Upbound Group Stock Performance
| UPBD Stock | 25.82 0.78 2.93% |
The entity has a beta of 1.01, which indicates a somewhat significant risk relative to the market. Upbound returns are very sensitive to returns on the market. As the market goes up or down, Upbound is expected to follow. At this point, Upbound Group has a negative expected return of -0.45%. Please make sure to validate Upbound's information ratio, skewness, day typical price, as well as the relationship between the treynor ratio and daily balance of power , to decide if Upbound Group performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Upbound Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's fundamental drivers remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (2.93) | Five Day Return (7.62) | Year To Date Return (9.72) | Ten Year Return (5.18) | All Time Return 1.6 K |
Forward Dividend Yield 0.0605 | Payout Ratio | Last Split Factor 5:2 | Forward Dividend Rate 1.56 | Dividend Date 2025-01-07 |
1 | Upbound Group Inc Announces Acquisition of Brigit for 460 Million | 12/13/2024 |
2 | Disposition of 2500 shares by Anthony Blasquez of Upbound at 33.1728 subject to Rule 16b-3 | 12/27/2024 |
3 | Acquisition by Jain Charu of 5946 shares of Upbound subject to Rule 16b-3 | 01/02/2025 |
4 | Acquisition by Jain Charu of tradable shares of Upbound subject to Rule 16b-3 | 01/07/2025 |
5 | Upbound Group Inc Completes Acquisition of Brigit | 01/31/2025 |
6 | Upbound Group Inc Trading 2.74 percent Higher on Feb 6 | 02/06/2025 |
7 | Disposition of 3681 shares by Transient Taylor of Upbound at 29.5 subject to Rule 16b-3 | 02/11/2025 |
8 | BGC Group Matches Q4 Earnings Estimates | 02/14/2025 |
9 | Disposition of tradable shares by Langenstein Molly of Upbound subject to Rule 16b-3 | 02/18/2025 |
10 | McGrath Tops Q4 Earnings Estimates | 02/19/2025 |
11 | Upbound Group, Inc. Reports Fourth Quarter and Full Year 2024 Results | 02/20/2025 |
12 | Upbound Group Inc Q4 2024 Earnings Call Highlights Strong Revenue Growth and Strategic ... | 02/21/2025 |
13 | Disposition of 313 shares by Ann Davids of Upbound at 26.56 subject to Rule 16b-3 | 02/24/2025 |
14 | Disposition of 267 shares by Ann Davids of Upbound at 26.45 subject to Rule 16b-3 | 02/25/2025 |
15 | Disposition of 268 shares by Ann Davids of Upbound at 27.33 subject to Rule 16b-3 | 02/26/2025 |
16 | Decoding Upbound Group Inc A Strategic SWOT Insight | 02/28/2025 |
| Begin Period Cash Flow | 93.7 M |
Upbound |
Upbound Relative Risk vs. Return Landscape
If you would invest 3,416 in Upbound Group on December 1, 2024 and sell it today you would lose (834.00) from holding Upbound Group or give up 24.41% of portfolio value over 90 days. Upbound Group is currently does not generate positive expected returns and assumes 1.8849% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Upbound, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Upbound Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upbound's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Upbound Group, and traders can use it to determine the average amount a Upbound's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2376
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UPBD |
Estimated Market Risk
| 1.88 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.45 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.24 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Upbound is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upbound by adding Upbound to a well-diversified portfolio.
Upbound Fundamentals Growth
Upbound Stock prices reflect investors' perceptions of the future prospects and financial health of Upbound, and Upbound fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upbound Stock performance.
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0748 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 3 B | ||||
| Shares Outstanding | 57.42 M | ||||
| Price To Book | 2.36 X | ||||
| Price To Sales | 0.34 X | ||||
| Revenue | 4.32 B | ||||
| Gross Profit | 2.08 B | ||||
| EBITDA | 339.01 M | ||||
| Net Income | 123.48 M | ||||
| Cash And Equivalents | 144.14 M | ||||
| Total Debt | 272.98 M | ||||
| Book Value Per Share | 11.49 X | ||||
| Cash Flow From Operations | 104.72 M | ||||
| Earnings Per Share | 2.21 X | ||||
| Market Capitalization | 1.48 B | ||||
| Total Asset | 2.65 B | ||||
| Retained Earnings | 1.04 B | ||||
| Working Capital | (94.32 M) | ||||
About Upbound Performance
By analyzing Upbound's fundamental ratios, stakeholders can gain valuable insights into Upbound's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Upbound has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upbound has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 191.63 | 182.05 | |
| Return On Tangible Assets | 0.06 | 0.08 | |
| Return On Capital Employed | 0.13 | 0.15 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.20 | 0.21 |
Things to note about Upbound Group performance evaluation
Checking the ongoing alerts about Upbound for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Upbound Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Upbound Group generated a negative expected return over the last 90 days | |
| Upbound Group has a poor financial position based on the latest SEC disclosures | |
| Over 83.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Decoding Upbound Group Inc A Strategic SWOT Insight |
- Analyzing Upbound's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upbound's stock is overvalued or undervalued compared to its peers.
- Examining Upbound's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upbound's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upbound's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Upbound's stock. These opinions can provide insight into Upbound's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Upbound Stock analysis
When running Upbound's price analysis, check to measure Upbound's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upbound is operating at the current time. Most of Upbound's value examination focuses on studying past and present price action to predict the probability of Upbound's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upbound's price. Additionally, you may evaluate how the addition of Upbound to your portfolios can decrease your overall portfolio volatility.
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