UPBD vs HTFB

Comparison between Upbound Group Inc (UPBD, Company) and Horizon Technology Finance Corp (HTFB, Company).

5-Year PerformanceHTFB has outperformed UPBD, delivering a return of +4.5% compared to -12.0%

UPBD vs HTFB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPBD(COMPANY)	HTFB(COMPANY)
Market Cap	$1.14B	$1.14B
Max Drawdown	81.98%	12.84%
Sharpe Ratio	-0.13	0.49
5Y Beta	1.20	N/A
Industry	Software - Application	N/A
P/E Ratio	12.62	-39.92
Forward P/E	4.84	N/A
PEG Ratio	1.39	-0.10
Dividend Yield	7.68%	5.16%
5Y Dividends CAGR	10.20%	N/A
5Y EPS CAGR	-13.01%	N/A
Debt to Equity	0.00%	134.31%
Free Cash Flow Yield	23.31%	5.34%
P/S Ratio	0.24	N/A
P/B Ratio	1.67	N/A

Market Cap

Winner

UPBD

$1.14B

HTFB

$1.14B

Max Drawdown

UPBD

81.98%

Winner

HTFB

12.84%

Sharpe Ratio

UPBD

-0.13

Winner

HTFB

0.49

5Y Beta

UPBD

1.20

HTFB

N/A

Industry

UPBD

Software - Application

HTFB

N/A

P/E Ratio

UPBD

12.62

Winner

HTFB

-39.92

Forward P/E

UPBD

4.84

HTFB

N/A

PEG Ratio

UPBD

1.39

Winner

HTFB

-0.10

Dividend Yield

Winner

UPBD

7.68%

HTFB

5.16%

5Y Dividends CAGR

UPBD

10.20%

HTFB

N/A

5Y EPS CAGR

UPBD

-13.01%

HTFB

N/A

Debt to Equity

Winner

UPBD

0.00%

HTFB

134.31%

Free Cash Flow Yield

Winner

UPBD

23.31%

HTFB

5.34%

P/S Ratio

UPBD

0.24

HTFB

N/A

P/B Ratio

UPBD

1.67

HTFB

N/A

UPBD vs HTFB - Historical Returns

Returns include dividend reinvestment.

Period	UPBD	HTFB
1 month	+19.45%	+0.00%
3 months	+17.44%	+0.00%
6 months	+11.29%	+3.02%
1 year	-14.55%	+6.06%
5 years(CAGR)	-11.97%	+4.47%
10 years(CAGR)	+9.05%	N/A
Max(CAGR)	+6.70%	+4.35%

Winner

UPBD

+19.45%

HTFB

+0.00%

Winner

UPBD

+17.44%

HTFB

+0.00%

Winner

UPBD

+11.29%

HTFB

+3.02%

UPBD

-14.55%

Winner

HTFB

+6.06%

5Y(CAGR)

UPBD

-11.97%

Winner

HTFB

+4.47%

10Y(CAGR)

UPBD

+9.05%

HTFB

N/A

Max(CAGR)

Winner

UPBD

+6.70%

HTFB

+4.35%

UPBD vs HTFB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UPBD	HTFB
2026	+27.26%	+3.04%
2025	-34.15%	+7.32%
2024	-9.93%	+7.34%
2023	+60.26%	+7.44%
2022	-50.94%	-5.01%
2021	+28.90%	+3.39%
2020	+41.57%	N/A
2019	+76.81%	N/A
2018	+54.48%	N/A
2017	-3.16%	N/A
2016	-24.59%	N/A
2015	-56.53%	N/A
2014	+11.60%	N/A
2013	-2.73%	N/A
2012	-5.94%	N/A
2011	+15.83%	N/A
2010	+79.16%	N/A
2009	+0.40%	N/A
2008	+18.22%	N/A
2007	-50.49%	N/A
2006	+56.47%	N/A
2005	-29.10%	N/A
2004	-9.80%	N/A
2003	+43.95%	N/A
2002	+47.78%	N/A
2001	+2.69%	N/A
2000	+54.64%	N/A
1999	+23.35%	N/A

UPBD vs HTFB Drawdown Comparison

The maximum drawdown for UPBD was -79.55%, occurring on Mar 2, 2018. Recovery took 1811 trading sessions.

The maximum drawdown for HTFB was -8.19%, occurring on Nov 4, 2022. Recovery took 357 trading sessions.

The current UPBD drawdown is -56.87%.

Rank	UPBD	HTFB
#1	-79.55% Aug 1, 2013 - Oct 9, 2020	-8.19% Oct 12, 2021 - Mar 15, 2023
#2	-71.97% Aug 27, 2021 - Sep 30, 2022	-6.42% Aug 13, 2024 - Apr 1, 2025
#3	-65.19% Oct 23, 2003 - Mar 9, 2011	-6.33% Mar 16, 2023 - Oct 27, 2023
#4	-63.29% Jun 29, 2001 - Apr 10, 2002	-2.98% Jan 24, 2024 - Apr 26, 2024
#5	-38.58% May 15, 2002 - Apr 30, 2003	-2.33% Jul 30, 2024 - Aug 13, 2024
#6	-37.93% Apr 7, 2011 - Nov 3, 2011	-2.30% Apr 1, 2025 - Jun 13, 2025
#7	-37.25% Jan 3, 2000 - May 2, 2000	-2.21% Jun 10, 2024 - Jul 18, 2024
#8	-34.04% Sep 14, 2000 - Jan 23, 2001	-1.77% Apr 7, 2021 - Jun 29, 2021
#9	-25.97% Mar 21, 2001 - May 22, 2001	-1.54% Sep 14, 2021 - Oct 12, 2021
#10	-21.50% Jun 8, 2021 - Aug 27, 2021	-1.54% Jun 29, 2021 - Sep 14, 2021
#11	-18.15% Jul 24, 2003 - Oct 6, 2003	-1.52% Apr 26, 2024 - Jun 10, 2024
#12	-15.94% Mar 15, 2021 - Jun 8, 2021	-1.42% Oct 27, 2023 - Dec 14, 2023
#13	-14.70% Mar 27, 2012 - Feb 19, 2013	-1.35% Jul 24, 2024 - Jul 30, 2024
#14	-14.44% Jun 9, 2000 - Jul 25, 2000	-1.33% Dec 15, 2023 - Jan 18, 2024
#15	-13.43% Nov 15, 1999 - Dec 23, 1999	-1.22% Sep 15, 2025 - Oct 8, 2025

Correlation

Correlation between UPBD and HTFB is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (2010 - 2026)

UPBD vs HTFB dividend yield comparison.

Year	UPBD	HTFB
2026	3.69%	0.00%
2025	8.88%	4.87%
2024	5.14%	4.97%
2023	4.09%	5.08%
2022	6.03%	5.20%
2021	2.64%	3.52%
2020	3.84%	0.00%
2019	0.87%	0.00%
2017	2.16%	0.00%
2016	2.13%	0.00%
2015	6.41%	0.00%
2014	2.56%	0.00%
2013	2.58%	0.00%
2012	2.01%	0.00%
2011	1.62%	0.00%
2010	0.37%	0.00%