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UDR, Inc. UDR

Real Estate · REIT - Residential · United States · S&P 500

37
Profitability
55
Growth
49
Valuation
37
Financial strength
20
Momentum
24

Based on the available data, UDR, Inc. gets an algorithmic score of 37/100. It trades at 33.95 $, with a bearish technical trend (RSI 30.4) and 20.1% annual volatility.

Updated: 2026-09-30

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Strengths

  • High net margin (29.6%): pricing power / competitive advantage.
  • Low beta (0.56): defensive profile.
  • Meaningful dividend (5.13%).

Weaknesses

  • Demanding valuation (P/E 60.6): the market prices in a lot of growth.

Fundamentals

P/E21.35
Forward P/E60.62
PEG8.17
P/B3.77
EV/EBITDA17.14
P/S7.12
ROE %13.74
ROA %2.24
Gross margin %66.58
Operating margin %20.18
Net margin %29.56
Revenue growth % (y/y)-0.10
Earnings growth % (y/y)90.90
Revenue CAGR %4.11
Earnings CAGR %63.18
Debt/Equity %156.14
Current ratio0.18
FCF yield %4.88
Dividend yield %5.13
Payout %109.18

Returns

1 month-8.2 %
3 months-14.0 %
6 months+3.3 %
YTD-4.1 %
1 year-4.2 %
3 years+7.1 %
5 years-22.1 %

Risk

1-year volatility20.1 %
Beta0.56
5-year max drawdown-44.4 %
Sharpe 1A-0.32

Macroeconomic context

Highly sensitive to mortgage and funding rates. Falling rates revalue assets; occupancy is tied to employment and the cycle. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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