Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.078
Sell
RSI(14)
36.897
Neutral
STOCH(KDJ)(9,3,3)
44.629
Buy
ATR(14)
0.753
High Vlolatility
CCI(14)
-29.277
Neutral
Williams %R
62.470
Sell
TRIX(12,20)
-1.224
Sell
StochRSI(14)
100.000
Buy
Upbound Group Inc
UPBD17.400USD
+1.120+6.88%
Close 11/21, 16:00（ET）Quotes delayed by 15 min
1.01BMarket Cap
11.93P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Upbound Group Inc
Currency: USD Updated: 2025-11-21Key Insights
The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a very weak market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Upbound Group Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
8
analysts
Buy
Current Rating
32.000
Target Price
+96.56%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Upbound Group Inc Highlights
StrengthsRisks
Upbound Group, Inc. is a technology and data-driven company in financial products that addresses the needs of consumers. The Company's customer-facing operating units includes brands, such as Rent-A-Center and Acima that facilitate consumer transactions across a range of store-based and digital retail channels, including over 2,300 company branded retail units across the United States, Mexico and Puerto Rico. Its Acima segment offers consumers who do not qualify for traditional financing the lease-to-own transaction through staffed or unstaffed kiosks located within third-party retailer locations or other virtual options. Its Mexico segment consists of its Company-owned stores in Mexico that lease household durable goods to customers on a lease-to-own basis. The Company is also engaged in offering earned wage access and credit building products, as well as financial wellness solutions and educational resources to help consumers better manage, save and earn money.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 4.32B.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD .
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 66.57%.
Fairly Valued
The company’s latest PE is 11.49, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 50.77M shares, decreasing 6.27% quarter-over-quarter.
Held by HACAX
Star Investor HACAX holds 576.00 shares of this stock.
Financial Health
Currency: USD Updated: 2025-11-21The company's current financial score is 7.29, which is higher than the Specialty Retailers industry's average of 7.10. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 1.16B, representing a year-over-year increase of 8.97%, while its net profit experienced a year-over-year increase of 57.16%.
Score
Financials
4.64
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
9.19
Operational Efficiency
7.10
Growth Potential
8.45
Shareholder Returns
7.05
Upbound Group Inc's Company Valuation
Currency: USD Updated: 2025-11-21The company’s current valuation score is 6.89, which is lower than the Specialty Retailers industry's average of 7.40. Its current P/E ratio is 11.49, which is 1776.91% below the recent high of 215.59 and 11344.61% above the recent low of -1291.59.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 37/96
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-11-21The company’s current earnings forecast score is 8.50, which is higher than the Specialty Retailers industry's average of 7.31. The average price target for Upbound Group Inc is 28.00, with a high of 46.00 and a low of 24.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
32.000
Target Price
+83.91%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
22
Total
8
Median
11
Average
Company name
Ratings
Analysts
Upbound Group Inc
UPBD
8
Tractor Supply Co
TSCO
33
Chewy Inc
CHWY
31
DICK'S Sporting Goods Inc
DKS
29
Ulta Beauty Inc
ULTA
28
Amer Sports Inc
AS
21
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-11-21The company’s current price momentum score is 6.85, which is lower than the Specialty Retailers industry's average of 7.24. Sideways: Currently, the stock price is trading between the resistance level at 22.25 and the support level at 14.18, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
16.478
Buy
MA10
16.888
Buy
MA20
18.679
Sell
MA50
21.508
Sell
MA100
22.965
Sell
MA200
23.694
Sell
Institutional Confidence
Currency: USD Updated: 2025-11-21The company’s current institutional recognition score is 7.00, which is lower than the Specialty Retailers industry's average of 7.30. The latest institutional shareholding proportion is 87.68%, representing a quarter-over-quarter decrease of 7.87%. The largest institutional shareholder is The Vanguard, holding a total of 6.84M shares, representing 11.82% of shares outstanding, with 4.39% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Fidelity Management & Research Company LLC
IEQ Capital LLC
Allred (Aaron R)
LSV Asset Management
State Street Investment Management (US)
Dimensional Fund Advisors, L.P.
Geode Capital Management, L.L.C.
Wellington Management Company, LLP
1
2
Risk Assessment
Currency: USD Updated: 2025-11-21The company’s current risk assessment score is 5.47, which is higher than the Specialty Retailers industry's average of 5.23. The company's beta value is 1.89. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.89
VaR
+4.32%
240-Day Maximum Drawdown
+53.03%
240-Day Volatility
+47.00%
Return
Best Daily Return
60 days
+8.19%
120 days
+8.19%
5 years
+19.10%
Worst Daily Return
60 days
-16.31%
120 days
-16.31%
5 years
-21.59%
Sharpe Ratio
60 days
-2.89
120 days
-0.88
5 years
-0.15
Risk Assessment
Maximum Drawdown
240 days
+53.03%
3 years
+57.38%
5 years
+75.42%
Return-to-Drawdown Ratio
240 days
-0.92
3 years
-0.17
5 years
-0.18
Skewness
240 days
+0.19
3 years
+0.30
5 years
-0.26
Volatility
Realised Volatility
240 days
+47.00%
5 years
+50.96%
Standardised True Range
240 days
+5.44%
5 years
+7.77%
Downside Risk-Adjusted Return
120 days
-102.79%
240 days
-102.79%
Maximum Daily Upside Volatility
60 days
+29.00%
Maximum Daily Downside Volatility
60 days
+45.60%
Liquidity
Average Turnover Rate
60 days
+1.17%
120 days
+1.07%
5 years
--
Turnover Deviation
20 days
+31.04%
60 days
+31.31%
120 days
+19.84%
Peer Comparison
Specialty Retailers
Upbound Group Inc
UPBD
7.17 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Rush Enterprises Inc
RUSHA
8.74 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ross Stores Inc
ROST
8.44 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Autozone Inc
AZO
8.16 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
National Vision Holdings Inc
EYE
8.06 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Tapestry Inc
TPR
8.00 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Upbound Group Inc?
The TradingKey Stock Score provides a comprehensive assessment of Upbound Group Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Upbound Group Inc’s performance and outlook.
How do we generate the financial health score of Upbound Group Inc?
To generate the financial health score of Upbound Group Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Upbound Group Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Upbound Group Inc.
How do we generate the company valuation score of Upbound Group Inc?
To generate the company valuation score of Upbound Group Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Upbound Group Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Upbound Group Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Upbound Group Inc.
How do we generate the earnings forecast score of Upbound Group Inc?
To calculate the earnings forecast score of Upbound Group Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Upbound Group Inc’s future.
How do we generate the price momentum score of Upbound Group Inc?
When generating the price momentum score for Upbound Group Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Upbound Group Inc’s prices. A higher score indicates a more stable short-term price trend for Upbound Group Inc.
How do we generate the institutional confidence score of Upbound Group Inc?
To generate the institutional confidence score of Upbound Group Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Upbound Group Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Upbound Group Inc.
How do we generate the risk management score of Upbound Group Inc?
To assess the risk management score of Upbound Group Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Upbound Group Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Upbound Group Inc.
