From “Nasdaq”:



Based on the Validea guru fundamental report for UPSTART HOLDINGS INC (UPST), the stock has the highest rating using the Small-Cap Growth Investor model based on the published strategy of Motley Fool. The strategy looks for small cap growth stocks with solid fundamentals and strong price performance. However, UPST fails several of the strategy’s tests, including profit margin consistency, cash flow from operations, and daily dollar volume. The stock also does not meet the strategy’s criteria for the “Fool Ratio” (P/E to growth) and income tax percentage. Despite this, UPST does meet some of the strategy’s criteria, including relative strength, insider holdings, cash and cash equivalents, and average shares outstanding. UPST is a mid-cap growth stock in the Consumer Financial Services industry, and the rating using this strategy is 55% based on the firm’s underlying fundamentals and the stock’s valuation. Overall, the strategy has some interest in the stock, but there are strong and weak points of the security in the context of the strategy’s criteria. Validea is an investment research service that follows the published strategies of investment legends, offering stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch, and Martin Zweig.



Original: UPST Quantitative Stock Analysis | Nasdaq