O vs. UDR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at O and UDR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both O 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.
| Symbol | O | UDR |
|---|---|---|
| Company Name | Realty Income Corporation | UDR, Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Retail REITs | Residential REITs |
| Market Capitalization | 53.22 billion USD | 14.70 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 18, 1994 | March 17, 1980 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of O 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.
Historical Performance at a Glance
| Symbol | O | UDR |
|---|---|---|
| 5-Day Price Return | -1.36% | 0.21% |
| 13-Week Price Return | 5.49% | -2.87% |
| 26-Week Price Return | 4.56% | -8.65% |
| 52-Week Price Return | -3.79% | -8.48% |
| Month-to-Date Return | 3.71% | -0.87% |
| Year-to-Date Return | 8.99% | -10.27% |
| 10-Day Avg. Volume | 5.44M | 1.64M |
| 3-Month Avg. Volume | 5.30M | 2.23M |
| 3-Month Volatility | 16.25% | 17.88% |
| Beta | 0.78 | 0.87 |
Profitability
Return on Equity (TTM)
O
2.36%
Retail REITs Industry
- Max
- 15.84%
- Q3
- 10.01%
- Median
- 5.58%
- Q1
- 2.80%
- Min
- -2.65%
O’s Return on Equity of 2.36% is in the lower quartile for the Retail REITs industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
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.
Net Profit Margin (TTM)
O
16.77%
Retail REITs Industry
- Max
- 72.99%
- Q3
- 48.25%
- Median
- 27.21%
- Q1
- 13.68%
- Min
- -25.48%
In the Retail 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.
Operating Profit Margin (TTM)
O
15.23%
Retail REITs Industry
- Max
- 102.11%
- Q3
- 53.88%
- Median
- 35.05%
- Q1
- 20.90%
- Min
- -8.87%
In the Retail 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.
Profitability at a Glance
| Symbol | O | UDR |
|---|---|---|
| Return on Equity (TTM) | 2.36% | 3.88% |
| Return on Assets (TTM) | 1.32% | 1.22% |
| Net Profit Margin (TTM) | 16.77% | 7.81% |
| Operating Profit Margin (TTM) | 15.23% | 19.86% |
| Gross Profit Margin (TTM) | 92.63% | 65.38% |
Financial Strength
Current Ratio (MRQ)
O
1.47
Retail REITs Industry
- Max
- 1.54
- Q3
- 0.87
- Median
- 0.60
- Q1
- 0.39
- Min
- 0.04
O’s Current Ratio of 1.47 is in the upper quartile for the Retail REITs industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.
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.
Debt-to-Equity Ratio (MRQ)
O
0.72
Retail REITs Industry
- Max
- 1.96
- Q3
- 1.36
- Median
- 0.93
- Q1
- 0.64
- Min
- 0.28
O’s Debt-to-Equity Ratio of 0.72 is typical for the Retail 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.
Interest Coverage Ratio (TTM)
O
2.15
Retail REITs Industry
- Max
- 4.31
- Q3
- 3.35
- Median
- 2.33
- Q1
- 1.37
- Min
- 0.52
O’s Interest Coverage Ratio of 2.15 is positioned comfortably within the norm for the Retail REITs industry, indicating a standard and healthy capacity to cover its interest payments.
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.
Financial Strength at a Glance
| Symbol | O | UDR |
|---|---|---|
| Current Ratio (MRQ) | 1.47 | 0.00 |
| Quick Ratio (MRQ) | 1.47 | 0.00 |
| Debt-to-Equity Ratio (MRQ) | 0.72 | 1.74 |
| Interest Coverage Ratio (TTM) | 2.15 | 1.52 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
O
5.23%
Retail REITs Industry
- Max
- 6.40%
- Q3
- 4.96%
- Median
- 4.61%
- Q1
- 3.75%
- Min
- 2.91%
With a Dividend Yield of 5.23%, O offers a more attractive income stream than most of its peers in the Retail REITs industry, signaling a strong commitment to shareholder returns.
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.
Dividend Payout Ratio (TTM)
O
308.01%
Retail REITs Industry
- Max
- 233.72%
- Q3
- 148.83%
- Median
- 90.03%
- Q1
- 67.83%
- Min
- 12.86%
At 308.01%, O’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Retail REITs industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
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.
Dividend at a Glance
| Symbol | O | UDR |
|---|---|---|
| Dividend Yield (TTM) | 5.23% | 4.41% |
| Dividend Payout Ratio (TTM) | 308.01% | 311.57% |
Valuation
Price-to-Earnings Ratio (TTM)
O
58.91
Retail REITs Industry
- Max
- 69.12
- Q3
- 38.21
- Median
- 21.85
- Q1
- 15.96
- Min
- 6.82
The P/E Ratio is often not the primary metric for valuation in the Retail 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.
Price-to-Sales Ratio (TTM)
O
9.88
Retail REITs Industry
- Max
- 13.84
- Q3
- 9.05
- Median
- 7.00
- Q1
- 5.56
- Min
- 2.93
O’s P/S Ratio of 9.88 is in the upper echelon for the Retail REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
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.
Price-to-Book Ratio (MRQ)
O
1.33
Retail REITs Industry
- Max
- 2.75
- Q3
- 1.73
- Median
- 1.08
- Q1
- 0.87
- Min
- 0.48
O’s P/B Ratio of 1.33 is within the conventional range for the Retail 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.
Valuation at a Glance
| Symbol | O | UDR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 58.91 | 97.61 |
| Price-to-Sales Ratio (TTM) | 9.88 | 7.62 |
| Price-to-Book Ratio (MRQ) | 1.33 | 4.07 |
| Price-to-Free Cash Flow Ratio (TTM) | 579.99 | 22.88 |