UDR vs. O
Compare and contrast key facts about UDR, Inc. (UDR) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDR or O.
Correlation
The correlation between UDR and O is 0.42, 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. O - Performance Comparison
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Key characteristics
UDR:
0.55
O:
0.42
UDR:
0.90
O:
0.74
UDR:
1.12
O:
1.09
UDR:
0.38
O:
0.34
UDR:
2.03
O:
0.89
UDR:
6.04%
O:
9.36%
UDR:
22.24%
O:
18.67%
UDR:
-74.67%
O:
-48.45%
UDR:
-20.03%
O:
-12.79%
Fundamentals
UDR:
$15.80B
O:
$50.03B
UDR:
$0.36
O:
$1.10
UDR:
116.39
O:
50.36
UDR:
-4.53
O:
5.52
UDR:
9.26
O:
9.26
UDR:
4.22
O:
1.28
UDR:
$1.68B
O:
$5.39B
UDR:
$589.06M
O:
$5.00B
UDR:
$1.03B
O:
$4.50B
Returns By Period
In the year-to-date period, UDR achieves a -0.19% return, which is significantly lower than O's 7.84% return. Over the past 10 years, UDR has underperformed O with an annualized return of 6.24%, while O has yielded a comparatively higher 7.25% annualized return.
UDR
-0.19%
3.79%
-2.22%
12.15%
8.07%
6.24%
O
7.84%
-1.32%
2.33%
7.75%
8.95%
7.25%
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Risk-Adjusted Performance
UDR vs. O — Risk-Adjusted Performance Rank
UDR
O
UDR vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UDR, Inc. (UDR) and Realty Income Corporation (O). 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.
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Dividends
UDR vs. O - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 4.02%, less than O's 5.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 4.02% | 3.90% | 4.28% | 3.88% | 2.42% | 3.70% | 2.90% | 3.23% | 3.18% | 3.19% | 2.91% | 3.29% |
O Realty Income Corporation | 5.65% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
UDR vs. O - Drawdown Comparison
The maximum UDR drawdown since its inception was -74.67%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for UDR and O. For additional features, visit the drawdowns tool.
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Volatility
UDR vs. O - Volatility Comparison
UDR, Inc. (UDR) has a higher volatility of 6.41% compared to Realty Income Corporation (O) at 4.70%. This indicates that UDR's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UDR vs. O - Financials Comparison
This section allows you to compare key financial metrics between UDR, Inc. and Realty Income Corporation. 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. O - Profitability Comparison
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%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.27B and revenue of 1.38B. Therefore, the gross margin over that period was 92.3%.
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%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 620.85M and revenue of 1.38B, resulting in an operating margin of 45.0%.
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%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.