UDR vs ESRT vs AMH Stock Comparison

Udr, Empire State Realty Trust and American Homes 4 Rent Prices as of Oct 27, 2026 Peers: Industry group
UDR UDR, Inc.
$35.61 +5.1% 1M -1.1% 1Y
Market cap
$11.44B
P/E
22.3x
Revenue (TTM)
$1.72B
Div. yield
3.99%
Residential REITs Real Estate
6 wins
AMH American Homes 4 Rent
$31.84 +3.9% 1M -4.7% 1Y
Market cap
$11.44B
P/E
24.7x
Revenue (TTM)
—
Div. yield
4.05%
Residential REITs Real Estate
5 wins

Head to Head

12 decided of 12

Udr leads on 6 of the 12 questions below (Udr 6, American Homes 4 Rent 5, Empire State Realty Trust 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionUDRESRTAMHLeader
Larger companyMarket capitalisation $11.44B $864.10M $11.44B UDR
Cheaper on earningsLower P/E, profitable companies only 22.3x 280.0x 24.7x UDR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 33.9x — 30.0x AMH
Faster revenue growthRevenue growth, trailing twelve months +1.5% +2.0% — ESRT
More profitableNet margin, trailing twelve months 30.1% 0.4% — UDR
Better return on capitalReturn on invested capital 7.9% -1.1% — UDR
Less leveragedLower net debt / EBITDA 4.2x 5.0x — UDR
Higher dividend yieldTrailing dividend yield 3.99% 3.08% 4.05% AMH
Better 1-year returnPrice return, last 12 months -1.1% -36.8% -4.7% UDR
Better 5-year returnAnnualised price return, 5 years -8.7%/yr -12.8%/yr -4.8%/yr AMH
Less volatileAnnualised volatility, 1 year 21.0% 36.6% 20.3% AMH
Higher overall scoreMean of the five percentile scores vs peers 58/100 35/100 63/100 AMH

Percentile Scorecard

UDRESRTAMH

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

AxisUDRESRTAMH
Valuation 41 #86 of 145 78 #33 of 145 50 #73 of 145
Growth 61 #55 of 141 1 #139 of 141 69 #45 of 141
Profitability 96 #7 of 134 26 #99 of 134 67 #45 of 134
Financial Health 36 #89 of 138 57 #60 of 138 61 #54 of 138
Shareholder Returns 55 #59 of 131 13 #114 of 131 68 #43 of 131
Overall 58 35 63
  • UDR ranked among 149 companies in Property REITs
  • ESRT ranked among 149 companies in Property REITs
  • AMH ranked among 149 companies in Property REITs

Price Performance

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

Returns

PeriodUDRESRTAMHSPY
1 month +5.1%+22.4%+3.9% -0.2%
3 months -8.7%-11.1%-5.7% +3.9%
6 months -1.7%-12.2%+1.1% +8.2%
Year to date -2.9%-22.9%-0.8% +12.9%
1 year -1.1%-36.8%-4.7% +12.3%
3 years +12.8%-37.3%+1.1% +87.4%
3 years, per year +4.1%-14.4%+0.4% +23.3%
5 years -36.7%-49.6%-21.7% +67.9%
5 years, per year -8.7%-12.8%-4.8% +10.9%
10 years +6.1%-74.0%+54.6% +261.1%
10 years, per year +0.6%-12.6%+4.5% +13.7%

Risk

MeasureUDRESRTAMHSPY
Volatility, 1Y 21.0%36.6%20.3% 12.7%
Downside volatility, 1Y 20.8%41.8%19.5% 12.7%
Beta vs S&P 500, 1Y 0.140.320.01 1.00
Return / volatility, 1Y -0.05-1.01-0.23 0.97
Max drawdown, 5Y -48.3%-65.6%-37.2% -25.4%
From 52-week high -13.7%-36.8%-8.5% -1.2%
52-week high $41.24$7.96$34.81 $779.14
52-week low $33.28$3.93$27.38 $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.

MultipleUDRESRTAMH
P/E now vs peer median 22.3xmedian 26.3x 280.0xmedian 26.3x 24.7xmedian 26.3x
P/S now vs peer median 6.7xmedian 4.0x 1.1xmedian 4.0x —median 4.0x
EV/EBITDA now vs peer median 12.6xmedian 14.4x 10.0xmedian 14.4x —median 14.4x
P/FCF now vs peer median 32.9xmedian 23.3x -2.0xmedian 23.3x 1,102xmedian 23.3x
P/B now vs peer median 3.9xmedian 1.3x 0.5xmedian 1.3x 1.5xmedian 1.3x
PEG now vs peer median 3.50median 1.91 -4.68median 1.91 2.55median 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 monthsUDRESRTAMH
Revenue $1.72B $784.18M –
Operating income $699.68M -$34.52M –
Net income $557.97M $9.26M $542.82M
Free cash flow $347.44M -$437.31M $10.37M
EPS (diluted) $1.60 $0.01 $1.29
Cash & equivalents $1.19M $85.61M $83.67M
Total debt $23.13B $4.54B $5.13B
Shares (diluted) 323.29M 268.95M 360.81M
Enterprise value $12.34B $1.14B $11.81B

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
MetricUDRESRTAMH
P/E 22.3x 280.0x 24.7x
P/FCF 32.9x -2.0x 1,102x
P/Operating cash flow 12.9x 3.8x 13.2x
P/S 6.7x 1.1x –
P/B 3.9x 0.5x 1.5x
P/Tangible book 3.9x 0.5x 1.5x
EV/EBITDA 12.6x 10.0x –
EV/EBIT 24.7x -50.2x –
EV/Revenue 10.1x 2.2x –
EV/FCF 49.7x -4.0x 1,589x
EV/Operating cash flow 19.4x 7.6x 19.1x
PEG (3Y EPS CAGR) 3.50 -4.68 2.55

