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

Correlation

The correlation between LC and UPST is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

LC vs. UPST - Performance Comparison

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

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Key characteristics

Sharpe Ratio

LC:

0.19

UPST:

0.83

Sortino Ratio

LC:

0.70

UPST:

1.81

Omega Ratio

LC:

1.09

UPST:

1.21

Calmar Ratio

LC:

0.12

UPST:

0.73

Martin Ratio

LC:

0.52

UPST:

2.71

Ulcer Index

LC:

22.28%

UPST:

25.42%

Daily Std Dev

LC:

58.42%

UPST:

105.19%

Max Drawdown

LC:

-96.84%

UPST:

-96.90%

Current Drawdown

LC:

-92.42%

UPST:

-87.83%

Fundamentals

Market Cap

LC:

$1.22B

UPST:

$4.57B

EPS

LC:

$0.44

UPST:

-$0.73

PS Ratio

LC:

1.02

UPST:

6.03

PB Ratio

LC:

0.89

UPST:

6.76

Total Revenue (TTM)

LC:

$908.40M

UPST:

$721.43M

Gross Profit (TTM)

LC:

$560.47M

UPST:

$714.41M

EBITDA (TTM)

LC:

$191.16M

UPST:

-$56.77M

Returns By Period

In the year-to-date period, LC achieves a -34.71% return, which is significantly lower than UPST's -22.90% return.


LC

YTD

-34.71%

1M

11.26%

6M

-30.41%

1Y

11.26%

3Y*

-6.86%

5Y*

13.75%

10Y*

-19.47%

UPST

YTD

-22.90%

1M

16.01%

6M

-30.47%

1Y

86.82%

3Y*

2.02%

5Y*

N/A

10Y*

N/A

*Annualized

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LendingClub Corporation

Upstart Holdings, Inc.

Risk-Adjusted Performance

LC vs. UPST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LC
The Risk-Adjusted Performance Rank of LC is 5858
Overall Rank
The Sharpe Ratio Rank of LC is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of LC is 5757
Sortino Ratio Rank
The Omega Ratio Rank of LC is 5656
Omega Ratio Rank
The Calmar Ratio Rank of LC is 5757
Calmar Ratio Rank
The Martin Ratio Rank of LC is 5858
Martin Ratio Rank

UPST
The Risk-Adjusted Performance Rank of UPST is 7979
Overall Rank
The Sharpe Ratio Rank of UPST is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of UPST is 8383
Sortino Ratio Rank
The Omega Ratio Rank of UPST is 7878
Omega Ratio Rank
The Calmar Ratio Rank of UPST is 7878
Calmar Ratio Rank
The Martin Ratio Rank of UPST is 7777
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.

LC vs. UPST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for LendingClub Corporation (LC) 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 LC Sharpe Ratio is 0.19, which is lower than the UPST Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of LC 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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Dividends

LC vs. UPST - Dividend Comparison

Neither LC nor UPST has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

LC vs. UPST - Drawdown Comparison

The maximum LC drawdown since its inception was -96.84%, roughly equal to the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for LC and UPST. For additional features, visit the drawdowns tool.


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Volatility

LC vs. UPST - Volatility Comparison

The current volatility for LendingClub Corporation (LC) is 19.02%, while Upstart Holdings, Inc. (UPST) has a volatility of 22.81%. This indicates that LC experiences smaller price fluctuations and is considered to be less risky than UPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

LC vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between LendingClub Corporation 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
299.81M
220.39M
(LC) Total Revenue
(UPST) Total Revenue
Values in USD except per share items

LC vs. UPST - Profitability Comparison

The chart below illustrates the profitability comparison between LendingClub Corporation 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

-100.0%-50.0%0.0%50.0%100.0%20212022202320242025
56.3%
96.8%
(LC) Gross Margin
(UPST) Gross Margin
LC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, LendingClub Corporation reported a gross profit of 168.63M and revenue of 299.81M. Therefore, the gross margin over that period was 56.3%.

UPST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.

LC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, LendingClub Corporation reported an operating income of 125.28M and revenue of 299.81M, resulting in an operating margin of 41.8%.

UPST - Operating Margin

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

LC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, LendingClub Corporation reported a net income of 11.67M and revenue of 299.81M, resulting in a net margin of 3.9%.

UPST - Net Margin

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