ARE vs JBGS vs UDR Stock Comparison

Alexandria Real Estate Equities, JBG SMITH Properties and Udr Prices as of Nov 5, 2026 Peers: Industry group
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JBGS JBG SMITH Properties
$12.46 +14.8% 1M -33.6% 1Y
Market cap
$720.97M
P/E
–
Revenue (TTM)
$508.41M
Div. yield
0.06%
Office REITs Real Estate
UDR UDR, Inc.
$37.00 +9.1% 1M +7.7% 1Y
Market cap
$11.73B
P/E
16.9x
Revenue (TTM)
$1.71B
Div. yield
0.05%
Residential REITs Real Estate
10 wins

Head to Head

11 decided of 12

Udr leads on 10 of the 12 questions below (Udr 10, Alexandria Real Estate Equities 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAREJBGSUDRLeader
Larger companyMarket capitalisation $7.67B $720.97M $11.73B UDR
Cheaper on earningsLower P/E, profitable companies only -5.3x -4.7x 16.9x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 56.5x — 35.2x UDR
Faster revenue growthRevenue growth, trailing twelve months -9.9% -1.1% +0.6% UDR
More profitableNet margin, trailing twelve months -52.0% -30.3% 40.5% UDR
Better return on capitalReturn on invested capital — -1.3% 10.1% UDR
Less leveragedLower net debt / EBITDA — 16.9x 3.7x UDR
Higher dividend yieldTrailing dividend yield 0.08% 0.06% 0.05% ARE
Better 1-year returnPrice return, last 12 months -17.1% -33.6% +7.7% UDR
Better 5-year returnAnnualised price return, 5 years -26.2%/yr -16.3%/yr -7.6%/yr UDR
Less volatileAnnualised volatility, 1 year 45.8% 34.8% 20.9% UDR
Higher overall scoreMean of the five percentile scores vs peers 40/100 23/100 56/100 UDR

Percentile Scorecard

AREJBGSUDR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAREJBGSUDR
Valuation 73 #40 of 146 28 #106 of 146 46 #79 of 146
Growth 6 #136 of 145 9 #132 of 145 51 #72 of 145
Profitability 15 #120 of 141 5 #134 of 141 96 #7 of 141
Financial Health 77 #35 of 146 9 #133 of 146 35 #95 of 146
Shareholder Returns 28 #98 of 136 64 #50 of 136 52 #66 of 136
Overall 40 23 56
  • ARE ranked among 149 companies in Property REITs
  • JBGS ranked among 149 companies in Property REITs
  • UDR ranked among 149 companies in Property REITs

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAREJBGSUDRSPY
1 month -1.6%+14.8%+9.1% -5.9%
3 months -6.8%+2.5%-3.1% -4.6%
6 months -0.9%-19.1%+0.2% +0.2%
Year to date -7.7%-26.7%+0.9% +7.5%
1 year -17.1%-33.6%+7.7% +8.2%
3 years -55.4%-10.6%+13.8% +68.3%
3 years, per year -23.6%-3.7%+4.4% +19.0%
5 years -78.1%-58.8%-32.5% +56.5%
5 years, per year -26.2%-16.3%-7.6% +9.4%
10 years -56.1%—+7.0% +251.5%
10 years, per year -7.9%—+0.7% +13.4%

Risk

MeasureAREJBGSUDRSPY
Volatility, 1Y 45.8%34.8%20.9% 13.6%
Downside volatility, 1Y 46.8%39.6%19.9% 14.2%
Beta vs S&P 500, 1Y 0.710.120.17 1.00
Return / volatility, 1Y -0.37-0.970.37 0.60
Max drawdown, 5Y -82.1%-67.3%-48.3% -25.4%
From 52-week high -24.3%-33.6%-10.3% -5.9%
52-week high $59.69$18.77$41.24 $779.14
52-week low $39.91$10.05$33.28 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAREJBGSUDR
P/E now vs peer median -5.4xmedian 26.5x -4.7xmedian 26.5x 17.2xmedian 26.5x
P/S now vs peer median 2.9xmedian 4.2x 1.8xmedian 4.2x 6.9xmedian 4.2x
EV/EBITDA now vs peer median —median 14.4x 23.3xmedian 14.4x 11.3xmedian 14.4x
P/FCF now vs peer median -16.6xmedian 21.7x -14.0xmedian 21.7x 178.3xmedian 21.7x
P/B now vs peer median 0.4xmedian 1.3x 0.9xmedian 1.3x 3.8xmedian 1.3x
PEG now vs peer median 0.05median 1.78 0.04median 1.78 1.07median 1.78

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAREJBGSUDR
Revenue $2.76B $508.41M $1.71B
Operating income – – $893.52M
Net income -$1.39B -$186.68M $745.72M
Free cash flow -$473.23M -$66.16M $66.65M
EPS (diluted) $-8.40 $-2.64 $2.14
Cash & equivalents $508.86M $74.80M $1.18M
Total debt $12.90B $2.53B $5.76B
Shares (diluted) 170.75M 58.28M 324.01M
Enterprise value $80.51M $426.68M $11.73B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAREJBGSUDR
P/E -5.4x -4.7x 17.2x
P/FCF -16.6x -14.0x 178.3x
P/Operating cash flow 6.6x 15.3x 13.9x
P/S 2.9x 1.8x 6.9x
P/B 0.4x 0.9x 3.8x
P/Tangible book 0.4x 0.9x 3.8x
EV/EBITDA – 23.3x 11.3x
EV/EBIT – -71.4x 19.7x
EV/Revenue 6.7x 6.7x 10.3x
EV/FCF -39.3x -51.2x 264.7x
EV/Operating cash flow 15.7x 55.7x 20.7x
PEG (3Y EPS CAGR) 0.05 0.04 1.07

