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Company Analysis

UMH Properties, Inc. 6.375% Ser UMH-PD

A comprehensive view of key metrics, scores, and financial health for UMH Properties, Inc. 6.375% Ser

Overview of UMH Properties, Inc.

UMH-PD NYQ
Real Estate REIT - Residential Framework: Real Estate Investment Trusts Small Cap
UMH Properties, Inc. (UMH-PD), is a Small Cap company, in the REIT - Residential industry, last closed at $21.30, about 0.0% overvalued vs fair value, -8.3% 1Y return, placing in the top 10% of its sector.
Metrics Rev Growth 8.8% ROE 2.9% Gross Margin 54.7% Div Yield 20.40%
USD 21.30
-0.37%
(Delayed)
• Vol 90d: 9.8%
52-Week Range
Market Cap
$449.91M
Enterprise Value
$1.18B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Weak
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Weak
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 94%
Confidence: 55%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

Website https://www.umh.reit
HQ Freehold, NJ
Employees 540
Fiscal year Dec 31

Next Events

Dividend Sep 15

Fair Value Snapshot

Insufficient data

Engine Room Money Flow™

Small Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$261.8M
8.8%%
Net Operating Income
$47.8M
12.6%%
Net Income
$6.0M
22.5%%
FFO (Funds From Operations)
$92.8M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
98.9%
Fair

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$96.6M
122.5% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
1/3
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating UMH Properties, Inc. 6.375% Ser's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
56
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Conservative Leverage Leverage is conservative (score 0.64), providing refinancing flexibility.
  • Stable NOI Performance NOI stability is excellent (score 0.74), suggesting reliable rent streams.

Key risks

  • Weak AFFO Coverage AFFO generation is weak (score 0.25), threatening dividend sustainability.
  • Weak NOI Margins NOI margins lag peers (score 0.33), indicating weak pricing power.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Rent Pricing Power

Moderate
52
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 81% Coverage
Trade-Off Triangle Visualization A ternary plot showing UMH-PD's balance between Growth (37.7%), Profitability (28.5%), and Safety (33.8%). Growth 38% Safety 34% Profitability 29%

Click axes to expand details. Marker shows current allocation.

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Growth

67th percentile vs peers
68
Key Signals
Rev Growth YoY 8.8% 74p Revenue CAGR 3Y 10.2% 81p FFO Growth YoY 22.0% 71p AFFO YoY Growth 19.0% 65p Buyback % 3.6% 28p
Strengths
  • Revenue CAGR 3Y in top 20% of peers (10.2%, 81th percentile)
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

51th percentile vs peers
51
Key Signals
Strengths
Risks
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Safety

60th percentile vs peers
61
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for UMH Properties, Inc. 6.375% Ser.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Fair Value Range Current: $-
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