UMH vs. MAA
Compare and contrast key facts about UMH Properties, Inc. (UMH) and Mid-America Apartment Communities, Inc. (MAA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMH or MAA.
Key characteristics
| UMH | MAA | |
|---|---|---|
| YTD Return | 1.71% | 1.15% |
| 1Y Return | 5.98% | -7.21% |
| 3Y Return (Ann) | -6.94% | -2.14% |
| 5Y Return (Ann) | 6.85% | 7.30% |
| 10Y Return (Ann) | 10.34% | 10.31% |
| Sharpe Ratio | 0.30 | -0.34 |
| Daily Std Dev | 25.07% | 21.63% |
| Max Drawdown | -62.44% | -60.29% |
| Current Drawdown | -37.49% | -36.81% |
Fundamentals
| UMH | MAA | |
|---|---|---|
| Market Cap | $1.09B | $15.49B |
| EPS | -$0.15 | $4.70 |
| PE Ratio | 10.89 | 27.50 |
| PEG Ratio | -14.50 | 10.19 |
| Revenue (TTM) | $220.12M | $2.15B |
| Gross Profit (TTM) | $101.88M | $1.23B |
| EBITDA (TTM) | $92.36M | $1.25B |
Correlation
The correlation between UMH and MAA is 0.28, 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. MAA - Performance Comparison
In the year-to-date period, UMH achieves a 1.71% return, which is significantly higher than MAA's 1.15% return. Both investments have delivered pretty close results over the past 10 years, with UMH having a 10.34% annualized return and MAA not far behind at 10.31%. 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
UMH vs. MAA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and Mid-America Apartment Communities, Inc. (MAA). 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
UMH vs. MAA - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.34%, more than MAA's 4.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 5.34% | 5.35% | 4.97% | 2.68% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% | 7.64% |
MAA Mid-America Apartment Communities, Inc. | 4.32% | 4.16% | 2.98% | 1.79% | 3.16% | 2.91% | 3.86% | 3.46% | 3.35% | 3.39% | 3.91% | 4.58% |
Drawdowns
UMH vs. MAA - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, roughly equal to the maximum MAA drawdown of -60.29%. Use the drawdown chart below to compare losses from any high point for UMH and MAA. For additional features, visit the drawdowns tool.
Volatility
UMH vs. MAA - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 9.57% compared to Mid-America Apartment Communities, Inc. (MAA) at 7.00%. This indicates that UMH's price experiences larger fluctuations and is considered to be riskier than MAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UMH vs. MAA - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, Inc. and Mid-America Apartment Communities, Inc.. 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