COMP <GO>
ELS vs UDR // RETURN ON INVESTED CAPITAL (ROIC)
Equity Lifestyle Properties Inc. (NYSE) VS. UDR Inc. (NYSE) • 15-METRIC TALLY: ELS 3
— UDR 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: ELS
LAST: $60.45 (+2.41%) • MKT CAP: $11.50B
roic
11.40%
LAST: $35.91 (+1.10%) • MKT CAP: $11.41B
roic
7.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ELS VS. UDR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ELS | UDR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.40% | 7.30% | +4.10 | ELS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.6x | 25.4x | +2.20 | UDR | /valuation <GO> |
| Free Cash Flow Yield | 4.38% | 7.93% | -3.55 | UDR | /fcf-yield <GO> |
| Operating Margin | 25.60% | 75.00% | -49.40 | UDR | /operating-margins <GO> |
| Net Profit Margin | 26.30% | 68.00% | -41.70 | UDR | /net-margins <GO> |
| Revenue Growth (YoY) | 0.30% | 36.60% | -36.30 | UDR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.38% | 4.99% | -1.61 | UDR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | UDR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.8 | 56.6 | -10.80 | UDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 0.97 | +0.15 | ELS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.5x | 25.3x | +1.20 | UDR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.50B | $11.41B | $86.9M | ELS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ELS REV | UDR REV | ELS GROSS % | UDR GROSS % | ELS FCF | UDR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.53B | $11.4M | — | — | $502.2M | $902.4M |
| FY 2024 | $1.53B | $8.3M | — | — | $528.0M | $876.5M |
| FY 2023 | $1.49B | $6.8M | — | — | $481.0M | $832.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ELS // BETA 1.12
UDR // BETA 0.97