UPST vs BW-P-A

Comparison between Upstart Holdings Inc (UPST, Company) and Babcock & Wilcox Enterprises Inc (BW-P-A, Company).

5-Year PerformanceBW-P-A has outperformed UPST, delivering a return of +11.0% compared to -23.5%

UPST vs BW-P-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPST(COMPANY)	BW-P-A(COMPANY)
Market Cap	$3.10B	$3.11B
Max Drawdown	96.90%	91.13%
Sharpe Ratio	-0.60	1.84
5Y Beta	2.60	0.79
Industry	Credit Services	N/A
P/E Ratio	111.78	-29.72
Forward P/E	35.21	N/A
PEG Ratio	N/A	-1.97
5Y Dividends CAGR	N/A	52.82%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-12.65%	-2.00%
P/S Ratio	2.64	N/A
P/B Ratio	4.23	N/A

Market Cap

UPST

$3.10B

Winner

BW-P-A

$3.11B

Max Drawdown

UPST

96.90%

Winner

BW-P-A

91.13%

Sharpe Ratio

UPST

-0.60

Winner

BW-P-A

1.84

5Y Beta

UPST

2.60

Winner

BW-P-A

0.79

Industry

UPST

Credit Services

BW-P-A

N/A

P/E Ratio

UPST

111.78

Winner

BW-P-A

-29.72

Forward P/E

UPST

35.21

BW-P-A

N/A

PEG Ratio

UPST

N/A

BW-P-A

-1.97

5Y Dividends CAGR

UPST

N/A

BW-P-A

52.82%

Debt to Equity

UPST

0.00%

BW-P-A

0.00%

Free Cash Flow Yield

UPST

-12.65%

Winner

BW-P-A

-2.00%

P/S Ratio

UPST

2.64

BW-P-A

N/A

P/B Ratio

UPST

4.23

BW-P-A

N/A

UPST vs BW-P-A - Historical Returns

Returns include dividend reinvestment.

Period	UPST	BW-P-A
1 month	+9.66%	+6.22%
3 months	+12.22%	+16.59%
6 months	-35.78%	+25.24%
1 year	-46.98%	+163.31%
5 years(CAGR)	-23.52%	+11.00%
Max(CAGR)	+1.11%	+11.81%

Winner

UPST

+9.66%

BW-P-A

+6.22%

UPST

+12.22%

Winner

BW-P-A

+16.59%

UPST

-35.78%

Winner

BW-P-A

+25.24%

UPST

-46.98%

Winner

BW-P-A

+163.31%

5Y(CAGR)

UPST

-23.52%

Winner

BW-P-A

+11.00%

Max(CAGR)

UPST

+1.11%

Winner

BW-P-A

+11.81%

UPST vs BW-P-A - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	UPST	BW-P-A
2026	-31.68%	+20.05%
2025	-28.08%	+97.79%
2024	+58.69%	+22.43%
2023	+216.99%	-22.29%
2022	-90.86%	-35.17%
2021	+243.94%	+7.24%
2020	+38.28%	N/A

UPST vs BW-P-A 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 BW-P-A was -86.29%, occurring on May 5, 2025. Recovery took 842 trading sessions.

The current UPST drawdown is -91.97%. The current BW-P-A drawdown is -0.51%.

Rank	UPST	BW-P-A
#1	-96.90% Oct 15, 2021 - May 2, 2023	-86.29% May 5, 2022 - Sep 15, 2025
#2	-54.13% Feb 12, 2021 - Mar 18, 2021	-13.62% Sep 17, 2025 - Nov 5, 2025
#3	-49.02% Mar 22, 2021 - May 27, 2021	-9.64% Mar 5, 2026 - Apr 8, 2026
#4	-33.48% Jun 7, 2021 - Aug 11, 2021	-7.93% Jan 8, 2026 - Mar 5, 2026
#5	-18.75% Dec 22, 2020 - Jan 5, 2021	-6.50% Dec 3, 2021 - May 3, 2022
#6	-13.85% Sep 23, 2021 - Oct 13, 2021	-4.50% Apr 15, 2026 - May 11, 2026
#7	-13.39% May 27, 2021 - Jun 7, 2021	-3.50% Nov 11, 2025 - Dec 19, 2025
#8	-13.12% Jan 12, 2021 - Jan 21, 2021	-2.27% May 13, 2026 - May 27, 2026
#9	-8.67% Aug 18, 2021 - Aug 24, 2021	-2.02% May 6, 2021 - May 20, 2021
#10	-7.68% Jan 25, 2021 - Feb 1, 2021	-1.83% Jul 23, 2021 - Oct 15, 2021
#11	-7.10% Sep 9, 2021 - Sep 16, 2021	-1.64% May 27, 2026 - Jun 16, 2026
#12	-6.78% Dec 18, 2020 - Dec 22, 2020	-0.94% Jan 5, 2026 - Jan 8, 2026
#13	-5.66% Feb 3, 2021 - Feb 9, 2021	-0.82% Jul 6, 2021 - Jul 16, 2021
#14	-4.80% Jan 7, 2021 - Jan 12, 2021	-0.80% Oct 15, 2021 - Nov 30, 2021
#15	-3.38% Aug 27, 2021 - Aug 31, 2021	-0.74% Jul 16, 2021 - Jul 21, 2021