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ISIN
US91688F1049
CUSIP
91688F104
IPO Date
Oct 3, 2018

Highlights

Market Cap
$1.06B
Enterprise Value
$1.47B
EPS (TTM)
$0.79
PE Ratio
9.97
PEG Ratio
0.06
Total Revenue (TTM)
$595.10M
Gross Profit (TTM)
$612.97M
EBITDA (TTM)
$152.42M
Year Range
$7.44 - $22.84
Target Price
$24.17
ROA (TTM)
8.79%
ROE (TTM)
19.16%

Share Price Chart


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Performance

UPWK Performance Chart

Upwork Inc. (UPWK) is down 60.4% since the beginning of the year. At $8 per share, UPWK is trading 65.7% below its 52-week high of $23. Investors who bought $1,000 worth of UPWK shares 5 years ago would now be looking at an investment worth $143.


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S&P 500 Index

Returns By Period

Upwork Inc. (UPWK) has returned -60.44% so far this year and -40.33% over the past 12 months.


Upwork Inc.

1D
-2.61%
1M
-10.91%
YTD
-60.44%
6M
-63.18%
1Y
-40.33%
3Y*
-4.25%
5Y*
-32.26%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPWK Monthly Returns History

Based on dividend-adjusted daily data since Oct 3, 2018, UPWK's average daily return is +0.03%, while the average monthly return is +0.35%. At this rate, an investment would double in approximately 16.5 years.

Historically, 45% of months were positive and 55% were negative. The best month was Nov 2020 with a return of +77.3%, while the worst month was Feb 2026 at -33.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.

On a daily basis, UPWK closed higher 48% of trading days. The best single day was Aug 3, 2023 with a return of +44.2%, while the worst single day was Feb 10, 2026 at -19.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.06%-33.00%-18.33%-5.57%-14.78%-11.11%-60.44%
2025-3.61%1.08%-18.08%0.77%17.79%-13.23%-11.01%28.68%20.66%-14.16%23.84%0.41%21.22%
2024-7.80%-4.45%-6.41%-4.57%-9.66%1.70%12.74%-20.46%8.40%29.76%25.15%-3.65%9.95%
202324.14%-12.50%-0.18%-15.46%-14.32%13.90%11.67%41.99%-23.30%-8.01%34.83%5.54%42.43%
2022-20.37%-7.06%-8.07%-9.77%-12.97%13.32%-10.25%-6.25%-21.72%-1.25%-8.92%-14.78%-69.44%
202120.08%29.99%-16.91%2.88%2.19%23.84%-11.15%-13.67%0.72%4.64%-20.93%-8.32%-1.04%

Benchmark Metrics

Upwork Inc. has an annualized alpha of -9.29%, beta of 1.14, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since October 03, 2018.

  • This stock participated in 149.71% of S&P 500 Index downside but only 57.85% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.12 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-9.29%
Beta
1.14
0.12
Upside Capture
57.85%
Downside Capture
149.71%

Return for Risk

Risk / Return Rank

UPWK ranks 15 for risk / return — in the bottom 15% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


UPWK Risk / Return Rank: 1515
Overall Rank
UPWK Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
UPWK Sortino Ratio Rank: 1515
Sortino Ratio Rank
UPWK Omega Ratio Rank: 1616
Omega Ratio Rank
UPWK Calmar Ratio Rank: 1919
Calmar Ratio Rank
UPWK Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Upwork Inc. (UPWK) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UPWKBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.72

Sortino ratioReturn per unit of downside risk

-3.54

Omega ratioGain probability vs. loss probability

0.90

1.37

-0.46

Calmar ratioReturn relative to maximum drawdown

-0.63

2.78

-3.41

Martin ratioReturn relative to average drawdown

-1.25

12.44

-13.69

Dividends

Dividend History


Upwork Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Upwork Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Upwork Inc. was 87.48%, occurring on May 25, 2023. The portfolio has not yet recovered.

The current Upwork Inc. drawdown is 87.08%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-87.48%May 2023
1y 10mo
4y 11moJul 2021 - now
COVID crash2020
-77.42%Apr 2020
1y 1mo7mo 6d
1y 8moFeb 2019 - Nov 2020
2021 bear market2021
-33.40%May 2021
2mo 25d1mo 12d
4mo 7dFeb 2021 - Jun 2021
Rate-hike selloffLate 2018
-30.39%Dec 2018
2mo 9d2mo 5d
4mo 14dOct 2018 - Feb 2019
2021 correction2021
-17.02%Jan 2021
13d8d
21dDec 2020 - Jan 2021

Drawdown Indicators


UPWKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-87.48%

-56.78%

-30.70%

Max Drawdown (1Y)

Largest decline over 1 year

-64.54%

-9.10%

-55.44%

Max Drawdown (3Y)

Largest decline over 3 years

-64.54%

-18.90%

-45.64%

Max Drawdown (5Y)

Largest decline over 5 years

-87.48%

-25.43%

-62.05%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-87.08%

-1.80%

-85.28%

Average Drawdown

Average peak-to-trough decline

-56.53%

-10.71%

-45.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.23%

2.03%

+30.20%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Upwork Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Upwork Inc. is priced in the market compared to other companies in the Staffing & Employment Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UPWK, comparing it with other companies in the Staffing & Employment Services industry. Currently, UPWK has a P/E ratio of 10.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for UPWK compared to other companies in the Staffing & Employment Services industry. UPWK currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UPWK relative to other companies in the Staffing & Employment Services industry. Currently, UPWK has a P/S ratio of 1.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UPWK in comparison with other companies in the Staffing & Employment Services industry. Currently, UPWK has a P/B value of 1.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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