UDR vs. VTR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at UDR and VTR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both UDR and VTR 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 | UDR | VTR |
|---|---|---|
| Company Name | UDR, Inc. | Ventas, Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry | Residential REITs | Health Care REITs |
| Market Capitalization | 13.02 billion USD | 35.69 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | May 5, 1997 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of UDR and VTR 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 | UDR | VTR |
|---|---|---|
| 5-Day Price Return | 0.88% | 1.40% |
| 13-Week Price Return | -7.81% | 10.89% |
| 26-Week Price Return | -19.08% | 14.98% |
| 52-Week Price Return | -20.60% | 17.87% |
| Month-to-Date Return | 2.61% | 2.95% |
| Year-to-Date Return | -20.36% | 29.00% |
| 10-Day Avg. Volume | 3.44M | 3.83M |
| 3-Month Avg. Volume | 2.53M | 2.75M |
| 3-Month Volatility | 19.39% | 19.86% |
| Beta | 0.72 | 0.81 |
Profitability
Return on Equity (TTM)
UDR
4.48%
Residential REITs Industry
- Max
- 17.50%
- Q3
- 9.60%
- Median
- 6.78%
- Q1
- 3.88%
- Min
- -0.69%
UDR’s Return on Equity of 4.48% is on par with the norm for the Residential REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
VTR
2.01%
Health Care REITs Industry
- Max
- 10.39%
- Q3
- 6.95%
- Median
- 5.08%
- Q1
- 2.35%
- Min
- 1.71%
VTR’s Return on Equity of 2.01% is in the lower quartile for the Health Care REITs industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
UDR
8.80%
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.
VTR
4.28%
Health Care REITs Industry
- Max
- 58.90%
- Q3
- 41.92%
- Median
- 27.62%
- Q1
- 7.47%
- Min
- -32.95%
In the Health Care REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
UDR
20.11%
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.
VTR
14.21%
Health Care REITs Industry
- Max
- 92.65%
- Q3
- 49.54%
- Median
- 38.20%
- Q1
- 14.70%
- Min
- -22.55%
In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | UDR | VTR |
|---|---|---|
| Return on Equity (TTM) | 4.48% | 2.01% |
| Return on Assets (TTM) | 1.40% | 0.90% |
| Net Profit Margin (TTM) | 8.80% | 4.28% |
| Operating Profit Margin (TTM) | 20.11% | 14.21% |
| Gross Profit Margin (TTM) | 65.39% | 41.97% |
Financial Strength
Current Ratio (MRQ)
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 is notably low, falling beneath the typical range for the Residential REITs industry. This suggests a heightened liquidity risk and could indicate potential challenges in meeting its short-term obligations.
VTR
0.17
Health Care REITs Industry
- Max
- 2.86
- Q3
- 1.87
- Median
- 1.49
- Q1
- 0.26
- Min
- 0.06
VTR’s Current Ratio of 0.17 falls into the lower quartile for the Health Care 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)
UDR
1.78
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 1.78, 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.
VTR
0.99
Health Care REITs Industry
- Max
- 1.14
- Q3
- 1.00
- Median
- 0.95
- Q1
- 0.73
- Min
- 0.35
VTR’s Debt-to-Equity Ratio of 0.99 is typical for the Health Care REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
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.
VTR
1.08
Health Care REITs Industry
- Max
- 5.10
- Q3
- 2.88
- Median
- 1.84
- Q1
- 1.17
- Min
- 0.43
In the lower quartile for the Health Care REITs industry, VTR’s Interest Coverage Ratio of 1.08 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
Financial Strength at a Glance
| Symbol | UDR | VTR |
|---|---|---|
| Current Ratio (MRQ) | 0.00 | 0.17 |
| Quick Ratio (MRQ) | 0.00 | 0.17 |
| Debt-to-Equity Ratio (MRQ) | 1.78 | 0.99 |
| Interest Coverage Ratio (TTM) | 1.52 | 1.08 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
UDR
5.01%
Residential REITs Industry
- Max
- 4.67%
- Q3
- 4.30%
- Median
- 3.71%
- Q1
- 3.53%
- Min
- 3.04%
UDR’s Dividend Yield of 5.01% 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.
VTR
2.34%
Health Care REITs Industry
- Max
- 8.56%
- Q3
- 6.40%
- Median
- 6.02%
- Q1
- 3.59%
- Min
- 1.51%
VTR’s Dividend Yield of 2.34% is in the lower quartile for the Health Care REITs industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio (TTM)
UDR
277.28%
Residential REITs Industry
- Max
- 214.13%
- Q3
- 138.72%
- Median
- 103.63%
- Q1
- 84.15%
- Min
- 22.05%
At 277.28%, 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.
VTR
345.92%
Health Care REITs Industry
- Max
- 234.45%
- Q3
- 218.09%
- Median
- 153.06%
- Q1
- 99.53%
- Min
- 0.00%
At 345.92%, VTR’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Health Care 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 | UDR | VTR |
|---|---|---|
| Dividend Yield (TTM) | 5.01% | 2.34% |
| Dividend Payout Ratio (TTM) | 277.28% | 345.92% |
Valuation
Price-to-Earnings Ratio (TTM)
UDR
76.07
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.
VTR
147.92
Health Care REITs Industry
- Max
- 79.81
- Q3
- 46.18
- Median
- 26.23
- Q1
- 23.21
- Min
- 13.95
The P/E Ratio is often not the primary metric for valuation in the Health Care REITs industry.
Price-to-Sales Ratio (TTM)
UDR
6.69
Residential REITs Industry
- Max
- 13.08
- Q3
- 9.23
- Median
- 7.38
- Q1
- 6.12
- Min
- 5.65
UDR’s P/S Ratio of 6.69 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.
VTR
6.34
Health Care REITs Industry
- Max
- 20.59
- Q3
- 11.86
- Median
- 7.62
- Q1
- 4.92
- Min
- 3.19
VTR’s P/S Ratio of 6.34 aligns with the market consensus for the Health Care 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)
UDR
3.77
Residential REITs Industry
- Max
- 4.07
- Q3
- 2.62
- Median
- 2.08
- Q1
- 1.46
- Min
- 0.68
UDR’s P/B Ratio of 3.77 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.
VTR
2.50
Health Care REITs Industry
- Max
- 2.80
- Q3
- 2.04
- Median
- 1.58
- Q1
- 0.90
- Min
- 0.54
VTR’s P/B Ratio of 2.50 is in the upper tier for the Health Care 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 | UDR | VTR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 76.07 | 147.92 |
| Price-to-Sales Ratio (TTM) | 6.69 | 6.34 |
| Price-to-Book Ratio (MRQ) | 3.77 | 2.50 |
| Price-to-Free Cash Flow Ratio (TTM) | 19.82 | 36.37 |
