- ISIN
- US9026531049
- CUSIP
- 902653104
- Sector
- Real Estate
- Industry
- REIT - Residential
- 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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.48% | 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% |
| 2023 | 11.09% | 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% |
| 2021 | 1.02% | 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
- R²
- 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.
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.
| UDR | Benchmark | Difference | |
|---|---|---|---|
| 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 28d | 2y 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 | 28d | 1y 2mo | 1y 3moFeb 2020 - Jun 2021 |
1999 bear market1999 | -32.07%Mar 1999 | 2y 1mo | 1y 10mo | 4y 6dJan 1997 - Jan 2001 |
1993 bear market1993 | -23.70%Dec 1993 | 2mo 4d | 2y 7d | 2y 2moOct 1993 - Dec 1995 |
Drawdown Indicators
| UDR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -23.75% | -1.29% | -22.46% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -10.72% | -1.19% |
Ulcer IndexDepth 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.
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 | — |
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