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.
Key characteristics
| UDR | O | |
|---|---|---|
| YTD Return | 21.64% | 5.18% |
| 1Y Return | 42.17% | 21.76% |
| 3Y Return (Ann) | -3.61% | -1.66% |
| 5Y Return (Ann) | 2.41% | -0.35% |
| 10Y Return (Ann) | 7.79% | 7.47% |
| Sharpe Ratio | 2.26 | 1.19 |
| Sortino Ratio | 3.16 | 1.74 |
| Omega Ratio | 1.37 | 1.22 |
| Calmar Ratio | 1.06 | 0.74 |
| Martin Ratio | 11.80 | 3.15 |
| Ulcer Index | 3.86% | 6.82% |
| Daily Std Dev | 20.09% | 18.15% |
| Max Drawdown | -74.67% | -48.45% |
| Current Drawdown | -17.61% | -13.11% |
Fundamentals
| UDR | O | |
|---|---|---|
| Market Cap | $16.77B | $50.46B |
| EPS | $0.38 | $1.05 |
| PE Ratio | 117.47 | 54.90 |
| PEG Ratio | -4.53 | 5.79 |
| Total Revenue (TTM) | $1.66B | $5.01B |
| Gross Profit (TTM) | $554.77M | $4.83B |
| EBITDA (TTM) | $875.92M | $3.74B |
Correlation
The correlation between UDR and O is 0.58, 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
In the year-to-date period, UDR achieves a 21.64% return, which is significantly higher than O's 5.18% return. Both investments have delivered pretty close results over the past 10 years, with UDR having a 7.79% annualized return and O not far behind at 7.47%. 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. 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.
Dividends
UDR vs. O - Dividend Comparison
UDR's dividend yield for the trailing twelve months is around 3.80%, less than O's 5.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDR UDR, Inc. | 3.80% | 4.28% | 3.88% | 2.42% | 3.70% | 2.90% | 3.23% | 3.18% | 3.19% | 2.91% | 3.29% | 3.96% |
O Realty Income Corporation | 5.41% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
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.
Volatility
UDR vs. O - Volatility Comparison
UDR, Inc. (UDR) and Realty Income Corporation (O) have volatilities of 6.94% and 6.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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