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ESS vs UDR
Which Stock Would AI Choose? Essex Property Trust, Inc. (ESS) vs. UDR, Inc. (UDR) Stock Comparison
Key Takeaways
- Both ESS and UDR are premier multifamily real estate investment trusts (REITs), but UDR delivers stronger year-to-date (YTD) performance of approximately 3% compared to ESS's 0.4%.
- UDR offers a higher dividend yield of 5.00% versus ESS's 4.03%, appealing to income-focused investors.
- ESS trades at a lower price-to-earnings (P/E) ratio of 24.6 compared to UDR's 30.9, indicating potential relative value.
- Recent market activity highlights easing apartment supply pressures, positioning both stocks for potential gains ahead of Q1 earnings.
- UDR exhibits superior one-year returns of about 12% over ESS's 4%, reflecting stronger momentum.
Introduction
This stock comparison pits ESS against UDR, two leading multifamily REITs specializing in apartment communities. Investors and traders interested in residential real estate exposure will find value here, especially amid moderating new supply, stabilizing rents, and interest rate dynamics. Both companies benefit from demographic tailwinds like urbanization and housing shortages, but differ in geographic focus and recent market positioning. This analysis draws on current data to illuminate relative performance, risks, and opportunities in today's environment.
ESS Overview and Recent Performance
Essex Property Trust, Inc. (ESS) is a self-administered REIT owning approximately 60,000 apartment units in high-demand West Coast markets like Northern and Southern California, Seattle, and Washington, D.C. In recent weeks, ESS shares have traded around $256, within a 52-week range of $238 to $294, reflecting a modest YTD gain of 0.4%. Sentiment has been influenced by anticipation of Q1 earnings on April 28, with expected revenue growth and focus on core funds from operations (FFO, a key REIT profitability metric). While leasing risks in premium markets have tempered optimism, broader sector trends like easing supply have supported stability, contributing to a market cap of $16.5 billion.
UDR Overview and Recent Performance
UDR, Inc. (UDR), another prominent multifamily REIT, manages over 56,000 apartment homes across major U.S. markets including the Pacific Northwest, Northeast, and Sunbelt regions. Recently, UDR has hovered near $35, in a 52-week band of $33 to $44, with a solid YTD return of nearly 3%. Performance reflects resilience amid concessions and occupancy pressures, bolstered by Q1 earnings anticipation on April 29. Market sentiment benefits from national diversification and supply normalization, underpinning a $13.1 billion market cap and positioning it ahead of peers in relative returns.
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Head-to-Head Comparison
Both ESS and UDR operate similar business models as multifamily REITs, generating rental income from apartment portfolios with high barriers to entry. ESS concentrates on affluent West Coast metros for premium rents, while UDR offers broader geographic diversification, mitigating regional risks. Growth drivers include occupancy rates above 95%, net operating income (NOI) expansion, and declining supply. Recent momentum favors UDR with superior one-year returns, though ESS provides better valuation via lower P/E. Risks encompass interest rate sensitivity (debt-to-equity around 120-145%) and economic slowdowns impacting demand. Market sentiment remains neutral, with analyst holds and targets implying 10-15% upside for both amid sector recovery.
Tickeron AI Verdict
Tickeron's AI currently favors UDR over ESS, citing stronger trend consistency, YTD outperformance, and elevated dividend yield as key factors. Relative positioning in a supply-easing environment enhances its stability and catalyst potential from earnings, suggesting a higher probability of near-term gains versus ESS's regional concentration risks.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ESS is a Hold and UDR is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ESS’s FA Score shows that 1 FA rating(s) are green whileUDR’s FA Score has 1 green FA rating(s).
- ESS’s FA Score: 1 green, 4 red.
- UDR’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ESS’s TA Score shows that 4 TA indicator(s) are bullish while UDR’s TA Score has 4 bullish TA indicator(s).
- ESS’s TA Score: 4 bullish, 5 bearish.
- UDR’s TA Score: 4 bullish, 5 bearish.
Price Growth
ESS (@Media Conglomerates) experienced а -2.45% price change this week, while UDR (@Media Conglomerates) price change was -3.96% for the same time period.
The average weekly price growth across all stocks in the @Media Conglomerates industry was -2.93%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -0.07%.
Reported Earning Dates
ESS is expected to report earnings on Jul 23, 2026.
UDR is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Media Conglomerates (-2.93% weekly)Companies that operate in these three (or more) areas: broadcasting, cable TV, publishing and movies/entertainment. The companies usually have a large share in these markets. Walt Disney Co . is an example.
| ESS | UDR | ESS / UDR | |
| Capitalization | 17.6B | 12.2B | 144% |
| EBITDA | 1.48B | 1.4B | 105% |
| Gain YTD | 6.775 | 4.908 | 138% |
| P/E Ratio | 30.79 | 25.55 | 120% |
| Revenue | 1.91B | 1.72B | 111% |
| Total Cash | 135M | 1.3M | 10,385% |
| Total Debt | 6.86B | 5.85B | 117% |
ESS | UDR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 28 Undervalued | 19 Undervalued | |
PROFIT vs RISK RATING 1..100 | 83 | 100 | |
SMR RATING 1..100 | 70 | 58 | |
PRICE GROWTH RATING 1..100 | 34 | 51 | |
P/E GROWTH RATING 1..100 | 40 | 99 | |
SEASONALITY SCORE 1..100 | 75 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
UDR's Valuation (19) in the Real Estate Investment Trusts industry is in the same range as ESS (28). This means that UDR’s stock grew similarly to ESS’s over the last 12 months.
ESS's Profit vs Risk Rating (83) in the Real Estate Investment Trusts industry is in the same range as UDR (100). This means that ESS’s stock grew similarly to UDR’s over the last 12 months.
UDR's SMR Rating (58) in the Real Estate Investment Trusts industry is in the same range as ESS (70). This means that UDR’s stock grew similarly to ESS’s over the last 12 months.
ESS's Price Growth Rating (34) in the Real Estate Investment Trusts industry is in the same range as UDR (51). This means that ESS’s stock grew similarly to UDR’s over the last 12 months.
ESS's P/E Growth Rating (40) in the Real Estate Investment Trusts industry is somewhat better than the same rating for UDR (99). This means that ESS’s stock grew somewhat faster than UDR’s over the last 12 months.
| ESS | UDR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 60% | 3 days ago 58% |
| Stochastic ODDS (%) | 3 days ago 64% | 3 days ago 50% |
| Momentum ODDS (%) | 3 days ago 44% | 3 days ago 57% |
| MACD ODDS (%) | 3 days ago 44% | 3 days ago 59% |
| TrendWeek ODDS (%) | 3 days ago 47% | 3 days ago 56% |
| TrendMonth ODDS (%) | 3 days ago 54% | 3 days ago 54% |
| Advances ODDS (%) | 16 days ago 51% | 16 days ago 50% |
| Declines ODDS (%) | 3 days ago 45% | 3 days ago 55% |
| BollingerBands ODDS (%) | 3 days ago 48% | 3 days ago 42% |
| Aroon ODDS (%) | 3 days ago 43% | 3 days ago 54% |
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ESS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ESS has been closely correlated with AVB. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESS jumps, then AVB could also see price increases.
UDR and
Correlation & Price change
A.I.dvisor indicates that over the last year, UDR has been closely correlated with CPT. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if UDR jumps, then CPT could also see price increases.