EastGroup Properties Inc (EGP)vsUMH Properties Inc (UMH)
EGP
EastGroup Properties Inc
$201.20
+1.55%
REAL ESTATE · Cap: $10.82B
UMH
UMH Properties Inc
$15.55
+0.84%
REAL ESTATE · Cap: $1.31B
Smart Verdict
WallStSmart Research — data-driven comparison
EastGroup Properties Inc generates 181% more annual revenue ($735.38M vs $261.31M). EGP leads profitability with a 39.8% profit margin vs 10.1%. UMH appears more attractively valued with a PEG of 0.72. EGP earns a higher WallStSmart Score of 63/100 (C+).
EGP
Buy63
out of 100
Grade: C+
UMH
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$194.42
Current Price
$201.20
$6.78 discount
Margin of Safety
+65.4%
Fair Value
$46.65
Current Price
$15.55
$31.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 40.2%
Earnings expanding 55.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 2.9% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 54.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : EGP
The strongest argument for EGP centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.8% and operating margin at 40.2%.
Bull Case : UMH
The strongest argument for UMH centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : EGP
The primary concerns for EGP are P/E Ratio, PEG Ratio.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 220.3x leaves little room for execution misses.
Key Dynamics to Monitor
EGP profiles as a mature stock while UMH is a value play — different risk/reward profiles.
EGP carries more volatility with a beta of 1.11 — expect wider price swings.
EGP is growing revenue faster at 9.1% — sustainability is the question.
EGP generates stronger free cash flow (127M), providing more financial flexibility.
Bottom Line
EGP scores higher overall (63/100 vs 53/100), backed by strong 39.8% margins. UMH offers better value entry with a 65.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
EastGroup Properties Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
EastGroup Properties, Inc. (NYSE: EGP), an S&P MidCap 400 company, is a self-managed capital real estate investment trust focused on the development, acquisition and operation of industrial properties in Sunbelt's major markets in the United States. with an emphasis on the states of Florida, Texas, Arizona, California and North Carolina.
UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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