WSR vs. UDR

Last updated Apr 1, 2026

Compare and contrast key facts about Whitestone REIT (WSR) and UDR, Inc. (UDR).

Performance

WSR vs. UDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Whitestone REIT (WSR) and UDR, Inc. (UDR). The values are adjusted to include any dividend payments, if applicable.

WSR vs. UDR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WSR Whitestone REIT	17.30%	2.17%	19.75%	33.96%	-0.54%	33.34%	-37.17%	20.34%	-6.80%	9.23%
UDR UDR, Inc.	-5.55%	-11.75%	18.29%	3.12%	-33.44%	61.12%	-14.54%	21.48%	6.40%	9.11%

Fundamentals

EPS WSR : $1.44 UDR : $1.11
PE Ratio WSR : 11.18 UDR : 30.86
PEG Ratio WSR : 0.15 UDR : 0.20
PS Ratio WSR : 3.46 UDR : 6.81
Total Revenue (TTM) WSR : $161.58M UDR : $1.71B
Gross Profit (TTM) WSR : $111.45M UDR : $639.55M
EBITDA (TTM) WSR : $120.15M UDR : $1.03B

Returns By Period

In the year-to-date period, WSR achieves a 17.30% return, which is significantly higher than UDR's -5.55% return. Over the past 10 years, WSR has outperformed UDR with an annualized return of 9.11%, while UDR has yielded a comparatively lower 2.50% annualized return.

WSR

• 1D: 0.31%
• 1M: 6.77%
• YTD: 17.30%
• 6M: 34.70%
• 1Y: 14.66%
• 3Y*: 25.78%
• 5Y*: 15.56%
• 10Y*: 9.11%

UDR

• 1D: 1.36%
• 1M: -8.57%
• YTD: -5.55%
• 6M: -5.04%
• 1Y: -20.72%
• 3Y*: -1.72%
• 5Y*: -1.32%
• 10Y*: 2.50%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

WSR vs. UDR — Risk / Return Rank

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

WSR

WSR Risk / Return Rank: 60
WSR Sharpe Ratio Rank: 66
WSR Sortino Ratio Rank: 59
WSR Omega Ratio Rank: 57
WSR Calmar Ratio Rank: 60
WSR Martin Ratio Rank: 57

UDR

UDR Risk / Return Rank: 9
UDR Sharpe Ratio Rank: 6
UDR Sortino Ratio Rank: 8
UDR Omega Ratio Rank: 10
UDR Calmar Ratio Rank: 8
UDR Martin Ratio Rank: 11

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WSR vs. UDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and UDR, Inc. (UDR). 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.

	WSR	UDR	Difference
Sharpe ratio Return per unit of total volatility	0.67	-0.90	+1.57
Sortino ratio Return per unit of downside risk	1.12	-1.20	+2.32
Omega ratio Gain probability vs. loss probability	1.14	0.86	+0.28
Calmar ratio Return relative to maximum drawdown	0.79	-0.88	+1.67
Martin ratio Return relative to average drawdown	1.47	-1.42	+2.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WSR vs. UDR - Sharpe Ratio Comparison

The current WSR Sharpe Ratio is 0.67, which is higher than the UDR Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of WSR and UDR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WSR	UDR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.67	-0.90	+1.57
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	-0.06	+0.65
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.27	0.10	+0.17
Sharpe Ratio (All Time) Calculated using the full available price history	0.31	0.35	-0.03

Correlation

The correlation between WSR and UDR is 0.50, 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.

Dividends

WSR vs. UDR - Dividend Comparison

WSR's dividend yield for the trailing twelve months is around 3.39%, less than UDR's 5.02% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WSR Whitestone REIT	3.11%	3.89%	3.47%	3.91%	4.85%	4.22%	7.53%	7.67%	9.30%	7.91%	8.59%	9.49%
UDR UDR, Inc.	5.02%	4.68%	3.90%	4.28%	3.88%	2.41%	3.70%	2.89%	3.22%	3.18%	3.19%	2.91%

Drawdowns

WSR vs. UDR - Drawdown Comparison

The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum UDR drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for WSR and UDR.

Drawdown Indicators

	WSR	UDR	Difference
Max Drawdown Largest peak-to-trough decline	-63.62%	-74.67%	+11.05%
Max Drawdown (1Y) Largest decline over 1 year	-19.91%	-23.53%	+3.62%
Max Drawdown (5Y) Largest decline over 5 years	-37.72%	-44.44%	+6.72%
Max Drawdown (10Y) Largest decline over 10 years	-63.62%	-44.44%	-19.18%
Current Drawdown Current decline from peak	-2.48%	-33.22%	+30.74%
Average Drawdown Average peak-to-trough decline	-14.37%	-11.82%	-2.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.72%	14.56%	-3.84%

Volatility

WSR vs. UDR - Volatility Comparison

Whitestone REIT (WSR) has a higher volatility of 7.98% compared to UDR, Inc. (UDR) at 5.07%. This indicates that WSR's price experiences larger fluctuations and is considered to be riskier than UDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WSR	UDR	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.98%	5.07%	+2.91%
Volatility (6M) Calculated over the trailing 6-month period	15.91%	14.17%	+1.74%
Volatility (1Y) Calculated over the trailing 1-year period	23.19%	23.11%	+0.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.40%	22.88%	+3.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.24%	25.36%	+8.88%

Financials

WSR vs. UDR - Profitability Comparison

The chart below illustrates the profitability comparison between Whitestone REIT and UDR, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WSR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Whitestone REIT reported a gross profit of 29.46M and revenue of 43.92M. Therefore, the gross margin over that period was 67.1%.

UDR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UDR, Inc. reported a gross profit of 116.84M and revenue of 433.11M. Therefore, the gross margin over that period was 27.0%.

WSR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Whitestone REIT reported an operating income of 14.17M and revenue of 43.92M, resulting in an operating margin of 32.3%.

UDR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UDR, Inc. reported an operating income of 85.94M and revenue of 433.11M, resulting in an operating margin of 19.8%.

WSR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Whitestone REIT reported a net income of 22.84M and revenue of 43.92M, resulting in a net margin of 52.0%.

UDR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UDR, Inc. reported a net income of 222.90M and revenue of 433.11M, resulting in a net margin of 51.5%.