WallStSmart

Synchrony Financial (SYF)vsUpstart Holdings Inc (UPST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Synchrony Financial generates 807% more annual revenue ($9.76B vs $1.08B). SYF leads profitability with a 36.4% profit margin vs 5.0%. SYF trades at a lower P/E of 7.3x. SYF earns a higher WallStSmart Score of 71/100 (B).

SYF

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 7.3Quality: 5.0
Piotroski: 5/9Altman Z: 0.03

UPST

Buy

51

out of 100

Grade: C-

Growth: 6.7Profit: 4.5Value: 3.0Quality: 5.8
Piotroski: 5/9Altman Z: 0.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SYFUndervalued (+59.2%)

Margin of Safety

+59.2%

Fair Value

$178.92

Current Price

$67.63

$111.29 discount

UndervaluedFair: $178.92Overvalued
UPSTSignificantly Overvalued (-57.2%)

Margin of Safety

-57.2%

Fair Value

$21.06

Current Price

$26.09

$5.03 premium

UndervaluedFair: $21.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SYF6 strengths · Avg: 9.2/10
P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
36.4%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
48.5%10/10

Strong operational efficiency at 48.5%

Return on EquityProfitability
21.3%9/10

Every $100 of equity generates 21 in profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.45B8/10

Generating 2.5B in free cash flow

UPST1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

Areas to Watch

SYF2 concerns · Avg: 2.0/10
PEG RatioValuation
3.272/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.032/10

Distress zone — elevated risk

UPST4 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

P/E RatioValuation
57.7x2/10

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 48.5%.

Bull Case : UPST

The strongest argument for UPST centers on Revenue Growth. Revenue growth of 34.4% 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 EPS Growth, Return on Equity, Profit Margin. A P/E of 57.7x leaves little room for execution misses. Thin 5.0% margins leave little buffer for downturns.

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 2.19 — expect wider price swings.

UPST is growing revenue faster at 34.4% — sustainability is the question.

SYF generates stronger free cash flow (2.5B), providing more financial flexibility.

Bottom Line

SYF scores higher overall (71/100 vs 51/100), backed by strong 36.4% 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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