SCVL vs. UPBD
SCVL (Shoe Carnival, Inc.) and UPBD (Upbound Group Inc.) are both stocks. SCVL operates in Apparel Retail (Consumer Cyclical), while UPBD operates in Software - Application (Technology). Over the past 10 years, SCVL returned 5.09%/yr vs 7.24%/yr for UPBD. At a 0.30 correlation, their price movements are largely independent.
Performance
SCVL vs. UPBD - Performance Comparison
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Returns By Period
In the year-to-date period, SCVL achieves a 2.84% return, which is significantly lower than UPBD's 4.11% return. Over the past 10 years, SCVL has underperformed UPBD with an annualized return of 5.09%, while UPBD has yielded a comparatively higher 7.24% annualized return.
SCVL
- 1D
- -2.01%
- 1M
- -0.47%
- YTD
- 2.84%
- 6M
- -6.62%
- 1Y
- -9.60%
- 3Y*
- -4.33%
- 5Y*
- -10.41%
- 10Y*
- 5.09%
UPBD
- 1D
- -3.87%
- 1M
- -3.19%
- YTD
- 4.11%
- 6M
- -1.43%
- 1Y
- -20.59%
- 3Y*
- -13.65%
- 5Y*
- -17.20%
- 10Y*
- 7.24%
SCVL vs. UPBD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCVL Shoe Carnival, Inc. | 2.84% | -47.64% | 11.18% | 28.52% | -38.00% | 101.21% | 6.51% | 12.39% | 26.61% | 0.39% |
UPBD Upbound Group Inc. | 4.11% | -35.45% | -10.06% | 57.93% | -49.90% | 28.38% | 39.76% | 79.87% | 45.86% | 0.94% |
Correlation
The correlation between SCVL and UPBD is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 1995 | 0.30 |
The correlation between SCVL and UPBD shifts across timeframes, from 0.30 (all time) to 0.52 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SCVL:
$1.80
UPBD:
$1.91
SCVL:
9.44
UPBD:
9.35
SCVL:
0.58
UPBD:
0.17
SCVL:
$603.54M
UPBD:
$4.74B
SCVL:
$230.65M
UPBD:
$2.14B
SCVL:
$47.52M
UPBD:
$1.02B
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Return for Risk
SCVL vs. UPBD — Risk / Return Rank
SCVL
UPBD
SCVL vs. UPBD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shoe Carnival, Inc. (SCVL) and Upbound Group Inc. (UPBD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SCVL | UPBD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.96 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | -0.51 | +0.27 |
| Martin ratioReturn relative to average drawdown | -0.40 | -0.88 | +0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCVL | UPBD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | -0.44 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | -0.36 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.15 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.21 | -0.10 |
Drawdowns
SCVL vs. UPBD - Drawdown Comparison
The maximum SCVL drawdown since its inception was -84.87%, which is greater than UPBD's maximum drawdown of -79.53%. Use the drawdown chart below to compare losses from any high point for SCVL and UPBD.
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Drawdown Indicators
| SCVL | UPBD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.87% | -79.53% | -5.34% |
Max Drawdown (1Y)Largest decline over 1 year | -39.72% | -40.17% | +0.45% |
Max Drawdown (3Y)Largest decline over 3 years | -65.17% | -54.21% | -10.96% |
Max Drawdown (5Y)Largest decline over 5 years | -65.17% | -71.97% | +6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -68.53% | -71.97% | +3.44% |
Current DrawdownCurrent decline from peak | -61.00% | -64.33% | +3.33% |
Average DrawdownAverage peak-to-trough decline | -34.74% | -31.80% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.03% | 23.46% | +0.57% |
Volatility
SCVL vs. UPBD - Volatility Comparison
Shoe Carnival, Inc. (SCVL) has a higher volatility of 14.43% compared to Upbound Group Inc. (UPBD) at 10.35%. This indicates that SCVL's price experiences larger fluctuations and is considered to be riskier than UPBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCVL | UPBD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.43% | 10.35% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 31.84% | 28.86% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.85% | 46.68% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.73% | 47.92% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.47% | 48.89% | +4.58% |
Dividends
SCVL vs. UPBD - Dividend Comparison
SCVL's dividend yield for the trailing twelve months is around 3.64%, less than UPBD's 8.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVL Shoe Carnival, Inc. | 3.64% | 3.47% | 1.59% | 1.36% | 1.42% | 0.65% | 0.89% | 0.89% | 0.93% | 1.08% | 1.00% | 1.08% |
UPBD Upbound Group Inc. | 8.72% | 8.88% | 5.14% | 4.09% | 6.03% | 2.64% | 3.84% | 0.87% | 0.00% | 2.16% | 2.13% | 6.41% |
Financials
SCVL vs. UPBD - Financials Comparison
This section allows you to compare key financial metrics between Shoe Carnival, Inc. and Upbound Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SCVL vs. UPBD - Profitability Comparison
SCVL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shoe Carnival, Inc. reported a gross profit of -88.73M and revenue of -254.07M. Therefore, the gross margin over that period was 34.9%.
UPBD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Upbound Group Inc. reported a gross profit of 586.46M and revenue of 1.22B. Therefore, the gross margin over that period was 48.1%.
SCVL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shoe Carnival, Inc. reported an operating income of -10.94M and revenue of -254.07M, resulting in an operating margin of 4.3%.
UPBD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Upbound Group Inc. reported an operating income of 77.44M and revenue of 1.22B, resulting in an operating margin of 6.4%.
SCVL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shoe Carnival, Inc. reported a net income of -5.63M and revenue of -254.07M, resulting in a net margin of 2.2%.
UPBD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Upbound Group Inc. reported a net income of 35.79M and revenue of 1.22B, resulting in a net margin of 2.9%.
Frequently Asked Questions
SCVL and UPBD have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCVL has higher volatility (14.43%) compared to UPBD (10.35%). In terms of maximum drawdown, SCVL dropped -84.87% vs UPBD's -79.53%.
SCVL currently has the higher Sharpe Ratio (-0.19 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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