Upbound Gross Profit vs. Revenue

UPBD Stock   34.09  0.15  0.44%   
Based on the measurements of profitability obtained from Upbound's financial statements, Upbound Group may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess Upbound's ability to earn profits and add value for shareholders.
 
Gross Profit  
First Reported
1994-03-31
Previous Quarter
348.3 M
Current Value
330.8 M
Quarterly Volatility
292.5 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
At present, Upbound's EV To Sales is projected to slightly decrease based on the last few years of reporting. The current year's Sales General And Administrative To Revenue is expected to grow to 0.39, whereas Price To Sales Ratio is forecasted to decline to 0.44. The current year's Income Before Tax is expected to grow to about 81.4 M, whereas Accumulated Other Comprehensive Income is forecasted to decline to (4.6 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.30.3194
Notably Down
Slightly volatile
For Upbound profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Upbound to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Upbound Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Upbound's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Upbound Group over time as well as its relative position and ranking within its peers.
  

Upbound's Revenue Breakdown by Earning Segment

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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.

Upbound Group Revenue vs. Gross Profit Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Upbound's current stock value. Our valuation model uses many indicators to compare Upbound value to that of its competitors to determine the firm's financial worth.
Upbound Group is rated first in gross profit category among its peers. It is rated first in revenue category among its peers totaling about  1.92  of Revenue per Gross Profit. At present, Upbound's Gross Profit is projected to increase significantly based on the last few years of reporting. Comparative valuation analysis is a catch-all technique that is used if you cannot value Upbound by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Upbound Revenue vs. Gross Profit

Gross Profit is the most basic measure of business operational efficiency. It is simply the difference between sales revenue and the cost associated with making a product or providing a service. It is calculated before deducting administrative expenses, taxes, and interest payments.

Upbound

Gross Profit

 = 

Revenue

-

Cost of Revenue

 = 
2.08 B
Gross Profit varies significantly from one sector to another and tells an investor how much money a business would have made if it didn't have to pay any overhead expenses such as salary, taxes, or rent.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

Upbound

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
3.99 B
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Upbound Revenue vs Competition

Upbound Group is rated first in revenue category among its peers. Market size based on revenue of Consumer Discretionary industry is at this time estimated at about 65.67 Billion. Upbound holds roughly 3.99 Billion in revenue claiming about 6% of stocks in Consumer Discretionary industry.

Upbound Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Upbound, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Upbound will eventually generate negative long term returns. The profitability progress is the general direction of Upbound's change in net profit over the period of time. It can combine multiple indicators of Upbound, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-4.4 M-4.6 M
Operating Income162.9 M156.7 M
Income Before Tax52.9 M81.4 M
Total Other Income Expense Net-110 M-115.5 M
Net Loss-5.2 M-4.9 M
Income Tax Expense58 M34.6 M
Net Interest Income-110 M-104.5 M
Interest Income3.4 M1.8 M
Net Loss-5.2 M-4.9 M
Net Income Applicable To Common Shares11.1 M10.6 M
Change To Netincome171.2 M124.2 M
Net Loss(0.09)(0.09)
Income Quality(38.67)(36.74)
Net Loss(0.10)(0.09)

Upbound Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Upbound. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Upbound position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Upbound's important profitability drivers and their relationship over time.

Use Upbound in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Upbound position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Upbound will appreciate offsetting losses from the drop in the long position's value.

Upbound Pair Trading

Upbound Group Pair Trading Analysis

The ability to find closely correlated positions to Upbound could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Upbound when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Upbound - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Upbound Group to buy it.
The correlation of Upbound is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Upbound moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Upbound Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Upbound can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Upbound position

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 Consumer Funds Thematic Idea Now

Consumer Funds
Consumer Funds Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 46 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 Consumer Funds Theme or any other thematic opportunities.
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When determining whether Upbound Group is a strong investment it is important to analyze Upbound's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Upbound's future performance. For an informed investment choice regarding Upbound Stock, refer to the following important reports:
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You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
To fully project Upbound's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Upbound Group at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Upbound's income statement, its balance sheet, and the statement of cash flows.
Potential Upbound investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Upbound investors may work on each financial statement separately, they are all related. The changes in Upbound's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Upbound's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.