TREE vs. UPST
Compare and contrast key facts about LendingTree, Inc. (TREE) and Upstart Holdings, Inc. (UPST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TREE or UPST.
Key characteristics
| TREE | UPST | |
|---|---|---|
| YTD Return | 59.80% | 64.92% |
| 1Y Return | 193.81% | 159.17% |
| 3Y Return (Ann) | -30.30% | -34.02% |
| Sharpe Ratio | 2.56 | 1.65 |
| Sortino Ratio | 3.09 | 2.77 |
| Omega Ratio | 1.39 | 1.32 |
| Calmar Ratio | 2.09 | 1.75 |
| Martin Ratio | 18.28 | 4.66 |
| Ulcer Index | 11.01% | 35.37% |
| Daily Std Dev | 78.48% | 99.83% |
| Max Drawdown | -97.59% | -96.90% |
| Current Drawdown | -88.82% | -82.72% |
Fundamentals
| TREE | UPST | |
|---|---|---|
| Market Cap | $721.68M | $6.33B |
| EPS | -$2.72 | -$1.91 |
| Total Revenue (TTM) | $773.05M | $390.29M |
| Gross Profit (TTM) | $720.32M | $370.72M |
| EBITDA (TTM) | -$5.51M | -$196.04M |
Correlation
The correlation between TREE and UPST is 0.51, 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
TREE vs. UPST - Performance Comparison
In the year-to-date period, TREE achieves a 59.80% return, which is significantly lower than UPST's 64.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TREE vs. UPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LendingTree, Inc. (TREE) 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.
Dividends
TREE vs. UPST - Dividend Comparison
Neither TREE nor UPST has paid dividends to shareholders.
Drawdowns
TREE vs. UPST - Drawdown Comparison
The maximum TREE drawdown since its inception was -97.59%, roughly equal to the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for TREE and UPST. For additional features, visit the drawdowns tool.
Volatility
TREE vs. UPST - Volatility Comparison
The current volatility for LendingTree, Inc. (TREE) is 31.12%, while Upstart Holdings, Inc. (UPST) has a volatility of 42.95%. This indicates that TREE 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.
Financials
TREE vs. UPST - Financials Comparison
This section allows you to compare key financial metrics between LendingTree, 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.
Total Revenue: Total amount of money received from sales and other business activities