COMP <GO>
UPWK vs MSFT // RETURN ON INVESTED CAPITAL (ROIC)
Upwork Inc. (NASDAQ) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: UPWK 6
— MSFT 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UPWK
LAST: $9.12 (+1.33%) • MKT CAP: $1.14B
roic
30.40%
LAST: $530.14 (-0.16%) • MKT CAP: $3.94T
roic
26.54%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPWK VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPWK | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.80% | 67.66% | +10.14 | UPWK | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 30.40% | 26.54% | +3.86 | UPWK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 19.9x | -13.63 | UPWK | /valuation <GO> |
| Free Cash Flow Yield | 21.29% | 1.55% | +19.74 | UPWK | /fcf-yield <GO> |
| Operating Margin | 16.40% | 47.10% | -30.70 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 14.70% | 41.17% | -26.47 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 2.40% | 17.91% | -15.51 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.70% | -0.70 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.27 | 9.35 | -7.08 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | UPWK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.4 | 64.8 | -6.43 | MSFT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.2x | 24.2x | -14.99 | UPWK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.14B | $3.94T | -$3.94T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPWK REV | MSFT REV | UPWK GROSS % | MSFT GROSS % | UPWK FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $787.8M | $281.72B | 77.8% | 68.8% | $242.5M | $71.61B |
| FY 2024 | $769.3M | $245.12B | 77.4% | 69.8% | $150.0M | $74.07B |
| FY 2023 | $689.1M | $211.91B | — | 68.9% | $52.7M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPWK // BETA —
MSFT // BETA 1.14