UDR vs. VTR: UDR vs. Ventas Stock Comparison
How do UDR (UDR) and Ventas (VTR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
UDR (UDR) and Ventas (VTR) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but UDR is classified in Residential REITs while VTR is classified in Health Care REITs.
Both UDR (UDR) and Ventas (VTR) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.
| Profile Item | UDR | VTR |
|---|---|---|
| Name | UDR Inc. | Ventas, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Real Estate | Real Estate |
| GICS Industry Group | Equity Real Estate Investment Trusts (REITs) | Equity Real Estate Investment Trusts (REITs) |
| GICS Industry | Residential REITs | Health Care REITs |
| GICS Sub-Industry | Multi-Family Residential REITs | Health Care REITs |
| Market Capitalization | 13.28 billion USD | 46.93 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | May 5, 1997 |
| Security Type | REIT | REIT |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | UDR | VTR |
|---|---|---|
| Total Return (1Y) | 11.48% | 20.86% |
| Total Return (3Y, Annualized) | 9.39% | 32.58% |
| Total Return (5Y, Annualized) | -4.00% | 14.92% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | UDR | VTR |
|---|---|---|
| Volatility (1Y, Annualized) | 20.46% | 22.83% |
| Beta (5Y) | 0.69 | 0.73 |
| Max Drawdown (5Y) | -44.44% | -41.80% |
| Avg. Volume (3M) | 3.95M | 3.61M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | UDR | VTR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.35 | 0.73 |
| Sortino Ratio (1Y) | 0.53 | 1.02 |
Profitability
ROE (TTM)
UDR (UDR) at 18.46% sits in the top ROE quartile, while Ventas (VTR) at 1.87% is closer to the peer norm — stronger capital efficiency for UDR.
UDR
Equity Real Estate Investment Trusts (REITs) industry group
18.46%
- Max
- 22.74%
- UDR
- 18.46%
- Q3
- 10.54%
- Median
- 6.38%
- Q1
- 1.69%
- Min
- -10.86%
VTR
Equity Real Estate Investment Trusts (REITs) industry group
1.87%
- Max
- 22.74%
- Q3
- 10.54%
- Median
- 6.38%
- VTR
- 1.87%
- Q1
- 1.69%
- Min
- -10.86%
Net Margin (TTM)
Neither UDR (UDR) in Equity Real Estate Investment Trusts (REITs) nor Ventas (VTR) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.
Operating Margin (TTM)
Neither side reports a meaningful operating margin: for UDR (UDR) in Equity Real Estate Investment Trusts (REITs) and Ventas (VTR) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.
Profitability Metrics
| Metric | UDR | VTR |
|---|---|---|
| ROE (TTM) | 18.46% | 1.87% |
| ROA (TTM) | 2.19% | 2.14% |
| Net Margin (TTM) | -- | -- |
| Operating Margin (TTM) | -- | -- |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Ventas (VTR) at 18.47% sits in the top revenue growth quartile, while UDR (UDR) at 2.42% is closer to the peer norm — faster top-line expansion for VTR.
EPS Growth
EPS growth isn't a meaningful figure for either UDR (UDR) in Equity Real Estate Investment Trusts (REITs) or Ventas (VTR) in Equity Real Estate Investment Trusts (REITs) under our convention.
Growth Metrics
| Metric | UDR | VTR |
|---|---|---|
| Revenue Growth (YoY) | 2.42% | 18.47% |
| Revenue Growth (3Y CAGR) | 4.11% | 12.21% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both UDR (UDR) at 0.12 and Ventas (VTR) at 0.37 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
UDR
Equity Real Estate Investment Trusts (REITs) industry group
0.12
- Max
- 4.19
- Q3
- 2.11
- Median
- 1.31
- Q1
- 0.62
- UDR
- 0.12
- Min
- 0.06
VTR
Equity Real Estate Investment Trusts (REITs) industry group
0.37
- Max
- 4.19
- Q3
- 2.11
- Median
- 1.31
- Q1
- 0.62
- VTR
- 0.37
- Min
- 0.06
Debt / Equity (MRQ)
Both UDR (UDR) at 1.51 and Ventas (VTR) at 0.77 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
UDR
Equity Real Estate Investment Trusts (REITs) industry group
1.51
- Max
- 2.72
- Q3
- 1.59
- UDR
- 1.51
- Median
- 0.99
- Q1
- 0.72
- Min
- 0.20
VTR
Equity Real Estate Investment Trusts (REITs) industry group
0.77
- Max
- 2.72
- Q3
- 1.59
- Median
- 0.99
- VTR
- 0.77
- Q1
- 0.72
- Min
- 0.20
Financial Strength Metrics
| Metric | UDR | VTR |
|---|---|---|
| Current Ratio (MRQ) | 0.12 | 0.37 |
| Debt / Equity (MRQ) | 1.51 | 0.77 |
| Net Debt / EBITDA | 5.80 | 5.06 |
Dividends
Dividend Yield (TTM)
UDR (UDR) at 4.69% pays a yield in its industry’s typical range, while Ventas (VTR) at 2.29% falls in the bottom quartile of its peers.
UDR
Equity Real Estate Investment Trusts (REITs) industry group
4.69%
- Max
- 8.62%
- Q3
- 5.95%
- UDR
- 4.69%
- Median
- 4.34%
- Q1
- 3.26%
- Min
- 0.00%
VTR
Equity Real Estate Investment Trusts (REITs) industry group
2.29%
- Max
- 8.62%
- Q3
- 5.95%
- Median
- 4.34%
- Q1
- 3.26%
- VTR
- 2.29%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
An earnings-based payout ratio fits neither UDR (UDR) in Equity Real Estate Investment Trusts (REITs) nor Ventas (VTR) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.
Dividend Metrics
| Metric | UDR | VTR |
|---|---|---|
| Dividend Yield (TTM) | 4.69% | 2.29% |
| Dividend Payout Ratio (TTM) | -- | -- |
Valuation
P/E Ratio (TTM)
P/E ratio is not a meaningful valuation yardstick for either UDR (UDR) in Equity Real Estate Investment Trusts (REITs) or Ventas (VTR) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.
P/S Ratio (TTM)
On P/S ratio, both UDR (UDR) at 7.59 and Ventas (VTR) at 6.96 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
UDR
Equity Real Estate Investment Trusts (REITs) industry group
7.59
- Max
- 14.47
- Q3
- 8.02
- UDR
- 7.59
- Median
- 5.98
- Q1
- 3.27
- Min
- 0.43
VTR
Equity Real Estate Investment Trusts (REITs) industry group
6.96
- Max
- 14.47
- Q3
- 8.02
- VTR
- 6.96
- Median
- 5.98
- Q1
- 3.27
- Min
- 0.43
P/B Ratio (MRQ)
Both UDR (UDR) at 3.81 and Ventas (VTR) at 2.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
UDR
Equity Real Estate Investment Trusts (REITs) industry group
3.81
- Max
- 4.06
- UDR
- 3.81
- Q3
- 2.53
- Median
- 1.64
- Q1
- 1.06
- Min
- 0.21
VTR
Equity Real Estate Investment Trusts (REITs) industry group
2.97
- Max
- 4.06
- VTR
- 2.97
- Q3
- 2.53
- Median
- 1.64
- Q1
- 1.06
- Min
- 0.21
Valuation Metrics
| Metric | UDR | VTR |
|---|---|---|
| P/E Ratio (TTM) | -- | -- |
| P/S Ratio (TTM) | 7.59 | 6.96 |
| P/B Ratio (MRQ) | 3.81 | 2.97 |
| Free Cash Flow Yield (TTM) | -- | -- |