Growth

14 metrics
MetricAREJBGSUDR
Revenue growth (1Y) -9.9% -1.1% 0.6%
Revenue CAGR (3Y) -0.5% -5.6% 2.0%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) – – 161.1%
Operating income CAGR (3Y) – – 12.4%
Net income growth (1Y) -339.2% -4.3% 366.3%
Net income CAGR (3Y) -74.6% -83.2% 15.3%
EPS growth (1Y) -239.7% -17.4% 388.8%
EPS CAGR (3Y) -100.7% -113.4% 16.0%
Operating cash flow growth (1Y) -13.7% -39.5% -3.2%
Operating cash flow CAGR (3Y) -9.5% -27.6% 0.9%
Free cash flow growth (1Y) 33.5% 42.6% -88.4%
Free cash flow CAGR (3Y) 43.5% 40.8% -42.0%

Profitability

14 metrics
MetricAREJBGSUDR
Gross margin – – –
EBITDA margin – 28.6% 90.8%
Operating margin – – 52.2%
Pretax margin – -37.4% 43.6%
Net margin -52.0% -30.3% 40.5%
FCF margin -17.1% -13.0% 3.9%
Operating cash flow margin 43.0% 11.9% 49.9%
Return on equity -6.6% -16.8% 24.6%
Return on assets -3.6% -4.3% 7.3%
Return on invested capital – -1.3% 10.1%
Return on capital employed – – –
Asset turnover 0.1x 0.1x 0.2x
Cash conversion (OCF / net income) -0.9x -0.3x 1.1x
Stock comp / revenue 1.5% 5.3% 1.8%

Financial Health

11 metrics
MetricAREJBGSUDR
Debt / assets 37.9% 59.4% 55.9%
Debt / equity 0.7x 2.3x 1.8x
Net debt / EBITDA – 16.9x 3.7x
Debt / FCF -27.3x -38.2x 86.4x
Liabilities / assets 45.9% 74.7% 69.6%
Equity / assets 54.1% 25.3% 30.4%
Interest coverage – -0.3x 4.6x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricAREJBGSUDR
Dividend yield 6.4% 5.5% 3.8%
Net buyback yield – 10.6% 3.3%
Shareholder yield 6.4% 16.1% 7.1%
Payout ratio (earnings) -43.0% -22.4% 75.7%
Payout ratio (FCF) -126.5% -63.3% 847.5%
Dividend growth (1Y) -34.4% -26.6% -0.2%
Dividend CAGR (3Y) -10.2% -25.4% 2.4%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAREJBGSUDR
Forward P/E 56.5xFY2026 – 35.2xFY2026
EPS, next fiscal year $0.80FY2026 $-2.03FY2026 $1.05FY2026
EPS growth, next FY – – -7.1%FY2026
EPS growth, the year after -201.3% – -41.9%
Revenue, next fiscal year $2.72BFY2026 $453.74MFY2026 $1.77BFY2026
Revenue growth, next FY -7.8%FY2026 -9.0%FY2026 +4.0%FY2026
Revenue growth, the year after -13.6% +11.5% +0.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAREJBGSUDR
Held by institutions 97.2% 97.6% 100.0%
Institutions holding 597 206 526
Change in shares held, QoQ +14.1% +2.8% +4.9%
Institutions buying 336 86 244
Institutions selling 192 72 207
Buyers to sellers 1.75 1.19 1.18

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AREJBGSUDR
ARE 1.00 0.50 0.36
JBGS 0.50 1.00 0.37
UDR 0.36 0.37 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARE, JBGS and UDR?

Udr (UDR) is the largest by market capitalisation: Alexandria Real Estate Equities (ARE) $7.67B, JBG SMITH Properties (JBGS) $720.97M, Udr (UDR) $11.73B.

Which company is growing faster?

Udr (UDR) grew revenue fastest over the trailing twelve months: Alexandria Real Estate Equities (ARE) -9.9%, JBG SMITH Properties (JBGS) -1.1%, Udr (UDR) +0.6%.

Which company is more profitable?

Udr (UDR) has the highest net margin (Alexandria Real Estate Equities (ARE) -52.0%, JBG SMITH Properties (JBGS) -30.3%, Udr (UDR) 40.5%). On return on invested capital, Udr (UDR) leads (JBG SMITH Properties (JBGS) -1.3%, Udr (UDR) 10.1%).

Which stock has performed better?

Over the past year Udr (UDR) returned the most: Alexandria Real Estate Equities (ARE) -17.1%, JBG SMITH Properties (JBGS) -33.6%, Udr (UDR) +7.7%. Over five years, Udr (UDR) compounded fastest (Alexandria Real Estate Equities (ARE) -26.2%/yr, JBG SMITH Properties (JBGS) -16.3%/yr, Udr (UDR) -7.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Alexandria Real Estate Equities (ARE) has the highest dividend yield: Alexandria Real Estate Equities (ARE) 0.08%, JBG SMITH Properties (JBGS) 0.06%, Udr (UDR) 0.05%.

Which stock is riskier?

By one-year price volatility, Udr (UDR) has been the steadiest (Alexandria Real Estate Equities (ARE) 45.8%, JBG SMITH Properties (JBGS) 34.8%, Udr (UDR) 20.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARE, JBGS and UDR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Udr (UDR) leads on 10. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.