Upland Software Stock Performance
| UPLD Stock | USD 4.11 0.27 7.03% |
Upland Software holds a performance score of 13 on a scale of zero to a hundred. The entity has a beta of 0.071, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Upland Software's returns are expected to increase less than the market. However, during the bear market, the loss of holding Upland Software is expected to be smaller as well. Use Upland Software downside variance, and the relationship between the treynor ratio and kurtosis , to analyze future returns on Upland Software.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Upland Software are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating essential indicators, Upland Software exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (3.76) | Five Day Return (3.76) | Year To Date Return (14.29) | Ten Year Return (54.93) | All Time Return (60.62) |
1 | Upland Software, Inc. Given Average Rating of Moderate Buy by Brokerages | 11/01/2024 |
2 | Acquisition by May David of 25000 shares of Upland Software subject to Rule 16b-3 | 11/04/2024 |
3 | Konica Minolta Expands Partnership with Upland InterFAX to Empower Cloud Faxing Across Multi-Channel Customer Base | 11/13/2024 |
4 | Disposition of 18000 shares by Timothy Mattox of Upland Software at 2.5034 subject to Rule 16b-3 | 11/14/2024 |
5 | Upland Software Surges 93 percent in a Month Should You Buy the Stock | 12/04/2024 |
6 | Disposition of 125000 shares by Mcdonald John T of Upland Software subject to Rule 16b-3 | 12/09/2024 |
7 | Even after rising 28 percent this past week, Upland Software shareholders are still down 86 percent over the past five years | 12/10/2024 |
8 | Disposition of 7812 shares by Karen Cummings of Upland Software at 4.51 subject to Rule 16b-3 | 12/16/2024 |
9 | Upland Software Earns 75 Badges in G2s Winter 2025 Market Reports | 12/17/2024 |
10 | Why Fast-paced Mover Upland Software Is a Great Choice for Value Investors | 12/20/2024 |
11 | With 60 percent institutional ownership, Upland Software, Inc. is a favorite amongst the big guns | 01/02/2025 |
12 | Why Upland Software Outpaced the Stock Market Today | 01/08/2025 |
13 | UPLD Up 76 percent in the Past 6 Months Will the Momentum Continue in 2025 | 01/13/2025 |
14 | Upland Software Registers a Bigger Fall Than the Market Important Facts to Note | 01/16/2025 |
| Begin Period Cash Flow | 248.7 M |
Upland |
Upland Software Relative Risk vs. Return Landscape
If you would invest 220.00 in Upland Software on October 23, 2024 and sell it today you would earn a total of 186.00 from holding Upland Software or generate 84.55% return on investment over 90 days. Upland Software is currently generating 1.2511% in daily expected returns and assumes 7.1546% risk (volatility on return distribution) over the 90 days horizon. In different words, 63% of stocks are less volatile than Upland, and 76% 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 = 0.1749
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 7.15 actual daily | 63 63% of assets are less volatile |
Expected Return
| 1.25 actual daily | 24 76% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Upland Software is performing at about 13% of its full potential. 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 it 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 | -0.65 | ||||
| Return On Asset | -0.019 | ||||
| Profit Margin | (0.45) % | ||||
| Operating Margin | (0.05) % | ||||
| Current Valuation | 466.85 M | ||||
| Shares Outstanding | 27.44 M | ||||
| Price To Earning | (23.89) X | ||||
| Price To Book | 116.18 X | ||||
| Price To Sales | 0.38 X | ||||
| Revenue | 297.85 M | ||||
| Gross Profit | 194.01 M | ||||
| EBITDA | (96.99 M) | ||||
| Net Income | (179.87 M) | ||||
| Cash And Equivalents | 138.28 M | ||||
| Cash Per Share | 4.37 X | ||||
| Total Debt | 480.62 M | ||||
| Debt To Equity | 1.69 % | ||||
| Current Ratio | 1.21 X | ||||
| Book Value Per Share | 0.03 X | ||||
| Cash Flow From Operations | 49.94 M | ||||
| Earnings Per Share | (4.67) X | ||||
| Market Capitalization | 105.37 M | ||||
| Total Asset | 870.02 M | ||||
| Retained Earnings | (488.87 M) | ||||
| Working Capital | 169.59 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 | 36.44 | |
| Return On Tangible Assets | (0.62) | (0.59) | |
| Return On Capital Employed | (0.20) | (0.19) | |
| Return On Assets | (0.24) | (0.23) | |
| Return On Equity | (0.85) | (0.81) |
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 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 194.01 M. | |
| About 61.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Upland Software Registers a Bigger Fall Than the Market Important Facts to Note |
- 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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