SPG vs. UDR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at SPG and UDR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both SPG 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 | SPG | UDR |
|---|---|---|
| Company Name | Simon Property Group, Inc. | UDR, Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Retail REITs | Residential REITs |
| Market Capitalization | 67.23 billion USD | 13.68 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 14, 1993 | March 17, 1980 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of SPG 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 | SPG | UDR |
|---|---|---|
| 5-Day Price Return | -3.66% | -0.41% |
| 13-Week Price Return | 9.39% | -10.98% |
| 26-Week Price Return | 16.35% | -17.05% |
| 52-Week Price Return | 6.41% | -18.01% |
| Month-to-Date Return | -5.03% | -2.71% |
| Year-to-Date Return | 3.50% | -16.49% |
| 10-Day Avg. Volume | 1.47M | 2.67M |
| 3-Month Avg. Volume | 1.61M | 2.33M |
| 3-Month Volatility | 18.56% | 18.52% |
| Beta | 1.43 | 0.73 |
Profitability
Return on Equity (TTM)
SPG
79.00%
Retail REITs Industry
- Max
- 16.17%
- Q3
- 9.03%
- Median
- 6.12%
- Q1
- 3.81%
- Min
- -3.17%
SPG’s Return on Equity of 79.00% is exceptionally high, placing it well beyond the typical range for the Retail REITs industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
UDR
3.88%
Residential REITs Industry
- Max
- 17.50%
- Q3
- 9.60%
- Median
- 6.78%
- Q1
- 3.88%
- Min
- -0.69%
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)
SPG
35.06%
Retail REITs Industry
- Max
- 75.53%
- Q3
- 49.82%
- Median
- 28.35%
- Q1
- 20.68%
- Min
- -8.79%
In the Retail REITs industry, Net Profit Margin is often not the primary profitability metric.
UDR
7.81%
Residential REITs Industry
- Max
- 53.28%
- Q3
- 43.51%
- Median
- 25.98%
- Q1
- 9.99%
- Min
- -0.30%
In the Residential REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
SPG
50.96%
Retail REITs Industry
- Max
- 102.11%
- Q3
- 58.14%
- Median
- 38.63%
- Q1
- 25.00%
- 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
- 54.66%
- Q3
- 47.76%
- Median
- 29.76%
- Q1
- 18.99%
- Min
- -0.66%
In the Residential REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | SPG | UDR |
|---|---|---|
| Return on Equity (TTM) | 79.00% | 3.88% |
| Return on Assets (TTM) | 6.44% | 1.22% |
| Net Profit Margin (TTM) | 35.06% | 7.81% |
| Operating Profit Margin (TTM) | 50.96% | 19.86% |
| Gross Profit Margin (TTM) | 82.17% | 65.38% |
Financial Strength
Current Ratio (MRQ)
SPG
0.52
Retail REITs Industry
- Max
- 1.74
- Q3
- 0.97
- Median
- 0.55
- Q1
- 0.32
- Min
- 0.07
SPG’s Current Ratio of 0.52 aligns with the median group of the Retail REITs industry, indicating that its short-term liquidity is in line with its sector peers.
UDR
0.00
Residential REITs Industry
- Max
- 1.58
- Q3
- 0.84
- Median
- 0.56
- Q1
- 0.10
- 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)
SPG
10.36
Retail REITs Industry
- Max
- 2.06
- Q3
- 1.27
- Median
- 0.92
- Q1
- 0.68
- Min
- 0.34
With a Debt-to-Equity Ratio of 10.36, SPG operates with exceptionally high leverage compared to the Retail REITs industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.
UDR
1.74
Residential REITs Industry
- Max
- 1.64
- Q3
- 1.10
- Median
- 0.83
- Q1
- 0.68
- 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)
SPG
11.31
Retail REITs Industry
- Max
- 4.31
- Q3
- 3.30
- Median
- 2.15
- Q1
- 1.29
- Min
- -0.08
With an Interest Coverage Ratio of 11.31, SPG demonstrates a superior capacity to service its debt, placing it well above the typical range for the Retail REITs industry. This stems from either robust earnings or a conservative debt load.
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 | SPG | UDR |
|---|---|---|
| Current Ratio (MRQ) | 0.52 | 0.00 |
| Quick Ratio (MRQ) | 0.52 | 0.00 |
| Debt-to-Equity Ratio (MRQ) | 10.36 | 1.74 |
| Interest Coverage Ratio (TTM) | 11.31 | 1.52 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
SPG
4.67%
Retail REITs Industry
- Max
- 6.92%
- Q3
- 5.10%
- Median
- 4.50%
- Q1
- 3.89%
- Min
- 2.37%
SPG’s Dividend Yield of 4.67% is consistent with its peers in the Retail REITs industry, providing a dividend return that is standard for its sector.
UDR
4.75%
Residential REITs Industry
- Max
- 4.67%
- Q3
- 4.30%
- Median
- 3.71%
- Q1
- 3.53%
- Min
- 3.04%
UDR’s Dividend Yield of 4.75% 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)
SPG
129.03%
Retail REITs Industry
- Max
- 195.40%
- Q3
- 125.60%
- Median
- 85.02%
- Q1
- 51.07%
- Min
- 12.86%
SPG’s Dividend Payout Ratio of 129.03% is in the upper quartile for the Retail REITs industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
UDR
311.57%
Residential REITs Industry
- Max
- 214.13%
- Q3
- 138.72%
- Median
- 103.63%
- Q1
- 84.15%
- Min
- 22.05%
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 | SPG | UDR |
|---|---|---|
| Dividend Yield (TTM) | 4.67% | 4.75% |
| Dividend Payout Ratio (TTM) | 129.03% | 311.57% |
Valuation
Price-to-Earnings Ratio (TTM)
SPG
27.61
Retail REITs Industry
- Max
- 42.04
- Q3
- 28.02
- Median
- 21.98
- Q1
- 15.79
- Min
- 6.89
The P/E Ratio is often not the primary metric for valuation in the Retail REITs industry.
UDR
90.73
Residential REITs Industry
- Max
- 76.72
- Q3
- 44.45
- Median
- 28.89
- Q1
- 22.94
- Min
- 9.90
The P/E Ratio is often not the primary metric for valuation in the Residential REITs industry.
Price-to-Sales Ratio (TTM)
SPG
9.68
Retail REITs Industry
- Max
- 13.05
- Q3
- 9.54
- Median
- 6.95
- Q1
- 5.59
- Min
- 3.06
SPG’s P/S Ratio of 9.68 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
7.08
Residential REITs Industry
- Max
- 13.08
- Q3
- 9.23
- Median
- 7.38
- Q1
- 6.12
- Min
- 5.65
UDR’s P/S Ratio of 7.08 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)
SPG
21.41
Retail REITs Industry
- Max
- 2.70
- Q3
- 1.64
- Median
- 1.05
- Q1
- 0.91
- Min
- 0.58
At 21.41, SPG’s P/B Ratio is at an extreme premium to the Retail REITs industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
UDR
4.07
Residential REITs Industry
- Max
- 4.07
- Q3
- 2.62
- Median
- 2.08
- Q1
- 1.46
- Min
- 0.68
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 | SPG | UDR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 27.61 | 90.73 |
| Price-to-Sales Ratio (TTM) | 9.68 | 7.08 |
| Price-to-Book Ratio (MRQ) | 21.41 | 4.07 |
| Price-to-Free Cash Flow Ratio (TTM) | 18.59 | 21.27 |