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Upbound Group Inc. (UPBD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US76009N1000

Sector

Technology

IPO Date

Jan 25, 1995

Highlights

Market Cap

$1.59B

EPS (TTM)

$1.46

PE Ratio

19.94

Total Revenue (TTM)

$3.24B

Gross Profit (TTM)

$1.02B

EBITDA (TTM)

$292.69M

Year Range

$26.17 - $37.80

Target Price

$41.11

Short %

6.22%

Short Ratio

4.89

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
UPBD vs. XRX
Popular comparisons:
UPBD vs. XRX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Upbound Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-6.94%
9.31%
UPBD (Upbound Group Inc.)
Benchmark (^GSPC)

Returns By Period

Upbound Group Inc. had a return of -0.21% year-to-date (YTD) and -6.53% in the last 12 months. Over the past 10 years, Upbound Group Inc. had an annualized return of 3.31%, while the S&P 500 had an annualized return of 11.31%, indicating that Upbound Group Inc. did not perform as well as the benchmark.


UPBD

YTD

-0.21%

1M

-1.46%

6M

-6.94%

1Y

-6.53%

5Y*

7.90%

10Y*

3.31%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of UPBD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.58%-0.21%
2024-2.27%1.69%4.29%-10.99%5.84%-5.36%22.90%-11.74%-3.93%-7.53%17.61%-14.12%-10.06%
202319.25%-0.15%-8.72%10.33%12.19%5.15%11.24%-11.58%-3.82%-10.48%11.67%18.05%57.93%
2022-12.26%-32.60%-11.33%-2.90%14.18%-28.18%20.98%9.82%-32.24%21.43%15.54%-4.99%-49.90%
202113.08%33.39%-0.17%0.35%7.40%-13.65%7.82%10.24%-10.43%-5.25%-17.07%9.50%28.39%
20202.04%-26.91%-33.58%40.81%29.46%9.27%5.09%6.15%-2.64%4.30%9.45%14.25%39.76%
20198.09%6.34%12.14%19.45%-4.29%11.61%1.50%-5.55%2.00%0.31%0.62%10.80%79.87%
2018-2.43%-30.56%14.76%17.15%-6.13%55.11%0.81%-0.67%-2.44%-0.90%3.02%10.29%45.86%
2017-19.79%-3.24%3.20%20.52%6.74%3.43%12.80%-8.47%-5.12%-13.41%13.08%-1.25%0.94%
2016-9.02%-6.24%24.77%-7.26%-10.41%-6.14%-12.05%13.15%4.10%-20.17%14.47%-2.60%-23.46%
2015-5.62%-19.49%0.28%7.87%2.20%-5.50%-5.50%0.37%-8.92%-24.16%-6.69%-11.36%-56.98%
2014-25.20%0.80%5.81%10.77%-4.28%3.40%-16.53%16.37%9.75%2.04%11.40%5.96%12.32%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UPBD is 33, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UPBD is 3333
Overall Rank
The Sharpe Ratio Rank of UPBD is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of UPBD is 3030
Sortino Ratio Rank
The Omega Ratio Rank of UPBD is 3030
Omega Ratio Rank
The Calmar Ratio Rank of UPBD is 3636
Calmar Ratio Rank
The Martin Ratio Rank of UPBD is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Upbound Group Inc. (UPBD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for UPBD, currently valued at -0.24, compared to the broader market-2.000.002.00-0.241.74
The chart of Sortino ratio for UPBD, currently valued at -0.11, compared to the broader market-4.00-2.000.002.004.006.00-0.112.35
The chart of Omega ratio for UPBD, currently valued at 0.99, compared to the broader market0.501.001.502.000.991.32
The chart of Calmar ratio for UPBD, currently valued at -0.16, compared to the broader market0.002.004.006.00-0.162.61
The chart of Martin ratio for UPBD, currently valued at -0.57, compared to the broader market0.0010.0020.0030.00-0.5710.66
UPBD
^GSPC

The current Upbound Group Inc. Sharpe ratio is -0.24. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Upbound Group Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.24
1.74
UPBD (Upbound Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Upbound Group Inc. provided a 5.15% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.50$1.50$1.39$1.36$1.27$1.47$0.25$0.00$0.24$0.24$0.96$0.93

Dividend yield

5.15%5.14%4.09%6.03%2.64%3.84%0.87%0.00%2.16%2.13%6.41%2.56%

Monthly Dividends

The table displays the monthly dividend distributions for Upbound Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.37$0.00$0.37$0.00$0.00$0.00$0.37$0.00$0.39$1.50
2023$0.00$0.00$0.00$0.34$0.00$0.34$0.00$0.00$0.00$0.34$0.00$0.37$1.39
2022$0.00$0.00$0.00$0.34$0.00$0.34$0.00$0.00$0.00$0.34$0.00$0.34$1.36
2021$0.00$0.00$0.00$0.31$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.34$1.27
2020$0.29$0.00$0.00$0.00$0.29$0.00$0.29$0.00$0.00$0.29$0.00$0.31$1.47
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.25
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.08$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00$0.24
2016$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.24
2015$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2014$0.23$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.24$0.93

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%5.2%
Upbound Group Inc. has a dividend yield of 5.15%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%54.0%
Upbound Group Inc. has a payout ratio of 53.96%, which is quite average when compared to the overall market. This suggests that Upbound Group Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-47.04%
0
UPBD (Upbound Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Upbound Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Upbound Group Inc. was 79.53%, occurring on Mar 2, 2018. Recovery took 657 trading sessions.

The current Upbound Group Inc. drawdown is 47.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.53%Aug 2, 20131154Mar 2, 2018657Oct 9, 20201811
-71.97%Aug 30, 2021275Sep 30, 2022
-65.19%Oct 24, 20031262Oct 28, 2008594Mar 9, 20111856
-63.29%Jul 2, 200170Oct 15, 2001121Apr 10, 2002191
-58.6%May 5, 1999219Mar 15, 2000122Sep 7, 2000341

Volatility

Volatility Chart

The current Upbound Group Inc. volatility is 8.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
8.08%
3.07%
UPBD (Upbound Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Upbound Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Upbound Group Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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