UDR vs JBGS vs INVH Stock Comparison

Udr, JBG SMITH Properties and Invitation Homes Prices as of Oct 29, 2026 Peers: Industry group
UDR UDR, Inc.
$35.41 +4.3% 1M +5.5% 1Y
Market cap
$11.38B
P/E
22.2x
Revenue (TTM)
$1.72B
Div. yield
4.01%
Residential REITs Real Estate
6 wins
JBGS JBG SMITH Properties
$12.02 +18.9% 1M -40.3% 1Y
Market cap
$895.73M
P/E
–
Revenue (TTM)
$508.41M
Div. yield
5.74%
Office REITs Real Estate
1 win
INVH Invitation Homes Inc.
$26.60 +0.1% 1M -3.2% 1Y
Market cap
$15.47B
P/E
23.0x
Revenue (TTM)
$2.90B
Div. yield
4.51%
Residential REITs Real Estate
5 wins

Head to Head

12 decided of 12

Udr leads on 6 of the 12 questions below (Udr 6, Invitation Homes 5, JBG SMITH Properties 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionUDRJBGSINVHLeader
Larger companyMarket capitalisation $11.38B $895.73M $15.47B INVH
Cheaper on earningsLower P/E, profitable companies only 22.2x -4.6x 23.0x UDR
Cheaper on forward earningsLower price / next fiscal year consensus EPS 33.7x — 27.7x INVH
Faster revenue growthRevenue growth, trailing twelve months +1.5% -1.1% +7.2% INVH
More profitableNet margin, trailing twelve months 30.1% -30.3% 23.5% UDR
Better return on capitalReturn on invested capital 7.9% -1.3% — UDR
Less leveragedLower net debt / EBITDA 4.2x 16.9x — UDR
Higher dividend yieldTrailing dividend yield 4.01% 5.74% 4.51% JBGS
Better 1-year returnPrice return, last 12 months +5.5% -40.3% -3.2% UDR
Better 5-year returnAnnualised price return, 5 years -8.6%/yr -16.1%/yr -8.4%/yr INVH
Less volatileAnnualised volatility, 1 year 20.6% 34.5% 21.2% UDR
Higher overall scoreMean of the five percentile scores vs peers 56/100 24/100 68/100 INVH

Percentile Scorecard

UDRJBGSINVH

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

AxisUDRJBGSINVH
Valuation 41 #86 of 145 31 #100 of 145 55 #66 of 145
Growth 59 #60 of 143 12 #126 of 143 70 #44 of 143
Profitability 96 #7 of 136 4 #131 of 136 77 #32 of 136
Financial Health 34 #91 of 138 11 #123 of 138 51 #68 of 138
Shareholder Returns 52 #63 of 131 61 #52 of 131 89 #15 of 131
Overall 56 24 68
  • UDR ranked among 149 companies in Property REITs
  • JBGS ranked among 149 companies in Property REITs
  • INVH ranked among 149 companies in Property REITs

Price Performance

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

Returns

PeriodUDRJBGSINVHSPY
1 month +4.3%+18.9%+0.1% +0.7%
3 months -7.5%-14.8%-10.3% +3.7%
6 months -2.6%-19.9%-7.5% +7.1%
Year to date -3.5%-29.3%-4.3% +12.8%
1 year +5.5%-40.3%-3.2% +11.9%
3 years +12.0%-7.3%-9.1% +85.2%
3 years, per year +3.8%-2.5%-3.1% +22.8%
5 years -36.2%-58.4%-35.5% +67.6%
5 years, per year -8.6%-16.1%-8.4% +10.9%
10 years +4.6%—— +262.0%
10 years, per year +0.5%—— +13.7%

Risk

MeasureUDRJBGSINVHSPY
Volatility, 1Y 20.6%34.5%21.2% 12.7%
Downside volatility, 1Y 20.0%39.6%20.9% 12.6%
Beta vs S&P 500, 1Y 0.130.160.07 1.00
Return / volatility, 1Y 0.27-1.17-0.15 0.94
Max drawdown, 5Y -48.3%-67.3%-46.2% -25.4%
From 52-week high -14.1%-40.3%-13.0% -1.2%
52-week high $41.24$20.13$30.59 $779.14
52-week low $33.28$10.05$24.39 $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.

