WallStSmart

Synchrony Financial (SYF)vsUpstart Holdings Inc (UPST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Synchrony Financial generates 671% more annual revenue ($9.91B vs $1.29B). SYF leads profitability with a 35.5% profit margin vs 4.7%. SYF trades at a lower P/E of 8.1x. SYF earns a higher WallStSmart Score of 75/100 (B).

SYF

Strong Buy

75

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 7.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.03

UPST

Buy

53

out of 100

Grade: C-

Growth: 8.7Profit: 4.5Value: 4.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.80

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SYF6 strengths · Avg: 9.2/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Profit MarginProfitability
35.5%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
50.2%10/10

Strong operational efficiency at 50.2%

Return on EquityProfitability
20.8%9/10

Every $100 of equity generates 21 in profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

UPST2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
211.2%10/10

Earnings expanding 211.2% YoY

Areas to Watch

SYF3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.6%4/10

0.6% revenue growth

EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

Altman Z-ScoreHealth
0.032/10

Distress zone — elevated risk

UPST4 concerns · Avg: 2.5/10
Return on EquityProfitability
6.7%3/10

ROE of 6.7% — below average capital efficiency

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

P/E RatioValuation
51.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-138.82M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : SYF

The strongest argument for SYF centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 35.5% and operating margin at 50.2%. PEG of 0.99 suggests the stock is reasonably priced for its growth.

Bull Case : UPST

The strongest argument for UPST centers on Revenue Growth, EPS Growth. Revenue growth of 42.3% demonstrates continued momentum.

Bear Case : SYF

The primary concerns for SYF are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : UPST

The primary concerns for UPST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 2.54 is elevated, increasing financial risk.

Key Dynamics to Monitor

SYF profiles as a value stock while UPST is a hypergrowth play — different risk/reward profiles.

UPST carries more volatility with a beta of 2.17 — expect wider price swings.

UPST is growing revenue faster at 42.3% — sustainability is the question.

SYF generates stronger free cash flow (2.4B), providing more financial flexibility.

Bottom Line

SYF scores higher overall (75/100 vs 53/100), backed by strong 35.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Synchrony Financial

FINANCIAL SERVICES · CREDIT SERVICES · USA

Synchrony Financial is a consumer financial services company headquartered in Stamford, Connecticut, United States. The company offers consumer financing products, including credit, promotional financing and loyalty programs, installment lending to industries, and FDIC-insured consumer savings products through Synchrony Bank, its wholly owned online bank subsidiary.

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Upstart Holdings Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

Upstart Holdings, Inc. operates a cloud-based artificial intelligence (AI) lending platform. The company is headquartered in San Mateo, California.

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