ESBA vs SUI vs UDR Stock Comparison

Empire State Realty OP, Sun Communities and Udr Prices as of Oct 27, 2026 Peers: Industry group
SUI Sun Communities Inc
$114.94 +2.4% 1M -7.7% 1Y
Market cap
$13.37B
P/E
–
Revenue (TTM)
$2.41B
Div. yield
0.04%
Residential REITs Real Estate
4 wins
UDR UDR, Inc.
$35.61 +5.1% 1M -1.1% 1Y
Market cap
$11.32B
P/E
21.9x
Revenue (TTM)
$1.72B
Div. yield
0.05%
Residential REITs Real Estate
7 wins

Head to Head

11 decided of 12

Udr leads on 7 of the 12 questions below (Udr 7, Sun Communities 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionESBASUIUDRLeader
Larger companyMarket capitalisation $1.33B $13.37B $11.32B SUI
Cheaper on earningsLower P/E, profitable companies only 263.3x -17.7x 21.9x UDR
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — 33.9x –
Faster revenue growthRevenue growth, trailing twelve months +2.0% +18.4% +1.5% SUI
More profitableNet margin, trailing twelve months 0.6% -31.4% 30.1% UDR
Better return on capitalReturn on invested capital -1.1% 3.5% 7.9% UDR
Less leveragedLower net debt / EBITDA 5.0x 1.4x 4.2x SUI
Higher dividend yieldTrailing dividend yield 0.00% 0.04% 0.05% UDR
Better 1-year returnPrice return, last 12 months -36.1% -7.7% -1.1% UDR
Better 5-year returnAnnualised price return, 5 years -13.2%/yr -10.2%/yr -8.7%/yr UDR
Less volatileAnnualised volatility, 1 year 51.7% 20.6% 21.0% SUI
Higher overall scoreMean of the five percentile scores vs peers 33/100 49/100 58/100 UDR

Percentile Scorecard

ESBASUIUDR

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

AxisESBASUIUDR
Valuation 69 #46 of 145 37 #92 of 145 41 #86 of 145
Growth 2 #138 of 141 34 #94 of 141 61 #55 of 141
Profitability 27 #98 of 134 35 #87 of 134 96 #7 of 134
Financial Health 57 #60 of 138 90 #15 of 138 36 #89 of 138
Shareholder Returns 12 #116 of 131 49 #68 of 131 55 #59 of 131
Overall 33 49 58
  • ESBA ranked among 149 companies in Property REITs
  • SUI 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

PeriodESBASUIUDRSPY
1 month +22.0%+2.4%+5.1% -0.2%
3 months -12.9%-7.5%-8.7% +3.9%
6 months -14.1%-10.4%-1.7% +8.2%
Year to date -22.5%-7.2%-2.9% +12.9%
1 year -36.1%-7.7%-1.1% +12.3%
3 years -38.1%+6.4%+12.8% +87.4%
3 years, per year -14.8%+2.1%+4.1% +23.3%
5 years -50.6%-41.4%-36.7% +67.9%
5 years, per year -13.2%-10.2%-8.7% +10.9%
10 years -74.7%+51.5%+6.1% +261.1%
10 years, per year -12.9%+4.2%+0.6% +13.7%

Risk

MeasureESBASUIUDRSPY
Volatility, 1Y 51.7%20.6%21.0% 12.7%
Downside volatility, 1Y 61.1%20.5%20.8% 12.7%
Beta vs S&P 500, 1Y 0.42-0.070.14 1.00
Return / volatility, 1Y -0.70-0.37-0.05 0.97
Max drawdown, 5Y -66.4%-51.1%-48.3% -25.4%
From 52-week high -37.0%-16.2%-13.7% -1.2%
52-week high $7.75$137.18$41.24 $779.14
52-week low $3.85$110.01$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.

MultipleESBASUIUDR
P/E now vs peer median 259.5xmedian 26.3x -18.4xmedian 26.3x 22.3xmedian 26.3x
P/S now vs peer median 1.7xmedian 4.0x 5.7xmedian 4.0x 6.7xmedian 4.0x
EV/EBITDA now vs peer median 12.6xmedian 14.4x 18.6xmedian 14.4x 12.6xmedian 14.4x
P/FCF now vs peer median -3.0xmedian 23.3x 34.9xmedian 23.3x 32.9xmedian 23.3x
P/B now vs peer median 0.7xmedian 1.3x 2.6xmedian 1.3x 3.9xmedian 1.3x
PEG now vs peer median -4.34median 1.91 0.23median 1.91 3.50median 1.91

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 monthsESBASUIUDR
Revenue $784.18M $2.41B $1.72B
Gross profit – $2.13B –
Operating income -$34.52M $256.50M $699.68M
Net income $9.26M -$772.80M $557.97M
Free cash flow -$437.31M $395.00M $347.44M
EPS (diluted) $0.02 $-6.13 $1.60
Cash & equivalents $85.61M $699.30M $1.19M
Total debt $4.54B $1.79B $23.13B
Shares (diluted) 268.95M 123.20M 323.29M
Enterprise value $890.09M $11.40B $11.32B

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
MetricESBASUIUDR
P/E 259.5x -18.4x 22.3x
P/FCF -3.0x 34.9x 32.9x
P/Operating cash flow 5.8x 16.1x 12.9x
P/S 1.7x 5.7x 6.7x
P/B 0.7x 2.6x 3.9x
P/Tangible book 0.7x 2.6x 3.9x
EV/EBITDA 12.6x 18.6x 12.6x
EV/EBIT -63.2x 58.0x 24.7x
EV/Revenue 2.8x 6.2x 10.1x
EV/FCF -5.0x 37.7x 49.7x
EV/Operating cash flow 9.6x 17.4x 19.4x
PEG (3Y EPS CAGR) -4.34 0.23 3.50

