Upstart Pretax Profit Margin from 2010 to 2024
| UPST Stock | USD 25.41 0.20 0.78% |
Pretax Profit Margin | First Reported 2010-12-31 | Previous Quarter (0.47) | Current Value (0.44) | Quarterly Volatility 0.15313933 |
Check Upstart HoldingsInc financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Upstart main balance sheet or income statement drivers, such as Net Interest Income of 137.4 M, Interest Income of 164 M or Depreciation And Amortization of 26.1 M, as well as many exotic indicators such as Price To Sales Ratio of 6.28, Dividend Yield of 0.0 or PTB Ratio of 5.66. Upstart financial statements analysis is a perfect complement when working with Upstart HoldingsInc Valuation or Volatility modules.
Upstart | Pretax Profit Margin |
Latest Upstart HoldingsInc's Pretax Profit Margin Growth Pattern
Below is the plot of the Pretax Profit Margin of Upstart HoldingsInc over the last few years. It is Upstart HoldingsInc's Pretax Profit Margin historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Upstart HoldingsInc's overall financial position and show how it may be relating to other accounts over time.
| Pretax Profit Margin | 10 Years Trend |
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Pretax Profit Margin |
| Timeline |
Upstart Pretax Profit Margin Regression Statistics
| Arithmetic Mean | (0.14) | |
| Coefficient Of Variation | (113.12) | |
| Mean Deviation | 0.08 | |
| Median | (0.13) | |
| Standard Deviation | 0.15 | |
| Sample Variance | 0.02 | |
| Range | 0.6244 | |
| R-Value | (0.23) | |
| Mean Square Error | 0.02 | |
| R-Squared | 0.05 | |
| Significance | 0.40 | |
| Slope | (0.01) | |
| Total Sum of Squares | 0.33 |
Upstart Pretax Profit Margin History
About Upstart HoldingsInc Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Upstart HoldingsInc income statement, its balance sheet, and the statement of cash flows. Upstart HoldingsInc investors use historical funamental indicators, such as Upstart HoldingsInc's Pretax Profit Margin, to determine how well the company is positioned to perform in the future. Although Upstart HoldingsInc investors may use each financial statement separately, they are all related. The changes in Upstart HoldingsInc's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Upstart HoldingsInc's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Upstart HoldingsInc Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Upstart HoldingsInc. Please read more on our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | (0.47) | (0.44) |
Pair Trading with Upstart HoldingsInc
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Upstart HoldingsInc position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Upstart HoldingsInc will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Upstart HoldingsInc could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Upstart HoldingsInc when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Upstart HoldingsInc - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Upstart HoldingsInc to buy it.
The correlation of Upstart HoldingsInc is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Upstart HoldingsInc moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Upstart HoldingsInc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Upstart HoldingsInc can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Upstart HoldingsInc Correlation against competitors. For more information on how to buy Upstart Stock please use our How to Invest in Upstart HoldingsInc guide.You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
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.
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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 (2.03) | Revenue Per Share 6.783 | Quarterly Revenue Growth 0.258 | Return On Assets (0.05) |
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.