ADEA vs UPST

Comparison between Adeia Inc (ADEA, Company) and Upstart Holdings Inc (UPST, Company).

ADEA is from the Technology sector, while UPST is from the Financial Services sector.

5-Year PerformanceADEA has outperformed UPST, delivering a return of +39.8% compared to -25.6%

ADEA vs UPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ADEA(COMPANY)	UPST(COMPANY)
Market Cap	$2.55B	$2.55B
Max Drawdown	80.75%	96.90%
Sharpe Ratio	1.45	-1.17
5Y Beta	1.57	2.62
Industry	Software - Application	Credit Services
P/E Ratio	20.75	91.68
Forward P/E	19.46	34.72
PEG Ratio	0.34	N/A
Dividend Yield	0.79%	N/A
5Y Dividends CAGR	36.42%	N/A
5Y EPS CAGR	-2.63%	N/A
Debt to Equity	83.86%	0.00%
Free Cash Flow Yield	6.16%	-15.42%
P/S Ratio	6.08	2.17
P/B Ratio	5.47	3.63

Market Cap

Winner

ADEA

$2.55B

UPST

$2.55B

Max Drawdown

Winner

ADEA

80.75%

UPST

96.90%

Sharpe Ratio

Winner

ADEA

1.45

UPST

-1.17

5Y Beta

Winner

ADEA

1.57

UPST

2.62

Industry

ADEA

Software - Application

UPST

Credit Services

P/E Ratio

Winner

ADEA

20.75

UPST

91.68

Forward P/E

Winner

ADEA

19.46

UPST

34.72

PEG Ratio

ADEA

0.34

UPST

N/A

Dividend Yield

ADEA

0.79%

UPST

N/A

5Y Dividends CAGR

ADEA

36.42%

UPST

N/A

5Y EPS CAGR

ADEA

-2.63%

UPST

N/A

Debt to Equity

ADEA

83.86%

Winner

UPST

0.00%

Free Cash Flow Yield

Winner

ADEA

6.16%

UPST

-15.42%

P/S Ratio

ADEA

6.08

Winner

UPST

2.17

P/B Ratio

ADEA

5.47

Winner

UPST

3.63

ADEA vs UPST - Historical Returns

Returns include dividend reinvestment.

Period	ADEA	UPST
1 month	-4.80%	-15.38%
3 months	-17.22%	-8.26%
6 months	+57.98%	-23.72%
1 year	+126.84%	-64.47%
5 years(CAGR)	+39.83%	-25.55%
10 years(CAGR)	+15.68%	N/A
Max(CAGR)	+9.98%	-0.02%

Winner

ADEA

-4.80%

UPST

-15.38%

ADEA

-17.22%

Winner

UPST

-8.26%

Winner

ADEA

+57.98%

UPST

-23.72%

Winner

ADEA

+126.84%

UPST

-64.47%

5Y(CAGR)

Winner

ADEA

+39.83%

UPST

-25.55%

10Y(CAGR)

ADEA

+15.68%

UPST

N/A

Max(CAGR)

Winner

ADEA

+9.98%

UPST

-0.02%

ADEA vs UPST - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	ADEA	UPST
2026	+58.70%	-35.80%
2025	+27.50%	-28.08%
2024	+13.48%	+58.69%
2023	+26.81%	+216.99%
2022	+85.95%	-90.86%
2021	-6.09%	+243.94%
2020	+16.53%	+38.28%
2019	+0.61%	N/A
2018	-21.92%	N/A
2017	-43.98%	N/A
2016	+54.70%	N/A
2015	-13.48%	N/A
2014	+88.40%	N/A
2013	+18.90%	N/A
2012	-0.67%	N/A
2011	-23.69%	N/A
2010	-6.97%	N/A
2009	+97.70%	N/A
2008	-70.67%	N/A
2007	+3.25%	N/A
2006	+51.43%	N/A
2005	-26.94%	N/A
2004	+93.30%	N/A
2003	+7.49%	N/A

ADEA vs UPST Drawdown Comparison

The maximum drawdown for ADEA was -80.75%, occurring on Dec 4, 2008. Recovery took 1954 trading sessions.

The maximum drawdown for UPST was -96.90%, occurring on May 2, 2023. This drawdown has not yet recovered.

The current ADEA drawdown is -17.22%. The current UPST drawdown is -92.45%.

Rank	ADEA	UPST
#1	-80.75% May 9, 2007 - Feb 11, 2015	-96.90% Oct 15, 2021 - May 2, 2023
#2	-73.64% Jan 27, 2017 - Oct 13, 2022	-54.13% Feb 12, 2021 - Mar 18, 2021
#3	-44.57% Mar 8, 2005 - May 4, 2007	-49.02% Mar 22, 2021 - May 27, 2021
#4	-37.91% Mar 20, 2015 - Dec 8, 2016	-33.48% Jun 7, 2021 - Aug 11, 2021
#5	-37.62% Nov 2, 2022 - Jul 13, 2023	-18.75% Dec 22, 2020 - Jan 5, 2021
#6	-34.81% Oct 6, 2025 - Jan 5, 2026	-13.85% Sep 23, 2021 - Oct 13, 2021
#7	-34.59% Feb 21, 2025 - Oct 1, 2025	-13.39% May 27, 2021 - Jun 7, 2021
#8	-31.98% Aug 1, 2023 - Dec 26, 2023	-13.12% Jan 12, 2021 - Jan 21, 2021
#9	-31.01% May 4, 2026 - Jul 29, 2026	-8.67% Aug 18, 2021 - Aug 24, 2021
#10	-29.28% Feb 17, 2004 - Sep 13, 2004	-7.68% Jan 25, 2021 - Feb 1, 2021
#11	-25.27% Feb 9, 2024 - Nov 6, 2024	-7.10% Sep 9, 2021 - Sep 16, 2021
#12	-23.82% Dec 2, 2003 - Feb 17, 2004	-6.78% Dec 18, 2020 - Dec 22, 2020
#13	-18.88% Nov 7, 2024 - Dec 12, 2024	-5.66% Feb 3, 2021 - Feb 9, 2021
#14	-14.75% Dec 15, 2004 - Feb 11, 2005	-4.80% Jan 7, 2021 - Jan 12, 2021
#15	-14.58% Dec 16, 2024 - Feb 19, 2025	-3.38% Aug 27, 2021 - Aug 31, 2021

Correlation

Correlation between ADEA and UPST is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

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