Upbound (UPBD) Return on Equity [ROE] (2011 - 2026)
Upbound (UPBD) reported Return on Equity [ROE] of 12.47% for Q2 2026, down 2.50 percentage points from 14.97% a year earlier but up 0.53 percentage points from the prior quarter.
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Analysis
Upbound (UPBD) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, Upbound posted Return on Equity [ROE] of 11.06%, down 9.71 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of -28.54 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 20.76% in FY2024 (+21.72 pp), -0.95% in FY2023 (-3.33 pp), 2.38% in FY2022 (-22.04 pp) and 24.42% in FY2021 (-15.19 pp).
- Five-year quarterly Return on Equity [ROE] spans a low of -4.36% in Q1 2024 and a high of 21.61% in Q3 2021.
- Year over year, Return on Equity [ROE] has now declined in each of the last four quarters, with an average year-over-year change of +5.23 percentage points over the last eight quarters.
- The high point for year-over-year Return on Equity [ROE] in five years was Q1 2025 (a gain of 22.79 percentage points); the low point was Q2 2022 (a drop of 20.00 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 11.94% (Q1 2026), 10.59% (Q4 2025) and 12.31% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 2.01% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 13.99% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 13.69% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 13.17% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 41.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 21.08% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 17.89% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Upbound | 915.30 Mn | 484.04 Mn | 594.84 Mn | 12.47% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.47% |
| Mar 31, 2026 | 11.94% |
| Dec 31, 2025 | 10.59% |
| Sep 30, 2025 | 12.31% |
| Jun 30, 2025 | 14.97% |
| Mar 31, 2025 | 18.44% |
| Dec 31, 2024 | 19.90% |
| Sep 30, 2024 | 13.45% |
| Jun 30, 2024 | 9.32% |
| Mar 31, 2024 | -4.36% |
| Dec 31, 2023 | -0.89% |
| Sep 30, 2023 | 1.43% |
| Jun 30, 2023 | -0.22% |
| Mar 31, 2023 | 10.69% |
| Dec 31, 2022 | 2.30% |
| Sep 30, 2022 | 3.53% |
| Jun 30, 2022 | 8.61% |
| Mar 31, 2022 | 17.01% |
| Dec 31, 2021 | 19.74% |
| Sep 30, 2021 | 21.61% |
API Access
Upbound Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=UPBD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=UPBD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();