vs
Side-by-side financial comparison of AvalonBay Communities (AVB) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $767.9M, roughly 1.6× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 1.7%, a 9038.9% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $24.0M). Over the past eight quarters, UPBOUND GROUP, INC.'s revenue compounded faster (4.5% CAGR vs 3.8%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
AVB vs UPBD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $1.2B |
| Net Profit | $166.0M | $19.7M |
| Gross Margin | — | 49.0% |
| Operating Margin | 64.2% | 4.8% |
| Net Margin | 9040.6% | 1.7% |
| Revenue YoY | 3.7% | 10.9% |
| Net Profit YoY | -41.2% | -36.3% |
| EPS (diluted) | $1.18 | $0.35 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $767.9M | $1.2B | ||
| Q3 25 | $766.8M | $1.2B | ||
| Q2 25 | $760.2M | $1.2B | ||
| Q1 25 | $745.9M | $1.2B | ||
| Q4 24 | $740.5M | $1.1B | ||
| Q3 24 | $734.3M | $1.1B | ||
| Q2 24 | $726.0M | $1.1B | ||
| Q1 24 | $712.9M | $1.1B |
| Q4 25 | $166.0M | $19.7M | ||
| Q3 25 | $381.3M | $13.2M | ||
| Q2 25 | $268.7M | $15.5M | ||
| Q1 25 | $236.6M | $24.8M | ||
| Q4 24 | $282.1M | $31.0M | ||
| Q3 24 | $372.5M | $30.9M | ||
| Q2 24 | $253.9M | $33.9M | ||
| Q1 24 | $173.4M | $27.7M |
| Q4 25 | — | 49.0% | ||
| Q3 25 | — | 48.3% | ||
| Q2 25 | — | 49.4% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 47.1% | ||
| Q3 24 | — | 47.8% | ||
| Q2 24 | — | 49.4% | ||
| Q1 24 | — | 48.3% |
| Q4 25 | 64.2% | 4.8% | ||
| Q3 25 | 65.7% | 4.5% | ||
| Q2 25 | 67.6% | 4.4% | ||
| Q1 25 | 68.5% | 5.3% | ||
| Q4 24 | 63.1% | 7.3% | ||
| Q3 24 | 65.4% | 6.6% | ||
| Q2 24 | 66.6% | 7.5% | ||
| Q1 24 | 67.2% | 5.6% |
| Q4 25 | 9040.6% | 1.7% | ||
| Q3 25 | 49.7% | 1.1% | ||
| Q2 25 | 35.3% | 1.3% | ||
| Q1 25 | 31.7% | 2.1% | ||
| Q4 24 | 38.1% | 2.9% | ||
| Q3 24 | 50.7% | 2.9% | ||
| Q2 24 | 35.0% | 3.2% | ||
| Q1 24 | 24.3% | 2.5% |
| Q4 25 | $1.18 | $0.35 | ||
| Q3 25 | $2.68 | $0.22 | ||
| Q2 25 | $1.88 | $0.26 | ||
| Q1 25 | $1.66 | $0.42 | ||
| Q4 24 | $1.99 | $0.55 | ||
| Q3 24 | $2.61 | $0.55 | ||
| Q2 24 | $1.78 | $0.61 | ||
| Q1 24 | $1.22 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $187.2M | $120.5M |
| Total DebtLower is stronger | $9.3B | — |
| Stockholders' EquityBook value | $11.6B | $695.7M |
| Total Assets | $22.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.80× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | $120.5M | ||
| Q3 25 | $123.3M | $107.0M | ||
| Q2 25 | $102.8M | $106.8M | ||
| Q1 25 | $53.3M | $107.3M | ||
| Q4 24 | $108.6M | $60.9M | ||
| Q3 24 | $552.4M | $85.1M | ||
| Q2 24 | $545.8M | $82.5M | ||
| Q1 24 | $287.9M | $84.8M |
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $695.7M | ||
| Q3 25 | $11.9B | $687.3M | ||
| Q2 25 | $11.9B | $685.5M | ||
| Q1 25 | $11.9B | $679.2M | ||
| Q4 24 | $11.9B | $629.0M | ||
| Q3 24 | $11.9B | $611.8M | ||
| Q2 24 | $11.7B | $596.3M | ||
| Q1 24 | $11.7B | $578.3M |
| Q4 25 | $22.2B | $3.3B | ||
| Q3 25 | $21.9B | $3.2B | ||
| Q2 25 | $21.8B | $3.1B | ||
| Q1 25 | $21.2B | $3.0B | ||
| Q4 24 | $21.0B | $2.6B | ||
| Q3 24 | $21.3B | $2.6B | ||
| Q2 24 | $21.0B | $2.6B | ||
| Q1 24 | $20.6B | $2.6B |
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | $41.6M |
| Free Cash FlowOCF − Capex | $1.4B | $24.0M |
| FCF MarginFCF / Revenue | 183.5% | 2.0% |
| Capex IntensityCapex / Revenue | 34.1% | 1.5% |
| Cash ConversionOCF / Net Profit | 10.07× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $41.6M | ||
| Q3 25 | $477.0M | $118.4M | ||
| Q2 25 | $377.8M | $7.8M | ||
| Q1 25 | $415.9M | $137.7M | ||
| Q4 24 | $1.6B | $-61.9M | ||
| Q3 24 | $486.2M | $106.2M | ||
| Q2 24 | $380.0M | $15.0M | ||
| Q1 24 | $412.9M | $45.4M |
| Q4 25 | $1.4B | $24.0M | ||
| Q3 25 | $402.2M | $97.9M | ||
| Q2 25 | $317.1M | $-10.4M | ||
| Q1 25 | $367.5M | $127.2M | ||
| Q4 24 | $1.4B | $-74.0M | ||
| Q3 24 | $434.2M | $88.3M | ||
| Q2 24 | $333.0M | $613.0K | ||
| Q1 24 | $375.4M | $33.6M |
| Q4 25 | 183.5% | 2.0% | ||
| Q3 25 | 52.5% | 8.4% | ||
| Q2 25 | 41.7% | -0.9% | ||
| Q1 25 | 49.3% | 10.8% | ||
| Q4 24 | 191.0% | -6.9% | ||
| Q3 24 | 59.1% | 8.3% | ||
| Q2 24 | 45.9% | 0.1% | ||
| Q1 24 | 52.7% | 3.1% |
| Q4 25 | 34.1% | 1.5% | ||
| Q3 25 | 9.8% | 1.8% | ||
| Q2 25 | 8.0% | 1.6% | ||
| Q1 25 | 6.5% | 0.9% | ||
| Q4 24 | 26.1% | 1.1% | ||
| Q3 24 | 7.1% | 1.7% | ||
| Q2 24 | 6.5% | 1.3% | ||
| Q1 24 | 5.3% | 1.1% |
| Q4 25 | 10.07× | 2.11× | ||
| Q3 25 | 1.25× | 8.96× | ||
| Q2 25 | 1.41× | 0.50× | ||
| Q1 25 | 1.76× | 5.56× | ||
| Q4 24 | 5.70× | -2.00× | ||
| Q3 24 | 1.31× | 3.44× | ||
| Q2 24 | 1.50× | 0.44× | ||
| Q1 24 | 2.38× | 1.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
