Upbound Revenue vs. Shares Owned By Institutions
| UPBD Stock | 34.39 0.06 0.17% |
Total Revenue | First Reported 1994-03-31 | Previous Quarter 1.1 B | Current Value 1.1 B | Quarterly Volatility 307.7 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.3 | 0.3194 |
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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 |
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 Shares Owned By Institutions vs. Revenue 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 revenue category among its peers. It is rated first in shares owned by institutions category among its peers . The ratio of Revenue to Shares Owned By Institutions for Upbound Group is about 47,241,900 . At present, Upbound's Total Revenue 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. 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 129.01 Billion. Upbound holds roughly 3.99 Billion in revenue claiming about 3% of stocks in Consumer Discretionary industry.
Upbound Shares Owned By Institutions vs. Revenue
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 |
| = | 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.
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Upbound |
| = | 84.51 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Upbound Shares Owned By Institutions Comparison
Upbound is currently under evaluation in shares owned by institutions category among its peers.
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 Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -4.4 M | -4.6 M | |
| Operating Income | 162.9 M | 156.7 M | |
| Income Before Tax | 52.9 M | 81.4 M | |
| Total Other Income Expense Net | -110 M | -115.5 M | |
| Net Loss | -5.2 M | -4.9 M | |
| Income Tax Expense | 58 M | 34.6 M | |
| Net Interest Income | -110 M | -104.5 M | |
| Interest Income | 3.4 M | 1.8 M | |
| Net Loss | -5.2 M | -4.9 M | |
| Net Income Applicable To Common Shares | 11.1 M | 10.6 M | |
| Change To Netincome | 171.2 M | 124.2 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.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 Single Stock ETFs Thematic Idea Now
Single Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 99 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 Single Stock ETFs Theme or any other thematic opportunities.
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Check out World Market Map. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
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.