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LSPD vs. UPST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LSPD vs. UPST - Performance Comparison

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

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Returns By Period

In the year-to-date period, LSPD achieves a -22.93% return, which is significantly higher than UPST's -30.73% return.


LSPD

1D
-3.82%
1M
-2.51%
YTD
-22.93%
6M
-17.83%
1Y
-15.75%
3Y*
-14.72%
5Y*
-33.55%
10Y*

UPST

1D
-6.48%
1M
-5.58%
YTD
-30.73%
6M
-33.13%
1Y
-40.58%
3Y*
0.81%
5Y*
-28.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LSPD vs. UPST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
LSPD
Lightspeed Commerce Inc
-22.93%-20.68%-27.44%46.78%-64.63%-42.56%20.74%
UPST
Upstart Holdings, Inc.
-30.73%-28.98%50.69%209.08%-91.26%271.29%38.28%

Correlation

The correlation between LSPD and UPST is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.49

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2020

0.54

The correlation between LSPD and UPST has been stable across timeframes, ranging from 0.48 to 0.57 - a consistent structural relationship.

Fundamentals

Market Cap

LSPD:

$1.30B

UPST:

$2.94B

EPS

LSPD:

-$1.04

UPST:

$0.47

PS Ratio

LSPD:

1.06

UPST:

2.74

PB Ratio

LSPD:

0.87

UPST:

4.00

Total Revenue (TTM)

LSPD:

$1.23B

UPST:

$1.16B

Gross Profit (TTM)

LSPD:

$451.95M

UPST:

$810.61M

EBITDA (TTM)

LSPD:

-$1.76M

UPST:

$67.66M

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Return for Risk

LSPD vs. UPST — Risk / Return Rank

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

LSPD
LSPD Risk / Return Rank: 2626
Overall Rank
LSPD Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
LSPD Sortino Ratio Rank: 2424
Sortino Ratio Rank
LSPD Omega Ratio Rank: 2525
Omega Ratio Rank
LSPD Calmar Ratio Rank: 2727
Calmar Ratio Rank
LSPD Martin Ratio Rank: 2727
Martin Ratio Rank

UPST
UPST Risk / Return Rank: 2020
Overall Rank
UPST Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
UPST Sortino Ratio Rank: 1919
Sortino Ratio Rank
UPST Omega Ratio Rank: 1919
Omega Ratio Rank
UPST Calmar Ratio Rank: 2020
Calmar Ratio Rank
UPST Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSPD vs. UPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lightspeed Commerce Inc (LSPD) 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.


LSPDUPSTDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.25

Omega ratioGain probability vs. loss probability

0.97

0.94

+0.03

Calmar ratioReturn relative to maximum drawdown

-0.40

-0.57

+0.17

Martin ratioReturn relative to average drawdown

-0.71

-0.87

+0.16

LSPD vs. UPST - Sharpe Ratio Comparison

The current LSPD Sharpe Ratio is -0.37, which is higher than the UPST Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of LSPD and UPST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LSPDUPSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.37

-0.58

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.55

-0.28

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.24

0.00

-0.24

Drawdowns

LSPD vs. UPST - Drawdown Comparison

The maximum LSPD drawdown since its inception was -93.68%, roughly equal to the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for LSPD and UPST.


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Drawdown Indicators


LSPDUPSTDifference

Max Drawdown

Largest peak-to-trough decline

-93.68%

-96.90%

+3.22%

Max Drawdown (1Y)

Largest decline over 1 year

-39.48%

-71.21%

+31.73%

Max Drawdown (3Y)

Largest decline over 3 years

-62.75%

-72.72%

+9.97%

Max Drawdown (5Y)

Largest decline over 5 years

-93.68%

-96.90%

+3.22%

Current Drawdown

Current decline from peak

-92.52%

-92.23%

-0.29%

Average Drawdown

Average peak-to-trough decline

-64.31%

-76.16%

+11.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.14%

46.66%

-24.52%

Volatility

LSPD vs. UPST - Volatility Comparison

The current volatility for Lightspeed Commerce Inc (LSPD) is 14.81%, while Upstart Holdings, Inc. (UPST) has a volatility of 20.07%. This indicates that LSPD 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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Volatility by Period


LSPDUPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.81%

20.07%

-5.26%

Volatility (6M)

Calculated over the trailing 6-month period

28.97%

49.56%

-20.59%

Volatility (1Y)

Calculated over the trailing 1-year period

42.73%

70.71%

-27.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.75%

103.75%

-42.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

72.42%

114.03%

-41.61%

Dividends

LSPD vs. UPST - Dividend Comparison

Neither LSPD nor UPST has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

LSPD vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between Lightspeed Commerce 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


100.00M150.00M200.00M250.00M300.00M20222023202420252026
286.77M
308.21M
(LSPD) Total Revenue
(UPST) Total Revenue
Values in USD except per share items

LSPD vs. UPST - Profitability Comparison

The chart below illustrates the profitability comparison between Lightspeed Commerce 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%20222023202420252026
31.4%
0
Portfolio components
LSPD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lightspeed Commerce Inc reported a gross profit of 90.13M and revenue of 286.77M. Therefore, the gross margin over that period was 31.4%.

UPST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Upstart Holdings, Inc. reported a gross profit of 0.00 and revenue of 308.21M. Therefore, the gross margin over that period was 0.0%.

LSPD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lightspeed Commerce Inc reported an operating income of -33.49M and revenue of 286.77M, resulting in an operating margin of -11.7%.

UPST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Upstart Holdings, Inc. reported an operating income of -7.52M and revenue of 308.21M, resulting in an operating margin of -2.4%.

LSPD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lightspeed Commerce Inc reported a net income of -28.17M and revenue of 286.77M, resulting in a net margin of -9.8%.

UPST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Upstart Holdings, Inc. reported a net income of -6.65M and revenue of 308.21M, resulting in a net margin of -2.2%.


Frequently Asked Questions


LSPD and UPST have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UPST has higher volatility (20.07%) compared to LSPD (14.81%). In terms of maximum drawdown, LSPD dropped -93.68% vs UPST's -96.90%.

LSPD currently has the higher Sharpe Ratio (-0.37 vs -0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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