Is Upbound Stock a Good Investment?

Upbound Investment Advice

UPBD

To provide specific investment advice or recommendations on Upbound Group stock, we recommend investors consider the following general factors when evaluating Upbound Group. This will help you to make an informed decision on whether to include Upbound in one of your diversified portfolios:

Examine Upbound's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Upbound's leadership team and their track record. Good management can help Upbound navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Computer & Electronics Retail space and any emerging trends that could impact Upbound's business and its evolving consumer preferences.
Compare Upbound's performance and market position to its competitors. Analyze how Upbound is positioned in terms of product offerings, innovation, and market share.
Check if Upbound pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Upbound's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Upbound Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Upbound Group is a good investment.

Sell

Buy

Hold

Our recommendation module can be used to complement Upbound Group trade recommendation provided by average analyst sentiment. It analyzes the firm's potential to grow using fundamental, technical, data market data available at the time. To make sure Upbound Group is not overpriced, please validate all Upbound fundamentals, including its shares outstanding, revenue, book value per share, as well as the relationship between the number of shares shorted and net income . Given that Upbound Group has a shares owned by institutions of 84.51 %, we advise you to double-check Upbound Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Market Performance	Insignificant	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Undervalued	Details
Odds Of Distress	About Average	Details
Economic Sensitivity	Actively responds to the market	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Upbound Stock

Researching Upbound's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 85.0% of the company outstanding shares are owned by institutional investors. The book value of Upbound was at this time reported as 11.19. The company last dividend was issued on the 1st of October 2024. Upbound Group had 5:2 split on the 2nd of September 2003.

To determine if Upbound is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Upbound's research are outlined below:

	Upbound Group has high likelihood to experience some financial distress in the next 2 years
	The company reported the previous year's revenue of 3.99 B. Net Loss for the year was (5.18 M) with profit before overhead, payroll, taxes, and interest of 2.08 B.
	Over 85.0% of the company outstanding shares are owned by institutional investors
	On 22nd of October 2024 Upbound paid 0.37 per share dividend to its current shareholders
	Latest headline from gurufocus.com: FMR LLC Adjusts Stake in Upbound Group Inc

Upbound Quarterly Liabilities And Stockholders Equity

2.58 Billion

Upbound uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Upbound Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Upbound's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	22nd of February 2024 Upcoming Quarterly Report	View
	2nd of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	22nd of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Upbound's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Upbound's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2016-10-26	2016-09-30	0.09	0.11	0.02	22
1999-05-03	1999-03-31	0.14	0.16	0.02	14
1998-07-28	1998-06-30	0.12	0.14	0.02	16
2000-05-01	2000-03-31	0.21	0.24	0.03	14
2018-11-05	2018-09-30	0.28	0.32	0.04	14
2000-10-30	2000-09-30	0.22	0.27	0.05	22
2017-05-01	2017-03-31	-0.03	0.04	0.07	233
2010-10-25	2010-09-30	0.55	0.62	0.07	12

Upbound's market capitalization trends

The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.88 B.

Market Cap

978.3 Million

Upbound's profitablity analysis

	Last Reported	Projected for Next Year
Return On Capital Employed	0.08	0.15
Return On Equity	(0.01)	(0.01)

The company has Profit Margin (PM) of 0.02 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.08 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.08.

Determining Upbound's profitability involves analyzing its financial statements and using various financial metrics to determine if Upbound is a good buy. For example, gross profit margin measures Upbound's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Upbound's profitability and make more informed investment decisions.

Please note, the presentation of Upbound's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Upbound's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Upbound's management manipulating its earnings.

Evaluate Upbound's management efficiency

Upbound Group has return on total asset (ROA) of 0.0713 % which means that it generated a profit of $0.0713 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1344 %, meaning that it created $0.1344 on every $100 dollars invested by stockholders. Upbound's management efficiency ratios could be used to measure how well Upbound manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.15, whereas Return On Tangible Assets are projected to grow to (0). At present, Upbound's Total Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 57 M, whereas Non Currrent Assets Other are forecasted to decline to about 8.1 M.

	Last Reported	Projected for Next Year
Book Value Per Share	10.19	8.73
Tangible Book Value Per Share	(0.56)	(0.53)
Enterprise Value Over EBITDA	11.61	9.06
Price Book Value Ratio	3.33	4.14
Enterprise Value Multiple	11.61	9.06
Price Fair Value	3.33	4.14
Enterprise Value	2.9 B	3.1 B

Upbound's management has consistently demonstrated strong leadership, driving both financial growth and operational excellence. By analyzing current market trends and future growth opportunities, we assess the stock's true value and potential for investors.

Dividend Yield

0.043

Forward Dividend Yield

0.043

Forward Dividend Rate

1.48

Beta

2.02

Basic technical analysis of Upbound Stock

As of the 1st of December, Upbound has the Semi Deviation of 2.09, coefficient of variation of 2836.18, and Risk Adjusted Performance of 0.034. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Upbound Group, as well as the relationship between them. Please validate Upbound Group coefficient of variation, maximum drawdown, skewness, as well as the relationship between the information ratio and downside variance to decide if Upbound is priced more or less accurately, providing market reflects its prevalent price of 34.39 per share. Given that Upbound Group has jensen alpha of (0.14), we advise you to double-check Upbound Group's current market performance to make sure the company can sustain itself at a future point.

