Upland Software Stock Alpha and Beta Analysis
| UPLD Stock | USD 3.75 0.43 12.95% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Upland Software. It also helps investors analyze the systematic and unsystematic risks associated with investing in Upland Software over a specified time horizon. Remember, high Upland Software's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Upland Software's market risk premium analysis include:
Beta 0.53 | Alpha 0.86 | Risk 5.82 | Sharpe Ratio 0.18 | Expected Return 1.04 |
Enterprise Value |
|
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Upland |
Upland Software Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Upland Software market risk premium is the additional return an investor will receive from holding Upland Software long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Upland Software. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Upland Software's performance over market.| α | 0.86 | β | 0.53 |
Upland Software expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Upland Software's Buy-and-hold return. Our buy-and-hold chart shows how Upland Software performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Upland Software Market Price Analysis
Market price analysis indicators help investors to evaluate how Upland Software stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Upland Software shares will generate the highest return on investment. By understating and applying Upland Software stock market price indicators, traders can identify Upland Software position entry and exit signals to maximize returns.
Upland Software Return and Market Media
The median price of Upland Software for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 is 2.36 with a coefficient of variation of 14.2. The daily time series for the period is distributed with a sample standard deviation of 0.35, arithmetic mean of 2.46, and mean deviation of 0.24. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Upland Software Earns 70 Badges in G2s Fall 2024 Market Reports | 09/24/2024 |
2 | Upland Software Beats Stock Market Upswing What Investors Need to Know | 10/16/2024 |
3 | Acquisition by May David of 25000 shares of Upland Software subject to Rule 16b-3 | 11/04/2024 |
4 | Upland Software Q3 Earnings Snapshot | 11/07/2024 |
5 | Upland Software Shares Surge on Strong Earnings Report | 11/08/2024 |
6 | Upland Software, Inc. Q3 2024 Earnings Call Transcript | 11/11/2024 |
7 | Upland InterFAX Expands Partnership with Konica Minolta to Empower Cloud Faxing Across Multi-Channel Customer Base | 11/13/2024 |
8 | Disposition of 18000 shares by Timothy Mattox of Upland Software at 2.5034 subject to Rule 16b-3 | 11/14/2024 |
9 | Timothy Mattox sells Upland Software shares worth 50,332 | 11/15/2024 |
10 | Trumps Crypto Tax Proposal A Game-Changer for Upland and other US-based crypto companies | 11/18/2024 |
11 | UPLD EBITDA per Share -1.75 - GuruFocus.com | 11/20/2024 |
About Upland Software Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Upland or other stocks. Alpha measures the amount that position in Upland Software has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Days Sales Outstanding | 66.83 | 60.86 | 55.44 | 93.79 | PTB Ratio | 1.72 | 0.53 | 1.07 | 2.06 |
Upland Software Upcoming Company Events
As portrayed in its financial statements, the presentation of Upland Software's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Upland Software's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Upland Software's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Upland Software. Please utilize our Beneish M Score to check the likelihood of Upland Software's management manipulating its earnings.
| 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 |
Build Portfolio with Upland Software
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Upland Software Backtesting, Upland Software Valuation, Upland Software Correlation, Upland Software Hype Analysis, Upland Software Volatility, Upland Software History and analyze Upland Software Performance. For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Upland Software technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.