UDR vs. EQR

Last updated Apr 1, 2026

Compare and contrast key facts about UDR, Inc. (UDR) and Equity Residential (EQR).

Performance

UDR vs. EQR - Performance Comparison

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

UDR vs. EQR - 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%
EQR Equity Residential	-3.98%	-8.57%	20.81%	8.34%	-32.46%	57.33%	-23.61%	26.16%	7.08%	2.19%

Fundamentals

Market Cap UDR : $11.24B EQR : $22.99B
EPS UDR : $1.11 EQR : $2.87
PE Ratio UDR : 30.44 EQR : 20.62
PS Ratio UDR : 6.72 EQR : 7.45
PB Ratio UDR : 3.42 EQR : 2.09
Total Revenue (TTM) UDR : $1.71B EQR : $3.10B
Gross Profit (TTM) UDR : $639.55M EQR : $1.44B
EBITDA (TTM) UDR : $1.03B EQR : $2.34B

Returns By Period

In the year-to-date period, UDR achieves a -6.82% return, which is significantly lower than EQR's -3.98% return. Over the past 10 years, UDR has outperformed EQR with an annualized return of 2.36%, while EQR has yielded a comparatively lower 1.69% 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%

EQR

• 1D: 0.97%
• 1M: -5.29%
• YTD: -3.98%
• 6M: -6.49%
• 1Y: -13.66%
• 3Y*: 3.74%
• 5Y*: -0.20%
• 10Y*: 1.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UDR vs. EQR — Risk / Return Rank

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

UDR

UDR Risk / Return Rank: 9
UDR Sharpe Ratio Rank: 6
UDR Sortino Ratio Rank: 8
UDR Omega Ratio Rank: 9
UDR Calmar Ratio Rank: 9
UDR Martin Ratio Rank: 12

EQR

EQR Risk / Return Rank: 16
EQR Sharpe Ratio Rank: 16
EQR Sortino Ratio Rank: 16
EQR Omega Ratio Rank: 17
EQR Calmar Ratio Rank: 15
EQR Martin Ratio Rank: 17

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UDR vs. EQR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and Equity Residential (EQR). 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	EQR	Difference
Sharpe ratio Return per unit of total volatility	-0.95	-0.59	-0.36
Sortino ratio Return per unit of downside risk	-1.28	-0.70	-0.58
Omega ratio Gain probability vs. loss probability	0.85	0.91	-0.07
Calmar ratio Return relative to maximum drawdown	-0.88	-0.76	-0.12
Martin ratio Return relative to average drawdown	-1.43	-1.28	-0.15
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UDR vs. EQR - Sharpe Ratio Comparison

The current UDR Sharpe Ratio is -0.95, which is lower than the EQR Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of UDR and EQR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UDR	EQR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.95	-0.59	-0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.07	-0.01	-0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.09	0.07	+0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.33	+0.01

Correlation

The correlation between UDR and EQR 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.

Dividends

UDR vs. EQR - Dividend Comparison

UDR's dividend yield for the trailing twelve months is around 5.09%, more than EQR's 4.70% 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%
EQR Equity Residential	4.70%	4.37%	2.82%	4.33%	4.24%	2.66%	4.07%	2.81%	3.27%	3.16%	20.22%	2.71%

Drawdowns

UDR vs. EQR - Drawdown Comparison

The maximum UDR drawdown since its inception was -74.67%, which is greater than EQR's maximum drawdown of -67.40%. Use the drawdown chart below to compare losses from any high point for UDR and EQR.

Drawdown Indicators

	UDR	EQR	Difference
Max Drawdown Largest peak-to-trough decline	-74.67%	-67.40%	-7.27%
Max Drawdown (1Y) Largest decline over 1 year	-23.53%	-16.55%	-6.98%
Max Drawdown (5Y) Largest decline over 5 years	-44.44%	-39.32%	-5.12%
Max Drawdown (10Y) Largest decline over 10 years	-44.44%	-45.91%	+1.47%
Current Drawdown Current decline from peak	-34.11%	-25.21%	-8.90%
Average Drawdown Average peak-to-trough decline	-11.82%	-12.10%	+0.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.50%	9.82%	+4.68%

Volatility

UDR vs. EQR - Volatility Comparison

The current volatility for UDR, Inc. (UDR) is 4.74%, while Equity Residential (EQR) has a volatility of 5.27%. This indicates that UDR experiences smaller price fluctuations and is considered to be less risky than EQR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UDR	EQR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.74%	5.27%	-0.53%
Volatility (6M) Calculated over the trailing 6-month period	14.13%	14.16%	-0.03%
Volatility (1Y) Calculated over the trailing 1-year period	23.12%	23.28%	-0.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.88%	22.37%	+0.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.36%	24.98%	+0.38%

Financials

UDR vs. EQR - Profitability Comparison

The chart below illustrates the profitability comparison between UDR, Inc. and Equity Residential over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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%.

EQR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Equity Residential reported a gross profit of -14.23M and revenue of 789.03M. Therefore, the gross margin over that period was -1.8%.

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%.

EQR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Equity Residential reported an operating income of 222.92M and revenue of 789.03M, resulting in an operating margin of 28.3%.

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%.

EQR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Equity Residential reported a net income of 382.09M and revenue of 789.03M, resulting in a net margin of 48.4%.