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EVLV vs. UPST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EVLV and UPST is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

EVLV vs. UPST

Last updated Jun 1, 2025

Compare and contrast key facts about Evolv Technologies Holdings Inc (EVLV) and Upstart Holdings, Inc. (UPST).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVLV or UPST.

Performance

EVLV vs. UPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evolv Technologies Holdings Inc (EVLV) and Upstart Holdings, Inc. (UPST). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

EVLV:

1.10

UPST:

0.91

Sortino Ratio

EVLV:

1.84

UPST:

2.13

Omega Ratio

EVLV:

1.25

UPST:

1.25

Calmar Ratio

EVLV:

1.12

UPST:

1.07

Martin Ratio

EVLV:

4.43

UPST:

3.76

Ulcer Index

EVLV:

20.36%

UPST:

26.78%

Daily Std Dev

EVLV:

89.39%

UPST:

105.16%

Max Drawdown

EVLV:

-84.50%

UPST:

-96.90%

Current Drawdown

EVLV:

-49.91%

UPST:

-87.91%

Fundamentals

Market Cap

EVLV:

$895.42M

UPST:

$4.49B

EPS

EVLV:

-$0.28

UPST:

-$0.74

PS Ratio

EVLV:

7.88

UPST:

5.91

PB Ratio

EVLV:

7.38

UPST:

6.63

Total Revenue (TTM)

EVLV:

$111.10M

UPST:

$721.43M

Gross Profit (TTM)

EVLV:

$63.76M

UPST:

$714.41M

EBITDA (TTM)

EVLV:

-$2.85M

UPST:

-$56.77M

Returns By Period

In the year-to-date period, EVLV achieves a 38.23% return, which is significantly higher than UPST's -23.39% return.

EVLV

YTD

38.23%

1M

30.00%

6M

34.81%

1Y

90.91%

3Y*

23.34%

5Y*

N/A

10Y*

N/A

UPST

YTD

-23.39%

1M

-1.09%

6M

-40.13%

1Y

90.82%

3Y*

-2.18%

5Y*

N/A

10Y*

N/A

*Annualized

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Evolv Technologies Holdings Inc

Upstart Holdings, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

EVLV vs. UPST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EVLV
The Risk-Adjusted Performance Rank of EVLV is 8484
Overall Rank
The Sharpe Ratio Rank of EVLV is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of EVLV is 8383
Sortino Ratio Rank
The Omega Ratio Rank of EVLV is 8282
Omega Ratio Rank
The Calmar Ratio Rank of EVLV is 8585
Calmar Ratio Rank
The Martin Ratio Rank of EVLV is 8484
Martin Ratio Rank
UPST
The Risk-Adjusted Performance Rank of UPST is 8383
Overall Rank
The Sharpe Ratio Rank of UPST is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of UPST is 8787
Sortino Ratio Rank
The Omega Ratio Rank of UPST is 8282
Omega Ratio Rank
The Calmar Ratio Rank of UPST is 8484
Calmar Ratio Rank
The Martin Ratio Rank of UPST is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EVLV vs. UPST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Evolv Technologies Holdings Inc (EVLV) and Upstart Holdings, Inc. (UPST). 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.

The current EVLV Sharpe Ratio is 1.10, which is comparable to the UPST Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of EVLV and UPST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

EVLV vs. UPST - Dividend Comparison

Neither EVLV nor UPST has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

EVLV vs. UPST - Drawdown Comparison

The maximum EVLV drawdown since its inception was -84.50%, smaller than the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for EVLV and UPST.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

EVLV vs. UPST - Volatility Comparison

Evolv Technologies Holdings Inc (EVLV) has a higher volatility of 32.07% compared to Upstart Holdings, Inc. (UPST) at 22.04%. This indicates that EVLV's price experiences larger fluctuations and is considered to be riskier than UPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

EVLV vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between Evolv Technologies Holdings Inc and Upstart Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0050.00M100.00M150.00M200.00M250.00M300.00M350.00M20212022202320242025
29.10M
220.39M
(EVLV) Total Revenue
(UPST) Total Revenue
Values in USD except per share items

EVLV vs. UPST - Profitability Comparison

The chart below illustrates the profitability comparison between Evolv Technologies Holdings Inc and Upstart Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
57.5%
96.8%
(EVLV) Gross Margin
(UPST) Gross Margin
EVLV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Evolv Technologies Holdings Inc reported a gross profit of 16.74M and revenue of 29.10M. Therefore, the gross margin over that period was 57.5%.

UPST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Upstart Holdings, Inc. reported a gross profit of 213.37M and revenue of 220.39M. Therefore, the gross margin over that period was 96.8%.

EVLV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Evolv Technologies Holdings Inc reported an operating income of -18.86M and revenue of 29.10M, resulting in an operating margin of -64.8%.

UPST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Upstart Holdings, Inc. reported an operating income of -2.42M and revenue of 220.39M, resulting in an operating margin of -1.1%.

EVLV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Evolv Technologies Holdings Inc reported a net income of -15.72M and revenue of 29.10M, resulting in a net margin of -54.0%.

UPST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Upstart Holdings, Inc. reported a net income of -2.45M and revenue of 220.39M, resulting in a net margin of -1.1%.