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Urban Edge Properties (UE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS91704F1049
CUSIP91704F104
SectorReal Estate
IndustryREIT—Diversified

Highlights

Market Cap$2.12B
EPS$2.11
PE Ratio8.06
PEG Ratio6.59
Revenue (TTM)$406.92M
Gross Profit (TTM)$249.28M
EBITDA (TTM)$215.95M
Year Range$12.62 - $18.60
Target Price$19.75
Short %5.55%
Short Ratio4.08

Share Price Chart


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Urban Edge Properties

Performance

Performance Chart

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


0.00%50.00%100.00%150.00%December2024FebruaryMarchAprilMay
8.60%
156.06%
UE (Urban Edge Properties)
Benchmark (^GSPC)

S&P 500

Returns By Period

Urban Edge Properties had a return of -6.16% year-to-date (YTD) and 23.00% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-6.16%7.50%
1 month1.92%-1.61%
6 months1.98%17.65%
1 year23.00%26.26%
5 years (annualized)2.72%11.73%
10 years (annualized)N/A10.64%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.63%-1.51%2.56%-3.13%
20233.93%5.61%10.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UE is 72, suggesting that the investment has average results relative to the market 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 UE is 7272
Urban Edge Properties(UE)
The Sharpe Ratio Rank of UE is 7575Sharpe Ratio Rank
The Sortino Ratio Rank of UE is 7272Sortino Ratio Rank
The Omega Ratio Rank of UE is 6767Omega Ratio Rank
The Calmar Ratio Rank of UE is 7070Calmar Ratio Rank
The Martin Ratio Rank of UE is 7474Martin 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 Urban Edge Properties (UE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UE
Sharpe ratio
The chart of Sharpe ratio for UE, currently valued at 0.92, compared to the broader market-2.00-1.000.001.002.003.004.000.92
Sortino ratio
The chart of Sortino ratio for UE, currently valued at 1.57, compared to the broader market-4.00-2.000.002.004.006.001.57
Omega ratio
The chart of Omega ratio for UE, currently valued at 1.17, compared to the broader market0.501.001.501.17
Calmar ratio
The chart of Calmar ratio for UE, currently valued at 0.56, compared to the broader market0.002.004.006.000.56
Martin ratio
The chart of Martin ratio for UE, currently valued at 3.15, compared to the broader market-10.000.0010.0020.0030.003.15
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.17, compared to the broader market-2.00-1.000.001.002.003.004.002.17
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-4.00-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.65, compared to the broader market0.002.004.006.001.65
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.41, compared to the broader market-10.000.0010.0020.0030.008.41

Sharpe Ratio

The current Urban Edge Properties Sharpe ratio is 0.92. 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 Urban Edge Properties 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 Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.92
2.17
UE (Urban Edge Properties)
Benchmark (^GSPC)

Dividends

Dividend History

Urban Edge Properties granted a 3.82% dividend yield in the last twelve months. The annual payout for that period amounted to $0.65 per share.


PeriodTTM202320222021202020192018201720162015
Dividend$0.65$0.64$0.64$0.60$0.67$0.85$0.85$0.85$0.79$0.77

Dividend yield

3.82%3.50%4.54%3.16%5.20%4.43%5.11%3.33%2.88%3.30%

Monthly Dividends

The table displays the monthly dividend distributions for Urban Edge Properties. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.17$0.00
2023$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16
2022$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16
2021$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15
2020$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46
2019$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21
2018$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21
2017$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21
2016$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.21
2015$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.8%
Urban Edge Properties has a dividend yield of 3.82%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%28.3%
Urban Edge Properties has a payout ratio of 28.26%, which is quite average when compared to the overall market. This suggests that Urban Edge Properties strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-23.23%
-2.41%
UE (Urban Edge Properties)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Urban Edge Properties. 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 Urban Edge Properties was 71.93%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Urban Edge Properties drawdown is 23.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.93%Jul 6, 2016935Mar 23, 2020
-18.14%Jan 15, 2015162Sep 4, 2015100Jan 29, 2016262
-6.83%May 11, 20167May 19, 201613Jun 8, 201620
-5.77%Mar 31, 201616Apr 21, 20165Apr 28, 201621
-4.5%Feb 4, 20166Feb 11, 20169Feb 25, 201615

Volatility

Volatility Chart

The current Urban Edge Properties volatility is 7.01%, 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
7.01%
4.10%
UE (Urban Edge Properties)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Urban Edge Properties 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