Upland Software Stock Performance
| UPLD Stock | USD 1.93 0.02 1.03% |
The entity has a beta of 2.54, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upland Software will likely underperform. At this point, Upland Software has a negative expected return of -0.24%. Please make sure to validate Upland Software's potential upside, as well as the relationship between the daily balance of power and market facilitation index , to decide if Upland Software performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Upland Software has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's essential indicators remain rather sound which may send shares a bit higher in August 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
1 | 3 Stocks Under 10 That Concern Us | 05/07/2025 |
2 | Upland Software First Quarter 2025 Earnings Revenues Beat Expectations, EPS Lags | 05/14/2025 |
3 | Disposition of 8528 shares by Dan Doman of Upland Software at 3.53 subject to Rule 16b-3 | 05/27/2025 |
4 | Acquisition by Michael Hill of 70000 shares of Upland Software subject to Rule 16b-3 | 05/30/2025 |
5 | Centurion Service Group to auction all assets following the closure of Crozer-Chester Medical Center in Upland, PA Taylor Hospital in Ridley Park, PA and Spring... | 06/04/2025 |
6 | Acquisition by Dan Doman of 350000 shares of Upland Software subject to Rule 16b-3 | 06/13/2025 |
7 | Here is What You Need to Know Before Investing in Upland Software, Inc. | 06/16/2025 |
8 | Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports | 06/25/2025 |
9 | Disposition of 40993 shares by Karen Cummings of Upland Software at 1.95 subject to Rule 16b-3 | 06/30/2025 |
10 | Upland Software Announces Leadership Transition Plans - The Globe and Mail | 07/15/2025 |
11 | Acquisition by Matthew Smith of 50000 shares of Upland Software subject to Rule 16b-3 | 07/17/2025 |
12 | Upland BA Insight is Now Available in the New AWS Marketplace AI Agents and Tools Category ... | 07/24/2025 |
| Begin Period Cash Flow | 236.6 M | |
| Total Cashflows From Investing Activities | -882 K |
Upland Software Relative Risk vs. Return Landscape
If you would invest 238.00 in Upland Software on April 27, 2025 and sell it today you would lose (45.00) from holding Upland Software or give up 18.91% of portfolio value over 90 days. Upland Software is currently does not generate positive expected returns and assumes 4.3487% risk (volatility on return distribution) over the 90 days horizon. In different words, 38% of stocks are less volatile than Upland, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Upland Software Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upland Software's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Upland Software, and traders can use it to determine the average amount a Upland Software's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0555
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UPLD |
Estimated Market Risk
| 4.35 actual daily | 38 62% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Upland Software is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upland Software by adding Upland Software to a well-diversified portfolio.
Upland Software Fundamentals Growth
Upland Stock prices reflect investors' perceptions of the future prospects and financial health of Upland Software, and Upland Software fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upland Stock performance.
| Return On Equity | -0.38 | ||||
| Return On Asset | -0.0102 | ||||
| Profit Margin | (0.16) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 405.36 M | ||||
| Shares Outstanding | 28.48 M | ||||
| Price To Earning | (23.89) X | ||||
| Price To Book | 10.30 X | ||||
| Price To Sales | 0.21 X | ||||
| Revenue | 274.79 M | ||||
| Gross Profit | 189.62 M | ||||
| EBITDA | (46.17 M) | ||||
| Net Income | (112.73 M) | ||||
| Cash And Equivalents | 138.28 M | ||||
| Cash Per Share | 4.37 X | ||||
| Total Debt | 291.96 M | ||||
| Debt To Equity | 1.69 % | ||||
| Current Ratio | 1.21 X | ||||
| Book Value Per Share | (1.33) X | ||||
| Cash Flow From Operations | 24.24 M | ||||
| Earnings Per Share | (1.86) X | ||||
| Market Capitalization | 54.97 M | ||||
| Total Asset | 529.52 M | ||||
| Retained Earnings | (601.6 M) | ||||
| Working Capital | (2.03 M) | ||||
| Current Asset | 35.05 M | ||||
| Current Liabilities | 34 M | ||||
About Upland Software Performance
By analyzing Upland Software's fundamental ratios, stakeholders can gain valuable insights into Upland Software's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Upland Software has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upland Software has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 34.71 | 21.12 | |
| Return On Tangible Assets | (0.78) | (0.74) | |
| Return On Capital Employed | (0.25) | (0.24) | |
| Return On Assets | (0.21) | (0.20) | |
| Return On Equity | (1.07) | (1.02) |
Things to note about Upland Software performance evaluation
Checking the ongoing alerts about Upland Software for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Upland Software help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Upland Software generated a negative expected return over the last 90 days | |
| Upland Software may become a speculative penny stock | |
| Upland Software has high historical volatility and very poor performance | |
| Upland Software has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 274.79 M. Net Loss for the year was (112.73 M) with profit before overhead, payroll, taxes, and interest of 189.62 M. | |
| About 27.0% of the company outstanding shares are owned by insiders | |
| Latest headline from gurufocus.com: Upland BA Insight is Now Available in the New AWS Marketplace AI Agents and Tools Category ... |
- Analyzing Upland Software's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upland Software's stock is overvalued or undervalued compared to its peers.
- Examining Upland Software's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upland Software's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upland Software's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Upland Software's stock. These opinions can provide insight into Upland Software's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Upland Stock analysis
When running Upland Software's price analysis, check to measure Upland Software's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upland Software is operating at the current time. Most of Upland Software's value examination focuses on studying past and present price action to predict the probability of Upland Software's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upland Software's price. Additionally, you may evaluate how the addition of Upland Software to your portfolios can decrease your overall portfolio volatility.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |