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Side-by-side financial comparison of UPBOUND GROUP, INC. (UPBD) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $625.1M, roughly 1.9× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 1.7%, a 11.7% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 10.9%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $24.0M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% CAGR vs 4.5%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
UPBD vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $625.1M |
| Net Profit | $19.7M | $83.7M |
| Gross Margin | 49.0% | 49.5% |
| Operating Margin | 4.8% | 18.2% |
| Net Margin | 1.7% | 13.4% |
| Revenue YoY | 10.9% | 15.7% |
| Net Profit YoY | -36.3% | 24.0% |
| EPS (diluted) | $0.35 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $1.2B | $611.7M | ||
| Q2 25 | $1.2B | $643.7M | ||
| Q1 25 | $1.2B | $558.0M | ||
| Q4 24 | $1.1B | $540.4M | ||
| Q3 24 | $1.1B | $543.6M | ||
| Q2 24 | $1.1B | $597.3M | ||
| Q1 24 | $1.1B | $570.9M |
| Q4 25 | $19.7M | $83.7M | ||
| Q3 25 | $13.2M | $82.2M | ||
| Q2 25 | $15.5M | $100.9M | ||
| Q1 25 | $24.8M | $74.0M | ||
| Q4 24 | $31.0M | $67.5M | ||
| Q3 24 | $30.9M | $69.1M | ||
| Q2 24 | $33.9M | $82.0M | ||
| Q1 24 | $27.7M | $72.6M |
| Q4 25 | 49.0% | 49.5% | ||
| Q3 25 | 48.3% | 48.8% | ||
| Q2 25 | 49.4% | 50.6% | ||
| Q1 25 | 46.8% | 48.8% | ||
| Q4 24 | 47.1% | 46.7% | ||
| Q3 24 | 47.8% | 47.3% | ||
| Q2 24 | 49.4% | 47.7% | ||
| Q1 24 | 48.3% | 46.9% |
| Q4 25 | 4.8% | 18.2% | ||
| Q3 25 | 4.5% | 18.2% | ||
| Q2 25 | 4.4% | 21.0% | ||
| Q1 25 | 5.3% | 15.7% | ||
| Q4 24 | 7.3% | 16.5% | ||
| Q3 24 | 6.6% | 17.1% | ||
| Q2 24 | 7.5% | 18.7% | ||
| Q1 24 | 5.6% | 16.9% |
| Q4 25 | 1.7% | 13.4% | ||
| Q3 25 | 1.1% | 13.4% | ||
| Q2 25 | 1.3% | 15.7% | ||
| Q1 25 | 2.1% | 13.3% | ||
| Q4 24 | 2.9% | 12.5% | ||
| Q3 24 | 2.9% | 12.7% | ||
| Q2 24 | 3.2% | 13.7% | ||
| Q1 24 | 2.5% | 12.7% |
| Q4 25 | $0.35 | $2.50 | ||
| Q3 25 | $0.22 | $2.45 | ||
| Q2 25 | $0.26 | $3.01 | ||
| Q1 25 | $0.42 | $2.21 | ||
| Q4 24 | $0.55 | $2.02 | ||
| Q3 24 | $0.55 | $2.06 | ||
| Q2 24 | $0.61 | $2.44 | ||
| Q1 24 | $0.50 | $2.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $120.5M | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $695.7M | $2.0B |
| Total Assets | $3.3B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.5M | $405.5M | ||
| Q3 25 | $107.0M | $457.7M | ||
| Q2 25 | $106.8M | $369.3M | ||
| Q1 25 | $107.3M | $336.8M | ||
| Q4 24 | $60.9M | $386.9M | ||
| Q3 24 | $85.1M | $303.9M | ||
| Q2 24 | $82.5M | $279.4M | ||
| Q1 24 | $84.8M | $237.1M |
| Q4 25 | $695.7M | $2.0B | ||
| Q3 25 | $687.3M | $2.0B | ||
| Q2 25 | $685.5M | $1.9B | ||
| Q1 25 | $679.2M | $1.8B | ||
| Q4 24 | $629.0M | $1.7B | ||
| Q3 24 | $611.8M | $1.7B | ||
| Q2 24 | $596.3M | $1.6B | ||
| Q1 24 | $578.3M | $1.6B |
| Q4 25 | $3.3B | $2.9B | ||
| Q3 25 | $3.2B | $2.7B | ||
| Q2 25 | $3.1B | $2.6B | ||
| Q1 25 | $3.0B | $2.5B | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $2.6B | $2.4B | ||
| Q2 24 | $2.6B | $2.4B | ||
| Q1 24 | $2.6B | $2.3B |
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 | $154.7M |
| Free Cash FlowOCF − Capex | $24.0M | $140.3M |
| FCF MarginFCF / Revenue | 2.0% | 22.4% |
| Capex IntensityCapex / Revenue | 1.5% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.11× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $238.7M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $41.6M | $154.7M | ||
| Q3 25 | $118.4M | $122.4M | ||
| Q2 25 | $7.8M | $69.7M | ||
| Q1 25 | $137.7M | $55.2M | ||
| Q4 24 | $-61.9M | $139.5M | ||
| Q3 24 | $106.2M | $90.7M | ||
| Q2 24 | $15.0M | $85.3M | ||
| Q1 24 | $45.4M | $45.6M |
| Q4 25 | $24.0M | $140.3M | ||
| Q3 25 | $97.9M | $110.9M | ||
| Q2 25 | $-10.4M | $59.5M | ||
| Q1 25 | $127.2M | $45.6M | ||
| Q4 24 | $-74.0M | $127.5M | ||
| Q3 24 | $88.3M | $84.3M | ||
| Q2 24 | $613.0K | $78.5M | ||
| Q1 24 | $33.6M | $35.5M |
| Q4 25 | 2.0% | 22.4% | ||
| Q3 25 | 8.4% | 18.1% | ||
| Q2 25 | -0.9% | 9.2% | ||
| Q1 25 | 10.8% | 8.2% | ||
| Q4 24 | -6.9% | 23.6% | ||
| Q3 24 | 8.3% | 15.5% | ||
| Q2 24 | 0.1% | 13.1% | ||
| Q1 24 | 3.1% | 6.2% |
| Q4 25 | 1.5% | 2.3% | ||
| Q3 25 | 1.8% | 1.9% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | 0.9% | 1.7% | ||
| Q4 24 | 1.1% | 2.2% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 1.3% | 1.1% | ||
| Q1 24 | 1.1% | 1.8% |
| Q4 25 | 2.11× | 1.85× | ||
| Q3 25 | 8.96× | 1.49× | ||
| Q2 25 | 0.50× | 0.69× | ||
| Q1 25 | 5.56× | 0.75× | ||
| Q4 24 | -2.00× | 2.07× | ||
| Q3 24 | 3.44× | 1.31× | ||
| Q2 24 | 0.44× | 1.04× | ||
| Q1 24 | 1.64× | 0.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
