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Upbound Group, Inc. (UPBD)

Services-Equipment Rental & Leasing, NEC

Latest Price
$20.70
TTM P/E
10.84
Normalized P/E
19.49
TTM Div Yield
7.54%
Fwd Div Yield
7.54%
Book Value
12.87
P/B Ratio
1.61

Valuation metrics

adjust assumptions →
EPS: $1.25
Book value / share: $12.01
Formula: √(22.5 × EPS × BVPS)
Graham Number
$18.38
11% downside
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
$30.55
+48% 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
$136.00
+557% upside
EPS: $1.25
Target P/E: 19×
Formula: EPS × P/E
P/E Fair Value
$23.75
+15% upside

Institutional Ownership

99.4% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.9.15M$194.0M15.70%+944.4K2026-06-30
Vanguard Portfolio Management LLC4.23M$89.0M7.26%+295.2K2026-06-30
FMR LLC3.31M$70.0M5.68%-2.10M2026-06-30
Dimensional Fund Advisors LP2.74M$58.0M4.71%+350.0K2026-06-30
State Street Corp2.47M$53.0M4.23%+172.0K2026-06-30
Goldman Sachs Group Inc2.41M$51.0M4.13%+1.03M2026-06-30
Vanguard Capital Management LLC2.33M$49.0M3.99%+51.9K2026-06-30
Lsv Asset Management2.28M$48.0M3.91%-33.0K2026-06-30
Ieq Capital, LLC1.77M$37.0M3.04%-2.13M2026-06-30
Geode Capital Management, LLC1.47M$31.0M2.52%+113.0K2026-06-30
View all institutional holders →