COMP <GO>
UPBD vs PG // FREE CASH FLOW YIELD
Upbound Group Inc. (NASDAQ) VS. Procter & Gamble Company (NYSE) • 15-METRIC TALLY: UPBD 7
— PG 6
▲ FREE CASH FLOW YIELD LEADER: UPBD
LAST: $19.98 (+18.16%) • MKT CAP: $1.16B
fcf-yield
20.49%
LAST: $160.59 (+1.47%) • MKT CAP: $372.21B
fcf-yield
3.77%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPBD VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPBD | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.40% | 51.20% | -2.80 | PG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.70% | 25.40% | +5.30 | UPBD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 16.2x | -12.50 | UPBD | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 20.49% | 3.77% | +16.72 | UPBD | /fcf-yield <GO> |
| Operating Margin | 4.80% | 24.30% | -19.50 | PG | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 19.00% | -17.40 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | 0.30% | +8.40 | UPBD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.54% | 2.65% | +4.89 | UPBD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.36 | 5.59 | -3.23 | PG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | PG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 78.4 | 60.3 | +18.11 | UPBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.87 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 21.7x | -6.80 | UPBD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $372.21B | -$371.05B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPBD REV | PG REV | UPBD GROSS % | PG GROSS % | UPBD FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.70B | $84.28B | 48.4% | 51.2% | $238.7M | $14.04B |
| FY 2024 | $4.32B | $84.04B | 48.1% | 51.4% | $48.4M | $16.52B |
| FY 2023 | $3.99B | $82.01B | — | — | $200.3M | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPBD // BETA —
PG // BETA 0.87