UDRUDR, Inc.
Real Estate Investment Trusts
- Revenue
- $11M
- 37% YoY
- Operating margin
- 4872.9%
- 42% YoY
- EBITDA
- $1.2B
- 26% YoY
- Market cap
- $11.6B
- Employees
- 1,420
- $8K revenue each
- Net debt / EBITDA
- 4.6×
- $5.7B net debt
- AI in 10-K
- 0.2
- mentions per 10K words
Takeover score 4 of 13
Fixable underperformance 2 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo239% of net incomeCash flow under 80% of net income
- Dilutive SBCYes233% of revenueOver 10% of revenue
- Payouts exceed cash flowNo76% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentYes69% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeYes$8K · 5th pctBottom quartile of its SIC industry
- Quiet on AIYes0.2 per 10K words · 13th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo4.6× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedNo$11.6B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$3M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $6M | $5M | $7M | $8M | $11M | 37% |
| Operating income | $268M | $251M | $635M | $285M | $554M | 95% |
| Net income | $150M | $87M | $444M | $90M | $378M | 322% |
| Operating cash flow | $664M | $820M | $833M | $877M | $903M | 3.0% |
| Stock-based comp | $22M | $28M | $33M | $33M | $26M | 19% |
| Buybacks | — | $49M | $25M | — | $118M | |
| Dividends | $434M | $484M | $540M | $558M | $568M | 1.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 1
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.