EQR vs. UDR
Compare and contrast key facts about Equity Residential (EQR) and UDR, Inc. (UDR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQR or UDR.
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.
Performance
EQR vs. UDR - Performance Comparison
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Key characteristics
EQR:
0.48
UDR:
0.55
EQR:
0.78
UDR:
0.90
EQR:
1.10
UDR:
1.12
EQR:
0.39
UDR:
0.38
EQR:
1.63
UDR:
2.03
EQR:
6.30%
UDR:
6.04%
EQR:
22.68%
UDR:
22.24%
EQR:
-67.40%
UDR:
-74.67%
EQR:
-13.39%
UDR:
-20.03%
Fundamentals
EQR:
$28.02B
UDR:
$15.99B
EQR:
$2.62
UDR:
$0.36
EQR:
27.31
UDR:
117.83
EQR:
16.26
UDR:
-4.53
EQR:
9.31
UDR:
9.38
EQR:
2.44
UDR:
4.22
EQR:
$3.00B
UDR:
$1.68B
EQR:
$1.67B
UDR:
$589.06M
EQR:
$1.97B
UDR:
$1.03B
Returns By Period
In the year-to-date period, EQR achieves a 1.66% return, which is significantly higher than UDR's -0.19% return. Over the past 10 years, EQR has underperformed UDR with an annualized return of 4.74%, while UDR has yielded a comparatively higher 6.22% annualized return.
EQR
1.66%
4.87%
-0.87%
10.70%
7.46%
4.74%
UDR
-0.19%
2.74%
-2.22%
11.81%
6.80%
6.22%
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Risk-Adjusted Performance
EQR vs. UDR — Risk-Adjusted Performance Rank
EQR
UDR
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.
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Dividends
EQR vs. UDR - Dividend Comparison
EQR's dividend yield for the trailing twelve months is around 3.80%, less than UDR's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 3.80% | 2.82% | 4.33% | 4.24% | 2.66% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% |
UDR UDR, Inc. | 4.02% | 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.
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Volatility
EQR vs. UDR - Volatility Comparison
The current volatility for Equity Residential (EQR) is 5.65%, while UDR, Inc. (UDR) has a volatility of 6.41%. This indicates that EQR experiences smaller price fluctuations and is considered to be less risky than UDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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.
Total Revenue: Total amount of money received from sales and other business activities
EQR vs. UDR - Profitability Comparison
EQR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equity Residential reported a gross profit of 469.27M and revenue of 760.81M. Therefore, the gross margin over that period was 61.7%.
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UDR, Inc. reported a gross profit of 112.17M and revenue of 421.95M. Therefore, the gross margin over that period was 26.6%.
EQR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equity Residential reported an operating income of 194.27M and revenue of 760.81M, resulting in an operating margin of 25.5%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UDR, Inc. reported an operating income of 122.20M and revenue of 421.95M, resulting in an operating margin of 29.0%.
EQR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equity Residential reported a net income of 256.59M and revenue of 760.81M, resulting in a net margin of 33.7%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UDR, Inc. reported a net income of 76.72M and revenue of 421.95M, resulting in a net margin of 18.2%.