MultipleUDRJBGSINVH
P/E now vs peer median 22.2xmedian 25.7x -4.6xmedian 25.7x 23.0xmedian 25.7x
P/S now vs peer median 6.6xmedian 4.1x 1.8xmedian 4.1x 5.3xmedian 4.1x
EV/EBITDA now vs peer median 12.6xmedian 14.3x 23.1xmedian 14.3x —median 14.3x
P/FCF now vs peer median 32.7xmedian 23.5x -13.5xmedian 23.5x 28.4xmedian 23.5x
P/B now vs peer median 3.9xmedian 1.3x 0.8xmedian 1.3x 1.7xmedian 1.3x
PEG now vs peer median 3.48median 1.86 0.04median 1.86 1.75median 1.86

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 monthsUDRJBGSINVH
Revenue $1.72B $508.41M $2.90B
Operating income $699.68M – –
Net income $557.97M -$186.68M $684.86M
Free cash flow $347.44M -$66.16M $544.32M
EPS (diluted) $1.60 $-2.64 $1.16
Cash & equivalents $1.19M $74.80M $78.93M
Total debt $23.13B $10.02B $8.74B
Shares (diluted) 323.29M 58.28M 588.53M
Enterprise value $12.27B $1.09B $15.11B

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
MetricUDRJBGSINVH
P/E 22.2x -4.6x 23.0x
P/FCF 32.7x -13.5x 28.4x
P/Operating cash flow 12.8x 14.7x 13.0x
P/S 6.6x 1.8x 5.3x
P/B 3.9x 0.8x 1.7x
P/Tangible book 3.9x 0.8x 1.7x
EV/EBITDA 12.6x 23.1x –
EV/EBIT 24.6x -70.7x –
EV/Revenue 10.0x 6.6x 8.3x
EV/FCF 49.5x -50.7x 44.3x
EV/Operating cash flow 19.4x 55.2x 20.3x
PEG (3Y EPS CAGR) 3.48 0.04 1.75

Growth

14 metrics
MetricUDRJBGSINVH
Revenue growth (1Y) 1.5% -1.1% 7.2%
Revenue CAGR (3Y) 2.5% -5.6% 6.7%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 108.4% – –
Operating income CAGR (3Y) 4.4% – –
Net income growth (1Y) 296.1% -4.3% 16.4%
Net income CAGR (3Y) 5.5% -83.2% 11.7%
EPS growth (1Y) 317.5% -17.4% 21.0%
EPS CAGR (3Y) 6.4% -113.4% 13.1%
Operating cash flow growth (1Y) 1.1% -39.5% -1.7%
Operating cash flow CAGR (3Y) 2.2% -27.6% 1.4%
Free cash flow growth (1Y) -38.3% 42.6% 451.6%
Free cash flow CAGR (3Y) -1.9% 40.8% 107.8%

Profitability

14 metrics
MetricUDRJBGSINVH
Gross margin – – –
EBITDA margin 79.8% 28.6% –
Operating margin 40.8% – –
Pretax margin 32.6% -37.4% –
Net margin 30.1% -30.3% 23.5%
FCF margin 20.2% -13.0% 18.8%
Operating cash flow margin 51.7% 11.9% 41.0%
Return on equity 17.9% -16.8% 7.6%
Return on assets 5.4% -4.3% 3.7%
Return on invested capital 7.9% -1.3% –
Return on capital employed – – –
Asset turnover 0.2x 0.1x 0.2x
Cash conversion (OCF / net income) 1.6x -0.3x 1.7x
Stock comp / revenue 1.6% 5.3% 1.3%

