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UPLD vs PCTY vs DOMO vs TASK vs CRM

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
UPLD
Upland Software, Inc.

Software - Application

TechnologyNASDAQ • US
Market Cap$29M
5Y Perf.-97.6%
PCTY
Paylocity Holding Corporation

Software - Application

TechnologyNASDAQ • US
Market Cap$5.93B
5Y Perf.-42.8%
DOMO
Domo, Inc.

Software - Application

TechnologyNASDAQ • US
Market Cap$142M
5Y Perf.-95.2%
TASK
TaskUs, Inc.

Information Technology Services

TechnologyNASDAQ • US
Market Cap$573M
5Y Perf.-81.4%
CRM
Salesforce, Inc.

Software - Application

TechnologyNYSE • US
Market Cap$179.19B
5Y Perf.-23.7%

UPLD vs PCTY vs DOMO vs TASK vs CRM — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
UPLD logoUPLD
PCTY logoPCTY
DOMO logoDOMO
TASK logoTASK
CRM logoCRM
IndustrySoftware - ApplicationSoftware - ApplicationSoftware - ApplicationInformation Technology ServicesSoftware - Application
Market Cap$29M$5.93B$142M$573M$179.19B
Revenue (TTM)$202M$1.73B$319M$1.21B$41.52B
Net Income (TTM)$-14M$258M$-59M$105M$7.46B
Gross Margin75.9%69.3%75.0%35.5%77.7%
Operating Margin5.2%21.3%-12.3%11.6%21.5%
Forward P/E14.0x4.6x15.8x
Total Debt$235M$218M$140M$298M$6.74B
Cash & Equiv.$29M$398M$43M$212M$7.33B

UPLD vs PCTY vs DOMO vs TASK vs CRMLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

UPLD
PCTY
DOMO
TASK
CRM
StockJun 21May 26Return
Upland Software, In… (UPLD)1002.4-97.6%
Paylocity Holding C… (PCTY)10057.2-42.8%
Domo, Inc. (DOMO)1004.8-95.2%
TaskUs, Inc. (TASK)10018.6-81.4%
Salesforce, Inc. (CRM)10076.3-23.7%

Price return only. Dividends and distributions are not included.

Quick Verdict: UPLD vs PCTY vs DOMO vs TASK vs CRM

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: TASK leads in 4 of 7 categories (5-stock set), making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Salesforce, Inc. is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. PCTY also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
UPLD
Upland Software, Inc.
The Technology Pick

UPLD lags the leaders in this set but could rank higher in a more targeted comparison.

Best for: technology exposure
PCTY
Paylocity Holding Corporation
The Long-Run Compounder

PCTY ranks third and is worth considering specifically for long-term compounding and sleep-well-at-night.

  • 218.2% 10Y total return vs CRM's 154.6%
  • Lower volatility, beta 0.43, Low D/E 17.7%, current ratio 1.14x
  • Beta 0.43, current ratio 1.14x
  • Beta 0.43 vs DOMO's 2.63
Best for: long-term compounding and sleep-well-at-night
DOMO
Domo, Inc.
The Technology Pick

Among these 5 stocks, DOMO doesn't own a clear edge in any measured category.

Best for: technology exposure
TASK
TaskUs, Inc.
The Growth Play

TASK carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.

  • Rev growth 19.0%, EPS growth 120.0%, 3Y rev CAGR 7.2%
  • PEG 0.18 vs CRM's 1.29
  • 19.0% revenue growth vs UPLD's -21.1%
  • Lower P/E (4.6x vs 15.8x), PEG 0.18 vs 1.29
Best for: growth exposure and valuation efficiency
CRM
Salesforce, Inc.
The Income Pick

CRM is the #2 pick in this set and the best alternative if income & stability is your priority.

  • Dividend streak 2 yrs, beta 0.82, yield 0.9%
  • 18.0% margin vs DOMO's -18.6%
  • 0.9% yield; 2-year raise streak; the other 4 pay no meaningful dividend
Best for: income & stability
See the full category breakdown
CategoryWinnerWhy
GrowthTASK logoTASK19.0% revenue growth vs UPLD's -21.1%
ValueTASK logoTASKLower P/E (4.6x vs 15.8x), PEG 0.18 vs 1.29
Quality / MarginsCRM logoCRM18.0% margin vs DOMO's -18.6%
Stability / SafetyPCTY logoPCTYBeta 0.43 vs DOMO's 2.63
DividendsCRM logoCRM0.9% yield; 2-year raise streak; the other 4 pay no meaningful dividend
Momentum (1Y)TASK logoTASK-28.3% vs UPLD's -58.5%
Efficiency (ROA)TASK logoTASK10.3% ROA vs DOMO's -28.9%

