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

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.

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UPBD vs. XRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UPBD
Upbound Group Inc.
1.82%-35.45%-10.06%57.93%-49.90%28.38%39.76%79.87%45.86%0.94%
XRX
Xerox Holdings Corporation
-45.77%-70.56%-49.82%33.82%-31.32%1.98%-33.61%92.27%-29.38%31.01%

Fundamentals

EPS

UPBD:

$1.25

XRX:

-$12.31

PS Ratio

UPBD:

0.22

XRX:

0.02

Total Revenue (TTM)

UPBD:

$4.70B

XRX:

$7.02B

Gross Profit (TTM)

UPBD:

$2.11B

XRX:

$4.66B

EBITDA (TTM)

UPBD:

$1.01B

XRX:

-$96.00M

Returns By Period

In the year-to-date period, UPBD achieves a 1.82% return, which is significantly higher than XRX's -45.77% return. Over the past 10 years, UPBD has outperformed XRX with an annualized return of 5.17%, while XRX has yielded a comparatively lower -23.19% annualized return.


UPBD

1D
-0.94%
1M
-14.37%
YTD
1.82%
6M
-19.90%
1Y
-20.77%
3Y*
-4.94%
5Y*
-17.17%
10Y*
5.17%

XRX

1D
-2.33%
1M
-28.60%
YTD
-45.77%
6M
-66.54%
1Y
-73.31%
3Y*
-53.59%
5Y*
-41.23%
10Y*
-23.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Upbound Group Inc.

Xerox Holdings Corporation

Return for Risk

UPBD vs. XRX — 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: 2323
Sharpe Ratio Rank
UPBD Sortino Ratio Rank: 2323
Sortino Ratio Rank
UPBD Omega Ratio Rank: 2323
Omega Ratio Rank
UPBD Calmar Ratio Rank: 2424
Calmar Ratio Rank
UPBD Martin Ratio Rank: 2323
Martin Ratio Rank

XRX
XRX Risk / Return Rank: 66
Overall Rank
XRX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
XRX Sortino Ratio Rank: 33
Sortino Ratio Rank
XRX Omega Ratio Rank: 55
Omega Ratio Rank
XRX Calmar Ratio Rank: 77
Calmar Ratio Rank
XRX Martin Ratio Rank: 99
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. XRX - Risk-Adjusted Trends 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.


UPBDXRXDifference

Sharpe ratio

Return per unit of total volatility

-0.40

-0.97

+0.57

Sortino ratio

Return per unit of downside risk

-0.26

-1.80

+1.54

Omega ratio

Gain probability vs. loss probability

0.97

0.79

+0.18

Calmar ratio

Return relative to maximum drawdown

-0.50

-0.90

+0.41

Martin ratio

Return relative to average drawdown

-0.96

-1.50

+0.55

UPBD vs. XRX - Sharpe Ratio Comparison

The current UPBD Sharpe Ratio is -0.40, which is higher than the XRX Sharpe Ratio of -0.97. 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.


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Sharpe Ratios by Period


UPBDXRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.40

-0.97

+0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.36

-0.81

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

-0.51

+0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

-0.09

+0.30

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.


Dividends

UPBD vs. XRX - Dividend Comparison

UPBD's dividend yield for the trailing twelve months is around 8.72%, more than XRX's 7.94% yield.


TTM20252024202320222021202020192018201720162015
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%
XRX
Xerox Holdings Corporation
7.94%8.44%11.86%5.46%6.85%4.42%4.31%2.71%5.06%44.32%3.55%2.63%

Drawdowns

UPBD vs. XRX - Drawdown Comparison

The maximum UPBD drawdown since its inception was -79.53%, smaller than the maximum XRX drawdown of -98.44%. Use the drawdown chart below to compare losses from any high point for UPBD and XRX.


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Drawdown Indicators


UPBDXRXDifference

Max Drawdown

Largest peak-to-trough decline

-79.53%

-98.44%

+18.91%

Max Drawdown (1Y)

Largest decline over 1 year

-40.17%

-80.50%

+40.33%

Max Drawdown (5Y)

Largest decline over 5 years

-71.97%

-93.25%

+21.28%

Max Drawdown (10Y)

Largest decline over 10 years

-71.97%

-95.33%

+23.36%

Current Drawdown

Current decline from peak

-65.11%

-98.42%

+33.31%

Average Drawdown

Average peak-to-trough decline

-31.63%

-52.02%

+20.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.87%

48.42%

-27.55%

Volatility

UPBD vs. XRX - Volatility Comparison

The current volatility for Upbound Group Inc. (UPBD) is 12.25%, while Xerox Holdings Corporation (XRX) has a volatility of 20.69%. 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.


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Volatility by Period


UPBDXRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.25%

20.69%

-8.44%

Volatility (6M)

Calculated over the trailing 6-month period

34.48%

50.18%

-15.70%

Volatility (1Y)

Calculated over the trailing 1-year period

52.45%

75.65%

-23.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.93%

50.96%

-3.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.15%

45.76%

+3.39%

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


1.00B1.20B1.40B1.60B1.80B2.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.20B
2.03B
(UPBD) Total Revenue
(XRX) Total Revenue
Values in USD except per share items