SHAK vs UPST

Comparison between Shake Shack Inc - Class A (SHAK, Company) and Upstart Holdings Inc (UPST, Company).

SHAK is from the Consumer Cyclical sector, while UPST is from the Financial Services sector.

5-Year PerformanceSHAK has outperformed UPST, delivering a return of -7.0% compared to -25.6%

SHAK vs UPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAK(COMPANY)	UPST(COMPANY)
Market Cap	$2.54B	$2.55B
Max Drawdown	70.89%	96.90%
Sharpe Ratio	-0.95	-1.17
5Y Beta	1.50	2.62
Industry	Restaurants	Credit Services
P/E Ratio	75.47	91.68
Forward P/E	56.18	34.72
PEG Ratio	0.29	N/A
5Y EPS CAGR	0.06%	N/A
Debt to Equity	47.15%	0.00%
Free Cash Flow Yield	0.63%	-15.42%
P/S Ratio	1.81	2.17
P/B Ratio	4.84	3.63

Market Cap

SHAK

$2.54B

Winner

UPST

$2.55B

Max Drawdown

Winner

SHAK

70.89%

UPST

96.90%

Sharpe Ratio

Winner

SHAK

-0.95

UPST

-1.17

5Y Beta

Winner

SHAK

1.50

UPST

2.62

Industry

SHAK

Restaurants

UPST

Credit Services

P/E Ratio

Winner

SHAK

75.47

UPST

91.68

Forward P/E

SHAK

56.18

Winner

UPST

34.72

PEG Ratio

SHAK

0.29

UPST

N/A

5Y EPS CAGR

SHAK

0.06%

UPST

N/A

Debt to Equity

SHAK

47.15%

Winner

UPST

0.00%

Free Cash Flow Yield

Winner

SHAK

0.63%

UPST

-15.42%

P/S Ratio

Winner

SHAK

1.81

UPST

2.17

P/B Ratio

SHAK

4.84

Winner

UPST

3.63

SHAK vs UPST - Historical Returns

Returns include dividend reinvestment.

Period	SHAK	UPST
1 month	+14.72%	-15.38%
3 months	-32.22%	-8.26%
6 months	-30.84%	-23.72%
1 year	-43.90%	-64.47%
5 years(CAGR)	-7.00%	-25.55%
10 years(CAGR)	+5.01%	N/A
Max(CAGR)	+3.04%	-0.02%

Winner

SHAK

+14.72%

UPST

-15.38%

SHAK

-32.22%

Winner

UPST

-8.26%

SHAK

-30.84%

Winner

UPST

-23.72%

Winner

SHAK

-43.90%

UPST

-64.47%

5Y(CAGR)

Winner

SHAK

-7.00%

UPST

-25.55%

10Y(CAGR)

SHAK

+5.01%

UPST

N/A

Max(CAGR)

Winner

SHAK

+3.04%

UPST

-0.02%

SHAK vs UPST - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SHAK	UPST
2026	-22.39%	-35.80%
2025	-39.09%	-28.08%
2024	+77.06%	+58.69%
2023	+77.83%	+216.99%
2022	-44.31%	-90.86%
2021	-12.46%	+243.94%
2020	+38.69%	+38.28%
2019	+33.71%	N/A
2018	+3.98%	N/A
2017	+19.57%	N/A
2016	-7.16%	N/A
2015	-13.73%	N/A

SHAK vs UPST Drawdown Comparison

The maximum drawdown for SHAK was -70.89%, occurring on Jun 16, 2022. Recovery took 940 trading sessions.

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

The current SHAK drawdown is -54.39%. The current UPST drawdown is -92.45%.

Rank	SHAK	UPST
#1	-70.89% Feb 11, 2021 - Nov 6, 2024	-96.90% Oct 15, 2021 - May 2, 2023
#2	-68.92% Sep 4, 2019 - Jan 13, 2021	-54.13% Feb 12, 2021 - Mar 18, 2021
#3	-67.05% May 22, 2015 - Aug 15, 2019	-49.02% Mar 22, 2021 - May 27, 2021
#4	-63.15% Jul 10, 2025 - Jun 5, 2026	-33.48% Jun 7, 2021 - Aug 11, 2021
#5	-45.34% Dec 6, 2024 - Jun 30, 2025	-18.75% Dec 22, 2020 - Jan 5, 2021
#6	-16.67% May 5, 2015 - May 20, 2015	-13.85% Sep 23, 2021 - Oct 13, 2021
#7	-14.92% Jan 30, 2015 - Mar 4, 2015	-13.39% May 27, 2021 - Jun 7, 2021
#8	-13.38% Jan 27, 2021 - Feb 9, 2021	-13.12% Jan 12, 2021 - Jan 21, 2021
#9	-12.52% Nov 6, 2024 - Nov 29, 2024	-8.67% Aug 18, 2021 - Aug 24, 2021
#10	-5.83% Jan 14, 2021 - Jan 27, 2021	-7.68% Jan 25, 2021 - Feb 1, 2021
#11	-5.74% Mar 4, 2015 - Mar 11, 2015	-7.10% Sep 9, 2021 - Sep 16, 2021
#12	-5.73% Apr 20, 2015 - Apr 24, 2015	-6.78% Dec 18, 2020 - Dec 22, 2020
#13	-5.46% Mar 13, 2015 - Mar 23, 2015	-5.66% Feb 3, 2021 - Feb 9, 2021
#14	-4.34% Mar 24, 2015 - Mar 30, 2015	-4.80% Jan 7, 2021 - Jan 12, 2021
#15	-4.10% Apr 14, 2015 - Apr 16, 2015	-3.38% Aug 27, 2021 - Aug 31, 2021