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UPBD vs. XRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UPBD and XRX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

UPBD vs. XRX - Performance Comparison

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

-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
-2.79%
-16.53%
UPBD
XRX

Key characteristics

Sharpe Ratio

UPBD:

-0.16

XRX:

-1.15

Sortino Ratio

UPBD:

0.01

XRX:

-1.74

Omega Ratio

UPBD:

1.00

XRX:

0.78

Calmar Ratio

UPBD:

-0.10

XRX:

-0.57

Martin Ratio

UPBD:

-0.38

XRX:

-1.30

Ulcer Index

UPBD:

14.14%

XRX:

39.62%

Daily Std Dev

UPBD:

34.47%

XRX:

44.51%

Max Drawdown

UPBD:

-79.53%

XRX:

-92.84%

Current Drawdown

UPBD:

-45.83%

XRX:

-88.88%

Fundamentals

Market Cap

UPBD:

$1.63B

XRX:

$997.97M

EPS

UPBD:

$1.44

XRX:

-$10.71

Total Revenue (TTM)

UPBD:

$3.24B

XRX:

$6.22B

Gross Profit (TTM)

UPBD:

$1.02B

XRX:

$2.60B

EBITDA (TTM)

UPBD:

$292.69M

XRX:

-$971.00M

Returns By Period

In the year-to-date period, UPBD achieves a 2.06% return, which is significantly higher than XRX's -3.32% return. Over the past 10 years, UPBD has outperformed XRX with an annualized return of 3.54%, while XRX has yielded a comparatively lower -8.61% annualized return.


UPBD

YTD

2.06%

1M

0.78%

6M

-2.79%

1Y

-3.49%

5Y*

7.70%

10Y*

3.54%

XRX

YTD

-3.32%

1M

-12.74%

6M

-16.54%

1Y

-52.17%

5Y*

-21.34%

10Y*

-8.61%

*Annualized

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


Risk-Adjusted Performance

UPBD vs. XRX — Risk-Adjusted Performance Rank

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

UPBD
The Risk-Adjusted Performance Rank of UPBD is 3535
Overall Rank
The Sharpe Ratio Rank of UPBD is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of UPBD is 3131
Sortino Ratio Rank
The Omega Ratio Rank of UPBD is 3232
Omega Ratio Rank
The Calmar Ratio Rank of UPBD is 3939
Calmar Ratio Rank
The Martin Ratio Rank of UPBD is 3737
Martin Ratio Rank

XRX
The Risk-Adjusted Performance Rank of XRX is 66
Overall Rank
The Sharpe Ratio Rank of XRX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of XRX is 33
Sortino Ratio Rank
The Omega Ratio Rank of XRX is 44
Omega Ratio Rank
The Calmar Ratio Rank of XRX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of XRX is 1111
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.

UPBD vs. XRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) and Xerox Holdings Corporation (XRX). 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.


Sharpe ratio
The chart of Sharpe ratio for UPBD, currently valued at -0.16, compared to the broader market-2.000.002.004.00-0.16-1.15
The chart of Sortino ratio for UPBD, currently valued at 0.01, compared to the broader market-6.00-4.00-2.000.002.004.006.000.01-1.74
The chart of Omega ratio for UPBD, currently valued at 1.00, compared to the broader market0.501.001.502.001.000.78
The chart of Calmar ratio for UPBD, currently valued at -0.10, compared to the broader market0.002.004.006.00-0.10-0.57
The chart of Martin ratio for UPBD, currently valued at -0.38, compared to the broader market0.0010.0020.0030.00-0.38-1.30
UPBD
XRX

The current UPBD Sharpe Ratio is -0.16, which is higher than the XRX Sharpe Ratio of -1.15. The chart below compares the historical Sharpe Ratios of UPBD and XRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50SeptemberOctoberNovemberDecember2025February
-0.16
-1.15
UPBD
XRX

Dividends

UPBD vs. XRX - Dividend Comparison

UPBD's dividend yield for the trailing twelve months is around 5.04%, less than XRX's 12.27% yield.


TTM20242023202220212020201920182017201620152014
UPBD
Upbound Group Inc.
5.04%5.14%4.09%6.03%2.64%3.84%0.87%0.00%2.16%2.13%6.41%2.56%
XRX
Xerox Holdings Corporation
12.27%11.86%5.46%6.85%4.42%4.31%2.71%5.06%13.66%3.57%2.63%1.82%

Drawdowns

UPBD vs. XRX - Drawdown Comparison

The maximum UPBD drawdown since its inception was -79.53%, smaller than the maximum XRX drawdown of -92.84%. Use the drawdown chart below to compare losses from any high point for UPBD and XRX. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%SeptemberOctoberNovemberDecember2025February
-45.83%
-88.88%
UPBD
XRX

Volatility

UPBD vs. XRX - Volatility Comparison

The current volatility for Upbound Group Inc. (UPBD) is 7.75%, while Xerox Holdings Corporation (XRX) has a volatility of 13.79%. This indicates that UPBD experiences smaller price fluctuations and is considered to be less risky than XRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
7.75%
13.79%
UPBD
XRX

Financials

UPBD vs. XRX - Financials Comparison

This section allows you to compare key financial metrics between Upbound Group Inc. and Xerox Holdings 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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

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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