FT Vest US Equity [GJAN] vs Upwork [UPWK] Detailed Stock Comparison
TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: FT Vest US Equity Moderate Fund B wins in 4 metrics, Upwork Inc. wins in 6 metrics, with 0 ties. Upwork Inc. appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | FT Vest US Equity Moderate Fund B | Upwork Inc. | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 25.15 | 12.65 | Upwork Inc. |
| Price-to-Book Ratio | 58.55 | 2.20 | Upwork Inc. |
| Debt-to-Equity Ratio | 0.99 | 58.88 | FT Vest US Equity Moderate Fund B |
| PEG Ratio | N/A | -0.14 | N/A |
| EV/EBITDA | -316.38 | 7.46 | Upwork Inc. |
| Profit Margin (TTM) | N/A | 14.65% | N/A |
| Operating Margin (TTM) | N/A | 14.26% | N/A |
| EBITDA Margin (TTM) | N/A | 14.26% | N/A |
| Return on Equity | 25.05% | 19.15% | FT Vest US Equity Moderate Fund B |
| Return on Assets (TTM) | -15.43% | 6.66% | Upwork Inc. |
| Free Cash Flow (TTM) | N/A | $223.12M | N/A |
| 1-Year Return | 7.39% | -38.61% | FT Vest US Equity Moderate Fund B |
| Price-to-Sales Ratio (TTM) | N/A | 1.67 | N/A |
| Enterprise Value | $1.34B | $1.08B | FT Vest US Equity Moderate Fund B |
| EV/Revenue Ratio | N/A | 1.38 | N/A |
| Gross Profit Margin (TTM) | N/A | 77.99% | N/A |
| Revenue per Share (TTM) | $0 | $6 | Upwork Inc. |
| Earnings per Share (Diluted) | $-0.20 | $0.84 | Upwork Inc. |
| Beta (Stock Volatility) | N/A | 1.19 | N/A |
| Short % of Float | N/A | 29.87% | N/A |
FT Vest US Equity Moderate Fund B vs Upwork Inc. Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| FT Vest US Equity Moderate Fund B | 0.10% | 0.80% | 3.53% | 10.65% | 10.65% | 10.65% |
| Upwork Inc. | -0.12% | -4.40% | 3.79% | -29.04% | -60.34% | -57.26% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| FT Vest US Equity Moderate Fund B | 7.39% | 98,000.00% | 78,380.00% | 78,380.00% | 78,380.00% | 78,380.00% |
| Upwork Inc. | -38.61% | -9.29% | -82.22% | -59.55% | -59.55% | -59.55% |
Performance & Financial Health Analysis: FT Vest US Equity Moderate Fund B vs Upwork Inc.
| Metric | GJAN | UPWK |
|---|---|---|
| Market Information | ||
| Market Cap | $1.33B | $1.39B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 31,230 | 2,655,030 |
| 90 Day Avg. Volume | 23,663 | 3,070,897 |
| Last Close | $39.28 | $8.48 |
| 52 Week Range | $31.05 - $39.92 | $7.44 - $22.84 |
| % from 52W High | -1.60% | -62.87% |
| All-Time High | $39.92 (Feb 03, 2025) | $64.49 (Jul 12, 2021) |
| % from All-Time High | -1.60% | -86.85% |
| Growth Metrics | ||
| Quarterly Revenue Growth | N/A | 0.04% |
| Quarterly Earnings Growth | N/A | -0.89% |
| Financial Health | ||
| Profit Margin (TTM) | N/A | 0.15% |
| Operating Margin (TTM) | N/A | 0.14% |
| Return on Equity (TTM) | 0.25% | 0.19% |
| Debt to Equity (MRQ) | 0.99 | 58.88 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $0.24 | $4.83 |
| Cash per Share (MRQ) | $0.00 | $5.16 |
| Operating Cash Flow (TTM) | $-1,884,448 | $248.26M |
| Levered Free Cash Flow (TTM) | $-4,879,005 | $182.96M |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | N/A |
| Last 12-Month Dividend | N/A | N/A |
Valuation & Enterprise Metrics Analysis: FT Vest US Equity Moderate Fund B vs Upwork Inc.