Growth

14 metrics
MetricESBASUIUDR
Revenue growth (1Y) 2.0% 18.4% 1.5%
Revenue CAGR (3Y) 2.9% -8.7% 2.5%
Gross profit growth (1Y) – 15.2% –
Gross profit CAGR (3Y) – -5.7% –
Operating income growth (1Y) -123.1% 311.6% 108.4%
Operating income CAGR (3Y) -31.0% 8.0% 4.4%
Net income growth (1Y) -86.5% -172.3% 296.1%
Net income CAGR (3Y) -51.3% -85.6% 5.5%
EPS growth (1Y) -92.1% -175.0% 317.5%
EPS CAGR (3Y) -59.8% -81.0% 6.4%
Operating cash flow growth (1Y) -13.3% 5.1% 1.1%
Operating cash flow CAGR (3Y) -0.8% 6.1% 2.2%
Free cash flow growth (1Y) -169.4% -6.1% -38.3%
Free cash flow CAGR (3Y) -149.9% 46.9% -1.9%

Profitability

14 metrics
MetricESBASUIUDR
Gross margin – 88.3% –
EBITDA margin 22.1% 33.2% 79.8%
Operating margin -4.4% 10.6% 40.8%
Pretax margin 1.3% 3.9% 32.6%
Net margin 0.6% -31.4% 30.1%
FCF margin -55.8% 16.4% 20.2%
Operating cash flow margin 29.0% 35.5% 51.7%
Return on equity 0.5% -14.2% 17.9%
Return on assets 0.2% -7.5% 5.4%
Return on invested capital -1.1% 3.5% 7.9%
Return on capital employed – – –
Asset turnover 0.2x 0.2x 0.2x
Cash conversion (OCF / net income) 24.6x -1.1x 1.6x
Stock comp / revenue 3.9% – 1.6%

Financial Health

11 metrics
MetricESBASUIUDR
Debt / assets 22.4% 18.2% 56.6%
Debt / equity 0.5x 0.3x 2.0x
Net debt / EBITDA 5.0x 1.4x 4.2x
Debt / FCF -2.2x 4.5x 16.7x
Liabilities / assets 58.1% 46.1% 71.4%
Equity / assets 41.9% 53.9% 28.6%
Interest coverage -0.3x 1.6x 3.6x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricESBASUIUDR
Dividend yield 3.3% 3.8% 4.0%
Net buyback yield – 4.0% 3.7%
Shareholder yield 3.3% 7.9% 7.6%
Payout ratio (earnings) – -71.7% 101.7%
Payout ratio (FCF) – 140.3% 163.4%
Dividend growth (1Y) – -46.4% 0.7%
Dividend CAGR (3Y) – – 3.6%

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.

ConsensusESBASUIUDR
Forward P/E – – 33.9xFY2026
EPS, next fiscal year – $-5.88FY2026 $1.05FY2026
EPS growth, next FY – -154.2%FY2026 -7.1%FY2026
EPS growth, the year after – – -41.9%
Revenue, next fiscal year – $2.04BFY2026 $1.77BFY2026
Revenue growth, next FY – -11.5%FY2026 +4.0%FY2026
Revenue growth, the year after – -4.9% +0.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersESBASUIUDR
Held by institutions – 100.0% 100.0%
Institutions holding – 530 524
Change in shares held, QoQ – +6.1% +4.9%
Institutions buying – 258 243
Institutions selling – 197 207
Buyers to sellers – 1.31 1.17

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.

ESBASUIUDR
ESBA 1.00 0.20 0.16
SUI 0.20 1.00 0.56
UDR 0.16 0.56 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ESBA, SUI and UDR?

Sun Communities (SUI) is the largest by market capitalisation: Empire State Realty OP (ESBA) $1.33B, Sun Communities (SUI) $13.37B, Udr (UDR) $11.32B.

Which stock is cheaper, ESBA, SUI and UDR?

Udr (UDR) trades on the lowest price-to-earnings ratio (Empire State Realty OP (ESBA) 263.3x, Sun Communities (SUI) -17.7x, Udr (UDR) 21.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sun Communities (SUI) grew revenue fastest over the trailing twelve months: Empire State Realty OP (ESBA) +2.0%, Sun Communities (SUI) +18.4%, Udr (UDR) +1.5%.

Which company is more profitable?

Udr (UDR) has the highest net margin (Empire State Realty OP (ESBA) 0.6%, Sun Communities (SUI) -31.4%, Udr (UDR) 30.1%). On return on invested capital, Udr (UDR) leads (Empire State Realty OP (ESBA) -1.1%, Sun Communities (SUI) 3.5%, Udr (UDR) 7.9%).

Which stock has performed better?

Over the past year Udr (UDR) returned the most: Empire State Realty OP (ESBA) -36.1%, Sun Communities (SUI) -7.7%, Udr (UDR) -1.1%. Over five years, Udr (UDR) compounded fastest (Empire State Realty OP (ESBA) -13.2%/yr, Sun Communities (SUI) -10.2%/yr, Udr (UDR) -8.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Udr (UDR) has the highest dividend yield: Empire State Realty OP (ESBA) 0.00%, Sun Communities (SUI) 0.04%, Udr (UDR) 0.05%. Empire State Realty OP (ESBA) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Sun Communities (SUI) has been the steadiest (Empire State Realty OP (ESBA) 51.7%, Sun Communities (SUI) 20.6%, Udr (UDR) 21.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ESBA, SUI 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 7. 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.