UPBOUND GROUP, INC. (UPBD)

Services-Equipment Rental & Leasing, NEC

Latest Price

$17.75

TTM P/E

11.45

Normalized P/E

17.61

Div Yield

8.79%

Book Value

12.66

P/B Ratio

1.40

Valuation metrics

EPS: $1.25

Book value / share: $11.87

Formula: √(22.5 × EPS × BVPS)

Graham Number

$18.27

+3% upside

Norm. op. income: $237M (median of 7yr)

Tax rate: 31%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$30.20

+70% upside

Base FCF: $239M (median of recent 5yr)

Growth: 14%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$134.43

+657% upside

EPS: $1.25

Target P/E: 18×

Formula: EPS × P/E

P/E Fair Value

$22.50

+27% upside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	9.15M	$194.0M	15.81%	+944.4K	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	4.23M	$89.0M	7.31%	+295.2K	2026-06-30
FMR LLC	3.31M	$70.0M	5.72%	-2.10M	2026-06-30
DIMENSIONAL FUND ADVISORS LP	2.74M	$58.0M	4.74%	+350.0K	2026-06-30
STATE STREET CORP	2.47M	$53.0M	4.26%	+172.0K	2026-06-30
GOLDMAN SACHS GROUP INC	2.41M	$51.0M	4.16%	+1.03M	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	2.33M	$49.0M	4.02%	+51.9K	2026-06-30
LSV ASSET MANAGEMENT	2.28M	$48.0M	3.94%	-33.0K	2026-06-30
IEQ CAPITAL, LLC	1.77M	$37.0M	3.06%	-2.13M	2026-06-30
GEODE CAPITAL MANAGEMENT, LLC	1.47M	$31.0M	2.54%	+113.0K	2026-06-30