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AVB vs. UDR: A Head-to-Head Stock Comparison

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Here’s a clear look at AVB and UDR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Both AVB and UDR are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.

SymbolAVBUDR
Company NameAvalonBay Communities, Inc.UDR, Inc.
CountryUnited StatesUnited States
GICS SectorReal EstateReal Estate
GICS IndustryResidential REITsResidential REITs
Market Capitalization27.20 billion USD14.65 billion USD
ExchangeNYSENYSE
Listing DateMarch 11, 1994March 17, 1980
Security TypeREITREIT

Historical Performance

This chart compares the performance of AVB and UDR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

AVB vs. UDR: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAVBUDR
5-Day Price Return1.50%1.97%
13-Week Price Return-8.40%-8.07%
26-Week Price Return-13.85%-10.03%
52-Week Price Return-8.74%-7.44%
Month-to-Date Return2.57%-1.20%
Year-to-Date Return-13.14%-10.57%
10-Day Avg. Volume1.20M1.68M
3-Month Avg. Volume0.92M2.26M
3-Month Volatility21.78%18.57%
Beta0.880.87

Profitability

Return on Equity (TTM)

AVB

9.73%

Residential REITs Industry

Max
12.21%
Q3
9.45%
Median
7.42%
Q1
2.50%
Min
0.37%

In the upper quartile for the Residential REITs industry, AVB’s Return on Equity of 9.73% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

UDR

3.88%

Residential REITs Industry

Max
12.21%
Q3
9.45%
Median
7.42%
Q1
2.50%
Min
0.37%

UDR’s Return on Equity of 3.88% is on par with the norm for the Residential REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.

AVB vs. UDR: A comparison of their Return on Equity (TTM) against the Residential REITs industry benchmark.

Net Profit Margin (TTM)

AVB

38.91%

Residential REITs Industry

Max
67.49%
Q3
38.86%
Median
25.74%
Q1
7.62%
Min
0.15%

In the Residential REITs industry, Net Profit Margin is often not the primary profitability metric.

UDR

7.81%

Residential REITs Industry

Max
67.49%
Q3
38.86%
Median
25.74%
Q1
7.62%
Min
0.15%

In the Residential REITs industry, Net Profit Margin is often not the primary profitability metric.

AVB vs. UDR: A comparison of their Net Profit Margin (TTM) against the Residential REITs industry benchmark.

Operating Profit Margin (TTM)

AVB

22.14%

Residential REITs Industry

Max
54.06%
Q3
45.82%
Median
29.89%
Q1
19.34%
Min
5.28%

In the Residential REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.

UDR

19.86%

Residential REITs Industry

Max
54.06%
Q3
45.82%
Median
29.89%
Q1
19.34%
Min
5.28%

In the Residential REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.

AVB vs. UDR: A comparison of their Operating Profit Margin (TTM) against the Residential REITs industry benchmark.

Profitability at a Glance

SymbolAVBUDR
Return on Equity (TTM)9.73%3.88%
Return on Assets (TTM)5.44%1.22%
Net Profit Margin (TTM)38.91%7.81%
Operating Profit Margin (TTM)22.14%19.86%
Gross Profit Margin (TTM)63.00%65.38%

Financial Strength

Current Ratio (MRQ)

AVB

0.10

Residential REITs Industry

Max
1.28
Q3
0.64
Median
0.21
Q1
0.12
Min
0.00

AVB’s Current Ratio of 0.10 falls into the lower quartile for the Residential REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

UDR

0.00

Residential REITs Industry

Max
1.28
Q3
0.64
Median
0.21
Q1
0.12
Min
0.00

UDR’s Current Ratio of 0.00 falls into the lower quartile for the Residential REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

AVB vs. UDR: A comparison of their Current Ratio (MRQ) against the Residential REITs industry benchmark.

Debt-to-Equity Ratio (MRQ)

AVB

0.73

Residential REITs Industry

Max
1.62
Q3
1.10
Median
0.83
Q1
0.69
Min
0.28

AVB’s Debt-to-Equity Ratio of 0.73 is typical for the Residential REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

UDR

1.74

Residential REITs Industry

Max
1.62
Q3
1.10
Median
0.83
Q1
0.69
Min
0.28

With a Debt-to-Equity Ratio of 1.74, UDR operates with exceptionally high leverage compared to the Residential REITs industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

AVB vs. UDR: A comparison of their Debt-to-Equity Ratio (MRQ) against the Residential REITs industry benchmark.

Interest Coverage Ratio (TTM)

AVB

1.25

Residential REITs Industry

Max
5.11
Q3
4.01
Median
2.53
Q1
1.52
Min
0.52

In the lower quartile for the Residential REITs industry, AVB’s Interest Coverage Ratio of 1.25 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.

