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

Loading Price Chart...

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
FT Vest US Equity Moderate Fund B0.10%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

Stock1Y3Y5Y10Y15Y20Y
FT Vest US Equity Moderate Fund B7.39%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.

MetricGJANUPWK
Market Information
Market Cap i$1.33B$1.39B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i31,2302,655,030
90 Day Avg. Volume i23,6633,070,897
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 GrowthN/A0.04%
Quarterly Earnings GrowthN/A-0.89%
Financial Health
Profit Margin (TTM) iN/A0.15%
Operating Margin (TTM) iN/A0.14%
Return on Equity (TTM) i0.25%0.19%
Debt to Equity (MRQ) i0.9958.88
Cash & Liquidity
Book Value per Share (MRQ)$0.24$4.83
Cash per Share (MRQ)$0.00$5.16
Operating Cash Flow (TTM) i$-1,884,448$248.26M
Levered Free Cash Flow (TTM) i$-4,879,005$182.96M
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: FT Vest US Equity Moderate Fund B vs Upwork Inc.

MetricGJAN (Jun 05, 2025)UPWK (Apr 26, 2026)
Price Ratios
P/E Ratio (TTM) i25.1512.65
Forward P/E iN/A6.14
PEG Ratio iN/A-0.14
Price to Sales (TTM) iN/A1.67
Price to Book (MRQ) i58.552.20
Market Capitalization
Market Capitalization i$1.33B$1.39B
Enterprise Value i$1.34B$1.08B
Enterprise Value Metrics
Enterprise to Revenue iN/A1.38
Enterprise to EBITDA i-316.387.46
Risk & Other Metrics
Beta iN/A1.19
Book Value per Share (MRQ) i$0.24$4.83

Financial Statements Comparison: FT Vest US Equity Moderate Fund B vs Upwork Inc.

Financial Metrics

Loading Financial Charts...

Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricGJANUPWK (2025)
Revenue/Sales iN/A787.78M
Cost of Goods Sold iN/A174.75M
COGS % of Revenue i-22.2%
Gross Profit iN/A613.03M
Gross Margin i-77.8%
Research & Development iN/A185.54M
Operating Income (EBIT) iN/A129.31M
Operating Margin i-16.4%
EBITDA iN/A155.76M
EBITDA Margin i-19.8%
Pre-Tax Income iN/A153.18M
Pre-Tax Income % of Revenue i-19.4%
Income Tax iN/A37.75M
Income Tax % of Revenue i-4.8%
Net Income (Profit) iN/A115.43M
Profit Margin i-14.7%

Balance Sheet & Liquidity Metrics

MetricGJANUPWK (2025)
Cash & Equivalents iN/A294.36M
Total Current Assets iN/A950.83M
Total Current Assets % of Revenue i-120.7%
Total Current Liabilities iN/A650.17M
Total Current Liabilities % of Revenue i-82.5%
Long-Term Debt iN/A9.71M
Long-Term Debt % of Revenue i-1.2%
Total Shareholders Equity iN/A630.32M
Retained Earnings iN/A36.95M
Retained Earnings % of Revenue i-4.7%
Property, Plant & Equipment iN/A5.01M

Cash Flow Statement Comparison

MetricGJANUPWK (2025)
Operating Cash Flow iN/A223.83M
Operating Cash Flow % of Revenue i-28.4%
Capital Expenditures iN/A-5.79M
Free Cash Flow iN/A223.12M
FCF Margin i-28.3%
Debt Repayment iN/AN/A
Common Stock Repurchase iN/A-135.96M

Short Interest & Institutional Ownership Analysis

MetricGJANUPWK
Shares Short iN/A23.93M
Short Ratio iN/A7.38
Short % of Float iN/A29.87%
Shares Outstanding i34.21M130.55M
Float Shares iN/A121.46M
% Held by Insiders iN/A5.02%
% Held by Institutions iN/A112.87%
% Held by Public iN/A-17.89%

Dividend Analysis & Yield Comparison: FT Vest US Equity Moderate Fund B vs Upwork Inc.

MetricGJANUPWK
Last 12-Month Dividend iN/AN/A
Last 12-Month Dividend Yield iN/AN/A
3-Year Avg Annual Dividend iN/AN/A
3-Year Avg Dividend Yield iN/AN/A
3-Year Total Dividends iN/AN/A
Ex-Dividend DateN/AN/A