TransMedics Group Inc vs Upstart Holdings Inc — how do they compare? TransMedics Group Inc trades at $78.02 (market cap $2.74B), while Upstart Holdings Inc trades at $24.22 (market cap $2.35B). The key difference: TransMedics Group Inc is the larger of the two by market cap, and TransMedics Group Inc is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold TransMedics Group Inc for 24 Days and Upstart Holdings Inc for 39 Days on average.
| TMDX | UPST | |
|---|---|---|
Market Cap | $2.74B | $2.35B |
Volume | 949,331 | 4,203,337 |
Sector | Health | Financials |
52-Week High | $150.42 | $52.74 |
52-Week Low | $61.99 | $22.81 |
Typical Hold Time | 24 Days | 39 Days |
Enterprise Value | $3.13B | $3.88B |
Signals from Pluang's Aura AI — not financial advice
TransMedics Group (TMDX) trades at $80.69, down 0.47% on the day, amid a bearish technical signal and mixed earnings performance. The company reported strong revenue growth to $605.49M in 2025 with a net income margin of 22.69%, but recent quarters have seen earnings misses. Analyst sentiment remains positive with a consensus price target of $99.75 and a 69% buy rating, though news flow includes investigations into fiduciary duties.
The outlook balances robust fundamentals against near-term headwinds. Upside potential exists from the high analyst target and strong profitability metrics like a 36.28% ROE, but risks include earnings volatility, margin pressure, and ongoing legal scrutiny. The stock's current valuation at a P/E of 20.47 offers a reasonable entry if execution improves.
Upstart Holdings (UPST) trades at $24.02, up 0.67% with mixed technical signals showing bearish momentum but neutral oscillators. The company reported revenue growth to $1.02B in 2025 with a return to profitability ($53.6M net income), though recent quarters show earnings misses. Analyst sentiment is divided with a $39.50 consensus target, while recent news highlights partnership expansions and sector volatility affecting consumer lending stocks.
The outlook balances AI-driven lending growth against credit market risks and earnings volatility. Investment opportunity lies in valuation upside if execution improves, but risks include debt levels rising to 61.48% of assets and consistent earnings underperformance. The stock's proximity to recent lows suggests cautious investor sentiment amid sector headwinds.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →