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

Correlation

The correlation between UDR and IRM is 0.45, 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. 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.

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Key characteristics

Sharpe Ratio

UDR:

0.59

IRM:

0.78

Sortino Ratio

UDR:

0.95

IRM:

1.25

Omega Ratio

UDR:

1.12

IRM:

1.18

Calmar Ratio

UDR:

0.41

IRM:

0.74

Martin Ratio

UDR:

2.21

IRM:

1.71

Ulcer Index

UDR:

5.93%

IRM:

16.82%

Daily Std Dev

UDR:

22.09%

IRM:

33.17%

Max Drawdown

UDR:

-74.67%

IRM:

-55.71%

Current Drawdown

UDR:

-20.27%

IRM:

-23.06%

Fundamentals

Market Cap

UDR:

$15.85B

IRM:

$28.64B

EPS

UDR:

$0.36

IRM:

$0.41

PE Ratio

UDR:

117.47

IRM:

236.76

PEG Ratio

UDR:

-4.53

IRM:

1.08

PS Ratio

UDR:

9.29

IRM:

4.57

PB Ratio

UDR:

4.24

IRM:

1.52K

Total Revenue (TTM)

UDR:

$1.68B

IRM:

$6.27B

Gross Profit (TTM)

UDR:

$589.06M

IRM:

$3.29B

EBITDA (TTM)

UDR:

$1.03B

IRM:

$2.40B

Returns By Period

In the year-to-date period, UDR achieves a -0.49% return, which is significantly higher than IRM's -6.80% return. Over the past 10 years, UDR has underperformed IRM with an annualized return of 6.34%, while IRM has yielded a comparatively higher 17.18% annualized return.


UDR

YTD

-0.49%

1M

7.31%

6M

-2.89%

1Y

12.90%

5Y*

6.22%

10Y*

6.34%

IRM

YTD

-6.80%

1M

18.91%

6M

-17.64%

1Y

25.27%

5Y*

39.31%

10Y*

17.18%

*Annualized

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Risk-Adjusted Performance

UDR vs. IRM — Risk-Adjusted Performance Rank

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

UDR
The Risk-Adjusted Performance Rank of UDR is 6969
Overall Rank
The Sharpe Ratio Rank of UDR is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of UDR is 6565
Sortino Ratio Rank
The Omega Ratio Rank of UDR is 6363
Omega Ratio Rank
The Calmar Ratio Rank of UDR is 7070
Calmar Ratio Rank
The Martin Ratio Rank of UDR is 7575
Martin Ratio Rank

IRM
The Risk-Adjusted Performance Rank of IRM is 7575
Overall Rank
The Sharpe Ratio Rank of IRM is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of IRM is 7272
Sortino Ratio Rank
The Omega Ratio Rank of IRM is 7373
Omega Ratio Rank
The Calmar Ratio Rank of IRM is 7979
Calmar Ratio Rank
The Martin Ratio Rank of IRM is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current UDR Sharpe Ratio is 0.59, which is comparable to the IRM Sharpe Ratio of 0.78. 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.


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Dividends

UDR vs. IRM - Dividend Comparison

UDR's dividend yield for the trailing twelve months is around 4.03%, more than IRM's 2.95% yield.


TTM20242023202220212020201920182017201620152014
UDR
UDR, Inc.
4.03%3.90%4.28%3.88%2.42%3.70%2.90%3.23%3.18%3.19%2.91%3.29%
IRM
Iron Mountain Incorporated
2.95%3.34%3.63%4.97%4.73%8.40%7.69%7.33%5.93%6.17%7.07%6.05%

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.


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Volatility

UDR vs. IRM - Volatility Comparison

The current volatility for UDR, Inc. (UDR) is 7.18%, while Iron Mountain Incorporated (IRM) has a volatility of 8.46%. 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.


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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


400.00M600.00M800.00M1.00B1.20B1.40B1.60B20212022202320242025
421.95M
1.59B
(UDR) Total Revenue
(IRM) Total Revenue
Values in USD except per share items

UDR vs. IRM - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%20212022202320242025
26.6%
55.4%
(UDR) Gross Margin
(IRM) Gross Margin
UDR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UDR, Inc. reported a gross profit of 112.17M and revenue of 421.95M. Therefore, the gross margin over that period was 26.6%.

IRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Iron Mountain Incorporated reported a gross profit of 882.33M and revenue of 1.59B. Therefore, the gross margin over that period was 55.4%.

UDR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UDR, Inc. reported an operating income of 122.20M and revenue of 421.95M, resulting in an operating margin of 29.0%.

IRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Iron Mountain Incorporated reported an operating income of 254.29M and revenue of 1.59B, resulting in an operating margin of 16.0%.

UDR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UDR, Inc. reported a net income of 76.72M and revenue of 421.95M, resulting in a net margin of 18.2%.

IRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Iron Mountain Incorporated reported a net income of 15.95M and revenue of 1.59B, resulting in a net margin of 1.0%.