UPBD vs SMPL

Comparison between Upbound Group Inc (UPBD, Company) and Simply Good Foods Company (SMPL, Company).

UPBD is from the Technology sector, while SMPL is from the Consumer Defensive sector.

5-Year PerformanceUPBD has outperformed SMPL, delivering a return of -16.8% compared to -19.0%

UPBD vs SMPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPBD(COMPANY)	SMPL(COMPANY)
Market Cap	$1.09B	$1.08B
Max Drawdown	81.98%	76.58%
Sharpe Ratio	-0.28	-2.23
5Y Beta	1.17	0.44
Industry	Software - Application	Packaged Foods
P/E Ratio	12.01	-16.64
Forward P/E	3.81	7.20
PEG Ratio	1.39	1.64
Dividend Yield	8.57%	N/A
5Y Dividends CAGR	0.92%	N/A
5Y EPS CAGR	-13.01%	34.39%
Debt to Equity	0.00%	26.64%
Free Cash Flow Yield	24.50%	13.53%
P/S Ratio	0.24	0.76
P/B Ratio	1.56	0.71

Market Cap

Winner

UPBD

$1.09B

SMPL

$1.08B

Max Drawdown

UPBD

81.98%

Winner

SMPL

76.58%

Sharpe Ratio

Winner

UPBD

-0.28

SMPL

-2.23

5Y Beta

UPBD

1.17

Winner

SMPL

0.44

Industry

UPBD

Software - Application

SMPL

Packaged Foods

P/E Ratio

UPBD

12.01

Winner

SMPL

-16.64

Forward P/E

Winner

UPBD

3.81

SMPL

7.20

PEG Ratio

Winner

UPBD

1.39

SMPL

1.64

Dividend Yield

UPBD

8.57%

SMPL

N/A

5Y Dividends CAGR

UPBD

0.92%

SMPL

N/A

5Y EPS CAGR

UPBD

-13.01%

Winner

SMPL

34.39%

Debt to Equity

Winner

UPBD

0.00%

SMPL

26.64%

Free Cash Flow Yield

Winner

UPBD

24.50%

SMPL

13.53%

P/S Ratio

Winner

UPBD

0.24

SMPL

0.76

P/B Ratio

UPBD

1.56

Winner

SMPL

0.71

UPBD vs SMPL - Historical Returns

Returns include dividend reinvestment.

Period	UPBD	SMPL
1 month	-2.46%	-6.57%
3 months	-9.37%	-27.15%
6 months	+1.21%	-36.93%
1 year	-19.47%	-64.19%
5 years(CAGR)	-16.82%	-18.98%
10 years(CAGR)	+7.31%	-0.06%
Max(CAGR)	+6.05%	-0.06%

Winner

UPBD

-2.46%

SMPL

-6.57%

Winner

UPBD

-9.37%

SMPL

-27.15%

Winner

UPBD

+1.21%

SMPL

-36.93%

Winner

UPBD

-19.47%

SMPL

-64.19%

5Y(CAGR)

Winner

UPBD

-16.82%

SMPL

-18.98%

10Y(CAGR)

Winner

UPBD

+7.31%

SMPL

-0.06%

Max(CAGR)

Winner

UPBD

+6.05%

SMPL

-0.06%

UPBD vs SMPL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UPBD	SMPL
2026	+7.65%	-38.96%
2025	-34.15%	-48.53%
2024	-9.93%	-1.84%
2023	+60.26%	+5.68%
2022	-50.94%	-9.62%
2021	+28.90%	+39.92%
2020	+41.57%	+12.56%
2019	+76.81%	+50.85%
2018	+54.48%	+30.17%
2017	-3.16%	+18.83%
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 SMPL Drawdown Comparison

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

The maximum drawdown for SMPL was -76.58%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The current UPBD drawdown is -63.51%. The current SMPL drawdown is -73.21%.

Rank	UPBD	SMPL
#1	-79.55% Aug 1, 2013 - Oct 9, 2020	-76.58% Apr 19, 2022 - Apr 10, 2026
#2	-71.97% Aug 27, 2021 - Sep 30, 2022	-51.57% Sep 12, 2019 - Dec 30, 2020
#3	-65.19% Oct 23, 2003 - Mar 9, 2011	-20.17% Jan 4, 2022 - Apr 14, 2022
#4	-63.29% Jun 29, 2001 - Apr 10, 2002	-17.77% Nov 19, 2018 - Feb 12, 2019
#5	-38.58% May 15, 2002 - Apr 30, 2003	-17.37% Mar 17, 2021 - Apr 29, 2021
#6	-37.93% Apr 7, 2011 - Nov 3, 2011	-15.43% Jan 2, 2018 - Jul 2, 2018
#7	-37.25% Jan 3, 2000 - May 2, 2000	-13.87% Dec 31, 2020 - Mar 9, 2021
#8	-34.04% Sep 14, 2000 - Jan 23, 2001	-12.87% Nov 5, 2021 - Dec 27, 2021
#9	-25.97% Mar 21, 2001 - May 22, 2001	-12.54% Oct 1, 2018 - Nov 2, 2018
#10	-21.50% Jun 8, 2021 - Aug 27, 2021	-9.63% Jul 23, 2021 - Oct 25, 2021
#11	-18.15% Jul 24, 2003 - Oct 6, 2003	-9.17% May 7, 2021 - May 26, 2021
#12	-15.94% Mar 15, 2021 - Jun 8, 2021	-9.06% Oct 10, 2017 - Nov 15, 2017
#13	-14.70% Mar 27, 2012 - Feb 19, 2013	-8.85% Feb 15, 2019 - Apr 2, 2019
#14	-14.44% Jun 9, 2000 - Jul 25, 2000	-8.67% Jul 12, 2017 - Oct 10, 2017
#15	-13.43% Nov 15, 1999 - Dec 23, 1999	-7.82% Jul 9, 2019 - Aug 22, 2019