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UMH vs. AMT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UMH and AMT is 0.29, 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.


Performance

UMH vs. AMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UMH Properties, Inc. (UMH) and American Tower Corporation (AMT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

UMH:

0.60

AMT:

0.58

Sortino Ratio

UMH:

0.90

AMT:

0.88

Omega Ratio

UMH:

1.11

AMT:

1.12

Calmar Ratio

UMH:

0.31

AMT:

0.39

Martin Ratio

UMH:

1.56

AMT:

1.13

Ulcer Index

UMH:

7.66%

AMT:

12.57%

Daily Std Dev

UMH:

21.96%

AMT:

27.77%

Max Drawdown

UMH:

-62.44%

AMT:

-98.70%

Current Drawdown

UMH:

-26.27%

AMT:

-20.75%

Fundamentals

Market Cap

UMH:

$1.44B

AMT:

$100.84B

EPS

UMH:

$0.12

AMT:

$6.17

PE Ratio

UMH:

143.00

AMT:

34.91

PEG Ratio

UMH:

-14.50

AMT:

53.44

PS Ratio

UMH:

5.92

AMT:

9.91

PB Ratio

UMH:

2.45

AMT:

28.49

Total Revenue (TTM)

UMH:

$244.10M

AMT:

$10.53B

Gross Profit (TTM)

UMH:

$134.13M

AMT:

$7.21B

EBITDA (TTM)

UMH:

$115.78M

AMT:

$7.45B

Returns By Period

In the year-to-date period, UMH achieves a -7.43% return, which is significantly lower than AMT's 18.41% return. Both investments have delivered pretty close results over the past 10 years, with UMH having a 11.17% annualized return and AMT not far ahead at 11.18%.


UMH

YTD

-7.43%

1M

-0.12%

6M

-10.51%

1Y

13.02%

3Y*

0.76%

5Y*

12.52%

10Y*

11.17%

AMT

YTD

18.41%

1M

-3.26%

6M

8.92%

1Y

16.04%

3Y*

-1.00%

5Y*

1.57%

10Y*

11.18%

*Annualized

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UMH Properties, Inc.

American Tower Corporation

Risk-Adjusted Performance

UMH vs. AMT — Risk-Adjusted Performance Rank

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

UMH
The Risk-Adjusted Performance Rank of UMH is 6767
Overall Rank
The Sharpe Ratio Rank of UMH is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of UMH is 6363
Sortino Ratio Rank
The Omega Ratio Rank of UMH is 6161
Omega Ratio Rank
The Calmar Ratio Rank of UMH is 6666
Calmar Ratio Rank
The Martin Ratio Rank of UMH is 6969
Martin Ratio Rank

AMT
The Risk-Adjusted Performance Rank of AMT is 6666
Overall Rank
The Sharpe Ratio Rank of AMT is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of AMT is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AMT is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AMT is 6969
Calmar Ratio Rank
The Martin Ratio Rank of AMT is 6565
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.

UMH vs. AMT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and American Tower Corporation (AMT). 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 UMH Sharpe Ratio is 0.60, which is comparable to the AMT Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of UMH and AMT, 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

UMH vs. AMT - Dividend Comparison

UMH's dividend yield for the trailing twelve months is around 5.11%, more than AMT's 3.05% yield.


TTM20242023202220212020201920182017201620152014
UMH
UMH Properties, Inc.
5.11%4.50%5.35%4.97%2.78%4.86%4.58%6.08%4.83%4.78%7.11%7.54%
AMT
American Tower Corporation
3.05%3.53%2.99%2.77%1.78%2.02%1.64%1.99%1.84%2.05%1.87%1.42%

Drawdowns

UMH vs. AMT - Drawdown Comparison

The maximum UMH drawdown since its inception was -62.44%, smaller than the maximum AMT drawdown of -98.70%. Use the drawdown chart below to compare losses from any high point for UMH and AMT. For additional features, visit the drawdowns tool.


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Volatility

UMH vs. AMT - Volatility Comparison

The current volatility for UMH Properties, Inc. (UMH) is 4.67%, while American Tower Corporation (AMT) has a volatility of 10.07%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than AMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

UMH vs. AMT - Financials Comparison

This section allows you to compare key financial metrics between UMH Properties, Inc. and American Tower 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.


Quarterly
Annual

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


0.00500.00M1.00B1.50B2.00B2.50B3.00B20212022202320242025
61.23M
2.56B
(UMH) Total Revenue
(AMT) Total Revenue
Values in USD except per share items

UMH vs. AMT - Profitability Comparison

The chart below illustrates the profitability comparison between UMH Properties, Inc. and American Tower Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
55.3%
75.2%
(UMH) Gross Margin
(AMT) Gross Margin
UMH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UMH Properties, Inc. reported a gross profit of 33.85M and revenue of 61.23M. Therefore, the gross margin over that period was 55.3%.

AMT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Tower Corporation reported a gross profit of 1.93B and revenue of 2.56B. Therefore, the gross margin over that period was 75.2%.

UMH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UMH Properties, Inc. reported an operating income of 9.57M and revenue of 61.23M, resulting in an operating margin of 15.6%.

AMT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Tower Corporation reported an operating income of 1.25B and revenue of 2.56B, resulting in an operating margin of 48.9%.

UMH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UMH Properties, Inc. reported a net income of 4.86M and revenue of 61.23M, resulting in a net margin of 7.9%.

AMT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Tower Corporation reported a net income of 488.70M and revenue of 2.56B, resulting in a net margin of 19.1%.