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UPST (Upstart Holdings) Momentum Rank : 6 (As of Mar. 14, 2025)


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What is Upstart Holdings Momentum Rank?

Upstart Holdings has the Momentum Rank of 6.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Upstart Holdings's Momentum Rank

For the Credit Services subindustry, Upstart Holdings's Momentum Rank, along with its competitors' market caps and Momentum Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Upstart Holdings's Momentum Rank Distribution in the Credit Services Industry

For the Credit Services industry and Financial Services sector, Upstart Holdings's Momentum Rank distribution charts can be found below:

* The bar in red indicates where Upstart Holdings's Momentum Rank falls into.


Upstart Holdings Momentum Rank Related Terms

Thank you for viewing the detailed overview of Upstart Holdings's Momentum Rank provided by GuruFocus.com. Please click on the following links to see related term pages.

Upstart Holdings Business Description

Industry
GURUFOCUS.COM » STOCK LIST » Financial Services » Credit Services » Upstart Holdings Inc (NAS:UPST) » Definitions » Momentum Rank
Comparable Companies
QFIN OMF SLM CACC FCFS NNI WU BFH LU ENVA V MA AXP COF PYPL BOM:500034 DFS SYF BOM:543257 SOFI
Traded in Other Exchanges
UPST:Mexico 855:Germany
Address
2950 South Delaware Street, Suite 410, San Mateo, CA, USA, 94403
Website
https://www.upstart.com
Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. Upstart's platform includes personal loans, automotive retail and refinance loans, home equity lines of credit, and small-dollar loans.
Executives
Dave Girouard director, 10 percent owner, officer: Chief Executive Officer C/O UPSTART HOLDINGS, INC., 2950 S. DELAWARE STREET, SUITE 300, SAN MATEO CA 94403
Paul Gu director, officer: SVP, Product and Data Science C/O UPSTART HOLDINGS, INC., 2950 S. DELAWARE STREET, SUITE 300, SAN MATEO CA 94403
Kerry Whorton Cooper director 77 BEALE ST., P.O. BOX 770000, SAN FRANCISCO CA 94177
Cassidy Sukhinder Singh director C/O URBAN OUTFITTERS INC, 5000 SOUTH BROAD STREET, PHILADELPHIA PA 19112
Natalia Mirgorodskaya officer: Corporate Controller C/O UPSTART HOLDINGS, INC., 2950 S. DELAWARE STREET, SUITE 300, SAN MATEO CA 94403
Scott Darling officer: Chief Legal Officer C/O STITCH FIX, INC., 1 MONTGOMERY STREET, SUITE 1500, SAN FRANCISCO CA 94104
Sanjay Datta officer: Chief Financial Officer C/O UPSTART HOLDINGS, INC., 2950 S. DELAWARE STREET, SUITE 300, SAN MATEO CA 94403
Alison Nicoll officer: General Counsel C/O UPSTART HOLDINGS, INC., 2950 S. DELAWARE STREET, SUITE 300, SAN MATEO CA 94403
Daniel S Loeb 10 percent owner, other: See Footnote (1) THIRD POINT LLC, 390 PARK AVENUE, NEW YORK NY 10022
Third Point Llc 10 percent owner 55 HUDSON YARDS, NEW YORK NY 10001
Mary Hentges director C/O SHOTSPOTTER, INC., 7979 GATEWAY BLVD., STE. 210, NEWARK CA 94560
Terry Hilliard C. Iii director ONE SW COLUMBIA ST STE 1200, PORTLAND OR 97258
Anna M. Counselman officer: SVP, People and Operations C/O UPSTART HOLDINGS, INC., 2950 S. DELAWARE STREET, SUITE 300, SAN MATEO CA 94403
Jeff Huber director 209 REDWOOD SHORES PARKWAY, REDWOOD CITY CA 94065
Robert S Schwartz director C/O THIRD POINT LLC, 390 PARK AVENUE, NEW YORK NY 10022