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UDR UDR, Inc.

reit · 2026-09-21

N/A
too hard · 42
Owner-earnings value$35.24
Price$33.90
Margin of safety +3.9%

Quality gate · 42/100

Returns on capital 0/30
Consistency 17.4/22
Margins / pricing power 7.8/16
Balance sheet 2.3/16
Cash conversion 10/10
Capital allocation 4.6/6

⚠ sub-hurdle returns (median roic 5% < 9%) · over-levered (net debt/EBITDA 4.2x > 4x)

Median ROIC5.0%
Gross margin27.1%
Net debt / EBITDA4.2x
FCF conversion233%
Share count / yr-0.1%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)629.42M
Owner-earnings yield5.0%
Free-cash-flow yield5.0%
Growth used (normalized)4.1%
Market-implied growth (reverse DCF)3.2%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
1655.29M 4.1%601.18M
2681.42M 4.0%573.54M
3707.75M 3.9%546.51M
4734.22M 3.7%520.14M
5760.78M 3.6%494.46M
6787.36M 3.5%469.48M
7813.90M 3.4%445.23M
8840.32M 3.2%421.73M
9866.57M 3.1%398.99M
10892.57M 3.0%377.03M

Recent news

score · 8 articles

  • UDR Inc's Dividend Analysis
  • UDR, Inc. Stock: Is Wall Street Bullish or Bearish?
  • UDR (UDR) Could Be 4% Undervalued On Raised 2026 Guidance
  • UDR Inc (UDR) Q2 2026 Earnings Call Highlights: Strong Operational Performance and Strategic ...
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  • UDR Q2 FFO & Revenues Beat Estimates on Leasing Strength, '26 View Up
  • UDR (UDR) Reports Q2 Earnings: What Key Metrics Have to Say
  • UDR (UDR) Q2 FFO and Revenues Top Estimates

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~3%/yr owner-earnings growth over 10y (reverse DCF); model credits 4%.

History

DateQualityPriceValueMoSRating
2026-09-21 42 $33.90 $35.24 +3.9% N/A
2026-08-10 42 $38.41 $35.24 -8.3% N/A
2026-07-02 42 $40.62 $33.41 -17.8% N/A
2026-06-25 42 $38.39 $33.41 -13.0% N/A
2026-06-23 42 $38.28 $33.41 -12.7% N/A