Upland Software Stock Performance
| UPLD Stock | USD 1.93 0.02 1.03% |
The entity has a beta of -0.29, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Upland Software are expected to decrease at a much lower rate. During the bear market, Upland Software is likely to outperform the market. 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
| 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 28, 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
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| 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 | ||||
| EBITDA | (46.17 M) | ||||
| Cash And Equivalents | 138.28 M | ||||
| Cash Per Share | 4.37 X | ||||
| Total Debt | 291.96 M | ||||
| Debt To Equity | 1.69 % | ||||
| Book Value Per Share | (1.33) X | ||||
| Cash Flow From Operations | 24.24 M | ||||
| Earnings Per Share | (1.86) X | ||||
| Total Asset | 529.52 M | ||||
| Retained Earnings | (601.6 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.
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas. Upland Software operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 865 people.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 |
- 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.
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