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

Performance

UPBD vs. MPWR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upbound Group Inc. (UPBD) and Monolithic Power Systems, Inc. (MPWR). 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 15.24% return, which is significantly lower than MPWR's 57.89% return. Over the past 10 years, UPBD has underperformed MPWR with an annualized return of 9.56%, while MPWR has yielded a comparatively higher 36.06% annualized return.


UPBD

1D
-3.63%
1M
-2.51%
6M
7.07%
YTD
15.24%
1Y
1.47%
3Y*
-12.52%
5Y*
-14.77%
10Y*
9.56%
ALL TIME*
10.17%

MPWR

1D
8.35%
1M
10.70%
6M
27.30%
YTD
57.89%
1Y
82.79%
3Y*
38.39%
5Y*
26.91%
10Y*
36.06%
ALL TIME*
27.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.37B$1.27B$1.35B
$26.51M$22.26M$19.07M

UPBD vs. MPWR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UPBD
Upbound Group Inc.
15.24%-35.45%-10.06%57.93%-49.90%28.38%39.76%79.87%45.86%0.94%
MPWR
Monolithic Power Systems, Inc.
57.89%54.45%-5.55%79.78%-27.78%35.49%107.49%54.80%4.49%38.23%

Correlation

The correlation between UPBD and MPWR is 0.21, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.21

Correlation (3Y)
Balances recent behavior with more history.

0.30

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.34

Correlation (10Y)
Provides a long-term view across more market conditions.

0.29

Correlation (All Time)
Calculated using the full available price history since Nov 19, 2004

0.31

The correlation between UPBD and MPWR shifts across timeframes, from 0.21 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UPBD:

$1.13B

MPWR:

$70.06B

EPS

UPBD:

$2.05

MPWR:

$16.33

PE Ratio

UPBD:

9.44

MPWR:

87.33

PEG Ratio

UPBD:

0.05

MPWR:

1.10

PS Ratio

UPBD:

0.18

MPWR:

21.32

Total Revenue (TTM)

UPBD:

$4.74B

MPWR:

$3.27B

Gross Profit (TTM)

UPBD:

$1.98B

MPWR:

$1.81B

EBITDA (TTM)

UPBD:

$685.19M

MPWR:

$1.01B

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Return for Risk

UPBD vs. MPWR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

UPBD
UPBD Risk / Return Rank: 4545
Overall Rank
UPBD Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
UPBD Sortino Ratio Rank: 4343
Sortino Ratio Rank
UPBD Omega Ratio Rank: 4242
Omega Ratio Rank
UPBD Calmar Ratio Rank: 4646
Calmar Ratio Rank
UPBD Martin Ratio Rank: 4545
Martin Ratio Rank

MPWR
MPWR Risk / Return Rank: 8989
Overall Rank
MPWR Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
MPWR Sortino Ratio Rank: 8686
Sortino Ratio Rank
MPWR Omega Ratio Rank: 8484
Omega Ratio Rank
MPWR Calmar Ratio Rank: 9292
Calmar Ratio Rank
MPWR Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UPBD vs. MPWR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) and Monolithic Power Systems, Inc. (MPWR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UPBDMPWRDifference
Sharpe ratioReturn per unit of total volatility

-1.86

Sortino ratioReturn per unit of downside risk

-2.05

Omega ratioGain probability vs. loss probability

1.05

1.30

-0.25

Calmar ratioReturn relative to maximum drawdown

0.05

3.94

-3.90

Martin ratioReturn relative to average drawdown

0.08

9.44

-9.37

UPBD vs. MPWR - Sharpe Ratio Comparison

The current UPBD Sharpe Ratio is 0.04, which is lower than the MPWR Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of UPBD and MPWR, 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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Drawdowns

UPBD vs. MPWR - Drawdown Comparison

The maximum UPBD drawdown since its inception was -79.53%, which is greater than MPWR's maximum drawdown of -72.27%. Use the drawdown chart below to compare losses from any high point for UPBD and MPWR.


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Drawdown Indicators


UPBDMPWRDifference

Max Drawdown

Largest peak-to-trough decline

-79.53%

-72.27%

-7.26%

Max Drawdown (1Y)

Largest decline over 1 year

-40.17%

-25.99%

-14.18%

Max Drawdown (3Y)

Largest decline over 3 years

-54.21%

-51.65%

-2.56%

Max Drawdown (5Y)

Largest decline over 5 years

-71.97%

-51.65%

-20.32%

Max Drawdown (10Y)

Largest decline over 10 years

-71.97%

-51.65%

-20.32%

Current Drawdown

Current decline from peak

-60.52%

-15.49%

-45.03%

Average Drawdown

Average peak-to-trough decline

-31.94%

-17.71%

-14.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.46%

10.83%

+13.63%

Volatility

UPBD vs. MPWR - Volatility Comparison

The current volatility for Upbound Group Inc. (UPBD) is 13.66%, while Monolithic Power Systems, Inc. (MPWR) has a volatility of 18.57%. This indicates that UPBD experiences smaller price fluctuations and is considered to be less risky than MPWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UPBDMPWRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.66%

18.57%

-4.91%

Volatility (6M)

Calculated over the trailing 6-month period

31.12%

44.07%

-12.95%

Volatility (1Y)

Calculated over the trailing 1-year period

47.56%

54.05%

-6.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.13%

54.63%

-6.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.72%

47.86%

+0.86%

Dividends

UPBD vs. MPWR - Dividend Comparison

UPBD's dividend yield for the trailing twelve months is around 8.05%, more than MPWR's 0.50% yield.


PositionTTM20252024202320222021202020192018201720162015
MPWR
Monolithic Power Systems, Inc.
0.50%0.69%0.85%0.63%0.85%0.49%0.55%0.90%1.03%0.71%0.98%1.26%
UPBD
Upbound Group Inc.
8.05%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. MPWR - Financials Comparison

This section allows you to compare key financial metrics between Upbound Group Inc. and Monolithic Power Systems, 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.


Quarterly
Annual

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


Values in USD except per share items

UPBD vs. MPWR - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

UPBD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Upbound Group Inc. reported a gross profit of 594.84M and revenue of 1.16B. Therefore, the gross margin over that period was 51.1%.

MPWR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Monolithic Power Systems, Inc. reported a gross profit of 541.07M and revenue of 980.64M. Therefore, the gross margin over that period was 55.2%.

UPBD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Upbound Group Inc. reported an operating income of 54.26M and revenue of 1.16B, resulting in an operating margin of 4.7%.

MPWR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Monolithic Power Systems, Inc. reported an operating income of 303.89M and revenue of 980.64M, resulting in an operating margin of 31.0%.

UPBD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Upbound Group Inc. reported a net income of 21.58M and revenue of 1.16B, resulting in a net margin of 1.9%.

MPWR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Monolithic Power Systems, Inc. reported a net income of 257.30M and revenue of 980.64M, resulting in a net margin of 26.2%.


Frequently Asked Questions


UPBD and MPWR have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MPWR has higher volatility (18.57%) compared to UPBD (13.66%). In terms of maximum drawdown, UPBD dropped -79.53% vs MPWR's -72.27%.

MPWR currently has the higher Sharpe Ratio (1.90 vs 0.04), 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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