- ISIN
- US91678A1079
- Sector
- Healthcare
- Industry
- Biotechnology
- IPO Date
- Oct 11, 2024
Highlights
- Market Cap
- $343.38M
- Enterprise Value
- $248.49M
- EPS (TTM)
- -$2.90
- Total Revenue (TTM)
- $3.32M
- Gross Profit (TTM)
- $2.20M
- EBITDA (TTM)
- -$167.75M
- Year Range
- $5.85 - $33.68
- Target Price
- $33.00
- ROA (TTM)
- -49.29%
- ROE (TTM)
- -51.57%
Share Price Chart
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Performance
UPB Performance Chart
Upstream Bio, Inc (UPB) is down 76.7% since the beginning of the year. At $6 per share, UPB is trading 81.2% below its 52-week high of $34.
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Returns By Period
Upstream Bio, Inc (UPB) has returned -76.72% so far this year and -41.04% over the past 12 months.
Upstream Bio, Inc
- 1D
- 0.32%
- 1M
- -24.49%
- YTD
- -76.72%
- 6M
- -78.36%
- 1Y
- -41.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
UPB Monthly Returns History
Based on dividend-adjusted daily data since Oct 11, 2024, UPB's average daily return is -0.10%, while the average monthly return is -0.28%.
Historically, 52% of months were positive and 48% were negative. The best month was Apr 2025 with a return of +51.3%, while the worst month was Feb 2026 at -75.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, UPB closed higher 50% of trading days. The best single day was Sep 2, 2025 with a return of +18.3%, while the worst single day was Feb 11, 2026 at -47.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.48% | -75.29% | 17.19% | 2.00% | -8.93% | -24.40% | -76.72% | ||||||
| 2025 | -34.49% | -26.37% | -22.82% | 51.31% | -0.32% | 18.96% | 39.44% | 11.89% | 9.81% | 37.43% | 10.64% | -5.07% | 65.15% |
| 2024 | 15.35% | -11.81% | -24.83% | -23.53% |
Benchmark Metrics
Upstream Bio, Inc has an annualized alpha of -35.96%, beta of 1.16, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since October 11, 2024.
- This stock participated in 375.73% of S&P 500 Index downside but only 156.95% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -35.96%
- Beta
- 1.16
- R²
- 0.05
- Upside Capture
- 156.95%
- Downside Capture
- 375.73%
Return for Risk
Risk / Return Rank
UPB ranks 27 for risk / return — below 27% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Upstream Bio, Inc (UPB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UPB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.23 | ||
| Sortino ratioReturn per unit of downside risk | -2.49 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.32 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 2.46 | -2.96 |
| Martin ratioReturn relative to average drawdown | -0.92 | 10.92 | -11.84 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Upstream Bio, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Upstream Bio, Inc was 81.84%, occurring on Jun 16, 2026. The portfolio has not yet recovered.
The current Upstream Bio, Inc drawdown is 80.61%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -81.84%Jun 2026 | 5mo 3d | — | 5mo 11dJan 2026 - now |
2025 selloff2025 | -77.84%Apr 2025 | 5mo 3d | 7mo 21d | 1y 19dNov 2024 - Nov 2025 |
2026 correction2026 | -14.99%Jan 2026 | 14d | 6d | 20dDec 2025 - Jan 2026 |
2025 correction2025 | -13.70%Dec 2025 | 0s | 14d | 14dDec 2025 - Dec 2025 |
2024 pullback2024 | -6.45%Oct 2024 | 6d | 8d | 14dOct 2024 - Nov 2024 |
Drawdown Indicators
| UPB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.84% | -56.78% | -25.06% |
Max Drawdown (1Y)Largest decline over 1 year | -81.84% | -9.10% | -72.74% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -80.61% | -3.21% | -77.40% |
Average DrawdownAverage peak-to-trough decline | -45.64% | -10.71% | -34.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.71% | 2.04% | +42.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Upstream Bio, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Upstream Bio, Inc is priced in the market compared to other companies in the Biotechnology industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UPB relative to other companies in the Biotechnology industry. Currently, UPB has a P/S ratio of 102.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for UPB in comparison with other companies in the Biotechnology industry. Currently, UPB has a P/B value of 1.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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