COMP <GO>
UDR vs AGNC // EV/EBITDA & P/E VALUATION
UDR Inc. (NYSE) VS. AGNC Investment Corp. (NASDAQ) • 15-METRIC TALLY: UDR 8
— AGNC 4
▲ EV/EBITDA & P/E VALUATION LEADER: AGNC
LAST: $35.91 (+1.10%) • MKT CAP: $11.41B
valuation
25.4x
LAST: $8.69 (+0.46%) • MKT CAP: $11.02B
valuation
24.8x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UDR VS. AGNC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UDR | AGNC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.30% | 2.90% | +4.40 | UDR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 25.4x | 24.8x | +0.60 | AGNC | /valuation <GO> |
| Free Cash Flow Yield | 7.93% | 4.89% | +3.04 | UDR | /fcf-yield <GO> |
| Operating Margin | 75.00% | 68.60% | +6.40 | UDR | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 56.20% | +11.80 | UDR | /net-margins <GO> |
| Revenue Growth (YoY) | 36.60% | 22.00% | +14.60 | UDR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.99% | 11.50% | -6.51 | AGNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | UDR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.6 | 40.8 | +15.80 | UDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 0.99 | -0.02 | AGNC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.3x | 5.4x | +19.90 | AGNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.41B | $11.02B | $392.9M | UDR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UDR REV | AGNC REV | UDR GROSS % | AGNC GROSS % | UDR FCF | AGNC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.4M | $5.52B | — | — | $902.4M | $653.0M |
| FY 2024 | $8.3M | $2.85B | — | — | $876.5M | $86.0M |
| FY 2023 | $6.8M | $512.1M | — | — | $832.4M | -$118.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UDR // BETA 0.97
AGNC // BETA 0.99