UPST

Financial Services

Upstart Holdings, Inc. · Financial - Credit Services · $3B

UQS Score — Balanced Preset
44.4
Below Average

Upstart Holdings, Inc. scores 44.4/100 using the Balanced preset.

UQS vs Financial Services Sector
UPST
44.4
Sector avg
39.7
Quality
Weak
Moat
Weak
Growth
Strong
Risk
Weak
Valuation
Good

UPST Price History

-77.6% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Upstart Holdings, Inc.?

$
Today it would be worth
$3,617
That's a -63.8% total return, or -18.4% annualized.

Based on Upstart Holdings, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

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Pro Analysis

UPST — Score History

3540455055Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 7 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 17, 202644.415.125.088.837.273.3-0.4
May 7, 202644.817.225.088.836.373.3+0.7
May 3, 202644.117.225.088.836.369.1+0.1
Apr 26, 202644.017.225.088.836.368.3+0.2
Apr 19, 202643.817.225.088.836.367.2-1.0
Apr 18, 202644.817.225.088.836.373.3-4.0
Apr 2, 202648.817.225.088.836.3100.0

UPST — Pillar Breakdown

Quality

15.1/100 (25%)

Upstart Holdings, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

88.8/100 (20%)

Upstart Holdings, Inc. is growing rapidly with strong revenue and earnings expansion.

Recent Revenue TrendStrong

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

37.2/100 (15%)

Upstart Holdings, Inc. has some risk factors including moderate leverage or solvency concerns.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

73.3/100 (15%)

Upstart Holdings, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

25/100 (25%)

Upstart Holdings, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for UPST.

Score Composition

Quality
15.1×25%3.8
Growth
88.8×20%17.8
Risk
37.2×15%5.6
Valuation
73.3×15%11.0
Moat
25.0×25%6.3
Total
44.4Below Average

Financial Data

More Stock Analysis

How is the UPST UQS Score Calculated?

The UQS (Unified Quality Score) for Upstart Holdings, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Upstart Holdings, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Upstart Holdings, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.