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.
Key characteristics
| UPST | AGM | |
|---|---|---|
| YTD Return | -45.84% | -1.95% |
| 1Y Return | 70.49% | 44.18% |
| 3Y Return (Ann) | -41.31% | 25.88% |
| Sharpe Ratio | 0.53 | 1.49 |
| Daily Std Dev | 110.69% | 29.16% |
| Max Drawdown | -96.90% | -94.63% |
| Current Drawdown | -94.33% | -5.57% |
Fundamentals
| UPST | AGM | |
|---|---|---|
| Market Cap | $2.06B | $2.01B |
| EPS | -$2.87 | $15.82 |
| Revenue (TTM) | $548.46M | $346.59M |
| Gross Profit (TTM) | $665.29M | $305.24M |
| EBITDA (TTM) | -$196.73M | $16.39M |
Correlation
The correlation between UPST and AGM is 0.31, 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.
Performance
UPST vs. AGM - Performance Comparison
In the year-to-date period, UPST achieves a -45.84% return, which is significantly lower than AGM's -1.95% 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
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.
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 2.53%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.53% | 2.30% | 3.37% | 2.84% | 4.31% | 3.35% | 3.84% | 1.84% | 1.82% | 2.03% | 1.85% | 1.40% |
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. For additional features, visit the drawdowns tool.
Volatility
UPST vs. AGM - Volatility Comparison
Upstart Holdings, Inc. (UPST) has a higher volatility of 15.71% compared to Federal Agricultural Mortgage Corporation (AGM) at 6.94%. 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.
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