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ISIN
US9030021037
CUSIP
903002103
IPO Date
Dec 6, 1993

Highlights

Market Cap
$1.28B
Enterprise Value
$1.28B
EPS (TTM)
$0.25
PE Ratio
58.92
PEG Ratio
0.74
Total Revenue (TTM)
$200.53M
Gross Profit (TTM)
$74.67M
EBITDA (TTM)
$95.11M
Year Range
$13.93 - $17.44
Target Price
$16.50
ROE (TTM)
2.42%

Share Price Chart


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Performance

UMH Performance Chart

UMH Properties, Inc. (UMH) is down 3.1% since the beginning of the year. At $15 per share, UMH is trading 14.2% below its 52-week high of $17. Investors who bought $1,000 worth of UMH shares 5 years ago would now be looking at an investment worth $859.


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S&P 500 Index

Returns By Period

UMH Properties, Inc. (UMH) has returned -3.14% so far this year and -5.24% over the past 12 months. Over the last ten years, UMH has returned 8.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


UMH Properties, Inc.

1D
-0.60%
1M
-2.16%
YTD
-3.14%
6M
-2.40%
1Y
-5.24%
3Y*
4.85%
5Y*
-2.99%
10Y*
8.41%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UMH Monthly Returns History

Based on dividend-adjusted daily data since Dec 6, 1993, UMH's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 53% of months were positive and 47% were negative. The best month was May 2009 with a return of +27.9%, while the worst month was Mar 2020 at -25.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, UMH closed higher 46% of trading days. The best single day was Mar 26, 2020 with a return of +15.7%, while the worst single day was Mar 9, 2020 at -21.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.76%-2.15%-4.31%7.76%-1.96%-0.33%-3.14%
2025-4.71%6.50%-1.22%-5.51%-3.70%-0.00%-3.04%-2.27%-5.35%-2.09%5.63%5.16%-11.02%
2024-1.37%3.40%5.45%-1.97%-3.71%5.75%11.07%10.79%1.08%-5.19%4.09%-1.67%29.59%
202311.30%-4.00%-13.05%2.77%1.36%5.06%4.19%-9.04%-6.22%-1.50%3.75%8.50%0.21%
2022-13.65%-1.45%6.63%-4.35%-15.41%-10.31%20.67%-14.47%-10.48%8.61%1.52%-8.57%-38.67%
2021-0.74%17.42%12.30%12.31%-0.59%2.88%6.69%2.63%-3.38%4.54%-2.82%18.41%91.34%

Benchmark Metrics

UMH Properties, Inc. has an annualized alpha of 7.48%, beta of 0.47, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since December 06, 1993.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.13%) than losses (59.80%) - typical of diversified or defensive assets.
  • Beta of 0.47 may look defensive, but with R2 of 0.11 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.11 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
7.48%
Beta
0.47
0.11
Upside Capture
65.13%
Downside Capture
59.80%

Return for Risk

Risk / Return Rank

UMH ranks 29 for risk / return — below 29% 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.


UMH Risk / Return Rank: 2929
Overall Rank
UMH Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
UMH Sortino Ratio Rank: 2626
Sortino Ratio Rank
UMH Omega Ratio Rank: 2626
Omega Ratio Rank
UMH Calmar Ratio Rank: 3232
Calmar Ratio Rank
UMH Martin Ratio Rank: 3232
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 UMH Properties, Inc. (UMH) 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.


UMHBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.30

Sortino ratioReturn per unit of downside risk

-3.01

Omega ratioGain probability vs. loss probability

0.97

1.37

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.30

2.78

-3.09

Martin ratioReturn relative to average drawdown

-0.57

12.44

-13.01

Dividends

Dividend History

UMH Properties, Inc. provided a 6.01% dividend yield over the last twelve months, with an annual payout of $0.90 per share. The company has been increasing its dividends for 16 consecutive years.


3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.90$0.89$0.85$0.82$0.80$0.76$0.72$0.72$0.72$0.72$0.72$0.72

Dividend yield

6.01%5.59%4.50%5.35%4.97%2.78%4.86%4.58%6.08%4.83%4.78%7.11%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.23$0.00$0.00$0.23$0.00$0.45
2025$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.89
2024$0.00$0.21$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.85
2023$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.82
2022$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.80
2021$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.76

Dividend Yield & Payout


Dividend Yield

UMH Properties, Inc. has a dividend yield of 6.01%, which means its dividend payment is significantly above the market average.

Payout Ratio

UMH Properties, Inc. has a payout ratio of 346.16%, 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the UMH Properties, 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 UMH Properties, Inc. was 62.46%, occurring on Dec 23, 2008. Recovery took 637 trading sessions.

The current UMH Properties, Inc. drawdown is 31.36%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-62.46%Dec 2008
1y 11mo2y 6mo
4y 5moJan 2007 - Jul 2011
2023 bear market2023
-46.98%Oct 2023
1y 9mo
4y 5moJan 2022 - now
COVID crash2020
-44.65%Mar 2020
1mo 29d8mo 27d
10mo 26dJan 2020 - Dec 2020
Dot-com crash2000–2002
-33.51%Mar 2000
3y 2mo9mo 8d
3y 11moJan 1997 - Jan 2001
2018 bear market2018
-32.23%Feb 2018
8mo 28d1y 9mo
2y 5moJun 2017 - Nov 2019

Drawdown Indicators


UMHBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-62.46%

-56.78%

-5.68%

Max Drawdown (1Y)

Largest decline over 1 year

-17.43%

-9.10%

-8.33%

Max Drawdown (3Y)

Largest decline over 3 years

-27.28%

-18.90%

-8.38%

Max Drawdown (5Y)

Largest decline over 5 years

-46.98%

-25.43%

-21.55%

Max Drawdown (10Y)

Largest decline over 10 years

-46.98%

-33.92%

-13.06%

Current Drawdown

Current decline from peak

-31.36%

-1.80%

-29.56%

Average Drawdown

Average peak-to-trough decline

-14.56%

-10.71%

-3.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.18%

2.03%

+7.15%

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 UMH Properties, 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 UMH Properties, 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 UMH, comparing it with other companies in the REIT - Residential industry. Currently, UMH has a P/E ratio of 58.9. 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 UMH compared to other companies in the REIT - Residential industry. UMH currently has a PEG ratio of 0.7. 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 UMH relative to other companies in the REIT - Residential industry. Currently, UMH has a P/S ratio of 6.4. 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 UMH in comparison with other companies in the REIT - Residential industry. Currently, UMH has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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
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