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


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

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

What is Upstart Holdings Inc's ROI in the third quarter of 2026?
Upstart Holdings Inc achieved a return on average invested assets (ROI) of 3.46 % in its third quarter of 2026, this is above UPST's average return on investment of -112.96%.
Upstart Holdings Inc s investments during the 12 months ending in the third quarter of 2026 are valued at $2 billion

ROI fell compared to the second quarter of 2026, despite the net income growth of 8.57% from the second quarter of 2026.

Within the Financial sector 225 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2026 from 1442 to 1742.

Definition and Formula of Return on Investment



Return On Investment (Sep 30 2026)
III. Quarter
(Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 22.5 % 31.26 % 31.24 % 28.23 % 28.39 %
Y / Y Net Income Change TTM 37.79 % 1076.24 % - - -
Investment (TTM) in Millions 3,223 3,049 2,837 2,803 2,789
Return On Investment (TTM) 3.46 % 4.54 % 4 % 4.25 % 3.08 %
UPST's Overall Ranking # 1742 # 1442 # 1366 # 1591 #
Seq. Investment Change TTM 3.79 % 6.47 % 6.1 % 4.49 % 11.2 %
Seq. Net Income Change TTM -20.84 % 20.79 % -0.05 % 44.18 % 575.73 %
Net Income (TTM) in Millions 103 130 108 108 75




Return On Investment UPST's Ranking
Within: No.
Industry # 11
Sector # 226
Overall # 1742

Return On Investment Statistics
High Average Low
14.56 %
-112.96 %
-1393.89 %
(Mar 31 2022)   (Dec 31 2013)







Financial Statements
Upstart Holdings Inc's III. Quarter Investments $ 3,223 Millions UPST's Balance sheet
Upstart Holdings Inc's III. Quarter Income $ 37 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 Sep 30 2026, within Financial Sector ROI
Alliancebernstein Holding L p   9.42 %
Houlihan Lokey Inc   9.28 %
Travelers Companies inc   8.95 %
Public Storage  8.79 %
Primerica Inc   8.57 %
Victory Capital Holdings Inc   8.48 %
Sba Communications Corporation  8.47 %
Unitedhealth Group Incorporated  8.29 %
Lpl Financial Holdings Inc   8.18 %
Pagaya Technologies Ltd   8.03 %
Nasdaq Inc   7.72 %
Manhattan Bridge Capital Inc   7.60 %
Equifax Inc  7.36 %
Mercury General Corporation  7.20 %
Cincinnati Financial Corporation  7.04 %
W R Berkley Corp  6.81 %
Aldel Financial Ii inc   6.79 %
Udr Inc   6.58 %
Rli Corp  6.33 %
Elevance Health Inc   6.32 %
Amerisafe Inc   6.02 %
Eastgroup Properties Inc   5.95 %
Transunion  5.86 %
Brown and Brown Inc   5.83 %
American Express Company  5.76 %
Enova International Inc   5.76 %
Kite Realty Group Trust  5.68 %
Crawford and Co  5.51 %
Perella Weinberg Partners  5.51 %
Renaissancere Holdings Ltd  5.43 %


Date modified: 2026-11-04T15:28:41+00:00



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