Upbound (UPBD) Invested Capital (2009 - 2026)
Upbound's (UPBD) quarterly Invested Capital came in at $2.2 billion in Q2 2026, down 4.22% year-over-year from $2.3 billion in Q2 2025, and little changed quarter-over-quarter from $2.2 billion in Q1 2026.
Analysis
Upbound (UPBD) Invested Capital (2009 - 2026) Analysis & Trends
Upbound (UPBD) has reported Invested Capital for 18 consecutive years, with $2.2 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital fell 4.22% year-over-year to $2.2 billion in Q2 2026; TTM through Jun 2026 was $2.2 billion, a 4.22% decrease from a year earlier, with the FY2025 full-year figure at $2.3 billion, up 16.87% from the prior year.
- Invested Capital was $2.2 billion for Q2 2026 at Upbound, roughly flat from $2.2 billion in the prior quarter.
- Over five years, Invested Capital peaked at $2.3 billion in Q4 2025 and troughed at $1.8 billion in Q3 2023.
- A 5-year average of $2.0 billion and a median of $1.9 billion in 2022 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital fell 10.21% in 2022 and grew 20.89% in 2025, its largest moves.
- Over 5 years, Invested Capital stood at $1.9 billion in 2022, then retreated by 1.43% to $1.9 billion in 2023, then grew by 3.84% to $1.9 billion in 2024, then gained by 16.87% to $2.3 billion in 2025, then fell by 4.8% to $2.2 billion in 2026.
- The last three Invested Capital figures came in at $2.2 billion (Q2 2026), $2.2 billion (Q1 2026), and $2.3 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.91 Bn | 45.24 Bn | 4.68 Bn | 69.63 Bn |
| 2 | Royalty Pharma | 36.78 Bn | 38.89 Bn | - | 19.13 Bn |
| 3 | Royal Gold | 22.19 Bn | 22.06 Bn | 390.45 Mn | 8.03 Bn |
| 4 | OR Royalties | 6.98 Bn | 6.91 Bn | 82.22 Mn | 1.91 Bn |
| 5 | Encore Capital | 2.06 Bn | 1.88 Bn | 455.04 Mn | - |
| 6 | Atlanticus Holdings | 1.41 Bn | 853.17 Mn | 686.46 Mn | 6.97 Bn |
| 7 | Jefferson Capital | 1.23 Bn | 1.21 Bn | - | 2.41 Bn |
| 8 | Upbound | 1.11 Bn | 1.00 Bn | 594.84 Mn | 2.16 Bn |
| 9 | Lufax Holding | 1.08 Bn | -1.19 Bn | - | 23.30 Bn |
| 10 | Metalla Royalty & Streaming | 957.79 Mn | 946.72 Mn | 4.75 Mn | 267.85 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.16 Bn |
| Mar 31, 2026 | 2.16 Bn |
| Dec 31, 2025 | 2.27 Bn |
| Sep 30, 2025 | 2.23 Bn |
| Jun 30, 2025 | 2.25 Bn |
| Mar 31, 2025 | 2.21 Bn |
| Dec 31, 2024 | 1.94 Bn |
| Sep 30, 2024 | 1.85 Bn |
| Jun 30, 2024 | 1.91 Bn |
| Mar 31, 2024 | 1.87 Bn |
| Dec 31, 2023 | 1.87 Bn |
| Sep 30, 2023 | 1.84 Bn |
| Jun 30, 2023 | 1.86 Bn |
| Mar 31, 2023 | 2.00 Bn |
| Dec 31, 2022 | 1.89 Bn |
| Sep 30, 2022 | 1.92 Bn |
| Jun 30, 2022 | 1.93 Bn |
| Mar 31, 2022 | 1.92 Bn |
| Dec 31, 2021 | 1.82 Bn |
| Sep 30, 2021 | 2.14 Bn |