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.
Key characteristics
| EQR | UDR | |
|---|---|---|
| YTD Return | 25.66% | 23.14% |
| 1Y Return | 37.63% | 39.99% |
| 3Y Return (Ann) | -1.04% | -3.21% |
| 5Y Return (Ann) | 0.82% | 2.34% |
| 10Y Return (Ann) | 5.94% | 7.92% |
| Sharpe Ratio | 2.19 | 2.32 |
| Sortino Ratio | 3.04 | 3.24 |
| Omega Ratio | 1.37 | 1.38 |
| Calmar Ratio | 1.18 | 1.11 |
| Martin Ratio | 14.50 | 12.01 |
| Ulcer Index | 2.99% | 3.88% |
| Daily Std Dev | 19.76% | 20.07% |
| Max Drawdown | -67.40% | -74.67% |
| Current Drawdown | -11.39% | -16.59% |
Fundamentals
| EQR | UDR | |
|---|---|---|
| Market Cap | $28.57B | $16.63B |
| EPS | $2.37 | $0.38 |
| PE Ratio | 30.82 | 116.50 |
| PEG Ratio | 7.77 | -4.53 |
| Total Revenue (TTM) | $2.19B | $1.66B |
| Gross Profit (TTM) | -$466.77M | $554.77M |
| EBITDA (TTM) | $1.35B | $875.92M |
Correlation
The correlation between EQR and UDR is 0.67, 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
In the year-to-date period, EQR achieves a 25.66% return, which is significantly higher than UDR's 23.14% return. Over the past 10 years, EQR has underperformed UDR with an annualized return of 5.94%, while UDR has yielded a comparatively higher 7.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
EQR vs. UDR - Dividend Comparison
EQR's dividend yield for the trailing twelve months is around 3.60%, less than UDR's 3.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQR Equity Residential | 3.60% | 4.34% | 4.24% | 2.67% | 4.07% | 2.81% | 3.27% | 3.16% | 20.22% | 2.71% | 2.78% | 3.57% |
UDR UDR, Inc. | 3.75% | 4.28% | 3.88% | 2.42% | 3.70% | 2.90% | 3.23% | 3.18% | 3.19% | 2.91% | 3.29% | 3.96% |
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.
Volatility
EQR vs. UDR - Volatility Comparison
Equity Residential (EQR) has a higher volatility of 8.24% compared to UDR, Inc. (UDR) at 7.18%. This indicates that EQR's price experiences larger fluctuations and is considered to be riskier than UDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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