Upstart Holdingsinc Stock Filter Stocks by Fundamentals

UPST Stock  USD 28.17  1.59  5.98%   
Upstart HoldingsInc fundamentals help investors to digest information that contributes to Upstart HoldingsInc's financial success or failures. It also enables traders to predict the movement of Upstart Stock. The fundamental analysis module provides a way to measure Upstart HoldingsInc's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Upstart HoldingsInc stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Upstart HoldingsInc Institutional Holders

Institutional Holdings refers to the ownership stake in Upstart HoldingsInc that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Upstart HoldingsInc's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Upstart HoldingsInc's value.
Shares
Two Sigma Investments Llc2023-12-31
1.1 M
Mirae Asset Global Investments (korea) Co Ltd2023-12-31
M
Northern Trust Corp2023-12-31
711.8 K
Coatue Management Llc2023-12-31
684.8 K
Citadel Advisors Llc2023-09-30
661.1 K
Charles Schwab Investment Management Inc2023-12-31
573.2 K
Norges Bank2023-12-31
465.4 K
Barclays Plc2023-12-31
421.6 K
Pathstone Family Office, Llc2023-09-30
397.1 K
Vanguard Group Inc2023-12-31
M
Blackrock Inc2023-12-31
5.5 M

Upstart Fundamentals

About Upstart HoldingsInc Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Upstart HoldingsInc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Upstart HoldingsInc using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Upstart HoldingsInc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence lending platform in the United States. The company was founded in 2012 and is headquartered in San Mateo, California. Upstart Holdings operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 1497 people.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Upstart HoldingsInc is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Upstart Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Upstart Holdingsinc Stock. Highlighted below are key reports to facilitate an investment decision about Upstart Holdingsinc Stock:
Check out Upstart HoldingsInc Piotroski F Score and Upstart HoldingsInc Altman Z Score analysis.
For more information on how to buy Upstart Stock please use our How to Invest in Upstart HoldingsInc guide.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Upstart Stock analysis

When running Upstart HoldingsInc's price analysis, check to measure Upstart HoldingsInc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upstart HoldingsInc is operating at the current time. Most of Upstart HoldingsInc's value examination focuses on studying past and present price action to predict the probability of Upstart HoldingsInc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upstart HoldingsInc's price. Additionally, you may evaluate how the addition of Upstart HoldingsInc to your portfolios can decrease your overall portfolio volatility.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Equity Valuation
Check real value of public entities based on technical and fundamental data
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Is Upstart HoldingsInc's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upstart HoldingsInc. If investors know Upstart will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upstart HoldingsInc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.091
Earnings Share
(2.87)
Revenue Per Share
6.547
Quarterly Revenue Growth
0.019
Return On Assets
(0.07)
The market value of Upstart HoldingsInc is measured differently than its book value, which is the value of Upstart that is recorded on the company's balance sheet. Investors also form their own opinion of Upstart HoldingsInc's value that differs from its market value or its book value, called intrinsic value, which is Upstart HoldingsInc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upstart HoldingsInc's market value can be influenced by many factors that don't directly affect Upstart HoldingsInc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upstart HoldingsInc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upstart HoldingsInc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upstart HoldingsInc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.