Software - Application
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5 / 10Stock Comparison
UPLD vs PCTY vs DOMO vs TASK vs CRM
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Software - Application
Information Technology Services
Software - Application
UPLD vs PCTY vs DOMO vs TASK vs CRM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Application | Software - Application | Software - Application | Information Technology Services | Software - 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 Margin | 75.9% | 69.3% | 75.0% | 35.5% | 77.7% |
| Operating Margin | 5.2% | 21.3% | -12.3% | 11.6% | 21.5% |
| Forward P/E | — | 14.0x | — | 4.6x | 15.8x |
| Total Debt | $235M | $218M | $140M | $298M | $6.74B |
| Cash & Equiv. | $29M | $398M | $43M | $212M | $7.33B |
UPLD vs PCTY vs DOMO vs TASK vs CRM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| Upland Software, In… (UPLD) | 100 | 2.4 | -97.6% |
| Paylocity Holding C… (PCTY) | 100 | 57.2 | -42.8% |
| Domo, Inc. (DOMO) | 100 | 4.8 | -95.2% |
| TaskUs, Inc. (TASK) | 100 | 18.6 | -81.4% |
| Salesforce, Inc. (CRM) | 100 | 76.3 | -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.
UPLD lags the leaders in this set but could rank higher in a more targeted comparison.
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
Among these 5 stocks, DOMO doesn't own a clear edge in any measured category.
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
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.0% revenue growth vs UPLD's -21.1% | |
| Value | Lower P/E (4.6x vs 15.8x), PEG 0.18 vs 1.29 | |
| Quality / Margins | 18.0% margin vs DOMO's -18.6% | |
| Stability / Safety | Beta 0.43 vs DOMO's 2.63 | |
| Dividends | 0.9% yield; 2-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | -28.3% vs UPLD's -58.5% | |
| Efficiency (ROA) | 10.3% 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
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.
Who Leads Where
CRM leads in 3 of 6 categories
UPLD leads 0 • PCTY leads 0 • DOMO leads 0 • TASK leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
CRM leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
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.
| Metric | |||||
|---|---|---|---|---|---|
| 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% |
Valuation Metrics
Evenly matched — UPLD and TASK each lead in 3 of 7 comparable metrics.
Valuation 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.
| Metric | |||||
|---|---|---|---|---|---|
| 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 | -0.62x | 27.14x | -2.70x | 5.79x | 23.88x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 14.05x | — | 4.58x | 15.82x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.96x | — | 0.23x | 1.95x |
| EV / EBITDAEnterprise value multiple | 4.81x | 14.25x | — | 3.26x | 20.03x |
| Price / SalesMarket cap ÷ Revenue | 0.13x | 3.72x | 0.44x | 0.48x | 4.32x |
| Price / BookPrice ÷ Book value/share | 0.34x | 5.00x | — | 0.99x | 3.01x |
| Price / FCFMarket cap ÷ FCF | 1.17x | 17.31x | — | 7.78x | 12.44x |
Profitability & Efficiency
Evenly matched — PCTY and CRM each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | |||||
|---|---|---|---|---|---|
| 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 0–9 | 4 | 8 | 6 | 7 | 8 |
| Debt / EquityFinancial leverage | 2.91x | 0.18x | — | 0.50x | 0.11x |
| 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 expense | 0.41x | 23.29x | -8.30x | 7.12x | 44.14x |
Total Returns (Dividends Reinvested)
CRM leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | |||||
|---|---|---|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — PCTY and CRM each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.88x | 0.43x | 2.63x | 1.12x | 0.82x |
| 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 0–100 | 70.5 | 45.7 | 54.6 | 42.0 | 48.3 |
| Avg Volume (50D)Average daily shares traded | 393K | 733K | 1.8M | 736K | 12.4M |
Analyst Outlook
CRM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
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.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $168.08 | $8.33 | $13.50 | $287.00 |
| # AnalystsCovering analysts | — | 41 | 15 | 11 | 97 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | +0.9% |
| Dividend StreakConsecutive years of raises | — | — | — | 0 | 2 |
| Dividend / ShareAnnual DPS | — | — | — | — | $1.66 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | +2.5% | +2.3% | +4.8% | +7.0% |
CRM leads in 3 of 6 categories — strongest in Income & Cash Flow and Total Returns. 3 categories are tied.
UPLD vs PCTY vs DOMO vs TASK vs CRM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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.
09Is 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.
10What 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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