Upbound Group Stock Buy Hold or Sell Recommendation
| UPBD Stock | 34.45 0.05 0.15% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Upbound Group is 'Strong Hold'. Macroaxis provides Upbound buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Upbound positions.
Check out Upbound Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Upbound and provide practical buy, sell, or hold advice based on investors' constraints. Upbound Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Upbound |
Execute Upbound Buy or Sell Advice
The Upbound recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Upbound Group. Macroaxis does not own or have any residual interests in Upbound Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Upbound's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Upbound Trading Alerts and Improvement Suggestions
| Upbound Group has high likelihood to experience some financial distress in the next 2 years | |
| 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 gurufocus.com: FMR LLC Adjusts Stake in Upbound Group Inc |
Upbound Returns Distribution Density
The distribution of Upbound's historical returns is an attempt to chart the uncertainty of Upbound's future price movements. The chart of the probability distribution of Upbound daily returns describes the distribution of returns around its average expected value. We use Upbound Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Upbound returns is essential to provide solid investment advice for Upbound.
| Mean Return | 0.11 | Value At Risk | -3.78 | Potential Upside | 3.70 | Standard Deviation | 2.59 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Upbound historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Upbound Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (651.5M) | (736.4M) | (1.3B) | (1.0B) | (1.3B) | (1.2B) | |
| Free Cash Flow | 194.3M | 202.0M | 329.8M | 407.1M | 146.9M | 121.9M | |
| Depreciation | 680.7M | 690.4M | 1.4B | 1.4B | 133.5M | 126.8M | |
| Capital Expenditures | 21.2M | 34.5M | 62.5M | 61.4M | 53.4M | 71.7M | |
| Net Income | 173.5M | 208.1M | 134.9M | 12.4M | (5.2M) | (4.9M) | |
| End Period Cash Flow | 70.5M | 159.4M | 108.3M | 144.1M | 93.7M | 82.2M | |
| Change In Cash | (84.9M) | 89.0M | (51.1M) | 35.8M | (50.4M) | (47.9M) | |
| Other Non Cash Items | (3.3M) | 34.4M | 30.7M | 37.1M | 1.2B | 1.3B |
Upbound Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Upbound or Specialty Retail sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Upbound's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Upbound stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.1 | |
β | Beta against Dow Jones | 1.72 | |
σ | Overall volatility | 2.65 | |
Ir | Information ratio | -0.0051 |
Upbound Volatility Alert
Upbound Group currently demonstrates below-average downside deviation. It has Information Ratio of -0.01 and Jensen Alpha of -0.1. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Upbound's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Upbound's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Upbound Fundamentals Vs Peers
Comparing Upbound's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Upbound's direct or indirect competition across all of the common fundamentals between Upbound and the related equities. This way, we can detect undervalued stocks with similar characteristics as Upbound or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Upbound's fundamental indicators could also be used in its relative valuation, which is a method of valuing Upbound by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Upbound to competition |
| Fundamentals | Upbound | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0713 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.08 % | (5.51) % |
| Current Valuation | 3.31 B | 16.62 B |
| Shares Outstanding | 54.7 M | 571.82 M |
| Shares Owned By Insiders | 11.40 % | 10.09 % |
| Shares Owned By Institutions | 84.51 % | 39.21 % |
| Number Of Shares Shorted | 2.26 M | 4.71 M |
| Price To Book | 3.08 X | 9.51 X |
| Price To Sales | 0.44 X | 11.42 X |
| Revenue | 3.99 B | 9.43 B |
| Gross Profit | 2.08 B | 27.38 B |
| EBITDA | 290.54 M | 3.9 B |
| Net Income | (5.18 M) | 570.98 M |
| Cash And Equivalents | 144.14 M | 2.7 B |
| Total Debt | 1.6 B | 5.32 B |
| Book Value Per Share | 11.19 X | 1.93 K |
| Cash Flow From Operations | 200.29 M | 971.22 M |
| Short Ratio | 5.05 X | 4.00 X |
| Earnings Per Share | 1.46 X | 3.12 X |
| Target Price | 40.89 | |
| Number Of Employees | 12.97 K | 18.84 K |
| Beta | 2.02 | -0.15 |
| Market Capitalization | 1.88 B | 19.03 B |
| Total Asset | 2.72 B | 29.47 B |
| Retained Earnings | 994.89 M | 9.33 B |
| Working Capital | (190.88 M) | 1.48 B |
| Annual Yield | 0.04 % | |
| Net Asset | 2.72 B | |
| Last Dividend Paid | 1.45 |
Note: Disposition of 8870 shares by Fahmi Karam of Upbound at 29.46 subject to Rule 16b-3 [view details]
Upbound Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Upbound . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Upbound Buy or Sell Advice
When is the right time to buy or sell Upbound Group? Buying financial instruments such as Upbound Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Upbound in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Industrials ETFs Thematic Idea Now
Industrials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Industrials ETFs theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Industrials ETFs Theme or any other thematic opportunities.
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Check out Upbound Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Is Computer & Electronics Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upbound. If investors know Upbound will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upbound listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 5.995 | Dividend Share 1.45 | Earnings Share 1.46 | Revenue Per Share 78.182 | Quarterly Revenue Growth 0.092 |
The market value of Upbound Group is measured differently than its book value, which is the value of Upbound that is recorded on the company's balance sheet. Investors also form their own opinion of Upbound's value that differs from its market value or its book value, called intrinsic value, which is Upbound's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upbound's market value can be influenced by many factors that don't directly affect Upbound's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upbound's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upbound is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upbound's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.