Upbound (UPBD) Invested Capital (2009 - 2026)
Upbound (UPBD) posted Invested Capital of $2.16 billion for Q2 2026, down 4.2% from $2.25 billion a year earlier but up 0.1% from the prior quarter.
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Analysis
Upbound (UPBD) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Upbound's Invested Capital came in at $2.27 billion, up 16.9% from FY2024.
- Annual Invested Capital shows a five-year compound annual growth rate of 23.7% (FY2020 to FY2025).
- In prior years, Upbound's Invested Capital was $1.94 billion in FY2024 (+3.8%), $1.87 billion in FY2023 (-1.4%), $1.89 billion in FY2022 (-9.1%) and $2.08 billion in FY2021 (+166.4%).
- Quarterly Invested Capital has run from a low of $1.84 billion in Q3 2023 to a high of $2.27 billion in Q4 2025 over five years.
- On a year-over-year basis, Invested Capital increased in six of the last eight quarters, with growth averaging 9.0%.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q3 2021, with growth of 191.4%; the weakest was Q3 2022, with a decline of 10.2%.
- According to Business Quant data, Invested Capital for the three prior quarters was $2.16 billion (Q1 2026), $2.27 billion (Q4 2025) and $2.23 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Upbound | 915.30 Mn | 484.04 Mn | 594.84 Mn | 2.16 Bn |
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 | 2.08 Bn |
| Sep 30, 2021 | 2.14 Bn |
API Access
Upbound Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=UPBD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "UPBD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=UPBD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();