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ISIN
US9026531049
CUSIP
902653104
IPO Date
Mar 7, 1990

Highlights

Market Cap
$12.75B
Enterprise Value
$13.71B
EPS (TTM)
$1.45
PE Ratio
26.65
PEG Ratio
0.17
Total Revenue (TTM)
$1.72B
Gross Profit (TTM)
$812.64M
EBITDA (TTM)
$1.05B
Year Range
$32.94 - $41.60
Target Price
$40.25
ROA (TTM)
4.74%
ROE (TTM)
14.90%

Share Price Chart


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Performance

UDR Performance Chart

UDR, Inc. (UDR) is up 7.8% since the beginning of the year. At $39 per share, UDR is trading 7.2% below its 52-week high of $42. Investors who bought $1,000 worth of UDR shares 5 years ago would now be looking at an investment worth $955.


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S&P 500 Index

Returns By Period

UDR, Inc. (UDR) has returned 7.84% so far this year and -1.70% over the past 12 months. Over the last ten years, UDR has returned 4.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


UDR, Inc.

1D
-0.75%
1M
4.58%
YTD
7.84%
6M
11.55%
1Y
-1.70%
3Y*
0.48%
5Y*
-0.92%
10Y*
4.79%

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UDR Monthly Returns History

Based on dividend-adjusted daily data since Mar 7, 1990, UDR's average daily return is +0.06%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 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%8.93%1.54%4.63%7.84%
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 5.67%, beta of 0.84, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since March 07, 1990.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (68.96%) than losses (55.55%) - 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
5.67%
Beta
0.84
0.27
Upside Capture
68.96%
Downside Capture
55.55%

Return for Risk

Risk / Return Rank

UDR ranks 36 for risk / return — below 36% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


UDR Risk / Return Rank: 3636
Overall Rank
UDR Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
UDR Sortino Ratio Rank: 3131
Sortino Ratio Rank
UDR Omega Ratio Rank: 3131
Omega Ratio Rank
UDR Calmar Ratio Rank: 3939
Calmar Ratio Rank
UDR Martin Ratio Rank: 3939
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UDRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.07

Sortino ratioReturn per unit of downside risk

-2.68

Omega ratioGain probability vs. loss probability

1.00

1.36

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.10

2.71

-2.80

Martin ratioReturn relative to average drawdown

-0.17

12.15

-12.33

Dividends

Dividend History

UDR, Inc. provided a 4.47% dividend yield over the last twelve months, with an annual payout of $1.73 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$1.73$1.72$1.70$1.64$1.50$1.45$1.42$1.35$1.28$1.23$1.16$1.09

Dividend yield

4.47%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$0.44$0.00$0.00$0.87
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

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.


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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 23.75%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-74.67%Mar 2009
2y 28d2y 1mo
4y 2moFeb 2007 - Apr 2011
2023 bear market2023
-44.44%Nov 2023
1y 10mo
4y 5moJan 2022 - now
COVID crash2020
-41.02%Mar 2020
28d1y 2mo
1y 3moFeb 2020 - Jun 2021
1999 bear market1999
-32.07%Mar 1999
2y 1mo1y 10mo
4y 6dJan 1997 - Jan 2001
1993 bear market1993
-23.70%Dec 1993
2mo 4d2y 7d
2y 2moOct 1993 - Dec 1995

Drawdown Indicators


UDRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-74.67%

-56.78%

-17.89%

Max Drawdown (1Y)

Largest decline over 1 year

-17.90%

-9.10%

-8.80%

Max Drawdown (3Y)

Largest decline over 3 years

-26.80%

-18.90%

-7.90%

Max Drawdown (5Y)

Largest decline over 5 years

-44.44%

-25.43%

-19.01%

Max Drawdown (10Y)

Largest decline over 10 years

-44.44%

-33.92%

-10.52%

Current Drawdown

Current decline from peak

-23.75%

-1.29%

-22.46%

Average Drawdown

Average peak-to-trough decline

-11.91%

-10.72%

-1.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.83%

2.02%

+7.81%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 26.6. 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 low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

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 7.6. 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 3.9. 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
Portfolio Analyzer

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