UMH vs. O
Compare and contrast key facts about UMH Properties, Inc. (UMH) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMH or O.
Key characteristics
| UMH | O | |
|---|---|---|
| YTD Return | 1.71% | -2.37% |
| 1Y Return | 5.98% | -6.03% |
| 3Y Return (Ann) | -6.94% | -1.75% |
| 5Y Return (Ann) | 6.85% | 0.30% |
| 10Y Return (Ann) | 10.34% | 7.51% |
| Sharpe Ratio | 0.30 | -0.23 |
| Daily Std Dev | 25.07% | 19.65% |
| Max Drawdown | -62.44% | -48.45% |
| Current Drawdown | -37.49% | -19.34% |
Fundamentals
| UMH | O | |
|---|---|---|
| Market Cap | $1.09B | $46.25B |
| EPS | -$0.15 | $1.26 |
| PE Ratio | 10.89 | 42.63 |
| PEG Ratio | -14.50 | 4.72 |
| Revenue (TTM) | $220.12M | $4.08B |
| Gross Profit (TTM) | $101.88M | $3.11B |
| EBITDA (TTM) | $92.36M | $3.62B |
Correlation
The correlation between UMH and O 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. O - Performance Comparison
In the year-to-date period, UMH achieves a 1.71% return, which is significantly higher than O's -2.37% return. Over the past 10 years, UMH has outperformed O with an annualized return of 10.34%, while O has yielded a comparatively lower 7.51% annualized return. 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. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) 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
UMH vs. O - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.34%, less than O's 5.56% 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% |
O Realty Income Corporation | 5.56% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
UMH vs. O - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for UMH and O. For additional features, visit the drawdowns tool.
Volatility
UMH vs. O - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 9.57% compared to Realty Income Corporation (O) at 6.28%. This indicates that UMH'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.
Financials
UMH vs. O - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, 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