Correlation
The correlation between UPST and SMCI is 0.47, 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. SMCI
Compare and contrast key facts about Upstart Holdings, Inc. (UPST) and Super Micro Computer, Inc. (SMCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPST or SMCI.
Performance
UPST vs. SMCI - Performance Comparison
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Key characteristics
UPST:
0.91
SMCI:
-0.46
UPST:
2.13
SMCI:
-0.18
UPST:
1.25
SMCI:
0.98
UPST:
1.07
SMCI:
-0.64
UPST:
3.76
SMCI:
-1.03
UPST:
26.78%
SMCI:
52.83%
UPST:
105.16%
SMCI:
113.95%
UPST:
-96.90%
SMCI:
-84.84%
UPST:
-87.91%
SMCI:
-66.32%
Fundamentals
UPST:
$4.44B
SMCI:
$25.04B
UPST:
-$0.73
SMCI:
$1.81
UPST:
5.85
SMCI:
1.16
UPST:
6.57
SMCI:
3.85
UPST:
$721.43M
SMCI:
$21.57B
UPST:
$714.41M
SMCI:
$2.43B
UPST:
-$56.77M
SMCI:
$1.38B
Returns By Period
In the year-to-date period, UPST achieves a -23.39% return, which is significantly lower than SMCI's 31.30% return.
UPST
-23.39%
-1.32%
-40.13%
94.28%
-2.18%
N/A
N/A
SMCI
31.30%
25.61%
22.61%
-51.66%
99.95%
72.82%
27.74%
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Risk-Adjusted Performance
UPST vs. SMCI — Risk-Adjusted Performance Rank
UPST
SMCI
UPST vs. SMCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Upstart Holdings, Inc. (UPST) and Super Micro Computer, Inc. (SMCI). 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. SMCI - Dividend Comparison
Neither UPST nor SMCI has paid dividends to shareholders.
Drawdowns
UPST vs. SMCI - Drawdown Comparison
The maximum UPST drawdown since its inception was -96.90%, which is greater than SMCI's maximum drawdown of -84.84%. Use the drawdown chart below to compare losses from any high point for UPST and SMCI.
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Volatility
UPST vs. SMCI - Volatility Comparison
The current volatility for Upstart Holdings, Inc. (UPST) is 22.04%, while Super Micro Computer, Inc. (SMCI) has a volatility of 24.66%. This indicates that UPST experiences smaller price fluctuations and is considered to be less risky than SMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UPST vs. SMCI - Financials Comparison
This section allows you to compare key financial metrics between Upstart Holdings, Inc. and Super Micro Computer, 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
UPST vs. SMCI - 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%.
SMCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Super Micro Computer, Inc. reported a gross profit of 440.22M and revenue of 4.60B. Therefore, the gross margin over that period was 9.6%.
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%.
SMCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Super Micro Computer, Inc. reported an operating income of 146.78M and revenue of 4.60B, resulting in an operating margin of 3.2%.
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%.
SMCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Super Micro Computer, Inc. reported a net income of 108.78M and revenue of 4.60B, resulting in a net margin of 2.4%.