UPLD vs PCTY vs DOMO vs TASK vs CRM — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

UPLDUpland Software, Inc.
FY 2025
Product
49.2%$210M
Subscription And Support
48.0%$205M
Professional Services And Other
1.5%$7M
Perpetual License
1.2%$5M
PCTYPaylocity Holding Corporation
FY 2025
Recurring Fees
95.8%$1.4B
Nonrecurring Fees
4.2%$62M
DOMODomo, Inc.
FY 2025
Subscription
90.2%$286M
Professional Services and Other
9.8%$31M
TASKTaskUs, Inc.
FY 2025
Digital Customer Experience
75.5%$662M
AI Services
24.5%$214M
CRMSalesforce, Inc.
FY 2025
Service Cloud
23.9%$9.1B
Sales Cloud
22.0%$8.3B
Salesforce Platform and Other
19.1%$7.2B
Integration And Analytics
15.2%$5.8B
Marketing and Commerce Cloud
13.9%$5.3B
Professional Services and Other
5.8%$2.2B

UPLD vs PCTY vs DOMO vs TASK vs CRM — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLCRMLAGGINGTASK

Income & Cash Flow (Last 12 Months)

CRM leads this category, winning 5 of 6 comparable metrics.

CRM is the larger business by revenue, generating $41.5B annually — 205.7x UPLD's $202M. CRM is the more profitable business, keeping 18.0% of every revenue dollar as net income compared to DOMO's -18.6%. On growth, CRM holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.

MetricUPLD logoUPLDUpland Software, …PCTY logoPCTYPaylocity Holding…DOMO logoDOMODomo, Inc.TASK logoTASKTaskUs, Inc.CRM logoCRMSalesforce, Inc.
RevenueTrailing 12 months$202M$1.7B$319M$1.2B$41.5B
EBITDAEarnings before interest/tax$33M$394M-$19M$204M$11.4B
Net IncomeAfter-tax profit-$14M$258M-$59M$105M$7.5B
Free Cash FlowCash after capex$22M$470M-$2M$88M$14.4B
Gross MarginGross profit ÷ Revenue+75.9%+69.3%+75.0%+35.5%+77.7%
Operating MarginEBIT ÷ Revenue+5.2%+21.3%-12.3%+11.6%+21.5%
Net MarginNet income ÷ Revenue-7.1%+14.9%-18.6%+8.7%+18.0%
FCF MarginFCF ÷ Revenue+10.9%+27.2%-0.7%+7.3%+34.7%
Rev. Growth (YoY)Latest quarter vs prior year-23.5%+10.5%+1.1%+10.3%+12.1%
EPS Growth (YoY)Latest quarter vs prior year+90.7%+26.7%+57.8%+13.0%+18.3%
CRM leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

Evenly matched — UPLD and TASK each lead in 3 of 7 comparable metrics.

At 5.8x trailing earnings, TASK trades at a 79% valuation discount to PCTY's 27.1x P/E. Adjusting for growth (PEG ratio), TASK offers better value at 0.23x vs CRM's 1.95x — a lower PEG means you pay less per unit of expected earnings growth.

MetricUPLD logoUPLDUpland Software, …PCTY logoPCTYPaylocity Holding…DOMO logoDOMODomo, Inc.TASK logoTASKTaskUs, Inc.CRM logoCRMSalesforce, Inc.
Market CapShares × price$29M$5.9B$142M$573M$179.2B
Enterprise ValueMkt cap + debt − cash$234M$5.8B$239M$660M$178.6B
Trailing P/EPrice ÷ TTM EPS-0.62x27.14x-2.70x5.79x23.88x
Forward P/EPrice ÷ next-FY EPS est.14.05x4.58x15.82x
PEG RatioP/E ÷ EPS growth rate0.96x0.23x1.95x
EV / EBITDAEnterprise value multiple4.81x14.25x3.26x20.03x
Price / SalesMarket cap ÷ Revenue0.13x3.72x0.44x0.48x4.32x
Price / BookPrice ÷ Book value/share0.34x5.00x0.99x3.01x
Price / FCFMarket cap ÷ FCF1.17x17.31x7.78x12.44x
Evenly matched — UPLD and TASK each lead in 3 of 7 comparable metrics.

Profitability & Efficiency

Evenly matched — PCTY and CRM each lead in 4 of 9 comparable metrics.

PCTY delivers a 22.4% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $-29 for UPLD. CRM carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to UPLD's 2.91x. On the Piotroski fundamental quality scale (0–9), PCTY scores 8/9 vs UPLD's 4/9, reflecting strong financial health.

