Upstart Holdings, Inc. (UPST)
Company Info
| ISIN | US91680M1071 |
|---|---|
| CUSIP | 91680M107 |
| Sector | Financial Services |
| Industry | Credit Services |
Highlights
| Market Cap | $2.70B |
|---|---|
| EPS | -$3.21 |
| Revenue (TTM) | $561.82M |
| Gross Profit (TTM) | $665.29M |
| EBITDA (TTM) | -$229.00M |
| Year Range | $11.93 - $72.58 |
| Target Price | $24.93 |
| Short % | 31.62% |
| Short Ratio | 1.56 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in Upstart Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
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Return
Upstart Holdings, Inc. had a return of 110.59% year-to-date (YTD) and 21.73% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -14.52% | 0.33% |
| 6 months | 105.01% | 11.09% |
| Year-To-Date | 110.59% | 14.25% |
| 1 year | 21.73% | 15.74% |
| 5 years (annualized) | 12.72% | 6.74% |
| 10 years (annualized) | N/A | N/A |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -0.91% | -14.15% | -12.52% | 95.97% | 31.46% | 91.82% | -53.17% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
UPST Upstart Holdings, Inc. | 0.12 | ||||
^GSPC S&P 500 | 0.74 |
Dividend History
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Upstart Holdings, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Upstart Holdings, Inc. is 96.90%, recorded on May 2, 2023. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.9% | Oct 18, 2021 | 385 | May 2, 2023 | — | — | — |
| -54.13% | Feb 16, 2021 | 15 | Mar 8, 2021 | 8 | Mar 18, 2021 | 23 |
| -49.02% | Mar 23, 2021 | 37 | May 13, 2021 | 10 | May 27, 2021 | 47 |
| -33.48% | Jun 8, 2021 | 27 | Jul 15, 2021 | 19 | Aug 11, 2021 | 46 |
| -18.75% | Dec 23, 2020 | 5 | Dec 30, 2020 | 3 | Jan 5, 2021 | 8 |
Volatility Chart
The current Upstart Holdings, Inc. volatility is 15.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.