Is Upland Software Stock a Good Investment?
Upland Software Investment Advice | UPLD |
- Examine Upland Software's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Upland Software's leadership team and their track record. Good management can help Upland Software navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Application Software space and any emerging trends that could impact Upland Software's business and its evolving consumer preferences.
- Compare Upland Software's performance and market position to its competitors. Analyze how Upland Software is positioned in terms of product offerings, innovation, and market share.
- Check if Upland Software pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Upland Software's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Upland Software stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Upland Software is a good investment.
Sell | Buy |
Hold
Market Performance | Good | Details | |
Volatility | Risky | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Upland Software Stock
Researching Upland Software's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 59.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.25. Upland Software recorded a loss per share of 4.67. The entity had not issued any dividends in recent years.
To determine if Upland Software is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Upland Software's research are outlined below:
| Upland Software is way too risky over 90 days horizon | |
| Upland Software appears to be risky and price may revert if volatility continues | |
| The company reported the previous year's revenue of 297.85 M. Net Loss for the year was (179.87 M) with profit before overhead, payroll, taxes, and interest of 213.56 M. | |
| Upland Software has a strong financial position based on the latest SEC filings | |
| About 59.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: UPLD EBITDA per Share -1.75 - GuruFocus.com |
Upland Software Quarterly Accounts Payable |
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Upland Software uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Upland Software. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Upland Software's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Upland Software's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Upland Software's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2017-03-23 | 2016-12-31 | -0.09 | -0.12 | -0.03 | 33 | ||
2016-08-11 | 2016-06-30 | -0.19 | -0.22 | -0.03 | 15 | ||
2015-11-16 | 2015-09-30 | -0.19 | -0.16 | 0.03 | 15 | ||
2015-08-12 | 2015-06-30 | -0.19 | -0.22 | -0.03 | 15 | ||
2024-02-22 | 2023-12-31 | 0.18 | 0.14 | -0.04 | 22 | ||
2024-05-02 | 2024-03-31 | 0.14 | 0.19 | 0.05 | 35 | ||
2023-05-04 | 2023-03-31 | 0.23 | 0.28 | 0.05 | 21 | ||
2024-08-01 | 2024-06-30 | 0.13 | 0.19 | 0.06 | 46 |
Know Upland Software's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Upland Software is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upland Software backward and forwards among themselves. Upland Software's institutional investor refers to the entity that pools money to purchase Upland Software's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Public Employees Retirement System Of Ohio | 2024-09-30 | 408.9 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 300 K | Man Group Plc | 2024-09-30 | 298.6 K | Renaissance Technologies Corp | 2024-09-30 | 292.1 K | Geode Capital Management, Llc | 2024-09-30 | 273.9 K | Jacobs Levy Equity Management, Inc. | 2024-09-30 | 255.6 K | Royce & Associates, Lp | 2024-09-30 | 244.1 K | River & Mercantile Asset Management Llp | 2024-09-30 | 204.1 K | Two Sigma Advisers, Llc | 2024-06-30 | 180.5 K | Vanguard Group Inc | 2024-09-30 | 1.9 M | Newsouth Capital Management Inc | 2024-09-30 | 1.4 M |
Upland Software's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 102.9 M.Market Cap |
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Upland Software's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.54) | (0.57) | |
| Return On Capital Employed | (0.22) | (0.21) | |
| Return On Assets | (0.21) | (0.20) | |
| Return On Equity | (1.42) | (1.35) |
Determining Upland Software's profitability involves analyzing its financial statements and using various financial metrics to determine if Upland Software is a good buy. For example, gross profit margin measures Upland Software's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Upland Software's profitability and make more informed investment decisions.
Upland Software's Earnings Breakdown by Geography
Please note, the presentation of Upland Software's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Upland Software's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Upland Software's management manipulating its earnings.