MetricUPLD logoUPLDUpland Software, …PCTY logoPCTYPaylocity Holding…DOMO logoDOMODomo, Inc.TASK logoTASKTaskUs, Inc.CRM logoCRMSalesforce, Inc.
ROE (TTM)Return on equity-29.2%+22.4%+21.2%+12.6%
ROA (TTM)Return on assets-3.4%+4.9%-28.9%+10.3%+6.6%
ROICReturn on invested capital+4.0%+26.2%+16.3%+10.9%
ROCEReturn on capital employed+4.6%+23.3%+16.7%+11.9%
Piotroski ScoreFundamental quality 0–948678
Debt / EquityFinancial leverage2.91x0.18x0.50x0.11x
Net DebtTotal debt minus cash$206M-$180M$97M$86M-$590M
Cash & Equiv.Liquid assets$29M$398M$43M$212M$7.3B
Total DebtShort + long-term debt$235M$218M$140M$298M$6.7B
Interest CoverageEBIT ÷ Interest expense0.41x23.29x-8.30x7.12x44.14x
Evenly matched — PCTY and CRM each lead in 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

CRM leads this category, winning 3 of 6 comparable metrics.

A $10,000 investment in CRM five years ago would be worth $8,775 today (with dividends reinvested), compared to $220 for UPLD. Over the past 12 months, TASK leads with a -28.3% total return vs UPLD's -58.5%. The 3-year compound annual growth rate (CAGR) favors CRM at -1.4% vs DOMO's -34.4% — a key indicator of consistent wealth creation.

MetricUPLD logoUPLDUpland Software, …PCTY logoPCTYPaylocity Holding…DOMO logoDOMODomo, Inc.TASK logoTASKTaskUs, Inc.CRM logoCRMSalesforce, Inc.
YTD ReturnYear-to-date-35.2%-25.1%-52.8%-12.3%-26.4%
1-Year ReturnPast 12 months-58.5%-40.6%-49.2%-28.3%-32.4%
3-Year ReturnCumulative with dividends-71.6%-37.1%-71.8%-18.1%-4.0%
5-Year ReturnCumulative with dividends-97.8%-35.2%-93.5%-67.8%-12.3%
10-Year ReturnCumulative with dividends-86.1%+218.2%-85.6%-67.8%+154.6%
CAGR (3Y)Annualised 3-year return-34.3%-14.3%-34.4%-6.4%-1.4%
CRM leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

Evenly matched — PCTY and CRM each lead in 1 of 2 comparable metrics.

PCTY is the less volatile stock with a 0.43 beta — it tends to amplify market swings less than DOMO's 2.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRM currently trades 62.9% from its 52-week high vs DOMO's 21.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricUPLD logoUPLDUpland Software, …PCTY logoPCTYPaylocity Holding…DOMO logoDOMODomo, Inc.TASK logoTASKTaskUs, Inc.CRM logoCRMSalesforce, Inc.
Beta (5Y)Sensitivity to S&P 5001.88x0.43x2.63x1.12x0.82x
52-Week HighHighest price in past year$3.91$201.97$18.49$18.39$296.05
52-Week LowLowest price in past year$0.50$92.99$2.39$5.89$163.52
% of 52W HighCurrent price vs 52-week peak+24.9%+54.0%+21.2%+34.6%+62.9%
RSI (14)Momentum oscillator 0–10070.545.754.642.048.3
Avg Volume (50D)Average daily shares traded393K733K1.8M736K12.4M
Evenly matched — PCTY and CRM each lead in 1 of 2 comparable metrics.

Analyst Outlook

CRM leads this category, winning 1 of 1 comparable metric.

Analyst consensus: PCTY as "Buy", DOMO as "Buy", TASK as "Buy", CRM as "Buy". Consensus price targets imply 112.5% upside for DOMO (target: $8) vs 54.0% for PCTY (target: $168). CRM is the only dividend payer here at 0.89% yield — a key consideration for income-focused portfolios.

MetricUPLD logoUPLDUpland Software, …PCTY logoPCTYPaylocity Holding…DOMO logoDOMODomo, Inc.TASK logoTASKTaskUs, Inc.CRM logoCRMSalesforce, Inc.
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuy
Price TargetConsensus 12-month target$168.08$8.33$13.50$287.00
# AnalystsCovering analysts41151197
Dividend YieldAnnual dividend ÷ price+0.9%
Dividend StreakConsecutive years of raises02
Dividend / ShareAnnual DPS$1.66
Buyback YieldShare repurchases ÷ mkt cap+0.5%+2.5%+2.3%+4.8%+7.0%
CRM leads this category, winning 1 of 1 comparable metric.
Key Takeaway

CRM leads in 3 of 6 categories — strongest in Income & Cash Flow and Total Returns. 3 categories are tied.

