COMP <GO>
UDR vs JPM // EV/EBITDA & P/E VALUATION
UDR Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: UDR 7
— JPM 5
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $35.91 (+1.10%) • MKT CAP: $11.54B
valuation
25.4x
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
valuation
9.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UDR VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UDR | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.30% | 17.72% | -10.42 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 25.4x | 9.5x | +15.90 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.93% | -9.41% | +17.34 | UDR | /fcf-yield <GO> |
| Operating Margin | 75.00% | 41.98% | +33.02 | UDR | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.48% | +35.52 | UDR | /net-margins <GO> |
| Revenue Growth (YoY) | 36.60% | 13.23% | +23.37 | UDR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.99% | 1.95% | +3.04 | UDR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 3/9 | +6.00 | UDR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.4 | 53.6 | +6.80 | UDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.00 | -0.03 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.3x | 13.3x | +12.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.54B | $905.33B | -$893.79B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UDR REV | JPM REV | UDR GROSS % | JPM GROSS % | UDR FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.4M | $182.45B | — | — | $902.4M | -$147.78B |
| FY 2024 | $8.3M | $177.56B | — | — | $876.5M | -$42.01B |
| FY 2023 | $6.8M | $158.10B | — | — | $832.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UDR // BETA 0.97
JPM // BETA 1.00