COMP <GO>
UPBD vs HD // DIVIDEND YIELD & FCF PAYOUT SAFETY
Upbound Group Inc. (NASDAQ) VS. Home Depot Inc. (NYSE) • 15-METRIC TALLY: UPBD 8
— HD 5
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: UPBD
LAST: $22.84 (+10.34%) • MKT CAP: $1.33B
dividend-safety
7.54%
LAST: $341.15 (+3.63%) • MKT CAP: $340.36B
dividend-safety
2.79%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPBD VS. HD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPBD | HD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.40% | 33.30% | +15.10 | UPBD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.70% | 32.90% | -2.20 | HD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 13.4x | -9.70 | UPBD | /valuation <GO> |
| Free Cash Flow Yield | 20.49% | 2.72% | +17.77 | UPBD | /fcf-yield <GO> |
| Operating Margin | 4.80% | 12.70% | -7.90 | HD | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 8.60% | -7.00 | HD | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | 3.20% | +5.50 | UPBD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 7.54% | 2.79% | +4.75 | UPBD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.36 | 5.64 | -3.28 | HD | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | UPBD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 79.8 | 74.7 | +5.10 | UPBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 21.6x | -6.70 | UPBD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.33B | $340.36B | -$339.03B | HD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPBD REV | HD REV | UPBD GROSS % | HD GROSS % | UPBD FCF | HD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.70B | $164.68B | 48.4% | 33.3% | $238.7M | $8.91B |
| FY 2024 | $4.32B | $159.51B | 48.1% | 33.4% | $48.4M | $12.63B |
| FY 2023 | $3.99B | $152.67B | — | — | $200.3M | $14.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPBD // BETA —
HD // BETA 0.88