Best OverallSalesforce, Inc. (CRM)Leads 3 of 6 categories
Loading custom metrics...

UPLD vs PCTY vs DOMO vs TASK vs CRM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is UPLD or PCTY or DOMO or TASK or CRM a better buy right now?

For growth investors, TaskUs, Inc.

(TASK) is the stronger pick with 19. 0% revenue growth year-over-year, versus -21. 1% for Upland Software, Inc. (UPLD). TaskUs, Inc. (TASK) offers the better valuation at 5. 8x trailing P/E (4. 6x forward), making it the more compelling value choice. Analysts rate Paylocity Holding Corporation (PCTY) a "Buy" — based on 41 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — UPLD or PCTY or DOMO or TASK or CRM?

On trailing P/E, TaskUs, Inc.

(TASK) is the cheapest at 5. 8x versus Paylocity Holding Corporation at 27. 1x. On forward P/E, TaskUs, Inc. is actually cheaper at 4. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: TaskUs, Inc. wins at 0. 18x versus Salesforce, Inc. 's 1. 29x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — UPLD or PCTY or DOMO or TASK or CRM?

Over the past 5 years, Salesforce, Inc.

(CRM) delivered a total return of -12. 3%, compared to -97. 8% for Upland Software, Inc. (UPLD). Over 10 years, the gap is even starker: PCTY returned +218. 2% versus UPLD's -86. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — UPLD or PCTY or DOMO or TASK or CRM?

By beta (market sensitivity over 5 years), Paylocity Holding Corporation (PCTY) is the lower-risk stock at 0.

43β versus Domo, Inc. 's 2. 63β — meaning DOMO is approximately 515% more volatile than PCTY relative to the S&P 500. On balance sheet safety, Salesforce, Inc. (CRM) carries a lower debt/equity ratio of 11% versus 3% for Upland Software, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — UPLD or PCTY or DOMO or TASK or CRM?

By revenue growth (latest reported year), TaskUs, Inc.

(TASK) is pulling ahead at 19. 0% versus -21. 1% for Upland Software, Inc. (UPLD). On earnings-per-share growth, the picture is similar: TaskUs, Inc. grew EPS 120. 0% year-over-year, compared to 10. 7% for Paylocity Holding Corporation. Over a 3-year CAGR, PCTY leads at 23. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — UPLD or PCTY or DOMO or TASK or CRM?

Salesforce, Inc.

(CRM) is the more profitable company, earning 18. 0% net margin versus -18. 6% for Domo, Inc. — meaning it keeps 18. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRM leads at 21. 5% versus -12. 3% for DOMO. At the gross margin level — before operating expenses — CRM leads at 77. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is UPLD or PCTY or DOMO or TASK or CRM more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, TaskUs, Inc. (TASK) is the more undervalued stock at a PEG of 0. 18x versus Salesforce, Inc. 's 1. 29x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, TaskUs, Inc. (TASK) trades at 4. 6x forward P/E versus 15. 8x for Salesforce, Inc. — 11. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DOMO: 112. 5% to $8. 33.

08

Which pays a better dividend — UPLD or PCTY or DOMO or TASK or CRM?

In this comparison, CRM (0.

9% yield) pays a dividend. UPLD, PCTY, DOMO, TASK do not pay a meaningful dividend and should not be held primarily for income.

09

Is UPLD or PCTY or DOMO or TASK or CRM better for a retirement portfolio?

For long-horizon retirement investors, Salesforce, Inc.

(CRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 82), 0. 9% yield, +154. 6% 10Y return). Domo, Inc. (DOMO) carries a higher beta of 2. 63 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CRM: +154. 6%, DOMO: -85. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between UPLD and PCTY and DOMO and TASK and CRM?

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: UPLD is a small-cap quality compounder stock; PCTY is a small-cap quality compounder stock; DOMO is a small-cap quality compounder stock; TASK is a small-cap high-growth stock; CRM is a mid-cap quality compounder stock. CRM pays a dividend while UPLD, PCTY, DOMO, TASK do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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UPLD

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  • Market Cap > $100B
  • Gross Margin > 45%
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  • Market Cap > $100B
  • Revenue Growth > 5%
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  • Market Cap > $100B
  • Gross Margin > 44%
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TASK

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  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 5%
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CRM

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  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 6%
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Revenue Growth>
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(UPLD: -23.5% · PCTY: 10.5%)

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