COMP <GO>
UDR vs JPM // 10Y YIELD & FRED MACRO BETA
UDR Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: UDR 8
— JPM 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: JPM
LAST: $35.52 (+0.28%) • MKT CAP: $11.38B
macro-sensitivity
0.97
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
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 | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.30% | 17.37% | -10.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.4x | 9.7x | +15.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.93% | -18.14% | +26.07 | UDR | /fcf-yield <GO> |
| Operating Margin | 75.00% | 42.07% | +32.93 | UDR | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.63% | +35.37 | UDR | /net-margins <GO> |
| Revenue Growth (YoY) | 36.60% | 13.53% | +23.07 | UDR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.99% | 1.96% | +3.03 | UDR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 0.37 | +1.25 | UDR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | UDR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 4.84% | +1.96 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.7 | 49.0 | +7.62 | UDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.97 | 1.00 | -0.03 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.3x | 13.6x | +11.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.38B | $895.92B | -$884.54B | 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 | 44.0% | — | $902.4M | -$147.78B |
| FY 2024 | $8.3M | $177.56B | 44.0% | — | $876.5M | -$42.01B |
| FY 2023 | $6.8M | $158.10B | 44.0% | — | $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