UPBDUPBOUND GROUP INC

CUSIP: 76009N100

Guru Owners

$20.6M

Total Value Held

1.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
FPA Queens Road	Bragg Financial Advisors	1105047	$19.4M	0.63%	$17.56	Q4 2025
Bill Miller	Miller Value Partners	70000	$1.2M	0.43%	$17.56	Q4 2025

FPA Queens Road

$19.4M

0.63%

Bill Miller

$1.2M

0.43%

📊 Fundamentals

Market Cap$1.2B

P/E Ratio15.9x

Near market avg

Forward P/E4.1x

P/FCF0.7x

EPS (TTM)$1.25

Revenue (TTM)$4.7B

Profit Margin1.56%

Div Yield7.84%

Beta1.86

52-Week Range

$15.82

$28.03

Current: $19.90

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.9x trailing earnings → 4.1x forward · 1.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $20.6M

REDUCEDFPA Queens Road$19.4M

INCREASEDBill Miller$1.2M

SOLDRay Dalio

Q3 '253 owners · $26.7M

INCREASEDFPA Queens Road$23.3M

NEWRay Dalio$2.9M

NEWBill Miller$473K

Q2 '251 owners · $22.3M

INCREASEDFPA Queens Road$22.3M

Q1 '251 owners · $17.4M

NEWFPA Queens Road$17.4M

SOLDGlenn Welling

SOLDRay Dalio

Q2 '242 owners · $36.5M

REDUCEDGlenn Welling$35.8M

NEWRay Dalio$667K

Q1 '241 owners · $58.6M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%analyst est. 6.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

34.7%current: 34.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data