Stock comparison
S&P Global
Upstart Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
UPST
Upstart Holdings
Market cap
$2.73B
Sector
Financials
Overall winner
S&P Global SPGI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | SPGI | UPST | Winner |
|---|---|---|---|
| Warren Buffett | 74C | 44D | SPGI |
| Benjamin Graham | 66B | 81D | UPST |
| Philip Fisher | 70C | 46D | SPGI |
| Peter Lynch | 68C | 27F | SPGI |
| Joel Greenblatt | 42D | 44D | UPST |
| Charlie Munger | 70B | 46D | SPGI |
| Terry Smith | 70B | 34F | SPGI |
Side-by-side metrics
| Metric | SPGI | UPST |
|---|---|---|
| Market cap | $123.61B | $2.73B |
| P/E (TTM) | 25.1x | 57.9x |
| EV/EBIT | 20.3x | 71.3x |
| ROIC (TTM) | 9.89% | 1.77% |
| Gross margin | 70.47% | 95.67% |
| Net margin | 30.37% | 4.25% |
| Revenue CAGR 5y | 16.6% | 6.06% |
| EPS CAGR 5y | 3.96% | -24.57% |
| Debt / Equity | 0.4x | 2.7x |
| Dividend yield | 0.95% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SPGI leads on
- EPS CAGR 5y3.96%vs -24.57%+116%
- Dividend yield0.95%vs 0.0%+100%
- Market cap$123.61Bvs $2.73B+98%
- Net margin30.37%vs 4.25%+86%
UPST leads on
- Gross margin95.67%vs 70.47%+26%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.