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← CockpitCompetitor Analysis › UE Urban Edge PropertiesOpen in the cockpit ↗

Urban Edge PropertiesUECompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts

Owns and operates open-air shopping centers, mostly grocery-anchored, concentrated in the New York/DC/Boston corridor.

Momentum neutral 49
Mkt cap
$2.58B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$30.7M
20-day average traded
P/B
1.95×
price to book
ROE
8.0%
delivered
Implied ROE
16.9%
what the price asks
Next earnings
103 days
17 Feb 2027
Close · USD$20.42
1D-2.0%
1W+2.5%
1M+5.9%
3M-6.3%
6M-5.5%
YTD+6.4%
1Y+8.4%
ATR %2.3%
Beta-0.04
52w lowhigh15.3% off high

What Urban Edge Properties does

Owns and operates open-air shopping centers, mostly grocery-anchored, concentrated in the New York/DC/Boston corridor.

Earns rent under multi-year leases that largely pass property taxes and upkeep back to tenants, with annual rent increases. Created in 2015 when Vornado spun off its strip-centre portfolio. It redevelops some sites into mixed-use property where zoning allows, adding space on land it already owns.

Products and services

  • Shopping center ownership/leasing
  • Mixed-use redevelopment

Customers

  • National grocers
  • Off-price retailers
  • Restaurants
  • Service tenants

Where it sits in the supply chain

  • Real estate
  • Retail REITs
  • Grocery-anchored shopping centers

What could go right

  • High occupancy, limited new supply in infill markets

What could go wrong

  • E-commerce pressure on weaker tenants
  • Interest-rate sensitivity

Moat: narrow (scale, installed base). Dense, supply-constrained East Coast infill locations are hard to replicate.

Headquarters: New York, New York, US · Founded: 2015 · Employees: 104

Named competitors

Urban Edge Properties at a glance

Size Urban Edge Properties (UE) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $2.58B, the 1634th largest of 3,117 United States companies the cockpit tracks. Shares closed at $20.42 on 6 Nov 2026.

Performance Over six months the shares fell 5.5%, against -2.1% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 5.5% over the last twelve months (peer median +6.9%); the operating margin is 30.8% (peer median 39.5%).

Valuation It trades at 1.95× book value against a peer median of 1.25× (most expensive of 21).

Price implies The share price implies a return on equity of about 16.9%; Urban Edge Properties delivers 8.0%, so the price asks more than the business earns today.

Short interest Short interest is 2.5% of the free float (15 Oct 2026).

Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026Peer median 98UE 94
Six months, rebased to 100: Urban Edge Properties against the median of its 20 peers (local-currency closes).

Urban Edge Properties financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$495M$472M$445M$417M$398M
Revenue growth—+6%+7%+5%—
Gross profit$199M$180M$147M$174M$151M
EBITDA$285M$266M$247M$234M$206M
Net income$104M$93.5M$72.5M$248M$46.1M
Free cash flow$88.3M$81.8M$42.5M$47.3M$23.6M
Capital expenditure$134M$101M$111M$116M$116M
Total debt$1.92B$1.85B$1.87B$2.01B$1.85B

Quarterly statements and history in the cockpit →

Urban Edge Properties competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%0%+10%+20%DIR-UNFCPTHMNLTCBYGIVTAKR3269BUOUDXHMSONTSTPEBSHOSMADRH8963UE6-month return →1-month return →
Up and to the right = strong over both horizons. Urban Edge Properties is the large dot.

Fundamentals: return on equity against price-to-book

0%5%10%10×1.50×DIR-UNFCPTHMNLTCBYGIVTAKR3269DX8955HMSONTSTPEBSHODLNSMADRH8963CRR-UNUEReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Urban Edge Properties is the large dot.

Capital: ROE delivered against the ROE the price implies

0%5%10%15%0%10%DIR-UNFCPTHMNLTCBYGIVTAKR3269BUOUDX8955HMSONTSTPEBSHODLNDRH8963UEROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Urban Edge Properties is the large dot.

