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

Correlation

The correlation between UMH and MAA is 0.27, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in UMH Properties, Inc. (UMH) and Mid-America Apartment Communities, Inc. (MAA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

UMH:

0.48

MAA:

0.89

Sortino Ratio

UMH:

0.65

MAA:

1.29

Omega Ratio

UMH:

1.08

MAA:

1.16

Calmar Ratio

UMH:

0.20

MAA:

0.46

Martin Ratio

UMH:

1.04

MAA:

3.60

Ulcer Index

UMH:

7.67%

MAA:

4.97%

Daily Std Dev

UMH:

22.20%

MAA:

21.44%

Max Drawdown

UMH:

-62.44%

MAA:

-60.29%

Current Drawdown

UMH:

-28.78%

MAA:

-22.85%

Fundamentals

Market Cap

UMH:

$1.43B

MAA:

$19.26B

EPS

UMH:

$0.12

MAA:

$4.81

PE Ratio

UMH:

142.00

MAA:

33.34

PEG Ratio

UMH:

-14.50

MAA:

10.19

PS Ratio

UMH:

5.88

MAA:

8.77

PB Ratio

UMH:

2.44

MAA:

3.14

Total Revenue (TTM)

UMH:

$244.10M

MAA:

$2.20B

Gross Profit (TTM)

UMH:

$134.13M

MAA:

$705.48M

EBITDA (TTM)

UMH:

$115.78M

MAA:

$1.35B

Returns By Period

In the year-to-date period, UMH achieves a -10.58% return, which is significantly lower than MAA's 2.96% return. Both investments have delivered pretty close results over the past 10 years, with UMH having a 10.78% annualized return and MAA not far ahead at 11.18%.


UMH

YTD

-10.58%

1M

-2.04%

6M

-11.84%

1Y

10.65%

3Y*

-0.40%

5Y*

11.26%

10Y*

10.78%

MAA

YTD

2.96%

1M

0.79%

6M

0.89%

1Y

18.96%

3Y*

-0.02%

5Y*

10.26%

10Y*

11.18%

*Annualized

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UMH Properties, Inc.

Risk-Adjusted Performance

UMH vs. MAA — 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 6161
Overall Rank
The Sharpe Ratio Rank of UMH is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of UMH is 5656
Sortino Ratio Rank
The Omega Ratio Rank of UMH is 5454
Omega Ratio Rank
The Calmar Ratio Rank of UMH is 6161
Calmar Ratio Rank
The Martin Ratio Rank of UMH is 6464
Martin Ratio Rank

MAA
The Risk-Adjusted Performance Rank of MAA is 7575
Overall Rank
The Sharpe Ratio Rank of MAA is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of MAA is 7272
Sortino Ratio Rank
The Omega Ratio Rank of MAA is 6969
Omega Ratio Rank
The Calmar Ratio Rank of MAA is 7171
Calmar Ratio Rank
The Martin Ratio Rank of MAA is 8181
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. 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.


The current UMH Sharpe Ratio is 0.48, which is lower than the MAA Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of UMH and MAA, 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. MAA - Dividend Comparison

UMH's dividend yield for the trailing twelve months is around 5.29%, more than MAA's 3.83% yield.


TTM20242023202220212020201920182017201620152014
UMH
UMH Properties, Inc.
5.29%4.50%5.35%4.97%2.78%4.86%4.58%6.08%4.83%4.78%7.11%7.54%
MAA
Mid-America Apartment Communities, Inc.
3.83%3.80%4.16%2.98%2.25%3.16%2.91%3.86%3.46%3.35%3.39%3.91%

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.


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Volatility

UMH vs. MAA - Volatility Comparison

The current volatility for UMH Properties, Inc. (UMH) is 5.63%, while Mid-America Apartment Communities, Inc. (MAA) has a volatility of 6.98%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than MAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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.


Quarterly
Annual

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


0.00100.00M200.00M300.00M400.00M500.00M600.00M20212022202320242025
61.23M
549.30M
(UMH) Total Revenue
(MAA) Total Revenue
Values in USD except per share items

UMH vs. MAA - Profitability Comparison

The chart below illustrates the profitability comparison between UMH Properties, Inc. and Mid-America Apartment Communities, Inc. 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%35.0%40.0%45.0%50.0%55.0%20212022202320242025
55.3%
31.9%
(UMH) Gross Margin
(MAA) 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%.

MAA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mid-America Apartment Communities, Inc. reported a gross profit of 175.01M and revenue of 549.30M. Therefore, the gross margin over that period was 31.9%.

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%.

MAA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mid-America Apartment Communities, Inc. reported an operating income of 159.40M and revenue of 549.30M, resulting in an operating margin of 29.0%.

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%.

MAA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mid-America Apartment Communities, Inc. reported a net income of 181.67M and revenue of 549.30M, resulting in a net margin of 33.1%.