vs
Side-by-side financial comparison of Global-E Online Ltd. (GLBE) 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 $625.5M, roughly 1.9× Global-E Online Ltd.). UPBOUND GROUP, INC. runs the higher net margin — 1.7% vs 0.9%, a 0.7% gap on every dollar of revenue.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
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.
GLBE vs UPBD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $625.5M | $1.2B |
| Net Profit | $5.8M | $19.7M |
| Gross Margin | 45.0% | 49.0% |
| Operating Margin | 1.3% | 4.8% |
| Net Margin | 0.9% | 1.7% |
| Revenue YoY | — | 10.9% |
| Net Profit YoY | — | -36.3% |
| EPS (diluted) | — | $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 | — | $1.2B | ||
| Q3 25 | $625.5M | $1.2B | ||
| Q2 25 | $404.8M | $1.2B | ||
| Q1 25 | $189.9M | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $489.9M | $1.1B | ||
| Q2 24 | $313.9M | $1.1B | ||
| Q1 24 | $145.9M | $1.1B |
| Q4 25 | — | $19.7M | ||
| Q3 25 | $5.8M | $13.2M | ||
| Q2 25 | $-7.4M | $15.5M | ||
| Q1 25 | — | $24.8M | ||
| Q4 24 | — | $31.0M | ||
| Q3 24 | $-77.1M | $30.9M | ||
| Q2 24 | $-54.5M | $33.9M | ||
| Q1 24 | — | $27.7M |
| Q4 25 | — | 49.0% | ||
| Q3 25 | 45.0% | 48.3% | ||
| Q2 25 | 44.9% | 49.4% | ||
| Q1 25 | 44.3% | 46.8% | ||
| Q4 24 | — | 47.1% | ||
| Q3 24 | 45.1% | 47.8% | ||
| Q2 24 | 44.8% | 49.4% | ||
| Q1 24 | 43.4% | 48.3% |
| Q4 25 | — | 4.8% | ||
| Q3 25 | 1.3% | 4.5% | ||
| Q2 25 | -2.1% | 4.4% | ||
| Q1 25 | -10.1% | 5.3% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | -14.9% | 6.6% | ||
| Q2 24 | -16.6% | 7.5% | ||
| Q1 24 | -20.1% | 5.6% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | -1.8% | 1.3% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | -15.7% | 2.9% | ||
| Q2 24 | -17.4% | 3.2% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | — | $0.35 | ||
| Q3 25 | — | $0.22 | ||
| Q2 25 | — | $0.26 | ||
| Q1 25 | — | $0.42 | ||
| Q4 24 | — | $0.55 | ||
| Q3 24 | — | $0.55 | ||
| Q2 24 | — | $0.61 | ||
| Q1 24 | — | $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 | $251.4M | $120.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $933.0M | $695.7M |
| Total Assets | $1.3B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $120.5M | ||
| Q3 25 | $251.4M | $107.0M | ||
| Q2 25 | $205.2M | $106.8M | ||
| Q1 25 | $207.7M | $107.3M | ||
| Q4 24 | — | $60.9M | ||
| Q3 24 | $207.3M | $85.1M | ||
| Q2 24 | $229.8M | $82.5M | ||
| Q1 24 | $181.9M | $84.8M |
| Q4 25 | — | $695.7M | ||
| Q3 25 | $933.0M | $687.3M | ||
| Q2 25 | $909.1M | $685.5M | ||
| Q1 25 | $884.3M | $679.2M | ||
| Q4 24 | — | $629.0M | ||
| Q3 24 | $869.4M | $611.8M | ||
| Q2 24 | $878.7M | $596.3M | ||
| Q1 24 | $886.9M | $578.3M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.1B | $2.6B | ||
| Q1 24 | $1.1B | $2.6B |
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 | — | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | — | 1.5% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $41.6M | ||
| Q3 25 | — | $118.4M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $137.7M | ||
| Q4 24 | — | $-61.9M | ||
| Q3 24 | — | $106.2M | ||
| Q2 24 | — | $15.0M | ||
| Q1 24 | — | $45.4M |
| Q4 25 | — | $24.0M | ||
| Q3 25 | — | $97.9M | ||
| Q2 25 | — | $-10.4M | ||
| Q1 25 | — | $127.2M | ||
| Q4 24 | — | $-74.0M | ||
| Q3 24 | — | $88.3M | ||
| Q2 24 | — | $613.0K | ||
| Q1 24 | — | $33.6M |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | -6.9% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | 8.96× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 5.56× | ||
| Q4 24 | — | -2.00× | ||
| Q3 24 | — | 3.44× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 1.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.