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UDR vs. IRM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UDR and IRM is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

UDR vs. IRM - Performance Comparison

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

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,299.59%
8,658.33%
UDR
IRM

Key characteristics

Sharpe Ratio

UDR:

1.19

IRM:

2.16

Sortino Ratio

UDR:

1.72

IRM:

2.61

Omega Ratio

UDR:

1.20

IRM:

1.37

Calmar Ratio

UDR:

0.59

IRM:

2.92

Martin Ratio

UDR:

5.43

IRM:

12.69

Ulcer Index

UDR:

4.13%

IRM:

4.64%

Daily Std Dev

UDR:

18.87%

IRM:

27.25%

Max Drawdown

UDR:

-74.67%

IRM:

-55.71%

Current Drawdown

UDR:

-19.79%

IRM:

-17.45%

Fundamentals

Market Cap

UDR:

$16.68B

IRM:

$32.31B

EPS

UDR:

$0.38

IRM:

$0.36

PE Ratio

UDR:

116.87

IRM:

305.81

PEG Ratio

UDR:

-4.53

IRM:

1.08

Total Revenue (TTM)

UDR:

$1.66B

IRM:

$5.99B

Gross Profit (TTM)

UDR:

$547.56M

IRM:

$2.94B

EBITDA (TTM)

UDR:

$977.57M

IRM:

$2.36B

Returns By Period

In the year-to-date period, UDR achieves a 18.42% return, which is significantly lower than IRM's 54.47% return. Over the past 10 years, UDR has underperformed IRM with an annualized return of 6.94%, while IRM has yielded a comparatively higher 17.00% annualized return.


UDR

YTD

18.42%

1M

-3.01%

6M

8.90%

1Y

20.44%

5Y*

2.66%

10Y*

6.94%

IRM

YTD

54.47%

1M

-9.05%

6M

19.77%

1Y

56.55%

5Y*

33.78%

10Y*

17.00%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

UDR vs. IRM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and Iron Mountain Incorporated (IRM). 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.


Sharpe ratio
The chart of Sharpe ratio for UDR, currently valued at 1.19, compared to the broader market-4.00-2.000.002.001.192.16
The chart of Sortino ratio for UDR, currently valued at 1.72, compared to the broader market-4.00-2.000.002.004.001.722.61
The chart of Omega ratio for UDR, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.37
The chart of Calmar ratio for UDR, currently valued at 0.59, compared to the broader market0.002.004.006.000.592.92
The chart of Martin ratio for UDR, currently valued at 5.43, compared to the broader market-5.000.005.0010.0015.0020.0025.005.4312.69
UDR
IRM

The current UDR Sharpe Ratio is 1.19, which is lower than the IRM Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of UDR and IRM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
1.19
2.16
UDR
IRM

Dividends

UDR vs. IRM - Dividend Comparison

UDR's dividend yield for the trailing twelve months is around 3.90%, more than IRM's 2.60% yield.


TTM20232022202120202019201820172016201520142013
UDR
UDR, Inc.
3.90%4.28%3.88%2.42%3.70%2.90%3.23%3.18%3.19%2.91%3.29%3.96%
IRM
Iron Mountain Incorporated
2.60%3.63%4.96%4.73%8.39%7.69%7.33%5.93%6.17%7.07%6.05%4.52%

Drawdowns

UDR vs. IRM - Drawdown Comparison

The maximum UDR drawdown since its inception was -74.67%, which is greater than IRM's maximum drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for UDR and IRM. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-19.79%
-17.45%
UDR
IRM

Volatility

UDR vs. IRM - Volatility Comparison

The current volatility for UDR, Inc. (UDR) is 5.67%, while Iron Mountain Incorporated (IRM) has a volatility of 10.40%. This indicates that UDR experiences smaller price fluctuations and is considered to be less risky than IRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.67%
10.40%
UDR
IRM

Financials

UDR vs. IRM - Financials Comparison

This section allows you to compare key financial metrics between UDR, Inc. and Iron Mountain Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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