UPBD vs MBINL

Comparison between Upbound Group Inc (UPBD, Company) and Merchants Bancorp (MBINL, Company).

UPBD is from the Technology sector, while MBINL is from the Financial Services sector.

UPBD vs MBINL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPBD(COMPANY)	MBINL(COMPANY)
Market Cap	$1.14B	$1.14B
Max Drawdown	81.98%	12.95%
Sharpe Ratio	-0.13	1.10
5Y Beta	1.20	0.15
Industry	Software - Application	Banks - Regional
P/E Ratio	12.62	5.01
Forward P/E	4.84	N/A
PEG Ratio	1.39	N/A
Dividend Yield	7.68%	1.65%
5Y Dividends CAGR	10.20%	N/A
5Y EPS CAGR	-13.01%	24.18%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	23.31%	-96.33%
P/S Ratio	0.24	N/A
P/B Ratio	1.67	N/A

Market Cap

UPBD

$1.14B

Winner

MBINL

$1.14B

Max Drawdown

UPBD

81.98%

Winner

MBINL

12.95%

Sharpe Ratio

UPBD

-0.13

Winner

MBINL

1.10

5Y Beta

UPBD

1.20

Winner

MBINL

0.15

Industry

UPBD

Software - Application

MBINL

Banks - Regional

P/E Ratio

UPBD

12.62

Winner

MBINL

5.01

Forward P/E

UPBD

4.84

MBINL

N/A

PEG Ratio

UPBD

1.39

MBINL

N/A

Dividend Yield

Winner

UPBD

7.68%

MBINL

1.65%

5Y Dividends CAGR

UPBD

10.20%

MBINL

N/A

5Y EPS CAGR

UPBD

-13.01%

Winner

MBINL

24.18%

Debt to Equity

UPBD

0.00%

MBINL

0.00%

Free Cash Flow Yield

Winner

UPBD

23.31%

MBINL

-96.33%

P/S Ratio

UPBD

0.24

MBINL

N/A

P/B Ratio

UPBD

1.67

MBINL

N/A

UPBD vs MBINL - Historical Returns

Returns include dividend reinvestment.

Period	UPBD	MBINL
1 month	+19.45%	+2.02%
3 months	+17.44%	+4.60%
6 months	+11.29%	+11.10%
1 year	-14.55%	+15.68%
5 years(CAGR)	-11.97%	N/A
10 years(CAGR)	+9.05%	N/A
Max(CAGR)	+6.70%	+6.67%

Winner

UPBD

+19.45%

MBINL

+2.02%

Winner

UPBD

+17.44%

MBINL

+4.60%

Winner

UPBD

+11.29%

MBINL

+11.10%

UPBD

-14.55%

Winner

MBINL

+15.68%

5Y(CAGR)

UPBD

-11.97%

MBINL

N/A

10Y(CAGR)

UPBD

+9.05%

MBINL

N/A

Max(CAGR)

Winner

UPBD

+6.70%

MBINL

+6.67%

UPBD vs MBINL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UPBD	MBINL
2026	+27.26%	+12.60%
2025	-34.15%	-3.13%
2024	-9.93%	+0.21%
2023	+60.26%	N/A
2022	-50.94%	N/A
2021	+28.90%	N/A
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 MBINL Drawdown Comparison

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

The maximum drawdown for MBINL was -8.80%, occurring on Aug 22, 2025. Recovery took 244 trading sessions.

The current UPBD drawdown is -56.87%. The current MBINL drawdown is -0.12%.

Rank	UPBD	MBINL
#1	-79.55% Aug 1, 2013 - Oct 9, 2020	-8.80% Jan 29, 2025 - Jan 20, 2026
#2	-71.97% Aug 27, 2021 - Sep 30, 2022	-4.90% Feb 18, 2026 - May 8, 2026
#3	-65.19% Oct 23, 2003 - Mar 9, 2011	-2.82% Dec 6, 2024 - Jan 29, 2025
#4	-63.29% Jun 29, 2001 - Apr 10, 2002	-2.55% Jun 17, 2026 - Jul 6, 2026
#5	-38.58% May 15, 2002 - Apr 30, 2003	-1.36% Jun 4, 2026 - Jun 15, 2026
#6	-37.93% Apr 7, 2011 - Nov 3, 2011	-0.92% May 28, 2026 - Jun 3, 2026
#7	-37.25% Jan 3, 2000 - May 2, 2000	-0.58% Jan 21, 2026 - Jan 26, 2026
#8	-34.04% Sep 14, 2000 - Jan 23, 2001	-0.52% Feb 9, 2026 - Feb 17, 2026
#9	-25.97% Mar 21, 2001 - May 22, 2001	-0.28% Jul 6, 2026 - Jul 7, 2026
#10	-21.50% Jun 8, 2021 - Aug 27, 2021	-0.27% May 21, 2026 - May 28, 2026
#11	-18.15% Jul 24, 2003 - Oct 6, 2003	-0.24% Jan 30, 2026 - Feb 4, 2026
#12	-15.94% Mar 15, 2021 - Jun 8, 2021	-0.16% May 18, 2026 - May 20, 2026
#13	-14.70% Mar 27, 2012 - Feb 19, 2013	-0.14% Feb 4, 2026 - Feb 6, 2026
#14	-14.44% Jun 9, 2000 - Jul 25, 2000	-0.12% May 11, 2026 - May 13, 2026
#15	-13.43% Nov 15, 1999 - Dec 23, 1999	-0.12% Nov 26, 2024 - Nov 29, 2024

Correlation

Correlation between UPBD and MBINL is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2010 - 2026)

UPBD vs MBINL dividend yield comparison.

Year	UPBD	MBINL
2026	3.69%	3.83%
2025	8.88%	8.39%
2024	5.14%	0.77%
2023	4.09%	0.00%
2022	6.03%	0.00%
2021	2.64%	0.00%
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%