| Metric | GJAN (Jun 05, 2025) | UPWK (Apr 26, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 25.15 | 12.65 |
| Forward P/E | N/A | 6.14 |
| PEG Ratio | N/A | -0.14 |
| Price to Sales (TTM) | N/A | 1.67 |
| Price to Book (MRQ) | 58.55 | 2.20 |
| Market Capitalization | ||
| Market Capitalization | $1.33B | $1.39B |
| Enterprise Value | $1.34B | $1.08B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | N/A | 1.38 |
| Enterprise to EBITDA | -316.38 | 7.46 |
| Risk & Other Metrics | ||
| Beta | N/A | 1.19 |
| Book Value per Share (MRQ) | $0.24 | $4.83 |
Financial Statements Comparison: FT Vest US Equity Moderate Fund B vs Upwork Inc.
Financial Metrics
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Revenue
Operating Margin
Profit Margin
Long Term Debt
Income Flow Analysis
Financial Statements Comparison
Income Statement
| Metric | GJAN | UPWK (2025) |
|---|---|---|
| Revenue/Sales | N/A | 787.78M |
| Cost of Goods Sold | N/A | 174.75M |
| COGS % of Revenue | - | 22.2% |
| Gross Profit | N/A | 613.03M |
| Gross Margin | - | 77.8% |
| Research & Development | N/A | 185.54M |
| Operating Income (EBIT) | N/A | 129.31M |
| Operating Margin | - | 16.4% |
| EBITDA | N/A | 155.76M |
| EBITDA Margin | - | 19.8% |
| Pre-Tax Income | N/A | 153.18M |
| Pre-Tax Income % of Revenue | - | 19.4% |
| Income Tax | N/A | 37.75M |
| Income Tax % of Revenue | - | 4.8% |
| Net Income (Profit) | N/A | 115.43M |
| Profit Margin | - | 14.7% |
Balance Sheet & Liquidity Metrics
| Metric | GJAN | UPWK (2025) |
|---|---|---|
| Cash & Equivalents | N/A | 294.36M |
| Total Current Assets | N/A | 950.83M |
| Total Current Assets % of Revenue | - | 120.7% |
| Total Current Liabilities | N/A | 650.17M |
| Total Current Liabilities % of Revenue | - | 82.5% |
| Long-Term Debt | N/A | 9.71M |
| Long-Term Debt % of Revenue | - | 1.2% |
| Total Shareholders Equity | N/A | 630.32M |
| Retained Earnings | N/A | 36.95M |
| Retained Earnings % of Revenue | - | 4.7% |
| Property, Plant & Equipment | N/A | 5.01M |
Cash Flow Statement Comparison
| Metric | GJAN | UPWK (2025) |
|---|---|---|
| Operating Cash Flow | N/A | 223.83M |
| Operating Cash Flow % of Revenue | - | 28.4% |
| Capital Expenditures | N/A | -5.79M |
| Free Cash Flow | N/A | 223.12M |
| FCF Margin | - | 28.3% |
| Debt Repayment | N/A | N/A |
| Common Stock Repurchase | N/A | -135.96M |
Short Interest & Institutional Ownership Analysis
| Metric | GJAN | UPWK |
|---|---|---|
| Shares Short | N/A | 23.93M |
| Short Ratio | N/A | 7.38 |
| Short % of Float | N/A | 29.87% |
| Shares Outstanding | 34.21M | 130.55M |
| Float Shares | N/A | 121.46M |
| % Held by Insiders | N/A | 5.02% |
| % Held by Institutions | N/A | 112.87% |
| % Held by Public | N/A | -17.89% |
Dividend Analysis & Yield Comparison: FT Vest US Equity Moderate Fund B vs Upwork Inc.
| Metric | GJAN | UPWK |
|---|---|---|
| Last 12-Month Dividend | N/A | N/A |
| Last 12-Month Dividend Yield | N/A | N/A |
| 3-Year Avg Annual Dividend | N/A | N/A |
| 3-Year Avg Dividend Yield | N/A | N/A |
| 3-Year Total Dividends | N/A | N/A |
| Ex-Dividend Date | N/A | N/A |