Evaluate Upland Software's management efficiency
Upland Software has return on total asset (ROA) of (0.019) % which means that it has lost $0.019 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.6453) %, meaning that it created substantial loss on money invested by shareholders. Upland Software's management efficiency ratios could be used to measure how well Upland Software manages its routine affairs as well as how well it operates its assets and liabilities. As of November 26, 2024, Return On Tangible Assets is expected to decline to -0.57. The current year's Return On Capital Employed is expected to grow to -0.21. At present, Upland Software's Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Net Tangible Assets is expected to grow to about 208.1 M, whereas Non Current Assets Total are forecasted to decline to about 419.9 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 7.61 | 6.27 | |
| Tangible Book Value Per Share | (9.11) | (9.57) | |
| Enterprise Value Over EBITDA | (3.92) | (4.11) | |
| Price Book Value Ratio | 1.07 | 2.06 | |
| Enterprise Value Multiple | (3.92) | (4.11) | |
| Price Fair Value | 1.07 | 2.06 | |
| Enterprise Value | 379.7 M | 415.1 M |
The decision-making processes within Upland Software are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 1.142 |
Basic technical analysis of Upland Stock
As of the 26th of November, Upland Software has the Semi Deviation of 2.94, risk adjusted performance of 0.1324, and Coefficient Of Variation of 617.59. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Upland Software, as well as the relationship between them. Please validate Upland Software treynor ratio, as well as the relationship between the downside variance and kurtosis to decide if Upland Software is priced more or less accurately, providing market reflects its prevalent price of 3.75 per share. Given that Upland Software has jensen alpha of 0.8554, we advise you to double-check Upland Software's current market performance to make sure the company can sustain itself at a future point.Upland Software's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upland Software insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upland Software's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upland Software insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Upland Software's Outstanding Corporate Bonds
Upland Software issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Upland Software uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Upland bonds can be classified according to their maturity, which is the date when Upland Software has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| UPMFH 745 26 NOV 27 Corp BondUS915436AC33 | View |
Understand Upland Software's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Upland Software's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1324 | |||
| Market Risk Adjusted Performance | 1.75 | |||
| Mean Deviation | 3.92 | |||
| Semi Deviation | 2.94 | |||
| Downside Deviation | 3.55 | |||
| Coefficient Of Variation | 617.59 | |||
| Standard Deviation | 5.73 | |||
| Variance | 32.84 | |||
| Information Ratio | 0.1395 | |||
| Jensen Alpha | 0.8554 | |||
| Total Risk Alpha | 0.0284 | |||
| Sortino Ratio | 0.2252 | |||
| Treynor Ratio | 1.74 | |||
| Maximum Drawdown | 35.62 | |||
| Value At Risk | (5.22) | |||
| Potential Upside | 12.95 | |||
| Downside Variance | 12.6 | |||
| Semi Variance | 8.67 | |||
| Expected Short fall | (5.46) | |||
| Skewness | 1.88 | |||
| Kurtosis | 5.79 |
| Risk Adjusted Performance | 0.1324 | |||
| Market Risk Adjusted Performance | 1.75 | |||
| Mean Deviation | 3.92 | |||
| Semi Deviation | 2.94 | |||
| Downside Deviation | 3.55 | |||
| Coefficient Of Variation | 617.59 | |||
| Standard Deviation | 5.73 | |||
| Variance | 32.84 | |||
| Information Ratio | 0.1395 | |||
| Jensen Alpha | 0.8554 | |||
| Total Risk Alpha | 0.0284 | |||
| Sortino Ratio | 0.2252 | |||
| Treynor Ratio | 1.74 | |||
| Maximum Drawdown | 35.62 | |||
| Value At Risk | (5.22) | |||
| Potential Upside | 12.95 | |||
| Downside Variance | 12.6 | |||
| Semi Variance | 8.67 | |||
| Expected Short fall | (5.46) | |||
| Skewness | 1.88 | |||
| Kurtosis | 5.79 |
Consider Upland Software's intraday indicators
Upland Software intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Upland Software stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Upland Software Corporate Filings
F4 | 15th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 8th of August 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F3 | 17th of June 2024 An amendment to the original Schedule 13D filing | ViewVerify |
Upland Stock media impact
Far too much social signal, news, headlines, and media speculation about Upland Software that are available to investors today. That information is available publicly through Upland media outlets and privately through word of mouth or via Upland internal channels. However, regardless of the origin, that massive amount of Upland data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Upland Software news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Upland Software relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Upland Software's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Upland Software alpha.
Upland Software Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Upland Software can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Upland Software Corporate Management
| Timothy Mattox | Strategic Advisor | Profile | |
| Matthew Smith | General Secretary | Profile | |
| Austin Woody | Senior Development | Profile | |
| Amber Bennett | Senior Finance | Profile | |
| Jen Verzal | Vice Resources | Profile | |
| John JD | President, Founder | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upland Software. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upland Software. If investors know Upland will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upland Software listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (4.67) | Revenue Per Share 9.742 | Quarterly Revenue Growth (0.10) | Return On Assets (0.02) | Return On Equity (0.65) |
The market value of Upland Software is measured differently than its book value, which is the value of Upland that is recorded on the company's balance sheet. Investors also form their own opinion of Upland Software's value that differs from its market value or its book value, called intrinsic value, which is Upland Software's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upland Software's market value can be influenced by many factors that don't directly affect Upland Software's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Upland Software's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Upland Software is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upland Software's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.