Upstart Holdings, Inc. (UPST)
Company Info
| ISIN | US91680M1071 |
|---|---|
| CUSIP | 91680M107 |
| Sector | Financial Services |
| Industry | Credit Services |
Highlights
| Market Cap | $2.32B |
|---|---|
| EPS | -$2.87 |
| Revenue (TTM) | $548.46M |
| Gross Profit (TTM) | $665.29M |
| EBITDA (TTM) | -$196.73M |
| Year Range | $11.93 - $72.58 |
| Target Price | $19.63 |
| Short % | 36.11% |
| Short Ratio | 4.60 |
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Upstart Holdings, Inc. had a return of -44.84% year-to-date (YTD) and 45.70% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -44.84% | 5.90% |
| 1 month | -4.61% | -1.28% |
| 6 months | -22.73% | 15.51% |
| 1 year | 45.70% | 21.68% |
| 5 years (annualized) | N/A | 11.74% |
| 10 years (annualized) | N/A | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -22.27% | -18.92% | 4.43% | |||||||||
| 2023 | -11.28% | -15.80% | 11.36% | 52.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Upstart Holdings, Inc.(UPST)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Upstart Holdings, 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 Upstart Holdings, Inc. was 96.90%, occurring on May 2, 2023. The portfolio has not yet recovered.
The current Upstart Holdings, Inc. drawdown is 94.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.9% | Oct 18, 2021 | 387 | 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
Volatility Chart
The current Upstart Holdings, Inc. volatility is 19.35%, 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.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |