Upland Software Stock Performance
| UPLD Stock | USD 2.20 0.04 1.85% |
The entity has a beta of 2.27, 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. Upland Software has an expected return of -0.79%. Please make sure to validate Upland Software 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
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Over the last 90 days Upland Software has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's essential indicators remain rather sound which may send shares a bit higher in May 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 1.85 | Year To Date Return (47.99) | Ten Year Return (77.44) | All Time Return (77.44) |
1 | INFA Analyzing Software Stocks Buy, Sell, or Hold in February - StockNews.com | 02/12/2024 |
2 | Upland Software GAAP EPS of -0.56 misses by 0.08, revenue of 72.2M beats by 0.35M | 02/22/2024 |
3 | Upland Software Shares Tumble on Weak Outlook, 4Q Earnings Miss | 02/23/2024 |
4 | Upland Software exotic insider transaction detected | 03/01/2024 |
5 | Insiders Who Sold Upland Software Missed Out On 11 percent Stock Increase | 03/21/2024 |
6 | Upland Software Secures Another 40 Badges in G2s Spring 2024 Market Reports | 04/01/2024 |
7 | Are Options Traders Betting on a Big Move in Upland Software Stock - Yahoo Movies UK | 04/10/2024 |
8 | Disposition of 1464 shares by Matthew Smith of Upland Software at 4.21 subject to Rule 16b-3 | 04/19/2024 |
9 | Disposition of 6724 shares by Gill Kinloch Iii of Upland Software at 3.53 subject to Rule 16b-3 | 04/26/2024 |
| Begin Period Cash Flow | 248.7 M |
Upland |
Upland Software Relative Risk vs. Return Landscape
If you would invest 417.00 in Upland Software on January 30, 2024 and sell it today you would lose (197.00) from holding Upland Software or give up 47.24% of portfolio value over 90 days. Upland Software is currently does not generate positive expected returns and assumes 6.1408% risk (volatility on return distribution) over the 90 days horizon. In different words, 54% 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 = -0.1287
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| Negative Returns | UPLD |
Estimated Market Risk
| 6.14 actual daily | 54 54% of assets are less volatile |
Expected Return
| -0.79 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 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 | -0.54 | ||||
| Return On Asset | -0.0202 | ||||
| Profit Margin | (0.60) % | ||||
| Operating Margin | (0.12) % | ||||
| Current Valuation | 425.18 M | ||||
| Shares Outstanding | 28.86 M | ||||
| Price To Earning | (23.89) X | ||||
| Price To Book | 0.58 X | ||||
| Price To Sales | 0.24 X | ||||
| Revenue | 297.85 M | ||||
| Gross Profit | 213.56 M | ||||
| EBITDA | 39.88 M | ||||
| Net Income | (179.87 M) | ||||
| Cash And Equivalents | 138.28 M | ||||
| Cash Per Share | 4.37 X | ||||
| Total Debt | 598.26 M | ||||
| Debt To Equity | 1.69 % | ||||
| Current Ratio | 1.21 X | ||||
| Book Value Per Share | 4.22 X | ||||
| Cash Flow From Operations | 49.94 M | ||||
| Earnings Per Share | (5.77) X | ||||
| Market Capitalization | 63.48 M | ||||
| Total Asset | 902.93 M | ||||
| Retained Earnings | (488.87 M) | ||||
| Working Capital | 169.59 M | ||||
| Current Asset | 35.05 M | ||||
| Current Liabilities | 34 M | ||||
About Upland Software Performance
To evaluate Upland Software Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Upland Software generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Upland Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Upland Software market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Upland's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 34.71 | 21.12 | |
| Return On Tangible Assets | (0.49) | (0.51) | |
| Return On Capital Employed | (0.04) | (0.04) | |
| Return On Assets | (0.20) | (0.19) | |
| Return On Equity | (1.42) | (1.35) |
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 has high historical volatility and very poor performance | |
| 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. | |
| Over 79.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from MacroaxisInsider: Disposition of 1464 shares by Matthew Smith of Upland Software at 4.21 subject to Rule 16b-3 |
- 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.
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 tightly coupled 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
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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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Is Upland Software's industry 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 (5.77) | Revenue Per Share 9.286 | Quarterly Revenue Growth (0.08) | Return On Assets (0.02) | Return On Equity (0.54) |
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.
Please note, there is a significant difference between Upland Software's value and its price as these two are different measures arrived at by different 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.