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UDR, Inc. (UDR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9026531049
CUSIP902653104
SectorReal Estate
IndustryREIT—Residential

Highlights

Market Cap$14.41B
EPS$1.38
PE Ratio27.70
PEG Ratio-4.53
Revenue (TTM)$1.67B
Gross Profit (TTM)$1.01B
EBITDA (TTM)$1.00B
Year Range$30.27 - $42.54
Target Price$39.63
Short %2.43%
Short Ratio2.30

Share Price Chart


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Compare to other instruments

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UDR, Inc.

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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.


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%December2024FebruaryMarchAprilMay
6,505.08%
2,977.29%
UDR (UDR, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

UDR, Inc. had a return of 4.07% year-to-date (YTD) and -1.34% in the last 12 months. Over the past 10 years, UDR, Inc. had an annualized return of 7.36%, while the S&P 500 had an annualized return of 10.71%, indicating that UDR, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.07%8.76%
1 month7.96%-0.32%
6 months24.06%18.48%
1 year-1.34%25.36%
5 years (annualized)1.29%12.60%
10 years (annualized)7.36%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.89%-1.44%5.38%2.95%
2023-9.76%5.00%14.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UDR is 40, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UDR is 4040
UDR (UDR, Inc.)
The Sharpe Ratio Rank of UDR is 4242Sharpe Ratio Rank
The Sortino Ratio Rank of UDR is 3636Sortino Ratio Rank
The Omega Ratio Rank of UDR is 3636Omega Ratio Rank
The Calmar Ratio Rank of UDR is 4444Calmar Ratio Rank
The Martin Ratio Rank of UDR is 4444Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for UDR, Inc. (UDR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UDR
Sharpe ratio
The chart of Sharpe ratio for UDR, currently valued at -0.07, compared to the broader market-2.00-1.000.001.002.003.004.00-0.07
Sortino ratio
The chart of Sortino ratio for UDR, currently valued at 0.07, compared to the broader market-4.00-2.000.002.004.006.000.07
Omega ratio
The chart of Omega ratio for UDR, currently valued at 1.01, compared to the broader market0.501.001.502.001.01
Calmar ratio
The chart of Calmar ratio for UDR, currently valued at -0.03, compared to the broader market0.002.004.006.00-0.03
Martin ratio
The chart of Martin ratio for UDR, currently valued at -0.11, compared to the broader market-10.000.0010.0020.0030.00-0.11
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.004.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.43, compared to the broader market-10.000.0010.0020.0030.008.43

Sharpe Ratio

The current UDR, Inc. Sharpe ratio is -0.07. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of UDR, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-0.07
2.20
UDR (UDR, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

UDR, Inc. granted a 4.32% dividend yield in the last twelve months. The annual payout for that period amounted to $1.69 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.69$1.64$1.50$1.45$1.42$1.35$1.28$1.23$1.16$1.09$1.02$0.93

Dividend yield

4.32%4.28%3.88%2.41%3.70%2.89%3.22%3.18%3.19%2.91%3.29%3.96%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.42$0.00$0.00$0.43
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
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
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
2020$0.34$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00
2019$0.32$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00
2018$0.31$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00
2017$0.30$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00
2016$0.28$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00
2015$0.26$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00
2014$0.24$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2013$0.22$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.3%
UDR, Inc. has a dividend yield of 4.32%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%140.0%124.8%
UDR, Inc. has a payout ratio of 124.81%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-29.51%
-1.27%
UDR (UDR, Inc.)
Benchmark (^GSPC)

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 29.51%.


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
-31.97%Jan 24, 1997539Mar 16, 1999473Jan 29, 20011012
-28.79%Oct 12, 1989273Nov 8, 1990101Apr 5, 1991374

Volatility

Volatility Chart

The current UDR, Inc. volatility is 6.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
6.06%
4.08%
UDR (UDR, Inc.)
Benchmark (^GSPC)

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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items