UPST vs BKV

Comparison between Upstart Holdings Inc (UPST, Company) and BKV Corp (BKV, Company).

UPST is from the Financial Services sector, while BKV is from the Energy sector.

UPST vs BKV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPST(COMPANY)	BKV(COMPANY)
Market Cap	$2.55B	$2.55B
Max Drawdown	96.90%	39.98%
Sharpe Ratio	-1.17	0.52
5Y Beta	2.62	0.91
Industry	Credit Services	Oil & Gas E&p
P/E Ratio	91.68	7.18
Forward P/E	34.72	18.38
Debt to Equity	0.00%	57.24%
Free Cash Flow Yield	-15.42%	-4.49%
P/S Ratio	2.17	2.55
P/B Ratio	3.63	1.16

Market Cap

UPST

$2.55B

Winner

BKV

$2.55B

Max Drawdown

UPST

96.90%

Winner

BKV

39.98%

Sharpe Ratio

UPST

-1.17

Winner

BKV

0.52

5Y Beta

UPST

2.62

Winner

BKV

0.91

Industry

UPST

Credit Services

BKV

Oil & Gas E&p

P/E Ratio

UPST

91.68

Winner

BKV

7.18

Forward P/E

UPST

34.72

Winner

BKV

18.38

Debt to Equity

Winner

UPST

0.00%

BKV

57.24%

Free Cash Flow Yield

UPST

-15.42%

Winner

BKV

-4.49%

P/S Ratio

Winner

UPST

2.17

BKV

2.55

P/B Ratio

UPST

3.63

Winner

BKV

1.16

UPST vs BKV - Historical Returns

Returns include dividend reinvestment.

Period	UPST	BKV
1 month	-15.38%	-10.64%
3 months	-8.26%	-23.86%
6 months	-23.72%	-14.58%
1 year	-64.47%	+19.57%
5 years(CAGR)	-25.55%	N/A
Max(CAGR)	-0.02%	+17.97%

UPST

-15.38%

Winner

BKV

-10.64%

Winner

UPST

-8.26%

BKV

-23.86%

UPST

-23.72%

Winner

BKV

-14.58%

UPST

-64.47%

Winner

BKV

+19.57%

5Y(CAGR)

UPST

-25.55%

BKV

N/A

Max(CAGR)

UPST

-0.02%

Winner

BKV

+17.97%

UPST vs BKV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	UPST	BKV
2026	-35.80%	-10.93%
2025	-28.08%	+15.53%
2024	+58.69%	+32.11%
2023	+216.99%	N/A
2022	-90.86%	N/A
2021	+243.94%	N/A
2020	+38.28%	N/A

UPST vs BKV 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 BKV was -39.98%, occurring on Apr 8, 2025. Recovery took 201 trading sessions.

The current UPST drawdown is -92.45%. The current BKV drawdown is -24.00%.

Rank	UPST	BKV
#1	-96.90% Oct 15, 2021 - May 2, 2023	-39.98% Jan 24, 2025 - Nov 11, 2025
#2	-54.13% Feb 12, 2021 - Mar 18, 2021	-27.52% May 5, 2026 - Jul 29, 2026
#3	-49.02% Mar 22, 2021 - May 27, 2021	-16.06% Feb 11, 2026 - Apr 30, 2026
#4	-33.48% Jun 7, 2021 - Aug 11, 2021	-12.28% Dec 9, 2025 - Jan 29, 2026
#5	-18.75% Dec 22, 2020 - Jan 5, 2021	-9.28% Nov 17, 2025 - Dec 1, 2025
#6	-13.85% Sep 23, 2021 - Oct 13, 2021	-7.35% Dec 12, 2024 - Dec 30, 2024
#7	-13.39% May 27, 2021 - Jun 7, 2021	-7.04% Jan 29, 2026 - Feb 6, 2026
#8	-13.12% Jan 12, 2021 - Jan 21, 2021	-6.09% Dec 1, 2025 - Dec 4, 2025
#9	-8.67% Aug 18, 2021 - Aug 24, 2021	-4.60% Oct 21, 2024 - Nov 6, 2024
#10	-7.68% Jan 25, 2021 - Feb 1, 2021	-3.75% Nov 14, 2024 - Nov 21, 2024
#11	-7.10% Sep 9, 2021 - Sep 16, 2021	-3.24% Dec 5, 2025 - Dec 9, 2025
#12	-6.78% Dec 18, 2020 - Dec 22, 2020	-2.37% Jan 10, 2025 - Jan 21, 2025
#13	-5.66% Feb 3, 2021 - Feb 9, 2021	-2.33% Nov 22, 2024 - Nov 29, 2024
#14	-4.80% Jan 7, 2021 - Jan 12, 2021	-2.32% Nov 11, 2025 - Nov 14, 2025
#15	-3.38% Aug 27, 2021 - Aug 31, 2021	-1.95% Dec 5, 2024 - Dec 11, 2024

Correlation

Correlation between UPST and BKV is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101