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Side-by-side financial comparison of SM Energy Co (SM) 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 $704.9M, roughly 1.7× SM Energy Co). On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 4.5%).

SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.

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.

SM vs UPBD — Head-to-Head

Bigger by revenue
UPBD
UPBD
1.7× larger
UPBD
$1.2B
$704.9M
SM
Growing faster (revenue YoY)
UPBD
UPBD
+28.1% gap
UPBD
10.9%
-17.3%
SM
Faster 2-yr revenue CAGR
SM
SM
Annualised
SM
12.2%
4.5%
UPBD

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
SM
SM
UPBD
UPBD
Revenue
$704.9M
$1.2B
Net Profit
$19.7M
Gross Margin
49.0%
Operating Margin
25.9%
4.8%
Net Margin
1.7%
Revenue YoY
-17.3%
10.9%
Net Profit YoY
-36.3%
EPS (diluted)
$0.94
$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.

Revenue
SM
SM
UPBD
UPBD
Q4 25
$704.9M
$1.2B
Q3 25
$811.6M
$1.2B
Q2 25
$792.9M
$1.2B
Q1 25
$844.5M
$1.2B
Q4 24
$852.0M
$1.1B
Q3 24
$643.6M
$1.1B
Q2 24
$634.6M
$1.1B
Q1 24
$559.9M
$1.1B
Net Profit
SM
SM
UPBD
UPBD
Q4 25
$19.7M
Q3 25
$155.1M
$13.2M
Q2 25
$201.7M
$15.5M
Q1 25
$182.3M
$24.8M
Q4 24
$31.0M
Q3 24
$240.5M
$30.9M
Q2 24
$210.3M
$33.9M
Q1 24
$131.2M
$27.7M
Gross Margin
SM
SM
UPBD
UPBD
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%
Operating Margin
SM
SM
UPBD
UPBD
Q4 25
25.9%
4.8%
Q3 25
30.4%
4.5%
Q2 25
37.2%
4.4%
Q1 25
32.7%
5.3%
Q4 24
33.7%
7.3%
Q3 24
51.4%
6.6%
Q2 24
44.0%
7.5%
Q1 24
31.9%
5.6%
Net Margin
SM
SM
UPBD
UPBD
Q4 25
1.7%
Q3 25
19.1%
1.1%
Q2 25
25.4%
1.3%
Q1 25
21.6%
2.1%
Q4 24
2.9%
Q3 24
37.4%
2.9%
Q2 24
33.1%
3.2%
Q1 24
23.4%
2.5%
EPS (diluted)
SM
SM
UPBD
UPBD
Q4 25
$0.94
$0.35
Q3 25
$1.35
$0.22
Q2 25
$1.76
$0.26
Q1 25
$1.59
$0.42
Q4 24
$1.63
$0.55
Q3 24
$2.09
$0.55
Q2 24
$1.82
$0.61
Q1 24
$1.13
$0.50

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SM
SM
UPBD
UPBD
Cash + ST InvestmentsLiquidity on hand
$368.0M
$120.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$4.8B
$695.7M
Total Assets
$9.3B
$3.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SM
SM
UPBD
UPBD
Q4 25
$368.0M
$120.5M
Q3 25
$162.3M
$107.0M
Q2 25
$101.9M
$106.8M
Q1 25
$54.0K
$107.3M
Q4 24
$60.9M
Q3 24
$1.7B
$85.1M
Q2 24
$487.9M
$82.5M
Q1 24
$506.3M
$84.8M
Stockholders' Equity
SM
SM
UPBD
UPBD
Q4 25
$4.8B
$695.7M
Q3 25
$4.7B
$687.3M
Q2 25
$4.6B
$685.5M
Q1 25
$4.4B
$679.2M
Q4 24
$4.2B
$629.0M
Q3 24
$4.1B
$611.8M
Q2 24
$3.8B
$596.3M
Q1 24
$3.7B
$578.3M
Total Assets
SM
SM
UPBD
UPBD
Q4 25
$9.3B
$3.3B
Q3 25
$9.1B
$3.2B
Q2 25
$9.0B
$3.1B
Q1 25
$8.8B
$3.0B
Q4 24
$8.6B
$2.6B
Q3 24
$8.0B
$2.6B
Q2 24
$6.7B
$2.6B
Q1 24
$6.4B
$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
SM
SM
UPBD
UPBD
Operating Cash FlowLast quarter
$451.9M
$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.

Operating Cash Flow
SM
SM
UPBD
UPBD
Q4 25
$451.9M
$41.6M
Q3 25
$505.0M
$118.4M
Q2 25
$571.1M
$7.8M
Q1 25
$483.0M
$137.7M
Q4 24
$578.4M
$-61.9M
Q3 24
$452.3M
$106.2M
Q2 24
$476.4M
$15.0M
Q1 24
$276.0M
$45.4M
Free Cash Flow
SM
SM
UPBD
UPBD
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
FCF Margin
SM
SM
UPBD
UPBD
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%
Capex Intensity
SM
SM
UPBD
UPBD
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%
Cash Conversion
SM
SM
UPBD
UPBD
Q4 25
2.11×
Q3 25
3.26×
8.96×
Q2 25
2.83×
0.50×
Q1 25
2.65×
5.56×
Q4 24
-2.00×
Q3 24
1.88×
3.44×
Q2 24
2.27×
0.44×
Q1 24
2.10×
1.64×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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