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Upbound Group, Inc. (UPBD)

(Delayed Data from NSDQ)

$33.55 USD

33.55
797,463

+0.16 (0.48%)

Updated Jul 17, 2024 04:00 PM ET

After-Market: $33.57 +0.02 (0.06%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy17.88%
3Hold9.47%
4Sell5.14%
5Strong Sell2.57%
S&P50011.11%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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A Value A Growth F Momentum A VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 41% (102 out of 250)

Industry: Financial - Leasing Companies

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Better trading starts here.

Balance Sheet

Research for UPBD

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Upbound Group, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 94 144 108 159 70
Receivables 111 112 126 90 84
Notes Receivable 0 0 0 0 0
Inventories 1,234 1,125 1,306 909 836
Other Current Assets 122 129 132 84 61
Total Current Assets 1,561 1,510 1,673 1,242 1,051
Net Property & Equipment 273 295 308 142 166
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 591 649 715 78 79
Deposits & Other Assets 6 7 6 5 5
Total Assets 2,721 2,764 2,993 1,751 1,583
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 177 155 136 186 168
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 323 321 363 321 276
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 500 476 498 507 444
Mortgages 0 0 0 0 0
Deferred Taxes/Income 61 88 114 176 164
Convertible Debt 0 0 0 0 0
Long-Term Debt 1,307 1,369 1,571 190 231
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 2,161 2,238 2,480 1,159 1,124
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 1 1 1 1 1
Capital Surplus 1,460 1,298 1,147 887 870
Retained Earnings 995 1,077 1,144 1,091 948
Other Equity -4 -11 -12 -11 -11
Treasury Stock 1,891 1,841 1,766 1,376 1,349
Total Shareholder's Equity 560 525 513 592 459
Total Liabilities & Shareholder's Equity 2,721 2,764 2,993 1,751 1,583
Total Common Equity 560 525 513 592 459
Shares Outstanding 54.30 55.60 66.10 54.10 54.70
Book Value Per Share 10.32 9.45 7.77 10.94 8.39

Fiscal Year End for Upbound Group, Inc falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents -99,999 85 94 106 87
Receivables NA 108 111 105 99
Notes Receivable NA 0 0 0 0
Inventories NA 1,188 1,234 1,091 1,070
Other Current Assets NA 115 122 140 127
Total Current Assets NA 1,496 1,561 1,442 1,382
Net Property & Equipment NA 263 273 277 283
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 578 591 606 620
Deposits & Other Assets NA 6 6 6 5
Total Assets NA 2,627 2,721 2,626 2,586
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 120 177 132 104
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 308 323 300 308
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 428 500 432 411
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 43 61 58 12
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 1,289 1,307 1,239 1,238
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 2,049 2,161 2,029 1,960
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 1 1 1 1
Capital Surplus NA 1,470 1,460 1,444 1,428
Retained Earnings NA 1,002 995 1,026 1,041
Other Equity NA -4 -4 -6 -3
Treasury Stock NA 1,891 1,891 1,868 1,841
Total Shareholder's Equity NA 578 560 597 626
Total Liabilities & Shareholder's Equity NA 2,627 2,721 2,626 2,586
Total Common Equity 0 578 560 597 626
Shares Outstanding 54.60 54.60 54.30 54.30 55.90
Book Value Per Share 0.00 10.59 10.32 11.00 11.19