Payout Ratio

UDR, Inc. has a payout ratio of 151.09%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the UDR, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the UDR, Inc. was 74.67%, occurring on Mar 20, 2009. Recovery took 528 trading sessions.

The current UDR, Inc. drawdown is 34.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.67%Feb 21, 2007525Mar 20, 2009528Apr 25, 20111053
-44.44%Jan 5, 2022459Nov 1, 2023
-41.02%Feb 24, 202021Mar 23, 2020300Jun 1, 2021321
-32.07%Jan 24, 1997539Mar 16, 1999473Jan 29, 20011012
-23.7%Oct 19, 199346Dec 22, 1993510Dec 29, 1995556

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of UDR, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how UDR, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UDR, comparing it with other companies in the REIT - Residential industry. Currently, UDR has a P/E ratio of 30.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for UDR compared to other companies in the REIT - Residential industry. UDR currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UDR relative to other companies in the REIT - Residential industry. Currently, UDR has a P/S ratio of 6.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UDR in comparison with other companies in the REIT - Residential industry. Currently, UDR has a P/B value of 3.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items