Growth

14 metrics
MetricUDRESRTAMH
Revenue growth (1Y) 1.5% 2.0% –
Revenue CAGR (3Y) 2.5% 2.9% –
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 108.4% -123.1% –
Operating income CAGR (3Y) 4.4% -31.0% –
Net income growth (1Y) 296.1% -86.5% 12.2%
Net income CAGR (3Y) 5.5% -51.3% 9.1%
EPS growth (1Y) 317.5% -92.4% 15.9%
EPS CAGR (3Y) 6.4% -59.8% 9.7%
Operating cash flow growth (1Y) 1.1% -13.3% 4.1%
Operating cash flow CAGR (3Y) 2.2% -0.8% 7.2%
Free cash flow growth (1Y) -38.3% -169.4% 101.6%
Free cash flow CAGR (3Y) -1.9% -149.9% 26.4%

Profitability

14 metrics
MetricUDRESRTAMH
Gross margin – – –
EBITDA margin 79.8% 22.1% –
Operating margin 40.8% -4.4% –
Pretax margin 32.6% 1.3% –
Net margin 30.1% 0.4% –
FCF margin 20.2% -55.8% –
Operating cash flow margin 51.7% 29.0% –
Return on equity 17.9% 0.5% 7.2%
Return on assets 5.4% 0.2% 4.1%
Return on invested capital 7.9% -1.1% –
Return on capital employed – – –
Asset turnover 0.2x 0.2x –
Cash conversion (OCF / net income) 1.6x 24.6x 1.6x
Stock comp / revenue 1.6% 3.9% –

Financial Health

11 metrics
MetricUDRESRTAMH
Debt / assets 56.6% 22.4% 39.1%
Debt / equity 2.0x 0.5x 0.7x
Net debt / EBITDA 4.2x 5.0x –
Debt / FCF 16.7x -2.2x 494.5x
Liabilities / assets 71.4% 58.1% 43.0%
Equity / assets 28.6% 41.9% 57.0%
Interest coverage 3.6x -0.3x –
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricUDRESRTAMH
Dividend yield 4.0% 3.1% 4.1%
Net buyback yield 3.7% – 2.0%
Shareholder yield 7.6% 3.1% 6.1%
Payout ratio (earnings) 101.7% 259.1% 85.3%
Payout ratio (FCF) 163.4% -5.5% 4,462%
Dividend growth (1Y) 0.7% 2.2% 11.3%
Dividend CAGR (3Y) 3.6% 1.9% 17.4%

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.

ConsensusUDRESRTAMH
Forward P/E 33.9xFY2026 – 30.0xFY2026
EPS, next fiscal year $1.05FY2026 $-0.35FY2027 $1.06FY2026
EPS growth, next FY -7.1%FY2026 -240.0%FY2027 -10.2%FY2026
EPS growth, the year after -41.9% – -18.9%
Revenue, next fiscal year $1.77BFY2026 $758.24MFY2026 $2.04BFY2026
Revenue growth, next FY +4.0%FY2026 -1.3%FY2026 +10.0%FY2026
Revenue growth, the year after +0.9% +4.5% -0.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUDRESRTAMH
Held by institutions 100.0% 83.6% 90.7%
Institutions holding 524 228 480
Change in shares held, QoQ +4.9% +0.4% +8.2%
Institutions buying 243 141 253
Institutions selling 207 51 160
Buyers to sellers 1.17 2.76 1.58

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.

UDRESRTAMH
UDR 1.00 0.34 0.74
ESRT 0.34 1.00 0.34
AMH 0.74 0.34 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UDR, ESRT and AMH?

Udr (UDR) is the largest by market capitalisation: Udr (UDR) $11.44B, Empire State Realty Trust (ESRT) $864.10M, American Homes 4 Rent (AMH) $11.44B.

Which stock is cheaper, UDR, ESRT and AMH?

Udr (UDR) trades on the lowest price-to-earnings ratio (Udr (UDR) 22.3x, Empire State Realty Trust (ESRT) 280.0x, American Homes 4 Rent (AMH) 24.7x). On next year's consensus earnings, American Homes 4 Rent (AMH) is cheapest (Udr (UDR) 33.9x, American Homes 4 Rent (AMH) 30.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Empire State Realty Trust (ESRT) grew revenue fastest over the trailing twelve months: Udr (UDR) +1.5%, Empire State Realty Trust (ESRT) +2.0%.

Which company is more profitable?

Udr (UDR) has the highest net margin (Udr (UDR) 30.1%, Empire State Realty Trust (ESRT) 0.4%). On return on invested capital, Udr (UDR) leads (Udr (UDR) 7.9%, Empire State Realty Trust (ESRT) -1.1%).

Which stock has performed better?

Over the past year Udr (UDR) returned the most: Udr (UDR) -1.1%, Empire State Realty Trust (ESRT) -36.8%, American Homes 4 Rent (AMH) -4.7%. Over five years, American Homes 4 Rent (AMH) compounded fastest (Udr (UDR) -8.7%/yr, Empire State Realty Trust (ESRT) -12.8%/yr, American Homes 4 Rent (AMH) -4.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

American Homes 4 Rent (AMH) has the highest dividend yield: Udr (UDR) 3.99%, Empire State Realty Trust (ESRT) 3.08%, American Homes 4 Rent (AMH) 4.05%.

Which stock is riskier?

By one-year price volatility, American Homes 4 Rent (AMH) has been the steadiest (Udr (UDR) 21.0%, Empire State Realty Trust (ESRT) 36.6%, American Homes 4 Rent (AMH) 20.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, UDR, ESRT and AMH?

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 6. 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.