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UPBD vs. MPLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UPBD vs. MPLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upbound Group Inc. (UPBD) and MPLX LP (MPLX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UPBD achieves a 4.11% return, which is significantly lower than MPLX's 7.63% return. Over the past 10 years, UPBD has underperformed MPLX with an annualized return of 7.24%, while MPLX has yielded a comparatively higher 14.99% 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%

MPLX

1D
-0.75%
1M
-1.46%
YTD
7.63%
6M
4.78%
1Y
15.40%
3Y*
27.99%
5Y*
24.22%
10Y*
14.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPBD vs. MPLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UPBD
Upbound Group Inc.
4.11%-35.45%-10.06%57.93%-49.90%28.38%39.76%79.87%45.86%0.94%
MPLX
MPLX LP
7.63%20.54%41.72%22.46%21.09%53.92%-1.79%-8.25%-8.43%9.00%

Correlation

The correlation between UPBD and MPLX is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Oct 31, 2012

0.19

The correlation between UPBD and MPLX shifts across timeframes, from 0.04 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

UPBD:

$1.91

MPLX:

$6.16

PE Ratio

UPBD:

9.35

MPLX:

8.97

PEG Ratio

UPBD:

0.05

MPLX:

0.62

PS Ratio

UPBD:

0.17

MPLX:

3.37

Total Revenue (TTM)

UPBD:

$4.74B

MPLX:

$12.54B

Gross Profit (TTM)

UPBD:

$2.14B

MPLX:

$7.52B

EBITDA (TTM)

UPBD:

$1.02B

MPLX:

$6.90B

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Return for Risk

UPBD vs. MPLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UPBD
UPBD Risk / Return Rank: 2323
Overall Rank
UPBD Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
UPBD Sortino Ratio Rank: 2323
Sortino Ratio Rank
UPBD Omega Ratio Rank: 2323
Omega Ratio Rank
UPBD Calmar Ratio Rank: 2323
Calmar Ratio Rank
UPBD Martin Ratio Rank: 2424
Martin Ratio Rank

MPLX
MPLX Risk / Return Rank: 6969
Overall Rank
MPLX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
MPLX Sortino Ratio Rank: 6363
Sortino Ratio Rank
MPLX Omega Ratio Rank: 6161
Omega Ratio Rank
MPLX Calmar Ratio Rank: 7474
Calmar Ratio Rank
MPLX Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UPBD vs. MPLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) and MPLX LP (MPLX). 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.


UPBDMPLXDifference

Sharpe ratio

Return per unit of total volatility

-0.44

0.99

-1.44

Sortino ratio

Return per unit of downside risk

-0.35

1.45

-1.79

Omega ratio

Gain probability vs. loss probability

0.96

1.17

-0.22

Calmar ratio

Return relative to maximum drawdown

-0.51

2.01

-2.52

Martin ratio

Return relative to average drawdown

-0.88

4.73

-5.61

UPBD vs. MPLX - Sharpe Ratio Comparison

The current UPBD Sharpe Ratio is -0.44, which is lower than the MPLX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of UPBD and MPLX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


UPBDMPLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.44

0.99

-1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.36

1.26

-1.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.49

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.39

-0.18

Drawdowns

UPBD vs. MPLX - Drawdown Comparison

The maximum UPBD drawdown since its inception was -79.53%, smaller than the maximum MPLX drawdown of -85.72%. Use the drawdown chart below to compare losses from any high point for UPBD and MPLX.


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Drawdown Indicators


UPBDMPLXDifference

Max Drawdown

Largest peak-to-trough decline

-79.53%

-85.72%

+6.19%

Max Drawdown (1Y)

Largest decline over 1 year

-40.17%

-7.71%

-32.46%

Max Drawdown (3Y)

Largest decline over 3 years

-54.21%

-14.58%

-39.63%

Max Drawdown (5Y)

Largest decline over 5 years

-71.97%

-18.46%

-53.51%

Max Drawdown (10Y)

Largest decline over 10 years

-71.97%

-75.21%

+3.24%

Current Drawdown

Current decline from peak

-64.33%

-4.79%

-59.54%

Average Drawdown

Average peak-to-trough decline

-31.80%

-30.01%

-1.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.46%

3.27%

+20.19%

Volatility

UPBD vs. MPLX - Volatility Comparison

Upbound Group Inc. (UPBD) has a higher volatility of 10.35% compared to MPLX LP (MPLX) at 5.51%. This indicates that UPBD's price experiences larger fluctuations and is considered to be riskier than MPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UPBDMPLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.35%

5.51%

+4.84%

Volatility (6M)

Calculated over the trailing 6-month period

28.86%

11.65%

+17.21%

Volatility (1Y)

Calculated over the trailing 1-year period

46.68%

15.59%

+31.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.92%

19.40%

+28.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.89%

30.66%

+18.23%

Dividends

UPBD vs. MPLX - Dividend Comparison

UPBD's dividend yield for the trailing twelve months is around 8.72%, more than MPLX's 7.58% yield.


PositionTTM20252024202320222021202020192018201720162015
MPLX
MPLX LP
7.58%7.39%7.33%8.65%8.80%11.30%12.70%10.41%8.22%6.23%5.86%4.33%
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. MPLX - Financials Comparison

This section allows you to compare key financial metrics between Upbound Group Inc. and MPLX LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B3.00B3.50B20222023202420252026
1.22B
3.04B
(UPBD) Total Revenue
(MPLX) Total Revenue
Values in USD except per share items

UPBD vs. MPLX - Profitability Comparison

The chart below illustrates the profitability comparison between Upbound Group Inc. and MPLX LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
48.1%
86.8%
Portfolio components
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%.

MPLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MPLX LP reported a gross profit of 2.64B and revenue of 3.04B. Therefore, the gross margin over that period was 86.8%.

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%.

MPLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MPLX LP reported an operating income of 1.21B and revenue of 3.04B, resulting in an operating margin of 40.0%.

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%.

MPLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MPLX LP reported a net income of 922.00M and revenue of 3.04B, resulting in a net margin of 30.4%.


Frequently Asked Questions


UPBD and MPLX have a correlation of 0.04, 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 MPLX (5.51%). In terms of maximum drawdown, UPBD dropped -79.53% vs MPLX's -85.72%.

MPLX currently has the higher Sharpe Ratio (0.99 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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