UDR vs. AVB
Compare and contrast key facts about UDR, Inc. (UDR) and AvalonBay Communities, Inc. (AVB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDR or AVB.
Key characteristics
| UDR | AVB | |
|---|---|---|
| YTD Return | 5.59% | 7.24% |
| 1Y Return | 2.69% | 17.28% |
| 3Y Return (Ann) | -1.57% | 3.40% |
| 5Y Return (Ann) | 1.05% | 3.07% |
| 10Y Return (Ann) | 7.30% | 7.02% |
| Sharpe Ratio | 0.08 | 0.82 |
| Daily Std Dev | 22.70% | 20.07% |
| Max Drawdown | -74.67% | -69.20% |
| Current Drawdown | -28.48% | -16.60% |
Fundamentals
| UDR | AVB | |
|---|---|---|
| Market Cap | $14.72B | $28.00B |
| EPS | $1.38 | $6.73 |
| PE Ratio | 28.29 | 29.26 |
| PEG Ratio | -4.53 | 5.03 |
| Revenue (TTM) | $1.67B | $2.83B |
| Gross Profit (TTM) | $1.01B | $1.69B |
| EBITDA (TTM) | $1.00B | $1.74B |
Correlation
The correlation between UDR and AVB is 0.68, 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
UDR vs. AVB - Performance Comparison
In the year-to-date period, UDR achieves a 5.59% return, which is significantly lower than AVB's 7.24% return. Both investments have delivered pretty close results over the past 10 years, with UDR having a 7.30% annualized return and AVB not far behind at 7.02%. 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
UDR vs. AVB - Risk-Adjusted Performance 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.
Dividends
UDR vs. AVB - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 4.26%, more than AVB's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 4.26% | 4.28% | 3.88% | 2.41% | 3.70% | 2.89% | 3.22% | 3.18% | 3.19% | 2.91% | 3.29% | 3.96% |
AVB AvalonBay Communities, Inc. | 3.34% | 3.53% | 3.94% | 2.52% | 3.96% | 2.90% | 3.38% | 3.18% | 3.05% | 2.72% | 2.84% | 3.62% |
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 -69.20%. Use the drawdown chart below to compare losses from any high point for UDR and AVB. For additional features, visit the drawdowns tool.
Volatility
UDR vs. AVB - Volatility Comparison
UDR, Inc. (UDR) has a higher volatility of 4.86% compared to AvalonBay Communities, Inc. (AVB) at 3.76%. This indicates that UDR's price experiences larger fluctuations and is considered to be riskier than AVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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