Quick read
Fair Value Engine
Decision-focused synthesis of expected stock prices combining relative peer multiples and intrinsic models.
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot
SE stock price vs UDR: inconclusive
Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Price gap
N/A
Coverage
Medium · 60%
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Quick read
Decision-focused synthesis of expected stock prices combining relative peer multiples and intrinsic models.
Latest stored price
Metric-by-metric
Filter, sort, and scan where each company leads, where gaps are small, and where comparisons are not meaningful.
| Metric | SE | UDR | Spread |
|---|---|---|---|
Revenue growth (YoY) FY 2024 -> FY 2025 | 36.4% | 2.4% | SE leads by 1402.6% Higher Revenue growth |
Gross margin | 44.7% | 18.1% | SE leads by 146.1% Higher Gross margin |
EBITDA margin | 12.2% | 44.3% | UDR leads by 72.4% Higher EBITDA margin |
EV/Revenue | N/M | N/M | Insufficient data No additional context |
P/E | N/M | N/M | Not comparable Not comparable |
Net debt / EBITDA | -3.8 | 7.7 | SE leads by 149.1% Lower Net debt / EBITDA |
Statements
Core income statement and balance sheet metrics aligned to the reporting windows.
| Metric | SE | Delta vs UDR | UDR |
|---|---|---|---|
| Revenue | $22.94B | 1239.6% higher | $1.71B |
| Gross profit | $10.24B | 3197.1% higher | $310.69M |
| Operating income | $1.99B | 258.6% higher | $553.61M |
| EBITDA | $2.81B | 270.0% higher | $758.12M |
| Net income | $1.58B | 317.8% higher | $377.70M |
| EPS | 2.5 | 123.0% higher | 1.1 |
| Revenue growth | 36.4% | 1402.6% higher | 2.4% |
| Gross margin | 44.7% | 146.1% higher | 18.1% |
| Operating margin | 8.7% | 73.2% lower | 32.3% |
| EBITDA margin | 12.2% | 72.4% lower | 44.3% |
| Net margin | 6.9% | 68.8% lower | 22.1% |
Trendline
Track multi-year revenue, earnings, and margin direction before underwriting a rerating.
Price framework
Market cap + debt - cash, shown for the current pair and benchmark median context.
Price framework
Baseline discounted cash flow model estimating total intrinsic firm value first, then bridging to an implied stock price per share.
Risk control
Financial health checks to separate durable balance sheets from potential value traps.
Comparable set
Place both companies in context relative to a wider comparable universe.
LLM-powered Synthesis
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
SE screens as materially cheaper than UDR on every valuation anchor provided while also showing much stronger growth, margins, and balance-sheet flexibility, making the relative setup favorable despite some quality and cyclical risks.
If you believe SE can sustain its 36.4% revenue growth and preserve its strong 101.5% ROIC, then SE looks attractive relative to UDR because it combines superior growth and balance-sheet strength with much lower EV-based valuation multiples.
SE is trading at $114.91 versus an implied price of $85.93 from the stated P/E-based valuation, implying 25.2% downside under that framework. However, the broader cross-metric picture shows SE is far cheaper on P/S, EV/Revenue, and EV/EBITDA than UDR while also growing much faster, so the P/E-based downside likely reflects a conservative or mismatched relative valuation method rather than weak operating performance.
Supporting Metrics