NASDAQ$UPST

Upstart Holdings Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Upstart demonstrated strong financial performance in Q4 2020, achieving significant revenue growth and profitability despite the COVID-19 pandemic.

Upstart announced its Q4 and Fiscal Year 2020 results, reporting a 39% year-over-year increase in total revenue to $86.7 million for Q4. Bank partners originated 123,396 loans, up 57% year-over-year, with a conversion rate of 17.4%. Income from operations increased by 196% to $10.4 million. GAAP net income was $1.0 million, and adjusted net income was $5.4 million.

  • Total revenue increased by 39% year-over-year to $86.7 million.
  • Bank partners originated 123,396 loans, a 57% increase year-over-year.
  • Conversion rate on rate requests improved to 17.4% from 14.9% in the prior year.
  • Income from operations grew by 196% year-over-year to $10.4 million.

Headline financials

Total Revenue

$86.7M

Previous: $164M-47.2%
EPS (adj)

$0.07

Previous: -$0.03+333.3%
Loans Originated

123.4K

No prior period
Conversion Rate

17.4%

Previous: 14.9%+16.8%
Net Income

$1M

Previous: $6.05M-83.5%
Operating Income

$10.4M

Previous: $7.87M+32.0%

Revenue & EPS history

Upstart · Revenue · Quarterly

$86.7M

Q4 2020-47.2%vs Q4 2019
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

Revenue by segment

Upstart · $84.4M total across 1 segment · Q4 2020

  • Servicing & Other Fees
    $84.4M

Forward guidance

For the first quarter of 2021, Upstart expects revenue of $112 to $118 million, a contribution margin of approximately 44%, net income of $7.8 to $8.3 million, adjusted net income of $13.4 to $14.2 million, and adjusted EBITDA of $14.6 to $15.3 million.

Tailwinds

  • Revenue of $112 to $118 million
  • Contribution Margin of approximately 44%
  • Net Income of $7.8 to $8.3 million
  • Adjusted Net Income of $13.4 to $14.2 million
  • Adjusted EBITDA of $14.6 to $15.3 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

+4.9%

Avg return

Earnings day

+9.4%

Avg return

5 days after

+11.7%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+91.7%

Q4 2020

Best reaction

-59.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.1%-7.9%-4.6%
Q4 2025-15.0%-21.3%-32.3%
Q3 2025-9.7%-16.2%+1.1%
Q1 2025-9.6%+3.0%+5.7%
Q4 2024+31.8%+22.4%-27.9%
Q3 2024+50.1%+28.6%+42.9%
Q2 2024+39.8%+52.2%+50.0%
Q1 2024-10.3%-1.4%+4.3%
Q4 2023-25.4%-26.2%-34.5%
Q3 2023-27.0%-28.8%+15.6%
Q2 2023-34.5%-35.5%-38.8%
Q1 2023+41.8%+22.5%+144.8%
Q4 2022+34.2%+13.9%-1.8%
Q3 2022-8.4%+21.1%-7.9%
Q2 2022-3.9%+17.4%-10.0%
Q1 2022-59.9%-54.5%-48.3%
Q4 2019-13.7%-19.5%-10.1%
Q4 2021+41.5%+24.3%+11.4%
Q3 2020-5.0%-5.7%-34.7%
Q3 2021-23.3%-21.0%-46.3%
Q2 2020+12.8%+19.2%+51.8%
Q2 2021+24.8%+48.2%+111.1%
Q1 2021+4.1%+17.2%+66.0%
Q4 2020+91.7%+174.6%+74.3%
Q1 2020
Q3 2019

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