QA: Upstart Holdings Inc in us_finance_services/2023

Table of Contents

See also this year's filing and all EDGAR filings for this company.

PDF Report 0001647639_2024_Upstart_Holdings_Inc.pdf

Logs

info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.30595958458176575, 'aggregate_val': 770194000, 'exp_sum': 1109725000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 339531000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 770087000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': 107000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.32944063798347395, 'aggregate_val': 809569000, 'exp_sum': 1207304000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 397735000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 809384000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': 185000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.392496166508623, 'aggregate_val': 705996000, 'exp_sum': 1162126000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 456130000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 707708000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': -1712000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Assets', 'missing_ratio': 0.16719027499054298, 'aggregate_val': 1820455000, 'exp_sum': 1559690000, 'exp_to_value': {'Investments': 96118000, 'CashAndCurrentAssets': 0, 'IntangibleAssets': 86968000, 'remainder_Assets': 1376604000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.392496166508623, 'aggregate_val': 705996000, 'exp_sum': 1162126000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 456130000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 707708000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': -1712000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Assets', 'missing_ratio': 0.16719027499054298, 'aggregate_val': 1820455000, 'exp_sum': 1559690000, 'exp_to_value': {'Investments': 96118000, 'CashAndCurrentAssets': 0, 'IntangibleAssets': 86968000, 'remainder_Assets': 1376604000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.3571478529406226, 'aggregate_val': 955898000, 'exp_sum': 1486964000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 531066000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 956307000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': -409000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.30595958458176575, 'aggregate_val': 770194000, 'exp_sum': 1109725000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 339531000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 770087000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': 107000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.32944063798347395, 'aggregate_val': 809569000, 'exp_sum': 1207304000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 397735000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 809384000, 'DepreciationInterestAndFeesExpenses': 0, 'remainder_Expenses': 185000}}

Graph

Absolute values for 0001647639, Upstart Holdings Inc

  xvar xval
0 DepositsAndPayablesToCustomers 71,438,000
1 Debt 1,040,424,000
2 LoansPayable 0
3 OperatingAndEmployeeLiabilities 62,324,000
4 remainder_Liabilities 207,609,000
5 Investments 1,211,107,000
6 CashAndCurrentAssets 0
7 IntangibleAssets 67,062,000
8 remainder_Assets 738,931,000
9 LaborExpense 0
10 SellingAndGeneralAdministrativeExpense 339,531,000
11 CostOfGoodsSold 0
12 OperatingExpenses 770,087,000
13 DepreciationInterestAndFeesExpenses 0
14 remainder_Expenses -339,424,000
15 InvestmentIncome 0
16 LoansIncome 0
17 RevenueFromContractWithCustomer 0
18 remainder_Revenues 513,562,000
19 remainder_NetIncome 16,500,000
20 remainder_ComprehensiveNetIncome 0
  yvar yval
0 Liabilities 1,381,795,000
1 Assets 2,017,100,000
2 Expenses 770,194,000
3 Revenues 513,562,000
4 StockholdersEquity 635,305,000
5 NetIncome -240,132,000
6 ComprehensiveNetIncome -240,132,000
7 BaseVar 2,349,575,500
8 EconomicCapitalRatiobeforeLimitedLiability 0.0456
9 EconomicCapitalRatio 0.683

Edgar->Model Mapping

Feature Distribution

Change over Time