UDR vs. AVB
Compare and contrast key facts about UDR, Inc. (UDR) and AvalonBay Communities, Inc. (AVB).
Performance
UDR vs. AVB - Performance Comparison
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UDR vs. AVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | -6.82% | -11.75% | 18.29% | 3.12% | -33.44% | 61.12% | -14.54% | 21.48% | 6.40% | 9.11% |
AVB AvalonBay Communities, Inc. | -8.90% | -14.60% | 21.44% | 20.34% | -33.92% | 62.17% | -20.27% | 24.10% | 1.00% | 3.89% |
Fundamentals
UDR:
$11.24B
AVB:
$23.19B
UDR:
$1.11
AVB:
$7.36
UDR:
30.44
AVB:
22.18
UDR:
0.20
AVB:
12.76
UDR:
6.72
AVB:
7.68
UDR:
3.42
AVB:
1.96
UDR:
$1.71B
AVB:
$3.04B
UDR:
$639.55M
AVB:
$2.04B
UDR:
$1.03B
AVB:
$2.22B
Returns By Period
In the year-to-date period, UDR achieves a -6.82% return, which is significantly higher than AVB's -8.90% return. Over the past 10 years, UDR has outperformed AVB with an annualized return of 2.36%, while AVB has yielded a comparatively lower 1.90% annualized return.
UDR
- 1D
- 0.36%
- 1M
- -9.92%
- YTD
- -6.82%
- 6M
- -7.17%
- 1Y
- -21.79%
- 3Y*
- -2.16%
- 5Y*
- -1.59%
- 10Y*
- 2.36%
AVB
- 1D
- 2.23%
- 1M
- -6.80%
- YTD
- -8.90%
- 6M
- -13.68%
- 1Y
- -20.92%
- 3Y*
- 2.65%
- 5Y*
- 0.73%
- 10Y*
- 1.90%
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Return for Risk
UDR vs. AVB — Risk / Return Rank
UDR
AVB
UDR vs. AVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and AvalonBay Communities, Inc. (AVB). 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.
| UDR | AVB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.95 | -0.92 | -0.03 |
Sortino ratioReturn per unit of downside risk | -1.28 | -1.19 | -0.09 |
Omega ratioGain probability vs. loss probability | 0.85 | 0.85 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.88 | -0.85 | -0.03 |
Martin ratioReturn relative to average drawdown | -1.43 | -1.61 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDR | AVB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.95 | -0.92 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.03 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.08 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.41 | -0.06 |
Correlation
The correlation between UDR and AVB is 0.69, 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.
Dividends
UDR vs. AVB - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 5.09%, more than AVB's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 5.09% | 4.68% | 3.90% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% |
AVB AvalonBay Communities, Inc. | 4.30% | 3.86% | 3.09% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% |
Drawdowns
UDR vs. AVB - Drawdown Comparison
The maximum UDR drawdown since its inception was -74.67%, which is greater than AVB's maximum drawdown of -70.04%. Use the drawdown chart below to compare losses from any high point for UDR and AVB.
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Drawdown Indicators
| UDR | AVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.67% | -70.04% | -4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -23.53% | -23.36% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -44.44% | -38.36% | -6.08% |
Max Drawdown (10Y)Largest decline over 10 years | -44.44% | -46.91% | +2.47% |
Current DrawdownCurrent decline from peak | -34.11% | -27.48% | -6.63% |
Average DrawdownAverage peak-to-trough decline | -11.82% | -11.69% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.50% | 12.36% | +2.14% |
Volatility
UDR vs. AVB - Volatility Comparison
The current volatility for UDR, Inc. (UDR) is 4.74%, while AvalonBay Communities, Inc. (AVB) has a volatility of 5.41%. This indicates that UDR experiences smaller price fluctuations and is considered to be less risky than AVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDR | AVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 5.41% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 14.13% | 13.97% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 22.95% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.88% | 22.03% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.36% | 24.65% | +0.71% |
Financials
UDR vs. AVB - Financials Comparison
This section allows you to compare key financial metrics between UDR, Inc. and AvalonBay Communities, 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
UDR vs. AVB - Profitability Comparison
UDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UDR, Inc. reported a gross profit of 116.84M and revenue of 433.11M. Therefore, the gross margin over that period was 27.0%.
AVB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AvalonBay Communities, Inc. reported a gross profit of 523.94M and revenue of 767.86M. Therefore, the gross margin over that period was 68.2%.
UDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UDR, Inc. reported an operating income of 85.94M and revenue of 433.11M, resulting in an operating margin of 19.8%.
AVB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AvalonBay Communities, Inc. reported an operating income of 228.10M and revenue of 767.86M, resulting in an operating margin of 29.7%.
UDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UDR, Inc. reported a net income of 222.90M and revenue of 433.11M, resulting in a net margin of 51.5%.
AVB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AvalonBay Communities, Inc. reported a net income of 165.99M and revenue of 767.86M, resulting in a net margin of 21.6%.