COMP <GO>
UPBD vs AMZN // GROSS PROFIT MARGIN
Upbound Group Inc. (NASDAQ) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: UPBD 6
— AMZN 2
■ METRIC PARITY
LAST: $19.98 (+18.16%) • MKT CAP: $1.16B
gross-margins
48.40%
LAST: $243.79 (-4.25%) • MKT CAP: $2.63T
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPBD VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPBD | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 48.40% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.70% | 17.61% | +13.09 | UPBD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 15.8x | -12.05 | UPBD | /valuation <GO> |
| Free Cash Flow Yield | 20.49% | -1.81% | +22.30 | UPBD | /fcf-yield <GO> |
| Operating Margin | 4.80% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 1.60% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.54% | 0.00% | +7.54 | UPBD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.36 | 3.32 | -0.96 | AMZN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.73% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 78.4 | 47.2 | +31.21 | UPBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.46 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 22.8x | -7.85 | UPBD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $2.63T | -$2.63T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPBD REV | AMZN REV | UPBD GROSS % | AMZN GROSS % | UPBD FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $4.70B | $0 | 48.4% | — | $238.7M | $10.56B |
| FY 2024 | $4.32B | $0 | 48.1% | — | $48.4M | $42.95B |
| FY 2023 | $3.99B | $0 | — | — | $200.3M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPBD // BETA —
AMZN // BETA 1.46