Upland Software Stock Performance

UPLD Stock  USD 4.00  0.23  5.44%   
Upland Software holds a performance score of 11 on a scale of zero to a hundred. The entity has a beta of 0.19, 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

11 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Upland Software are ranked lower than 11 (%) 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
(6.50)
Five Day Return
(15.13)
Year To Date Return
(11.72)
Ten Year Return
(55.56)
All Time Return
(59.44)
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JavaScript chart by amCharts 3.21.15Upland Software Upland Software Dividend Benchmark Dow Jones Industrial
1
Upland Software Beats Stock Market Upswing What Investors Need to Know
10/16/2024
2
Acquisition by May David of 25000 shares of Upland Software subject to Rule 16b-3
11/04/2024
3
Upland Software Inc Q3 2024 Earnings Call Highlights Navigating Revenue Declines with ...
11/08/2024
4
Disposition of 18000 shares by Timothy Mattox of Upland Software at 2.5034 subject to Rule 16b-3
11/14/2024
5
5 Reasons Why Web3 Gaming could catapult Crypto Adoption in 2025
12/05/2024
6
Disposition of 125000 shares by Mcdonald John T of Upland Software subject to Rule 16b-3
12/09/2024
7
Disposition of 187500 shares by Mcdonald John T of Upland Software subject to Rule 16b-3
12/10/2024
8
Content Marketing Market to Grow by USD 654.78 Million , Driven by Social Media User Growth and AI-Redefining the Market Landscape - Technavio
12/11/2024
9
Upland Software, Inc. is Attracting Investor Attention Here is What You Should Know
12/16/2024
10
Upland Software Earns 75 Badges in G2s Winter 2025 Market Reports
12/17/2024
11
Why Fast-paced Mover Upland Software Is a Great Choice for Value Investors
12/20/2024
12
Here is What to Know Beyond Why Upland Software, Inc. is a Trending Stock
12/27/2024
13
Investors Heavily Search Upland Software, Inc. Here is What You Need to Know
01/07/2025
Begin Period Cash Flow248.7 M
  

Upland Software Relative Risk vs. Return Landscape

If you would invest  246.00  in Upland Software on October 16, 2024 and sell it today you would earn a total of  154.00  from holding Upland Software or generate 62.6% return on investment over 90 days. Upland Software is currently generating 1.0399% in daily expected returns and assumes 7.135% risk (volatility on return distribution) over the 90 days horizon. In different words, 63% of stocks are less volatile than Upland, and 80% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
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       Risk  
Given the investment horizon of 90 days Upland Software is expected to generate 8.61 times more return on investment than the market. However, the company is 8.61 times more volatile than its market benchmark. It trades about 0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.03 per unit of 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 = 0.1457

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Estimated Market Risk

 7.14
  actual daily
63
63% of assets are less volatile

Expected Return

 1.04
  actual daily
20
80% of assets have higher returns

Risk-Adjusted Return

 0.15
  actual daily
11
89% of assets perform better
Based on monthly moving average Upland Software is performing at about 11% 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
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Return On Asset-0.019
Profit Margin(0.45) %
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Operating Margin(0.05) %
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Current Valuation477.56 M
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Shares Outstanding27.44 M
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Price To Earning(23.89) X
Price To Book127.98 X
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Price To Sales0.42 X
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Revenue297.85 M
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Gross Profit213.56 M
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EBITDA(96.99 M)
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Net Income(179.87 M)
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Cash And Equivalents138.28 M
Cash Per Share4.37 X
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Total Debt480.62 M
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Debt To Equity1.69 %
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Current Ratio1.21 X
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Book Value Per Share0.03 X
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Cash Flow From Operations49.94 M
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Earnings Per Share(4.67) X
Market Capitalization116.08 M
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Total Asset870.02 M
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Retained Earnings(488.87 M)
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Working Capital169.59 M
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Current Asset35.05 M
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Current Liabilities34 M
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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 ReportedProjected 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
Upland Software has high likelihood to experience some financial distress in the next 2 years
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.
About 61.0% of the company outstanding shares are owned by institutional investors
Latest headline from finance.yahoo.com: Investors Heavily Search Upland Software, Inc. Here is What You Need to Know
Evaluating Upland Software's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Upland Software's stock performance include:
  • 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.
It's essential to remember that evaluating Upland Software's stock performance is not an exact science, and many factors can impact Upland Software's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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