UPST: Upstart Holdings, Inc. Stock

SIC 6199 – Finance Services

Valuation
Market Cap ($M) 4,554.40
Enterprise Value ($M) 5,365.39
Book Value ($M) 676.64
Book Value / Share 7.12
Price / Book 6.73
NCAV ($M) 213.67
NCAV / Share 2.25
Price / NCAV 21.31

Profitability (mra)
Return on Invested Capital (ROIC) -0.03
Return on Assets (ROA) -0.03
Return on Equity (ROE) -0.11

Liquidity (mrq)
Quick Ratio 22.32
Current Ratio 22.32

Balance Sheet (mrq) ($M)
Current Assets 1,833.31
Assets 2,296.28
Liabilities 1,619.63
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 676.96
Operating Income -132.42
Net Income -128.58
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 186.33
Cash from Investing -237.73
Cash from Financing 559.87

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
02-14 13G/A D. E. Shaw & Co, L.p. 4.90

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2025-06-02 939,216 3,096,950 30.33
2025-05-30 1,042,623 3,349,687 31.13
2025-05-29 1,070,699 3,399,453 31.50
2025-05-28 1,063,355 3,698,957 28.75

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Similar Companies
OPRT – Oportun Financial Corporation PWP – Perella Weinberg Partners
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