Upbound Group Stock Performance
| UPBD Stock | 33.80 0.81 2.46% |
Upbound has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 1.81, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upbound will likely underperform. Upbound Group right now has a risk of 2.57%. Please validate Upbound maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to decide if Upbound will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Upbound Group are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental drivers, Upbound is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 2.46 | Five Day Return 5.49 | Year To Date Return (0.50) | Ten Year Return 0.99 | All Time Return 2.1 K |
Forward Dividend Yield 0.0438 | Payout Ratio 0.4123 | Last Split Factor 5:2 | Forward Dividend Rate 1.48 | Dividend Date 2024-10-22 |
1 | Disposition of tradable shares by Jain Charu of Upbound subject to Rule 16b-3 | 09/10/2024 |
2 | Acquisition by Transient Taylor of 3166 shares of Upbound at 34.19 subject to Rule 16b-3 | 09/20/2024 |
3 | Acquisition by Jain Charu of 192 shares of Upbound subject to Rule 16b-3 | 10/01/2024 |
4 | Upbound Group Inc Q2 2024 Earnings Call Highlights Strong Revenue Growth Amidst Margin ... | 10/09/2024 |
5 | Acquisition by You Jen of 848 shares of Upbound subject to Rule 16b-3 | 10/18/2024 |
| Upbound dividend paid on 22nd of October 2024 | 10/22/2024 |
7 | Upbound group director Jeffrey J. Brown buys 31,151 in stock | 10/24/2024 |
8 | Upbound Group Inc Q3 2024 Earnings Report Preview What to Expect | 10/30/2024 |
9 | Upbound Group Inc Q3 2024 Earnings Revenue Hits 1,069M, Non-GAAP EPS at 0. ... | 10/31/2024 |
10 | Upbound Group Inc Q3 2024 Earnings Call Highlights Strong Revenue Growth and Strategic ... | 11/01/2024 |
11 | Disposition of 8870 shares by Fahmi Karam of Upbound at 29.46 subject to Rule 16b-3 | 11/04/2024 |
12 | FMR LLC Adjusts Stake in Upbound Group Inc - GuruFocus.com | 11/12/2024 |
| Begin Period Cash Flow | 144.1 M |
Upbound |
Upbound Relative Risk vs. Return Landscape
If you would invest 3,300 in Upbound Group on August 26, 2024 and sell it today you would earn a total of 80.00 from holding Upbound Group or generate 2.42% return on investment over 90 days. Upbound Group is currently generating 0.0688% in daily expected returns and assumes 2.5713% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Upbound, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Upbound Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upbound's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Upbound Group, and traders can use it to determine the average amount a Upbound's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0268
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| Cash | Small Risk | UPBD | High Risk | Huge Risk |
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Estimated Market Risk
| 2.57 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Upbound is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upbound by adding it to a well-diversified portfolio.
Upbound Fundamentals Growth
Upbound Stock prices reflect investors' perceptions of the future prospects and financial health of Upbound, and Upbound fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upbound Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0713 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 3.28 B | ||||
| Shares Outstanding | 54.7 M | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 0.43 X | ||||
| Revenue | 3.99 B | ||||
| Gross Profit | 2.08 B | ||||
| EBITDA | 290.54 M | ||||
| Net Income | (5.18 M) | ||||
| Cash And Equivalents | 144.14 M | ||||
| Total Debt | 1.6 B | ||||
| Book Value Per Share | 11.19 X | ||||
| Cash Flow From Operations | 200.29 M | ||||
| Earnings Per Share | 1.46 X | ||||
| Market Capitalization | 1.85 B | ||||
| Total Asset | 2.72 B | ||||
| Retained Earnings | 994.89 M | ||||
| Working Capital | (190.88 M) | ||||
About Upbound Performance
By analyzing Upbound's fundamental ratios, stakeholders can gain valuable insights into Upbound's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Upbound has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upbound has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 166.63 | 158.30 | |
| Return On Capital Employed | 0.08 | 0.15 | |
| Return On Equity | (0.01) | (0.01) |
Things to note about Upbound Group performance evaluation
Checking the ongoing alerts about Upbound for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Upbound Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company reported the previous year's revenue of 3.99 B. Net Loss for the year was (5.18 M) with profit before overhead, payroll, taxes, and interest of 2.08 B. | |
| Over 85.0% of the company outstanding shares are owned by institutional investors | |
| On 22nd of October 2024 Upbound paid 0.37 per share dividend to its current shareholders | |
| Latest headline from news.google.com: FMR LLC Adjusts Stake in Upbound Group Inc - GuruFocus.com |
- Analyzing Upbound's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upbound's stock is overvalued or undervalued compared to its peers.
- Examining Upbound's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upbound's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upbound's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Upbound's stock. These opinions can provide insight into Upbound's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Upbound Stock analysis
When running Upbound's price analysis, check to measure Upbound's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upbound is operating at the current time. Most of Upbound's value examination focuses on studying past and present price action to predict the probability of Upbound's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upbound's price. Additionally, you may evaluate how the addition of Upbound to your portfolios can decrease your overall portfolio volatility.
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