(UPST) Upstart Holdings - Performance 80.2% in 12m
Compare UPST with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
16.84%
#35 in Group
Rel. Strength
96.19%
#304 in Universe
Total Return 12m
80.24%
#5 in Group
Total Return 5y
60.06%
#33 in Group
P/E -
(?) Percentile in Group
P/E Forward 34.7
91th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.90%
63th Percentile in Group
12m Total Return: UPST (80.2%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EZPW NASDAQ EZCORP |
-1.92% | 43.7% | 183% | 13.2 | 12.7 | 0.35 | 66.9% | 69.2% |
| AXP NYSE American Express |
8.44% | 20.3% | 256% | 18.7 | 17.7 | 1.9 | 73.3% | 7.07% |
| SLM NASDAQ SLM |
18.1% | 49.6% | 347% | 11 | 10 | 0.58 | 33.5% | 34% |
| MFIN NASDAQ Medallion Financial |
7.63% | 24.3% | 403% | 5.83 | - | 0.41 | -27.7% | 5.09% |
| OMF NYSE OneMain Holdings |
9.55% | 3.65% | 313% | 10.1 | 7.74 | 0.61 | -65.0% | -9.17% |
| COF NYSE Capital One Financial |
7.35% | 33.8% | 243% | 15.4 | 11.9 | 1.35 | -64.0% | -15.1% |
| SYF NYSE Synchrony Financial |
10.8% | 23% | 255% | 7.42 | 7.47 | 1.61 | 10.5% | -2.68% |
| CPSS NASDAQ Consumer Portfolio |
- | 7.59% | 234% | 11.5 | 5.01 | 0.33 | -52.9% | - |
Performance Comparison: UPST vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UPST
| Total Return (including Dividends) | UPST | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 9.34% | 5.57% | 2.87% |
| 3 Months | -33.51% | -2.66% | -6.42% |
| 12 Months | 80.24% | 21.52% | 9.87% |
| 5 Years | 60.06% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | UPST | XLF | S&P 500 |
| 1 Month | 79.2% | 93.3% | 89.4% |
| 3 Months | -69.9% | -60.3% | -72% |
| 12 Months | 67.5% | 81.8% | 49.3% |
| 5 Years | -41.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #9 | 3.57% | 6.30% |
| 3 Month | #52 | -31.7% | -29.0% |
| 12 Month | #5 | 48.3% | 64.1% |
| 5 Years | #28 | -15.2% | -1.56% |
FAQs
Does UPST Upstart Holdings outperforms the market?
Yes,
over the last 12 months UPST made 80.24%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months UPST made -33.51%, while XLF made -2.66%.
Over the last 3 months UPST made -33.51%, while XLF made -2.66%.
Performance Comparison UPST vs Indeces and Sectors
UPST vs. Indices UPST is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.38% | 6.47% | -34.0% | 70.4% |
| US NASDAQ 100 | QQQ | -5.63% | 4.63% | -34.4% | 68.9% |
| US Dow Jones Industrial 30 | DIA | -5.66% | 7.73% | -32.9% | 73.9% |
| German DAX 40 | DAX | -7.50% | -9.94% | -59.6% | 55.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.04% | 3.07% | -33.2% | 74.6% |
| Hongkong Hang Seng | HSI | -8.90% | -6.87% | -43.5% | 68.2% |
| India NIFTY 50 | INDA | -2.99% | 7.06% | -35.9% | 77.9% |
| Brasil Bovespa | EWZ | -7.43% | -2.19% | -43.2% | 86.7% |
UPST vs. Sectors UPST is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.56% | 5.67% | -40.2% | 59.9% |
| Consumer Discretionary | XLY | -6.30% | 5.83% | -31.8% | 66.2% |
| Consumer Staples | XLP | -5.01% | 7.32% | -40.9% | 72.7% |
| Energy | XLE | -6.36% | 9.26% | -28.0% | 90.0% |
| Financial | XLF | -6.01% | 3.77% | -39.9% | 58.7% |
| Health Care | XLV | -1.59% | 13.7% | -28.7% | 86.2% |
| Industrial | XLI | -6.95% | 1.96% | -35.0% | 70.3% |
| Materials | XLB | -5.37% | 4.63% | -29.9% | 86.3% |
| Real Estate | XLRE | -5.05% | 3.22% | -36.4% | 66.8% |
| Technology | XLK | -6.27% | 2.60% | -31.7% | 73.2% |
| Utilities | XLU | -6.42% | 3.72% | -41.7% | 64.3% |
| Aerospace & Defense | XAR | -5.89% | - | -43.3% | 55.1% |
| Biotech | XBI | 2.70% | 7.32% | -12.9% | 94.3% |
| Homebuilder | XHB | -4.94% | 6.27% | -20.3% | 90.0% |
| Retail | XRT | -5.53% | 5.75% | -27.7% | 84.6% |