Correlation
The correlation between UPST and AGM is 0.50, 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.
UPST vs. AGM
Compare and contrast key facts about Upstart Holdings, Inc. (UPST) and Federal Agricultural Mortgage Corporation (AGM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPST or AGM.
Performance
UPST vs. AGM - Performance Comparison
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Key characteristics
UPST:
0.91
AGM:
0.32
UPST:
2.13
AGM:
0.74
UPST:
1.25
AGM:
1.09
UPST:
1.07
AGM:
0.47
UPST:
3.76
AGM:
0.99
UPST:
26.78%
AGM:
10.72%
UPST:
105.16%
AGM:
29.93%
UPST:
-96.90%
AGM:
-94.63%
UPST:
-87.91%
AGM:
-12.61%
Fundamentals
UPST:
$4.44B
AGM:
$1.95B
UPST:
-$0.73
AGM:
$16.18
UPST:
5.85
AGM:
5.46
UPST:
6.57
AGM:
1.85
UPST:
$721.43M
AGM:
$784.95M
UPST:
$714.41M
AGM:
$499.84M
UPST:
-$56.77M
AGM:
$845.76M
Returns By Period
In the year-to-date period, UPST achieves a -23.39% return, which is significantly lower than AGM's -4.60% return.
UPST
-23.39%
-1.32%
-40.13%
94.28%
-2.18%
N/A
N/A
AGM
-4.60%
6.33%
-11.39%
9.40%
24.92%
28.06%
23.40%
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Risk-Adjusted Performance
UPST vs. AGM — Risk-Adjusted Performance Rank
UPST
AGM
UPST vs. AGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and Federal Agricultural Mortgage Corporation (AGM). 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.
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Dividends
UPST vs. AGM - Dividend Comparison
UPST has not paid dividends to shareholders, while AGM's dividend yield for the trailing twelve months is around 3.06%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPST Upstart Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGM Federal Agricultural Mortgage Corporation | 3.06% | 2.84% | 2.30% | 3.37% | 2.84% | 4.31% | 3.35% | 3.84% | 1.84% | 1.82% | 2.03% | 1.85% |
Drawdowns
UPST vs. AGM - Drawdown Comparison
The maximum UPST drawdown since its inception was -96.90%, roughly equal to the maximum AGM drawdown of -94.63%. Use the drawdown chart below to compare losses from any high point for UPST and AGM.
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Volatility
UPST vs. AGM - Volatility Comparison
Upstart Holdings, Inc. (UPST) has a higher volatility of 22.04% compared to Federal Agricultural Mortgage Corporation (AGM) at 8.59%. This indicates that UPST's price experiences larger fluctuations and is considered to be riskier than AGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UPST vs. AGM - Financials Comparison
This section allows you to compare key financial metrics between Upstart Holdings, Inc. and Federal Agricultural Mortgage Corporation. 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
UPST vs. AGM - Profitability Comparison
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%.
AGM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Federal Agricultural Mortgage Corporation reported a gross profit of 94.32M and revenue of 384.79M. Therefore, the gross margin over that period was 24.5%.
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%.
AGM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Federal Agricultural Mortgage Corporation reported an operating income of 64.81M and revenue of 384.79M, resulting in an operating margin of 16.8%.
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%.
AGM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Federal Agricultural Mortgage Corporation reported a net income of 49.65M and revenue of 384.79M, resulting in a net margin of 12.9%.