UPBD vs. AES
UPBD (Upbound Group Inc.) and AES (The AES Corporation) are both stocks. UPBD operates in Software - Application (Technology), while AES operates in Utilities - Diversified (Utilities). Over the past 10 years, UPBD returned 7.24%/yr vs 6.68%/yr for AES. At a 0.25 correlation, their price movements are largely independent.
Performance
UPBD vs. AES - Performance Comparison
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Returns By Period
In the year-to-date period, UPBD achieves a 4.11% return, which is significantly lower than AES's 5.07% return. Over the past 10 years, UPBD has outperformed AES with an annualized return of 7.24%, while AES has yielded a comparatively lower 6.68% annualized return.
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%
AES
- 1D
- 0.20%
- 1M
- 3.01%
- YTD
- 5.07%
- 6M
- 9.90%
- 1Y
- 50.59%
- 3Y*
- -5.64%
- 5Y*
- -6.44%
- 10Y*
- 6.68%
UPBD vs. AES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPBD Upbound Group Inc. | 4.11% | -35.45% | -10.06% | 57.93% | -49.90% | 28.38% | 39.76% | 79.87% | 45.86% | 0.94% |
AES The AES Corporation | 5.07% | 18.26% | -30.40% | -30.88% | 21.69% | 5.94% | 22.16% | 42.14% | 39.02% | -2.69% |
Correlation
The correlation between UPBD and AES is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 1995 | 0.25 |
The correlation between UPBD and AES shifts across timeframes, from 0.14 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UPBD:
$1.91
AES:
$1.97
UPBD:
9.35
AES:
7.48
UPBD:
0.05
AES:
0.04
UPBD:
0.17
AES:
0.63
UPBD:
$4.74B
AES:
$12.49B
UPBD:
$2.14B
AES:
$1.77B
UPBD:
$1.02B
AES:
$2.73B
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Return for Risk
UPBD vs. AES — Risk / Return Rank
UPBD
AES
UPBD vs. AES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) and The AES Corporation (AES). 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.
| UPBD | AES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 1.18 | -1.63 |
Sortino ratioReturn per unit of downside risk | -0.35 | 1.90 | -2.25 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.33 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | -0.51 | 2.68 | -3.19 |
Martin ratioReturn relative to average drawdown | -0.88 | 5.12 | -6.00 |
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
| UPBD | AES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 1.18 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | -0.17 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.19 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.13 | +0.08 |
Drawdowns
UPBD vs. AES - Drawdown Comparison
The maximum UPBD drawdown since its inception was -79.53%, smaller than the maximum AES drawdown of -98.65%. Use the drawdown chart below to compare losses from any high point for UPBD and AES.
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Drawdown Indicators
| UPBD | AES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.53% | -98.65% | +19.12% |
Max Drawdown (1Y)Largest decline over 1 year | -40.17% | -18.98% | -21.19% |
Max Drawdown (3Y)Largest decline over 3 years | -54.21% | -53.33% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -71.97% | -63.43% | -8.54% |
Max Drawdown (10Y)Largest decline over 10 years | -71.97% | -63.43% | -8.54% |
Current DrawdownCurrent decline from peak | -64.33% | -62.00% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -31.80% | -57.02% | +25.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.46% | 9.91% | +13.55% |
Volatility
UPBD vs. AES - Volatility Comparison
Upbound Group Inc. (UPBD) has a higher volatility of 10.35% compared to The AES Corporation (AES) at 1.51%. This indicates that UPBD's price experiences larger fluctuations and is considered to be riskier than AES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPBD | AES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.35% | 1.51% | +8.84% |
Volatility (6M)Calculated over the trailing 6-month period | 28.86% | 25.70% | +3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.68% | 42.94% | +3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.92% | 37.83% | +10.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.89% | 36.06% | +12.83% |
Dividends
UPBD vs. AES - Dividend Comparison
UPBD's dividend yield for the trailing twelve months is around 8.72%, more than AES's 4.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AES The AES Corporation | 4.78% | 4.91% | 5.36% | 3.45% | 2.20% | 2.48% | 2.44% | 2.74% | 3.60% | 4.43% | 3.79% | 4.18% |
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
UPBD vs. AES - Financials Comparison
This section allows you to compare key financial metrics between Upbound Group Inc. and The AES Corporation. 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
UPBD vs. AES - Profitability Comparison
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%.
AES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The AES Corporation reported a gross profit of 0.00 and revenue of 3.18B. Therefore, the gross margin over that period was 0.0%.
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%.
AES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The AES Corporation reported an operating income of 0.00 and revenue of 3.18B, resulting in an operating margin of 0.0%.
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%.
AES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The AES Corporation reported a net income of 201.00M and revenue of 3.18B, resulting in a net margin of 6.3%.
Frequently Asked Questions
UPBD and AES have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UPBD has higher volatility (10.35%) compared to AES (1.51%). In terms of maximum drawdown, UPBD dropped -79.53% vs AES's -98.65%.
AES currently has the higher Sharpe Ratio (1.18 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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