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.
Upstart | Shares Owned by Institutions |
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 Llc | 2023-12-31 | 1.1 M | Mirae Asset Global Investments (korea) Co Ltd | 2023-12-31 | 1 M | Northern Trust Corp | 2023-12-31 | 711.8 K | Coatue Management Llc | 2023-12-31 | 684.8 K | Citadel Advisors Llc | 2023-09-30 | 661.1 K | Charles Schwab Investment Management Inc | 2023-12-31 | 573.2 K | Norges Bank | 2023-12-31 | 465.4 K | Barclays Plc | 2023-12-31 | 421.6 K | Pathstone Family Office, Llc | 2023-09-30 | 397.1 K | Vanguard Group Inc | 2023-12-31 | 7 M | Blackrock Inc | 2023-12-31 | 5.5 M |
Upstart Fundamentals
Return On Equity | -0.37 | ||||
Return On Asset | -0.0701 | ||||
Profit Margin | (0.44) % | ||||
Operating Margin | (0.33) % | ||||
Current Valuation | 3.17 B | ||||
Shares Outstanding | 86.43 M | ||||
Shares Owned By Insiders | 15.37 % | ||||
Shares Owned By Institutions | 50.18 % | ||||
Number Of Shares Shorted | 27.13 M | ||||
Price To Earning | 17.98 X | ||||
Price To Book | 3.62 X | ||||
Price To Sales | 4.43 X | ||||
Revenue | 513.56 M | ||||
Gross Profit | 665.29 M | ||||
EBITDA | (231.62 M) | ||||
Net Income | (240.13 M) | ||||
Cash And Equivalents | 683.97 M | ||||
Cash Per Share | 8.35 X | ||||
Total Debt | 1.24 B | ||||
Debt To Equity | 1.42 % | ||||
Current Ratio | 21.37 X | ||||
Book Value Per Share | 7.36 X | ||||
Cash Flow From Operations | (160.49 M) | ||||
Short Ratio | 3.20 X | ||||
Earnings Per Share | (2.87) X | ||||
Price To Earnings To Growth | (20.31) X | ||||
Target Price | 19.63 | ||||
Number Of Employees | 1.39 K | ||||
Beta | 1.96 | ||||
Market Capitalization | 2.43 B | ||||
Total Asset | 2.02 B | ||||
Retained Earnings | (282.58 M) | ||||
Z Score | 0.85 | ||||
Net Asset | 2.02 B |
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.
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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.
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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.
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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.