Upbound's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upbound insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upbound's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upbound insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Fahmi Karam over three weeks ago Disposition of 8870 shares by Fahmi Karam of Upbound at 29.46 subject to Rule 16b-3
		Jain Charu over a month ago Acquisition by Jain Charu of tradable shares of Upbound subject to Rule 16b-3
		You Jen over a month ago Acquisition by You Jen of 848 shares of Upbound subject to Rule 16b-3
		Transient Taylor over two months ago Acquisition by Transient Taylor of 3166 shares of Upbound at 34.19 subject to Rule 16b-3
		Jain Charu over two months ago Disposition of tradable shares by Jain Charu of Upbound subject to Rule 16b-3
		Anthony Blasquez over three months ago Disposition of 2500 shares by Anthony Blasquez of Upbound at 33.1728 subject to Rule 16b-3
		Transient Taylor over three months ago Disposition of 15127 shares by Transient Taylor of Upbound at 34.0 subject to Rule 16b-3
		Brown Jeffrey J over three months ago Acquisition by Brown Jeffrey J of 1031 shares of Upbound at 29.82 subject to Rule 16b-3
		Transient Taylor over three months ago Disposition of 259 shares by Transient Taylor of Upbound at 30.7 subject to Rule 16b-3
		Marino Glenn P over six months ago Acquisition by Marino Glenn P of 9 shares of Upbound subject to Rule 16b-3
		Langenstein Molly over six months ago Acquisition by Langenstein Molly of 4335 shares of Upbound subject to Rule 16b-3
		Bryan Pechersky over six months ago Disposition of 471 shares by Bryan Pechersky of Upbound at 34.16 subject to Rule 16b-3

Upbound's Outstanding Corporate Bonds

Upbound issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upbound Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upbound bonds can be classified according to their maturity, which is the date when Upbound Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Dana 575 percent Corp Bond US235822AB96	View
	Volcan Compania Minera Corp Bond USP98047AC08	View
	Boeing Co 2196 Corp Bond US097023DG73	View
	US76009NAL47 Corp Bond US76009NAL47	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	Morgan Stanley 3591 Corp Bond US61744YAK47	View
	MGM Resorts International Corp Bond US552953CD18	View

View All Upbound Corporate Bonds

Understand Upbound's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Upbound's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.034
	Market Risk Adjusted Performance	0.0568
	Mean Deviation	1.86
	Semi Deviation	2.09
	Downside Deviation	2.15
	Coefficient Of Variation	2836.18
	Standard Deviation	2.59
	Variance	6.72
	Information Ratio	(0.02)
	Jensen Alpha	(0.14)
	Total Risk Alpha	(0.35)
	Sortino Ratio	(0.02)
	Treynor Ratio	0.0468
	Maximum Drawdown	14.07
	Value At Risk	(3.78)
	Potential Upside	3.7
	Downside Variance	4.6
	Semi Variance	4.38
	Expected Short fall	(2.21)
	Skewness	1.07
	Kurtosis	3.73

	Risk Adjusted Performance	0.034
	Market Risk Adjusted Performance	0.0568
	Mean Deviation	1.86
	Semi Deviation	2.09
	Downside Deviation	2.15
	Coefficient Of Variation	2836.18
	Standard Deviation	2.59
	Variance	6.72
	Information Ratio	(0.02)
	Jensen Alpha	(0.14)
	Total Risk Alpha	(0.35)
	Sortino Ratio	(0.02)
	Treynor Ratio	0.0468
	Maximum Drawdown	14.07
	Value At Risk	(3.78)
	Potential Upside	3.7
	Downside Variance	4.6
	Semi Variance	4.38
	Expected Short fall	(2.21)
	Skewness	1.07
	Kurtosis	3.73

Consider Upbound's intraday indicators

Upbound intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Upbound stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0259
	Daily Balance Of Power	(0.07)
	Rate Of Daily Change	1.0
	Day Median Price	34.67
	Day Typical Price	34.57
	Market Facilitation Index	0.91
	Price Action Indicator	(0.30)
	Period Momentum Indicator	(0.06)
	Relative Strength Index	70.16

Upbound Corporate Filings

13A	12th of November 2024 An amended filing to the original Schedule 13G	View Verify
F4	6th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
8K	31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
	8th of October 2024 Other Reports	View Verify

Upbound time-series forecasting models is one of many Upbound's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Upbound's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Upbound Stock media impact

Far too much social signal, news, headlines, and media speculation about Upbound that are available to investors today. That information is available publicly through Upbound media outlets and privately through word of mouth or via Upbound internal channels. However, regardless of the origin, that massive amount of Upbound data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Upbound news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Upbound relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Upbound's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Upbound alpha.

Upbound Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Upbound can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Upbound Corporate Management

John Chesnut	Senior Relations	Profile
Transient Taylor	Executive Officer	Profile
James York	Senior East	Profile
Anthony Blasquez	Executive Business	Profile
Brendan CFA	Vice Relations	Profile
Daniel Glasky	Senior Officer	Profile

When determining whether Upbound Group is a strong investment it is important to analyze Upbound's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Upbound's future performance. For an informed investment choice regarding Upbound Stock, refer to the following important reports: