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EQR vs. UDR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EQR and UDR is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

EQR vs. UDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equity Residential (EQR) and UDR, Inc. (UDR). The values are adjusted to include any dividend payments, if applicable.

1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%NovemberDecember2025FebruaryMarchApril
2,388.11%
1,580.43%
EQR
UDR

Key characteristics

Sharpe Ratio

EQR:

0.57

UDR:

0.71

Sortino Ratio

EQR:

0.93

UDR:

1.10

Omega Ratio

EQR:

1.12

UDR:

1.14

Calmar Ratio

EQR:

0.49

UDR:

0.48

Martin Ratio

EQR:

2.12

UDR:

2.69

Ulcer Index

EQR:

6.03%

UDR:

5.75%

Daily Std Dev

EQR:

22.49%

UDR:

21.91%

Max Drawdown

EQR:

-67.40%

UDR:

-74.67%

Current Drawdown

EQR:

-17.06%

UDR:

-22.14%

Fundamentals

Market Cap

EQR:

$27.89B

UDR:

$15.67B

EPS

EQR:

$2.72

UDR:

$0.26

PE Ratio

EQR:

25.48

UDR:

159.88

PEG Ratio

EQR:

16.52

UDR:

-4.53

PS Ratio

EQR:

9.36

UDR:

9.21

PB Ratio

EQR:

2.46

UDR:

4.07

Total Revenue (TTM)

EQR:

$2.24B

UDR:

$1.26B

Gross Profit (TTM)

EQR:

$1.20B

UDR:

$476.89M

EBITDA (TTM)

EQR:

$1.37B

UDR:

$719.04M

Returns By Period

In the year-to-date period, EQR achieves a -2.65% return, which is significantly higher than UDR's -2.82% return. Over the past 10 years, EQR has underperformed UDR with an annualized return of 4.05%, while UDR has yielded a comparatively higher 5.67% annualized return.


EQR

YTD

-2.65%

1M

-3.31%

6M

-6.44%

1Y

9.69%

5Y*

5.32%

10Y*

4.05%

UDR

YTD

-2.82%

1M

-5.89%

6M

-3.84%

1Y

13.36%

5Y*

6.57%

10Y*

5.67%

*Annualized

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Risk-Adjusted Performance

EQR vs. UDR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQR
The Risk-Adjusted Performance Rank of EQR is 7070
Overall Rank
The Sharpe Ratio Rank of EQR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of EQR is 6464
Sortino Ratio Rank
The Omega Ratio Rank of EQR is 6363
Omega Ratio Rank
The Calmar Ratio Rank of EQR is 7373
Calmar Ratio Rank
The Martin Ratio Rank of EQR is 7474
Martin Ratio Rank

UDR
The Risk-Adjusted Performance Rank of UDR is 7373
Overall Rank
The Sharpe Ratio Rank of UDR is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of UDR is 6868
Sortino Ratio Rank
The Omega Ratio Rank of UDR is 6868
Omega Ratio Rank
The Calmar Ratio Rank of UDR is 7373
Calmar Ratio Rank
The Martin Ratio Rank of UDR is 7878
Martin 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.

EQR vs. UDR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Equity Residential (EQR) and UDR, Inc. (UDR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for EQR, currently valued at 0.57, compared to the broader market-2.00-1.000.001.002.003.00
EQR: 0.57
UDR: 0.71
The chart of Sortino ratio for EQR, currently valued at 0.93, compared to the broader market-6.00-4.00-2.000.002.004.00
EQR: 0.93
UDR: 1.10
The chart of Omega ratio for EQR, currently valued at 1.12, compared to the broader market0.501.001.502.00
EQR: 1.12
UDR: 1.14
The chart of Calmar ratio for EQR, currently valued at 0.49, compared to the broader market0.001.002.003.004.005.00
EQR: 0.49
UDR: 0.48
The chart of Martin ratio for EQR, currently valued at 2.12, compared to the broader market-5.000.005.0010.0015.0020.00
EQR: 2.12
UDR: 2.69

The current EQR Sharpe Ratio is 0.57, which is comparable to the UDR Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of EQR and UDR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.57
0.71
EQR
UDR

Dividends

EQR vs. UDR - Dividend Comparison

EQR's dividend yield for the trailing twelve months is around 3.97%, less than UDR's 4.13% yield.


TTM20242023202220212020201920182017201620152014
EQR
Equity Residential
3.97%2.82%4.34%4.24%2.67%4.07%2.81%3.27%3.16%20.22%2.71%2.78%
UDR
UDR, Inc.
4.13%3.90%4.28%3.88%2.42%3.70%2.90%3.23%3.18%3.19%2.91%3.29%

Drawdowns

EQR vs. UDR - Drawdown Comparison

The maximum EQR drawdown since its inception was -67.40%, smaller than the maximum UDR drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for EQR and UDR. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2025FebruaryMarchApril
-17.06%
-22.14%
EQR
UDR

Volatility

EQR vs. UDR - Volatility Comparison

Equity Residential (EQR) and UDR, Inc. (UDR) have volatilities of 13.67% and 13.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.67%
13.70%
EQR
UDR

Financials

EQR vs. UDR - Financials Comparison

This section allows you to compare key financial metrics between Equity Residential and UDR, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items