Upbound (UPBD) Assets Average (2011 - 2026)
Upbound's (UPBD) quarterly Assets Average came in at $3.1 billion in Q2 2026, up 1.52% year-over-year from $3.1 billion in Q2 2025, and down 2.69% quarter-over-quarter from $3.2 billion in Q1 2026.
Analysis
Upbound (UPBD) Assets Average (2011 - 2026) Analysis & Trends
Upbound (UPBD) has reported Assets Average for 16 consecutive years, with $3.1 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Assets Average rose 1.52% year-over-year to $3.1 billion in Q2 2026; TTM through Jun 2026 was $3.1 billion, a 1.52% increase from a year earlier, with the FY2025 full-year figure at $3.0 billion, up 10.33% from the prior year.
- Assets Average was $3.1 billion for Q2 2026 at Upbound, down from $3.2 billion in the prior quarter.
- Over five years, Assets Average peaked at $3.2 billion in Q4 2025 and troughed at $2.6 billion in Q3 2024.
- A 5-year average of $2.8 billion and a median of $2.8 billion in 2022 frame the typical range for Assets Average.
- Across the five-year window, Assets Average decreased 9.09% in 2022 and rose 24.09% in 2025, its largest moves.
- Over 5 years, Assets Average stood at $2.8 billion in 2022, then dropped by 3.34% to $2.7 billion in 2023, then declined by 2.23% to $2.6 billion in 2024, then advanced by 24.09% to $3.2 billion in 2025, then retreated by 3.94% to $3.1 billion in 2026.
- The last three Assets Average figures came in at $3.1 billion (Q2 2026), $3.2 billion (Q1 2026), and $3.2 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.91 Bn | 45.24 Bn | 4.68 Bn | 114.67 Bn |
| 2 | Royalty Pharma | 36.78 Bn | 38.89 Bn | - | 19.82 Bn |
| 3 | Royal Gold | 22.19 Bn | 22.06 Bn | 390.45 Mn | 9.47 Bn |
| 4 | OR Royalties | 6.98 Bn | 6.91 Bn | 82.22 Mn | - |
| 5 | Encore Capital | 2.06 Bn | 1.88 Bn | 455.04 Mn | 5.51 Bn |
| 6 | Atlanticus Holdings | 1.41 Bn | 853.17 Mn | 686.46 Mn | 7.48 Bn |
| 7 | Jefferson Capital | 1.23 Bn | 1.21 Bn | - | 2.09 Bn |
| 8 | Upbound | 1.11 Bn | 1.00 Bn | 594.84 Mn | 3.12 Bn |
| 9 | Lufax Holding | 1.08 Bn | -1.19 Bn | - | 29.56 Bn |
| 10 | Metalla Royalty & Streaming | 957.79 Mn | 946.72 Mn | 4.75 Mn | 271.31 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.12 Bn |
| Mar 31, 2026 | 3.20 Bn |
| Dec 31, 2025 | 3.24 Bn |
| Sep 30, 2025 | 3.15 Bn |
| Jun 30, 2025 | 3.07 Bn |
| Mar 31, 2025 | 2.85 Bn |
| Dec 31, 2024 | 2.61 Bn |
| Sep 30, 2024 | 2.60 Bn |
| Jun 30, 2024 | 2.62 Bn |
| Mar 31, 2024 | 2.67 Bn |
| Dec 31, 2023 | 2.67 Bn |
| Sep 30, 2023 | 2.61 Bn |
| Jun 30, 2023 | 2.66 Bn |
| Mar 31, 2023 | 2.75 Bn |
| Dec 31, 2022 | 2.77 Bn |
| Sep 30, 2022 | 2.77 Bn |
| Jun 30, 2022 | 2.77 Bn |
| Mar 31, 2022 | 2.89 Bn |
| Dec 31, 2021 | 3.02 Bn |
| Sep 30, 2021 | 3.04 Bn |