VTMX vs UPST

Comparison between Corporacion Inmobiliaria Vesta Sab (VTMX, Company) and Upstart Holdings Inc (UPST, Company).

VTMX is from the Real Estate sector, while UPST is from the Financial Services sector.

VTMX vs UPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTMX(COMPANY)	UPST(COMPANY)
Market Cap	$2.89B	$2.90B
Max Drawdown	46.97%	96.90%
Sharpe Ratio	0.85	-0.53
5Y Beta	0.55	2.58
Industry	Real Estate - Development	Credit Services
P/E Ratio	8.81	104.44
Forward P/E	16.81	32.89
PEG Ratio	0.71	N/A
Dividend Yield	2.46%	N/A
5Y EPS CAGR	22.32%	N/A
Debt to Equity	41.18%	0.00%
Free Cash Flow Yield	5.30%	-13.54%
P/S Ratio	10.60	2.47
P/B Ratio	1.10	3.96

Market Cap

VTMX

$2.89B

Winner

UPST

$2.90B

Max Drawdown

Winner

VTMX

46.97%

UPST

96.90%

Sharpe Ratio

Winner

VTMX

0.85

UPST

-0.53

5Y Beta

Winner

VTMX

0.55

UPST

2.58

Industry

VTMX

Real Estate - Development

UPST

Credit Services

P/E Ratio

Winner

VTMX

8.81

UPST

104.44

Forward P/E

Winner

VTMX

16.81

UPST

32.89

PEG Ratio

VTMX

0.71

UPST

N/A

Dividend Yield

VTMX

2.46%

UPST

N/A

5Y EPS CAGR

VTMX

22.32%

UPST

N/A

Debt to Equity

VTMX

41.18%

Winner

UPST

0.00%

Free Cash Flow Yield

Winner

VTMX

5.30%

UPST

-13.54%

P/S Ratio

VTMX

10.60

Winner

UPST

2.47

P/B Ratio

Winner

VTMX

1.10

UPST

3.96

VTMX vs UPST - Historical Returns

Returns include dividend reinvestment.

Period	VTMX	UPST
1 month	-4.96%	+10.81%
3 months	+3.39%	+15.73%
6 months	+10.22%	-35.29%
1 year	+23.74%	-45.08%
5 years(CAGR)	N/A	-24.02%
Max(CAGR)	+4.43%	+1.39%

VTMX

-4.96%

Winner

UPST

+10.81%

VTMX

+3.39%

Winner

UPST

+15.73%

Winner

VTMX

+10.22%

UPST

-35.29%

Winner

VTMX

+23.74%

UPST

-45.08%

5Y(CAGR)

VTMX

N/A

UPST

-24.02%

Max(CAGR)

Winner

VTMX

+4.43%

UPST

+1.39%

VTMX vs UPST - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	VTMX	UPST
2026	+12.24%	-30.65%
2025	+21.88%	-28.08%
2024	-32.45%	+58.69%
2023	+24.29%	+216.99%
2022	N/A	-90.86%
2021	N/A	+243.94%
2020	N/A	+38.28%

VTMX vs UPST Drawdown Comparison

The maximum drawdown for VTMX was -45.62%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current VTMX drawdown is -12.33%. The current UPST drawdown is -91.85%.

Rank	VTMX	UPST
#1	-45.62% Apr 8, 2024 - Apr 8, 2025	-96.90% Oct 15, 2021 - May 2, 2023
#2	-21.27% Aug 29, 2023 - Dec 13, 2023	-54.13% Feb 12, 2021 - Mar 18, 2021
#3	-12.51% Dec 27, 2023 - Apr 5, 2024	-49.02% Mar 22, 2021 - May 27, 2021
#4	-9.74% Jul 5, 2023 - Aug 22, 2023	-33.48% Jun 7, 2021 - Aug 11, 2021
#5	-2.50% Dec 19, 2023 - Dec 27, 2023	-18.75% Dec 22, 2020 - Jan 5, 2021
#6	-1.97% Aug 23, 2023 - Aug 29, 2023	-13.85% Sep 23, 2021 - Oct 13, 2021
#7	N/A	-13.39% May 27, 2021 - Jun 7, 2021
#8	N/A	-13.12% Jan 12, 2021 - Jan 21, 2021
#9	N/A	-8.67% Aug 18, 2021 - Aug 24, 2021
#10	N/A	-7.68% Jan 25, 2021 - Feb 1, 2021
#11	N/A	-7.10% Sep 9, 2021 - Sep 16, 2021
#12	N/A	-6.78% Dec 18, 2020 - Dec 22, 2020
#13	N/A	-5.66% Feb 3, 2021 - Feb 9, 2021
#14	N/A	-4.80% Jan 7, 2021 - Jan 12, 2021
#15	N/A	-3.38% Aug 27, 2021 - Aug 31, 2021

Correlation

Correlation between VTMX and UPST is -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.61

-101