Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Upstart Holdings, Inc.

UPST · Nasdaq · Financial

Fundamental quality

REASONABLE

55

out of 100

Upstart Holdings, Inc.'s profile is defined by leverage: it carries high debt (20.55× EBITDA) on thin margins (4.8%), which makes it more sensitive to rates and the cycle. On fundamental quality it scores 55 out of 100, profiling it as a company of reasonable quality. Its weakest area is its financial strength (net debt 20.55× EBITDA). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Upstart is a lending marketplace that uses AI to assess credit risk beyond the traditional FICO score. It doesn't want to hold the loans: it originates them for banks and investors and earns fees for it.

What will shape its future

  • Interest rates and investor appetite for buying its loans: when funding dries up, volume collapses.
  • Whether its risk models beat FICO in downturns too — its founding promise, still being tested.
  • Concentration in personal loans and its expansion into auto and home lending.

Breakdown by area

I.Growth
95

EPS growth: 52.3% · Revenue growth: 35.6%

II.Profitability
49

Net margin: 4.8% · ROE: 7.6%

III.Financial health
22

Net debt/EBITDA: 20.55x · FCF: -23.2%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its financial strength drags it down the most.

Versus its sector

Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 10%
ROEbeats 13%
Growthbeats 94%
Cash generationbeats 7%
Less debtbeats 0%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Upstart Holdings, Inc. strengths

  • Growing earnings per share (52.3% annualized).
  • Revenue growing strongly (35.6% annualized).
  • Expanding margins: net margin has risen from 3% to 5% in recent years.

Upstart Holdings, Inc. risks and weaknesses

  • Very high leverage (net debt of 20.55× EBITDA): more exposed to rates and to a rough patch.
  • Negative free cash flow: the business burns cash.
  • Its net debt has grown over the period.
  • Thin margins (net margin of 4.8%), little cushion for setbacks.

Upstart Holdings, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
2020233614-249
2021849135160-496
2022842-109-667454
2023514-240-113672
2024637-129185614
20251,04454-1481,177

Between 2020 and 2025, revenue went from $233M to $1,044M (+347%) and net income went from $6M to $54M (+796%). Meanwhile, its margins have widened (from 3% to 5%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+43%
  • Net income+213.1%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score5455
  • Net margin4.3%4.8%
  • Net debt/EBITDA22.67×20.55×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Upstart Holdings, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Upstart Holdings, Inc. a good company to invest in?

In terms of business quality, Upstart Holdings, Inc. scores 55 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Upstart Holdings, Inc. a profitable company?

Upstart Holdings, Inc. is profitable, with a net margin of 4.8%, though a thin one.

Does Upstart Holdings, Inc. have a lot of debt?

Yes, its leverage is high: net debt is 20.55 times its EBITDA, and it has been rising.

Is Upstart Holdings, Inc. growing?

Its revenue has grown 35.6% annualized in recent years and its earnings per share 52.3%.

Does Upstart Holdings, Inc. generate cash?

Over the last twelve months its free cash flow was negative.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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