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UMH$14.86-1.07%
Fair $14.86+0.0%

UMH

UMH Properties, Inc.

Real Estate / REIT - ResidentialNYSE

$14.86

-0.16 (-1.07%)

Fairly Valued+0.0%Fair Value $14.86Fund rank 32/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 9.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

39/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 2.9%, below the 5% threshold
Thesis & Journal · UMHLocal privado en este navegador · UMH Properties, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.3B

P/E

148.6x

↑

EV/EBITDA

15.9x

↑

ROE

2.9%

↓

Gross Margin

54.7%

↑

Debt/Equity

0.84

↑
52-Week Range$15
$14$17

TradingView lightweight chart

UMH price, volumen y niveles de valoración

Último $14.86Periodo +78.8%
Fair value: $14.86

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

31.3%

FCF / Net income

3.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $261.8M · net income $26.5M · FCF $82.0M

2009-FY → 2025-FY

Gross margin

54.7%— pts

Operating margin

18.3%— pts

Net margin

10.1%— pts

FCF margin

31.3%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$261.8M$261.8M$240.6M$220.9M$195.8M$186.1M$163.6M$146.6M$129.6M$112.6M$99.2M———————
Net Income$26.5M$26.5M$21.6M$8.0M$-4.9M$51.1M$5.1M$27.8M$-36.2M$12.7M$11.5M$2.1M$4.2M$5.8M$6.5M$3.7M$6.7M$3.7M
EBITDA$122.5M$122.5M$109.0M$96.0M$70.2M—————————————
EPS0.070.070.03-0.15-0.670.45-0.720.69-0.980.39—-0.24-0.15-0.090.110.140.520.32
Gross Margin54.7%54.7%54.6%53.6%52.4%—————————————
Operating Margin18.3%18.3%17.7%16.4%15.1%—————————————
Net Margin10.1%10.1%9.0%3.6%-2.5%27.4%3.1%18.9%-27.9%11.2%11.6%———————
Balance Sheet
Debt/Equity0.840.840.670.981.39—0.170.150.260.200.18——0.840.62———
Current Ratio10.7210.72————————————————
Cash Flow
Free Cash Flow$82.0M$82.0M$81.6M$120.1M$-7.2M—————————————
Returns
ROE2.9%2.9%2.4%1.1%-0.9%6.9%1.0%5.1%-8.5%3.0%3.6%0.9%2.0%3.1%3.7%3.5%9.3%6.6%
Valuation
P/E148.60148.60633.33———————————————
EV/EBITDA15.9015.9017.7916.3323.17—————————————
P/B1.391.391.561.331.63—————————————
Growth & Yield
Revenue Growth8.8%8.8%8.9%12.8%—13.8%11.6%13.1%15.0%13.5%————————
EPS Growth133.3%133.3%120.0%77.6%—162.5%-204.3%170.4%-351.3%——-60.0%-66.7%-181.8%-21.4%-73.1%62.5%—
Dividend Yield6.0%6.0%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

166.1%

muy exigente

EPS terminal req.

$1.32

Spread vs growth

-32.7%

5Y implied EPS CAGR

86.9%

muy exigente

EPS terminal req.

$1.60

Spread vs growth

46.5%

10Y implied EPS CAGR

43.4%

muy exigente

EPS terminal req.

$2.57

Spread vs growth

90.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -5.5%

Total return

-5.5%

Start / end P/E

559.7x → 212.3x

EPS bridge

0.03 → 0.07

Residual

-82.8%

EPS growth+133.3%
Multiple rerating-62.1%
Dividend+6.0%
Residual / FX / buybacks / cross-term-82.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.