PortfoliosLab logo
UPST vs. CRWD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UPST and CRWD is 0.55, 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

UPST vs. CRWD - Performance Comparison

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

0.00%50.00%100.00%150.00%200.00%December2025FebruaryMarchAprilMay
62.64%
138.41%
UPST
CRWD

Key characteristics

Sharpe Ratio

UPST:

1.03

CRWD:

0.70

Sortino Ratio

UPST:

1.99

CRWD:

1.22

Omega Ratio

UPST:

1.23

CRWD:

1.16

Calmar Ratio

UPST:

0.91

CRWD:

0.78

Martin Ratio

UPST:

3.47

CRWD:

1.77

Ulcer Index

UPST:

24.84%

CRWD:

19.65%

Daily Std Dev

UPST:

105.63%

CRWD:

52.66%

Max Drawdown

UPST:

-96.90%

CRWD:

-67.69%

Current Drawdown

UPST:

-87.71%

CRWD:

-5.87%

Fundamentals

Market Cap

UPST:

$4.76B

CRWD:

$109.21B

EPS

UPST:

-$1.44

CRWD:

-$0.09

PS Ratio

UPST:

7.03

CRWD:

27.80

PB Ratio

UPST:

7.52

CRWD:

33.30

Total Revenue (TTM)

UPST:

$714.41M

CRWD:

$3.03B

Gross Profit (TTM)

UPST:

$501.04M

CRWD:

$2.27B

EBITDA (TTM)

UPST:

-$60.75M

CRWD:

$185.68M

Returns By Period

In the year-to-date period, UPST achieves a -22.15% return, which is significantly lower than CRWD's 25.27% return.


UPST

YTD

-22.15%

1M

33.55%

6M

-13.59%

1Y

107.40%

5Y*

N/A

10Y*

N/A

CRWD

YTD

25.27%

1M

31.87%

6M

29.58%

1Y

36.61%

5Y*

41.23%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UPST vs. CRWD — Risk-Adjusted Performance Rank

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

UPST
The Risk-Adjusted Performance Rank of UPST is 8383
Overall Rank
The Sharpe Ratio Rank of UPST is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of UPST is 8686
Sortino Ratio Rank
The Omega Ratio Rank of UPST is 8181
Omega Ratio Rank
The Calmar Ratio Rank of UPST is 8282
Calmar Ratio Rank
The Martin Ratio Rank of UPST is 8181
Martin Ratio Rank

CRWD
The Risk-Adjusted Performance Rank of CRWD is 7474
Overall Rank
The Sharpe Ratio Rank of CRWD is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of CRWD is 7171
Sortino Ratio Rank
The Omega Ratio Rank of CRWD is 6969
Omega Ratio Rank
The Calmar Ratio Rank of CRWD is 8080
Calmar Ratio Rank
The Martin Ratio Rank of CRWD is 7272
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.

UPST vs. CRWD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and CrowdStrike Holdings, Inc. (CRWD). 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 UPST Sharpe Ratio is 1.03, which is higher than the CRWD Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of UPST and CRWD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
1.03
0.70
UPST
CRWD

Dividends

UPST vs. CRWD - Dividend Comparison

Neither UPST nor CRWD has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

UPST vs. CRWD - Drawdown Comparison

The maximum UPST drawdown since its inception was -96.90%, which is greater than CRWD's maximum drawdown of -67.69%. Use the drawdown chart below to compare losses from any high point for UPST and CRWD. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-87.71%
-5.87%
UPST
CRWD

Volatility

UPST vs. CRWD - Volatility Comparison

Upstart Holdings, Inc. (UPST) has a higher volatility of 27.78% compared to CrowdStrike Holdings, Inc. (CRWD) at 19.34%. This indicates that UPST's price experiences larger fluctuations and is considered to be riskier than CRWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
27.78%
19.34%
UPST
CRWD

Financials

UPST vs. CRWD - Financials Comparison

This section allows you to compare key financial metrics between Upstart Holdings, Inc. and CrowdStrike 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


0.00200.00M400.00M600.00M800.00M1.00B20212022202320242025
213.37M
1.06B
(UPST) Total Revenue
(CRWD) Total Revenue
Values in USD except per share items