WallStSmart

Synchrony Financial (SYF)vsUpstart Holdings Inc (UPST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Synchrony Financial generates 743% more annual revenue ($9.89B vs $1.17B). SYF leads profitability with a 36.4% profit margin vs 4.2%. SYF trades at a lower P/E of 7.6x. SYF earns a higher WallStSmart Score of 77/100 (B+).

SYF

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 6.3Quality: 4.8
Piotroski: 5/9Altman Z: 0.03

UPST

Hold

50

out of 100

Grade: D+

Growth: 8.7Profit: 4.0Value: 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
7.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
36.4%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
48.0%10/10

Strong operational efficiency at 48.0%

Return on EquityProfitability
21.9%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
20.1%8/10

Earnings expanding 20.1% YoY

UPST2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
44.6%10/10

Revenue surging 44.6% year-over-year

EPS GrowthGrowth
209.1%10/10

Earnings expanding 209.1% YoY

Areas to Watch

SYF2 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.032/10

Distress zone — elevated risk

UPST4 concerns · Avg: 2.8/10
Return on EquityProfitability
6.7%3/10

ROE of 6.7% — below average capital efficiency

Profit MarginProfitability
4.2%3/10

4.2% margin — thin

Operating MarginProfitability
0.9%3/10

Operating margin of 0.9%

P/E RatioValuation
74.4x2/10

Premium valuation, high expectations priced in

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 36.4% and operating margin at 48.0%.

Bull Case : UPST

The strongest argument for UPST centers on Revenue Growth, EPS Growth. Revenue growth of 44.6% demonstrates continued momentum.

Bear Case : SYF

The primary concerns for SYF are PEG Ratio, Altman Z-Score.

Bear Case : UPST

The primary concerns for UPST are Return on Equity, Profit Margin, Operating Margin. A P/E of 74.4x leaves little room for execution misses. Debt-to-equity of 2.70 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

UPST carries more volatility with a beta of 2.28 — expect wider price swings.

UPST is growing revenue faster at 44.6% — sustainability is the question.

SYF generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

SYF scores higher overall (77/100 vs 50/100), backed by strong 36.4% margins. Both earn "Strong Buy" and "Hold" 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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