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OPRT vs UPST

OPRT: Oportun is a digital financial inclusion platform that provides AI-driven personal loans and automated savings solutions to underserved Americans excluded from traditional banking. UPST: AI-powered marketplace that reimagines consumer lending through proprietary machine learning models to deliver higher approval rates and lower interest rates than traditional FICO-based systems.

Side-by-side fundamentals

MetricOPRTUPSTEdge
Price as of 2026-07-22 close$5.59$28.64
Market cap as of 2026-07-23$259M$2.7B
P/E as of 2026-07-2314.5155.49OPRT lower
PEG as of 2026-07-23n/a1.72
Net margin as of 2026-07-23+4.5%+4.3%OPRT higher
Gross margin as of 2026-07-23n/a+82.2%
Operating margin as of 2026-07-23+8.7%+4.1%OPRT higher
ROE as of 2026-07-23+4.6%+7.3%UPST higher
ROA as of 2026-07-23+0.6%+2.0%UPST higher
Debt / equity as of 2026-07-236.832.29UPST lower
Revenue growth (YoY) as of 2026-07-23+22.7%+57.7%UPST higher
Revenue CAGR (3y) SEC XBRL+0.1%+7.4%UPST higher
Beta as of 2026-07-231.232.21
1-year return as of 2026-07-22 close-12.7%-64.2%OPRT higher

Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-07-22.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.