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UPST vs BEAM

Comparison between Upstart Holdings Inc (UPST, Company) and Beam Therapeutics Inc (BEAM, Company).

UPST is from the Financial Services sector, while BEAM is from the Healthcare sector.

5-Year PerformanceBEAM has outperformed UPST, delivering a return of -22.5% compared to -25.0%

UPST vs BEAM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UPST
$2.74B
BEAM
$2.74B
Max Drawdown
UPST
96.90%
Winner
BEAM
89.12%
Sharpe Ratio
UPST
-1.12
Winner
BEAM
0.63
5Y Beta
UPST
2.59
Winner
BEAM
1.84
Industry
UPST
Credit Services
BEAM
Biotechnology
P/E Ratio
UPST
98.71
Winner
BEAM
-40.76
Forward P/E
UPST
36.50
BEAM
N/A
5Y EPS CAGR
UPST
N/A
BEAM
-36.45%
Debt to Equity
Winner
UPST
0.00%
BEAM
8.60%
Free Cash Flow Yield
UPST
-14.32%
Winner
BEAM
-14.02%

UPST vs BEAM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UPST
-12.30%
BEAM
-21.96%
3M
UPST
-15.94%
Winner
BEAM
-14.09%
6M
UPST
-39.08%
Winner
BEAM
-17.90%
1Y
UPST
-67.21%
Winner
BEAM
+16.92%
5Y(CAGR)
UPST
-25.04%
Winner
BEAM
-22.45%
Max(CAGR)
UPST
-1.17%
Winner
BEAM
+5.14%

UPST vs BEAM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearUPSTBEAM
2026-39.81%-4.53%
2025-28.08%+12.23%
2024+58.69%-9.52%
2023+216.99%-27.06%
2022-90.86%-52.40%
2021+243.94%-4.15%
2020+38.28%+335.41%

UPST vs BEAM Drawdown Comparison

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

The maximum drawdown for BEAM was -89.12%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current UPST drawdown is -92.93%. The current BEAM drawdown is -80.61%.

RankUPSTBEAM
#1-96.90%
Oct 15, 2021 - May 2, 2023
-89.12%
Jul 1, 2021 - Apr 8, 2025
#2-54.13%
Feb 12, 2021 - Mar 18, 2021
-54.42%
Feb 13, 2020 - Jul 6, 2020
#3-49.02%
Mar 22, 2021 - May 27, 2021
-46.90%
Feb 8, 2021 - Jun 30, 2021
#4-33.48%
Jun 7, 2021 - Aug 11, 2021
-37.83%
Jul 9, 2020 - Oct 15, 2020
#5-18.75%
Dec 22, 2020 - Jan 5, 2021
-20.59%
Jan 15, 2021 - Feb 5, 2021
#6-13.85%
Sep 23, 2021 - Oct 13, 2021
-14.63%
Dec 28, 2020 - Jan 7, 2021
#7-13.39%
May 27, 2021 - Jun 7, 2021
-14.07%
Dec 14, 2020 - Dec 21, 2020
#8-13.12%
Jan 12, 2021 - Jan 21, 2021
-11.00%
Oct 27, 2020 - Nov 17, 2020
#9-8.67%
Aug 18, 2021 - Aug 24, 2021
-9.81%
Oct 15, 2020 - Oct 22, 2020
#10-7.68%
Jan 25, 2021 - Feb 1, 2021
-7.47%
Jan 8, 2021 - Jan 14, 2021
#11-7.10%
Sep 9, 2021 - Sep 16, 2021
-5.81%
Oct 23, 2020 - Oct 27, 2020
#12-6.78%
Dec 18, 2020 - Dec 22, 2020
-3.22%
Dec 8, 2020 - Dec 10, 2020
#13-5.66%
Feb 3, 2021 - Feb 9, 2021
-3.10%
Dec 23, 2020 - Dec 28, 2020
#14-4.80%
Jan 7, 2021 - Jan 12, 2021
-2.75%
Jul 6, 2020 - Jul 9, 2020
#15-3.38%
Aug 27, 2021 - Aug 31, 2021
-2.14%
Nov 23, 2020 - Nov 25, 2020

Correlation

Correlation between UPST and BEAM is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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