Upstart Holdings Inc (UPST) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Upstart Holdings Inc   (NASDAQ: UPST)


Upstart Holdings Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Upstart Holdings Inc's ROI in the second quarter of 2026?
Upstart Holdings Inc achieved a return on average invested assets (ROI) of 4.54 % in its second quarter of 2026, this is above UPST's average return on investment of -117.84%.
Upstart Holdings Inc s investments during the 12 months ending in the second quarter of 2026 are valued at $2 billion

ROI has improved compared to 4% in the first quarter of 2026, due to net income growth.

Within the Financial sector 17 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1442 to 1713.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 31.26 % 31.24 % 28.23 % 28.39 % 12.59 %
Y / Y Net Income Change TTM 1076.24 % - - - -
Investment (TTM) in Millions 3,049 2,837 2,803 2,789 2,351
Return On Investment (TTM) 4.54 % 4 % 4.25 % 3.08 % 0.51 %
UPST's Overall Ranking # 1713 # 1442 # 1366 # 1591 # 1935
Seq. Investment Change TTM 6.47 % 6.1 % 4.49 % 11.2 % 6.46 %
Seq. Net Income Change TTM 20.79 % -0.05 % 44.18 % 575.73 % -
Net Income (TTM) in Millions 130 108 108 75 11

UPST Company Profile >> Back to UPST Roi Comparisons >> See Annual UPST Return On Investment



Return On Investment UPST's Ranking
Within: No.
Industry # 1
Sector # 18
Overall # 1713

Return On Investment Statistics
High Average Low
16.75 %
-117.84 %
-1393.89 %
(Dec 31 2021)   (Dec 31 2013)







Financial Statements
Upstart Holdings Inc's II. Quarter Investments $ 3,049 Millions UPST's Balance sheet
Upstart Holdings Inc's II. Quarter Income $ 34 Millions Quarterly UPST's Income Statement
UPST's Income by Division See UPST's Income by Division


UPST Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 2,975 2,367 2,017 1,936 1,503
Y / Y Investment Growth 25.68 % 17.34 % 4.19 % 28.85 % -
Net Income in Millions 108 0 0 -109 135
Y / Y Net Income Growth - - - - -
Annual Return On Investment 3.63 % -0.01 % -0.01 % -5.61 % 9.01 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 3.63 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Miscellaneous Financial Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
UPST's Roi Ratio versus Miscellaneous Financial Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for UPST's Competitors
Subscribers only: Roi for Upstart Holdings Inc's Suppliers
Subscribers only: Return On Investment for UPST's Customers

Other Ratios
UPST's Roa UPST's Inventory Turnover Ratio UPST's Growth Rates UPST's Dividend Statistics
UPST's Profitability Ratios UPST's Asset Turnover Ratio UPST's Dividend Growth
UPST's Roe UPST's Valuation Ratios UPST's Financial Strength Ratios UPST's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Investors Title Co  12.12 %
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Globe Life Inc   12.09 %
Paccar Inc  12.06 %
Sizzle Acquisition Corp Ii  12.02 %
Abrdn Platinum Etf Trust  11.99 %
Miami International Holdings Inc   11.97 %
Affiliated Managers Group inc   11.95 %
Centurion Acquisition Corp   11.93 %
Tradeweb Markets Inc   11.90 %
Mgic Investment Corp  11.66 %
Marsh and Mclennan Companies Inc   11.32 %
American Coastal Insurance Corporation  11.28 %
Progressive Corp  11.22 %
Mercury General Corporation  10.95 %
Travelers Companies inc   10.84 %
Enact Holdings Inc   10.78 %
Kinsale Capital Group Inc   10.68 %
Utg Inc   10.57 %
Public Storage  10.56 %
Brookfield Oaktree Holdings Llc  10.48 %
Universal Insurance Holdings Inc   10.47 %
Cohen and Co Inc   10.29 %
Primerica Inc   10.23 %
Invesco Db Commodity Index Tracking Fund  10.17 %
Invesco Db Precious Metals Fund  9.89 %
Hippo Holdings Inc   9.84 %
Essent Group Ltd   9.69 %
Aflac Incorporated  9.64 %
Aon Plc  9.54 %

Date modified: 2026-08-14T21:31:34+00:00



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