Urban Edge Properties competitors and peer comparison

Head to head with its named competitors (UE vs KIM vs BRX vs REG)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Urban Edge Properties UE$2.58B-6%+6%8%1.95×16.9%
Kimco Realty KIM$17.0B+10%+3%7%1.67×13.9%
Brixmor Property BRX$9.21B+1%+5%14%3.05×23.1%
Regency Centers REG$13.7B-3%+8%8%2.06×15.2%
Federal Realty Investment Trust FRT$9.74B-2%+8%14%3.14×23.7%

How Urban Edge Properties compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Urban Edge Properties against its 20 peers (data as of 6 Nov 2026)
MeasureUEPeer medianRank in peer set
1-month return+5.9%+7.2%8th lowest of 21
6-month return-5.5%-2.1%10th lowest of 21
Return on equity8.0%4.4%5th highest of 21
Price / book1.95×1.25×most expensive of 21
Trailing P/E24.9×20.6×8th most expensive of 19
ROE the price implies16.9%9.9%2nd most demanding of 21
ROE delivered8.0%4.3%5th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Urban Edge Properties UEUnited States$2.58B-6%+6%8%1.95×16.9%8.0%
Dream Industrial Real Estate Investment Trust DIR-UN.TOCanada$2.58B-8%+6%4%0.78×8.4%3.9%
Four Corners Property Trust FCPTUnited States$2.57B-7%+10%8%1.58×12.2%7.5%
CapitaLand Ascott Trust HMN.SISingapore$2.55B-6%+5%7%0.74×4.7%6.5%
LTC Properties LTCUnited States$2.52B+14%+69%39%1.50×9.9%38.7%
Big Yellow BYG.LUnited Kingdom$2.50B+11%+2%5%0.72×8.8%4.8%
InvenTrust Properties IVTUnited States$2.46B+1%+13%2%1.38×11.0%1.6%
Acadia Realty Trust AKRUnited States$2.74B-9%0%2%1.17×11.8%1.6%
Advance Residence Investment 3269.TJapan$2.42B-18%-4%7%1.54×5.8%7.3%
Frasers Logistics & Commercial Trust BUOU.SISingapore$2.76B-6%0%5%0.82×4.2%5.1%
Dynex Capital DXUnited States$2.77B-20%+142%-2%0.98×9.6%-2.0%
Japan Prime Realty Investment 8955.TJapan$2.37B-7%-13%7%1.31×5.2%6.8%
Hammerson HMSO.LUnited Kingdom$2.80B+13%+92%11%0.90×18.4%10.6%
NETSTREIT NTSTUnited States$2.37B-9%+27%1%1.18×10.0%1.3%
Pebblebrook Hotel Trust PEBUnited States$2.36B+43%+3%-3%1.01×12.2%-2.8%
Sunstone Hotel Investors SHOUnited States$2.33B+19%+7%3%1.42×12.8%2.7%
Derwent London DLN.LUnited Kingdom$2.87B+15%+45%1%0.62×10.0%1.4%
SmartStop Self Storage REIT SMAUnited States$2.31B+20%+21%2%1.86×9.3%2.4%
DiamondRock Hospitality DRHUnited States$2.88B+30%+2%11%1.86×16.4%10.6%
Invincible Investment 8963.TJapan$2.94B-1%+10%9%1.31×6.2%8.9%
Crombie Real Estate Investment Trust CRR-UN.TOCanada$2.22B-3%+4%-3%1.70×11.5%-3.2%

Questions

Who are Urban Edge Properties's main competitors?
Named competitors: Kimco Realty (KIM), Brixmor Property Group (BRX), Regency Centers (REG), Site Centers (private or unlisted), Federal Realty Investment Trust (FRT). The cockpit's measured peer set (industry) also includes Dream Industrial Real Estate Investment Trust (DIR-UN.TO), Four Corners Property Trust (FCPT), CapitaLand Ascott Trust (HMN.SI), LTC Properties (LTC), Big Yellow (BYG.L), InvenTrust Properties (IVT).
Is Urban Edge Properties expensive compared with its peers?
On price / book it trades at 1.95× against a peer median of 1.25×, most expensive of 21 in its peer set. The share price implies a return on equity of about 16.9%; Urban Edge Properties delivers 8.0%, so the price asks more than the business earns today.
How has Urban Edge Properties stock performed?
Over six months to 6 Nov 2026 the shares returned -5.5% against -2.1% for the median peer; over one year +8.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.