Upbound Group Stock Alpha and Beta Analysis
| UPBD Stock | 34.59 0.20 0.58% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Upbound Group. It also helps investors analyze the systematic and unsystematic risks associated with investing in Upbound over a specified time horizon. Remember, high Upbound's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Upbound's market risk premium analysis include:
Beta 1.74 | Alpha (0.14) | Risk 2.63 | Sharpe Ratio 0.0467 | Expected Return 0.12 |
Upbound Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Upbound |
Upbound Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Upbound market risk premium is the additional return an investor will receive from holding Upbound long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Upbound. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Upbound's performance over market.| α | -0.14 | β | 1.74 |
Upbound expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Upbound's Buy-and-hold return. Our buy-and-hold chart shows how Upbound performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Upbound Market Price Analysis
Market price analysis indicators help investors to evaluate how Upbound stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Upbound shares will generate the highest return on investment. By understating and applying Upbound stock market price indicators, traders can identify Upbound position entry and exit signals to maximize returns.
Upbound Return and Market Media
The median price of Upbound for the period between Tue, Sep 3, 2024 and Mon, Dec 2, 2024 is 30.46 with a coefficient of variation of 6.73. The daily time series for the period is distributed with a sample standard deviation of 2.07, arithmetic mean of 30.78, and mean deviation of 1.71. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Disposition of tradable shares by Jain Charu of Upbound subject to Rule 16b-3 | 09/10/2024 |
2 | Upbound Group Receives Hold Rating from Loop Capital | 09/13/2024 |
3 | Acquisition by Transient Taylor of 3166 shares of Upbound at 34.19 subject to Rule 16b-3 | 09/20/2024 |
4 | Upbound Group Inc Stock Price Down 3.89 percent on Oct 1 | 10/01/2024 |
5 | Upbound Group, Inc. Announces Timing of Third Quarter 2024 Financial Results | 10/10/2024 |
6 | Acquisition by You Jen of 848 shares of Upbound subject to Rule 16b-3 | 10/18/2024 |
| Upbound dividend paid on 22nd of October 2024 | 10/22/2024 |
7 | Acquisition by Marino Glenn P of 428 shares of Upbound subject to Rule 16b-3 | 10/24/2024 |
8 | Upbound Group Q3 2024 Earnings Preview | 10/30/2024 |
9 | Upbound Group, Inc. Reports Third Quarter 2024 Results | 10/31/2024 |
10 | Disposition of 8870 shares by Fahmi Karam of Upbound at 29.46 subject to Rule 16b-3 | 11/04/2024 |
11 | Vanguard Group Incs Strategic Acquisition in Upbound Group Inc | 11/05/2024 |
12 | FMR LLC Adjusts Stake in Upbound Group Inc | 11/13/2024 |
About Upbound Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Upbound or other stocks. Alpha measures the amount that position in Upbound Group has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0261 | 0.0652 | 0.0445 | 0.0467 | Price To Sales Ratio | 0.6 | 0.29 | 0.47 | 0.44 |
Upbound Upcoming Company Events
As portrayed in its financial statements, the presentation of Upbound's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Upbound's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Upbound's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Upbound. Please utilize our Beneish M Score to check the likelihood of Upbound's management manipulating its earnings.
| 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 |
Build Portfolio with Upbound
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Align your risk with return expectations
Check out Upbound Backtesting, Upbound Valuation, Upbound Correlation, Upbound Hype Analysis, Upbound Volatility, Upbound History and analyze Upbound Performance. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Upbound technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.