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UPST vs. SMCI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UPST and SMCI is 0.27, 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.


-0.50.00.51.00.3

Performance

UPST vs. SMCI - Performance Comparison

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

-50.00%0.00%50.00%100.00%SeptemberOctoberNovemberDecember2025February
70.88%
-8.57%
UPST
SMCI

Key characteristics

Sharpe Ratio

UPST:

1.83

SMCI:

-0.25

Sortino Ratio

UPST:

3.02

SMCI:

0.43

Omega Ratio

UPST:

1.35

SMCI:

1.05

Calmar Ratio

UPST:

1.92

SMCI:

-0.34

Martin Ratio

UPST:

12.37

SMCI:

-0.55

Ulcer Index

UPST:

14.63%

SMCI:

52.67%

Daily Std Dev

UPST:

98.90%

SMCI:

116.18%

Max Drawdown

UPST:

-96.90%

SMCI:

-84.84%

Current Drawdown

UPST:

-81.60%

SMCI:

-52.81%

Fundamentals

Market Cap

UPST:

$6.73B

SMCI:

$32.83B

EPS

UPST:

-$1.44

SMCI:

$2.01

Total Revenue (TTM)

UPST:

$636.53M

SMCI:

$9.16B

Gross Profit (TTM)

UPST:

$620.68M

SMCI:

$1.19B

EBITDA (TTM)

UPST:

-$114.65M

SMCI:

$746.07M

Returns By Period

In the year-to-date period, UPST achieves a 16.57% return, which is significantly lower than SMCI's 83.96% return.


UPST

YTD

16.57%

1M

9.49%

6M

70.88%

1Y

193.30%

5Y*

N/A

10Y*

N/A

SMCI

YTD

83.96%

1M

65.59%

6M

-8.57%

1Y

-42.52%

5Y*

82.70%

10Y*

30.06%

*Annualized

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Risk-Adjusted Performance

UPST vs. SMCI — 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 9191
Overall Rank
The Sharpe Ratio Rank of UPST is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of UPST is 9292
Sortino Ratio Rank
The Omega Ratio Rank of UPST is 8888
Omega Ratio Rank
The Calmar Ratio Rank of UPST is 9090
Calmar Ratio Rank
The Martin Ratio Rank of UPST is 9494
Martin Ratio Rank

SMCI
The Risk-Adjusted Performance Rank of SMCI is 3737
Overall Rank
The Sharpe Ratio Rank of SMCI is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of SMCI is 4444
Sortino Ratio Rank
The Omega Ratio Rank of SMCI is 4343
Omega Ratio Rank
The Calmar Ratio Rank of SMCI is 2626
Calmar Ratio Rank
The Martin Ratio Rank of SMCI is 3636
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. 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.


Sharpe ratio
The chart of Sharpe ratio for UPST, currently valued at 1.83, compared to the broader market-2.000.002.001.83-0.25
The chart of Sortino ratio for UPST, currently valued at 3.02, compared to the broader market-4.00-2.000.002.004.006.003.020.43
The chart of Omega ratio for UPST, currently valued at 1.35, compared to the broader market0.501.001.502.001.351.05
The chart of Calmar ratio for UPST, currently valued at 1.92, compared to the broader market0.002.004.006.001.92-0.34
The chart of Martin ratio for UPST, currently valued at 12.37, compared to the broader market-10.000.0010.0020.0030.0012.37-0.55
UPST
SMCI

The current UPST Sharpe Ratio is 1.83, which is higher than the SMCI Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of UPST and SMCI, 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-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.83
-0.25
UPST
SMCI

Dividends

UPST vs. SMCI - Dividend Comparison

Neither UPST nor SMCI has paid dividends to shareholders.


Tickers have no history of dividend payments

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. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%SeptemberOctoberNovemberDecember2025February
-81.60%
-52.81%
UPST
SMCI

Volatility

UPST vs. SMCI - Volatility Comparison

Upstart Holdings, Inc. (UPST) and Super Micro Computer, Inc. (SMCI) have volatilities of 34.24% and 36.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


20.00%30.00%40.00%50.00%60.00%70.00%SeptemberOctoberNovemberDecember2025February
34.24%
36.04%
UPST
SMCI

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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