UDR

1.52

Residential REITs Industry

Max
5.11
Q3
4.01
Median
2.53
Q1
1.52
Min
0.52

UDR’s Interest Coverage Ratio of 1.52 is positioned comfortably within the norm for the Residential REITs industry, indicating a standard and healthy capacity to cover its interest payments.

AVB vs. UDR: A comparison of their Interest Coverage Ratio (TTM) against the Residential REITs industry benchmark.

Financial Strength at a Glance

SymbolAVBUDR
Current Ratio (MRQ)0.100.00
Quick Ratio (MRQ)0.100.00
Debt-to-Equity Ratio (MRQ)0.731.74
Interest Coverage Ratio (TTM)1.251.52

Growth

Revenue Growth

AVB vs. UDR: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

AVB vs. UDR: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

AVB

3.67%

Residential REITs Industry

Max
4.21%
Q3
3.83%
Median
3.40%
Q1
3.27%
Min
2.80%

AVB’s Dividend Yield of 3.67% is consistent with its peers in the Residential REITs industry, providing a dividend return that is standard for its sector.

UDR

4.41%

Residential REITs Industry

Max
4.21%
Q3
3.83%
Median
3.40%
Q1
3.27%
Min
2.80%

UDR’s Dividend Yield of 4.41% is exceptionally high, placing it well above the typical range for the Residential REITs industry. While this may seem attractive, an unusually high yield can sometimes be a warning sign, reflecting a falling stock price or market concerns about the dividend’s sustainability.

AVB vs. UDR: A comparison of their Dividend Yield (TTM) against the Residential REITs industry benchmark.

Dividend Payout Ratio (TTM)

AVB

84.15%

Residential REITs Industry

Max
210.87%
Q3
145.45%
Median
102.94%
Q1
84.58%
Min
17.15%

AVB’s Dividend Payout Ratio of 84.15% is in the lower quartile for the Residential REITs industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

UDR

311.57%

Residential REITs Industry

Max
210.87%
Q3
145.45%
Median
102.94%
Q1
84.58%
Min
17.15%

At 311.57%, UDR’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Residential REITs industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.

AVB vs. UDR: A comparison of their Dividend Payout Ratio (TTM) against the Residential REITs industry benchmark.

Dividend at a Glance

SymbolAVBUDR
Dividend Yield (TTM)3.67%4.41%
Dividend Payout Ratio (TTM)84.15%311.57%

Valuation

Price-to-Earnings Ratio (TTM)

AVB

22.95

Residential REITs Industry

Max
177.01
Q3
109.22
Median
31.26
Q1
25.84
Min
8.46

The P/E Ratio is often not the primary metric for valuation in the Residential REITs industry.

UDR

97.61

Residential REITs Industry

Max
177.01
Q3
109.22
Median
31.26
Q1
25.84
Min
8.46

The P/E Ratio is often not the primary metric for valuation in the Residential REITs industry.

AVB vs. UDR: A comparison of their Price-to-Earnings Ratio (TTM) against the Residential REITs industry benchmark.

Price-to-Sales Ratio (TTM)

AVB

8.93

Residential REITs Industry

Max
12.50
Q3
10.33
Median
8.01
Q1
6.55
Min
5.06

AVB’s P/S Ratio of 8.93 aligns with the market consensus for the Residential REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

UDR

7.62

Residential REITs Industry

Max
12.50
Q3
10.33
Median
8.01
Q1
6.55
Min
5.06

UDR’s P/S Ratio of 7.62 aligns with the market consensus for the Residential REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

AVB vs. UDR: A comparison of their Price-to-Sales Ratio (TTM) against the Residential REITs industry benchmark.

Price-to-Book Ratio (MRQ)

AVB

2.42

Residential REITs Industry

Max
4.49
Q3
2.83
Median
2.20
Q1
1.42
Min
0.67

AVB’s P/B Ratio of 2.42 is within the conventional range for the Residential REITs industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

UDR

4.07

Residential REITs Industry

Max
4.49
Q3
2.83
Median
2.20
Q1
1.42
Min
0.67

UDR’s P/B Ratio of 4.07 is in the upper tier for the Residential REITs industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

AVB vs. UDR: A comparison of their Price-to-Book Ratio (MRQ) against the Residential REITs industry benchmark.

Valuation at a Glance

SymbolAVBUDR
Price-to-Earnings Ratio (TTM)22.9597.61
Price-to-Sales Ratio (TTM)8.937.62
Price-to-Book Ratio (MRQ)2.424.07
Price-to-Free Cash Flow Ratio (TTM)88.6422.88