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Upturn AI SWOT - About
UDR 
UDR Inc (UDR)
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Upturn Advisory Summary
03/20/2025: UDR (3-star) is a STRONG-BUY. BUY since 19 days. Profits (1.04%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 0.58% | Avg. Invested days 40 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.02B USD | Price to earnings Ratio 173.73 | 1Y Target Price 46.45 |
Price to earnings Ratio 173.73 | 1Y Target Price 46.45 | ||
Volume (30-day avg) 2100018 | Beta 0.87 | 52 Weeks Range 34.07 - 46.59 | Updated Date 04/1/2025 |
52 Weeks Range 34.07 - 46.59 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.81% | Basic EPS (TTM) 0.26 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.27% | Operating Margin (TTM) 20.42% |
Management Effectiveness
Return on Assets (TTM) 1.75% | Return on Equity (TTM) 2.04% |
Valuation
Trailing PE 173.73 | Forward PE 75.76 | Enterprise Value 21008400826 | Price to Sales(TTM) 10.01 |
Enterprise Value 21008400826 | Price to Sales(TTM) 10.01 | ||
Enterprise Value to Revenue 12.57 | Enterprise Value to EBITDA 21 | Shares Outstanding 331132992 | Shares Floating 299304821 |
Shares Outstanding 331132992 | Shares Floating 299304821 | ||
Percent Insiders 0.47 | Percent Institutions 103.2 |
Analyst Ratings
Rating 3.65 | Target Price 46.57 | Buy 4 | Strong Buy 6 |
Buy 4 | Strong Buy 6 | ||
Hold 12 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
UDR Inc
Company Overview
History and Background
UDR, Inc., founded in 1972 (originally United Dominion Realty Trust), is a real estate investment trust (REIT) focused on owning, operating, acquiring, and redeveloping apartment communities. The company has grown organically and through acquisitions, expanding its portfolio across the United States.
Core Business Areas
- Apartment Ownership and Operation: UDR owns and operates a large portfolio of apartment communities across the U.S., generating revenue through rental income.
- Property Management: UDR provides property management services for its owned communities and, in some cases, for third-party owners.
- Redevelopment and Value-Add: UDR actively redevelops and upgrades existing properties to increase rental income and property value.
Leadership and Structure
Tom Toomey is the Chairman and CEO. The company operates with a traditional REIT structure, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Apartment Rentals: UDR's primary offering is apartment rentals in various U.S. markets. Market share is fragmented, with UDR holding a significant but not dominant portion. Competitors include Equity Residential (EQR), AvalonBay Communities (AVB), and Camden Property Trust (CPT).
Market Dynamics
Industry Overview
The apartment REIT industry is influenced by factors like interest rates, job growth, population trends, and housing affordability. Demand is currently strong due to high home prices and changing demographics.
Positioning
UDR focuses on high-growth urban and suburban markets. Their competitive advantage lies in their scale, operational efficiency, and focus on innovation and technology.
Total Addressable Market (TAM)
The TAM for the apartment rental market is estimated to be in the hundreds of billions of dollars annually. UDR is positioned to capture a share of this market through its diverse portfolio and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Strong portfolio of properties in attractive markets
- Experienced management team
- Operational efficiency and technology adoption
- Strong balance sheet
Weaknesses
- Sensitivity to economic cycles
- Reliance on rental income
- Exposure to property-specific risks (e.g., natural disasters)
- Geographic Concentration
Opportunities
- Further acquisitions in high-growth markets
- Redevelopment and value-add projects
- Expansion of property management services
- Increased demand for rental housing
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Changes in government regulations
Competitors and Market Share
Key Competitors
- EQR
- AVB
- CPT
Competitive Landscape
UDR is well-positioned relative to its competitors, with a strong focus on operational efficiency and technology adoption. However, it faces intense competition for acquisitions and tenants.
Major Acquisitions
Metropolitan at Pentagon City
- Year: 2021
- Acquisition Price (USD millions): 416
- Strategic Rationale: Expanded UDR's presence in the Washington, D.C. area, adding a high-quality asset to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: UDR has grown steadily over the past decade, driven by acquisitions and organic growth.
Future Projections: Analysts project continued growth for UDR, driven by favorable demographic trends and demand for rental housing.
Recent Initiatives: Recent initiatives include investments in technology, redevelopment projects, and strategic acquisitions.
Summary
UDR is a well-managed apartment REIT with a strong portfolio of properties. It benefits from favorable demographic trends and growing demand for rental housing. Rising interest rates and increased competition pose potential challenges, but UDR's operational efficiency and strategic initiatives position it for continued growth.
Similar Companies
AVB
AvalonBay Communities Inc
AVB
AvalonBay Communities Inc
CPT
Camden Property Trust
CPT
Camden Property Trust
EQR
Equity Residential
EQR
Equity Residential
MAA
Mid-America Apartment Communities Inc
MAA
Mid-America Apartment Communities Inc
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About UDR Inc
Exchange NYSE | Headquaters Highlands Ranch, CO, United States | ||
IPO Launch date 1990-03-07 | CEO - | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 1419 | Website https://www.udr.com |
Full time employees 1419 | Website https://www.udr.com | ||
UDR, Inc. (NYSE: UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S. markets. As of September 30, 2024, UDR owned or had an ownership position in 60,123 apartment homes. For over 52 years, UDR has delivered long-term value to shareholders, the best standard of service to residents and the highest quality experience for associates.
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