GameStop vs Upbound Group
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KIRAβs take AI analyst
I put GameStop and Upbound Group side by side, using each oneβs latest annual report. Here is what stands out:
- Upbound Group is the larger business, with $4.7B of revenue in fiscal 2025 against $3.6B for GameStop.
- Upbound Group grew revenue faster (8.7%, against β5.1%).
- GameStop kept more of each dollar of sales as operating profit (6.4% operating margin, against 4.8%).
- GameStop turned more of its sales into free cash flow (16.5% FCF margin, against 5.1%).
- Investors pay more for each dollar of GameStopβs earnings: a P/E of 15.7x against 11.0x for Upbound Group.
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
GameStop
GME
3/8
Operating marginNet marginFCF margin
Upbound Group
UPBD
5/8
Revenue growth5-year growthGross marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | GME FY25 | UPBD FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.2B | $997M |
| Revenue | $3.6B | $4.7B |
| Free cash flow | $597M | $239M |
| Net income | $418M | $73.2M |
| Growth | ||
| Revenue growth | β5.1% | 8.7% |
| 5-year growth | β6.5% | 10.8% |
| Share count change | 39.1% | 4.8% |
| Profitability | ||
| Gross margin | 33.0% | 48.4% |
| Operating margin | 6.4% | 4.8% |
| Net margin | 11.5% | 1.6% |
| FCF margin | 16.5% | 5.1% |
| Return on capital | β | β |
| Return on equity | 8.1% | 11.1% |
| Balance sheet | ||
| Net debt | β$4.8B | β |
| Net debt / EBITDA | β19.3x | β |
| Dividends and buybacks | $0.0M | $87.9M |
| Valuation & quality | ||
| P/E | 15.7x | 11.0x |
| Piotroski F-score | 6 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.