Financial Health

11 metrics
MetricUDRJBGSINVH
Debt / assets 56.6% 59.4% 47.2%
Debt / equity 2.0x 2.3x 1.0x
Net debt / EBITDA 4.2x 16.9x –
Debt / FCF 16.7x -38.2x 16.1x
Liabilities / assets 71.4% 74.7% 52.2%
Equity / assets 28.6% 25.3% 47.8%
Interest coverage 3.6x -0.3x –
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricUDRJBGSINVH
Dividend yield 4.0% 5.7% 4.5%
Net buyback yield 3.7% 11.0% 5.5%
Shareholder yield 7.7% 16.7% 10.0%
Payout ratio (earnings) 101.7% -22.4% –
Payout ratio (FCF) 163.4% -63.3% –
Dividend growth (1Y) 0.7% -26.6% –
Dividend CAGR (3Y) 3.6% -25.4% –

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.

ConsensusUDRJBGSINVH
Forward P/E 33.7xFY2026 – 27.7xFY2026
EPS, next fiscal year $1.05FY2026 $-2.03FY2026 $0.96FY2026
EPS growth, next FY -7.1%FY2026 – 0.0%FY2026
EPS growth, the year after -41.9% – -20.8%
Revenue, next fiscal year $1.77BFY2026 $453.74MFY2026 $3.11BFY2026
Revenue growth, next FY +4.0%FY2026 -9.0%FY2026 +13.7%FY2026
Revenue growth, the year after +0.9% +11.5% -4.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUDRJBGSINVH
Held by institutions 100.0% 97.6% 100.0%
Institutions holding 525 206 623
Change in shares held, QoQ +4.9% +2.8% +9.1%
Institutions buying 243 86 338
Institutions selling 207 72 215
Buyers to sellers 1.17 1.19 1.57

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.

UDRJBGSINVH
UDR 1.00 0.36 0.71
JBGS 0.36 1.00 0.33
INVH 0.71 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UDR, JBGS and INVH?

Invitation Homes (INVH) is the largest by market capitalisation: Udr (UDR) $11.38B, JBG SMITH Properties (JBGS) $895.73M, Invitation Homes (INVH) $15.47B.

Which stock is cheaper, UDR, JBGS and INVH?

Udr (UDR) trades on the lowest price-to-earnings ratio (Udr (UDR) 22.2x, JBG SMITH Properties (JBGS) -4.6x, Invitation Homes (INVH) 23.0x). On next year's consensus earnings, Invitation Homes (INVH) is cheapest (Udr (UDR) 33.7x, Invitation Homes (INVH) 27.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Invitation Homes (INVH) grew revenue fastest over the trailing twelve months: Udr (UDR) +1.5%, JBG SMITH Properties (JBGS) -1.1%, Invitation Homes (INVH) +7.2%.

Which company is more profitable?

Udr (UDR) has the highest net margin (Udr (UDR) 30.1%, JBG SMITH Properties (JBGS) -30.3%, Invitation Homes (INVH) 23.5%). On return on invested capital, Udr (UDR) leads (Udr (UDR) 7.9%, JBG SMITH Properties (JBGS) -1.3%).

Which stock has performed better?

Over the past year Udr (UDR) returned the most: Udr (UDR) +5.5%, JBG SMITH Properties (JBGS) -40.3%, Invitation Homes (INVH) -3.2%. Over five years, Invitation Homes (INVH) compounded fastest (Udr (UDR) -8.6%/yr, JBG SMITH Properties (JBGS) -16.1%/yr, Invitation Homes (INVH) -8.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

JBG SMITH Properties (JBGS) has the highest dividend yield: Udr (UDR) 4.01%, JBG SMITH Properties (JBGS) 5.74%, Invitation Homes (INVH) 4.51%.

Which stock is riskier?

By one-year price volatility, Udr (UDR) has been the steadiest (Udr (UDR) 20.6%, JBG SMITH Properties (JBGS) 34.5%, Invitation Homes (INVH) 21.2%). Volatility measures how widely the price swings, not the risk of the business.

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

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.