Stock Scorecard



Stock Summary for Upland Software Inc (UPLD) - $1.78 as of 12/3/2025 8:57:47 PM EST

Total Score

8 out of 30

Safety Score

16 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for UPLD

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for UPLD

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for UPLD

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for UPLD

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for UPLD (16 out of 100)

Stock Price Rating (Max of 10) 2
Historical Stock Price Rating (Max of 10) 6
Stock Price Trend (Max of 10) 1
Book Value (Max of 10) 1
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 0
Dividend Yield Percentage (Max of 10) 0
Operating Margin (Max of 10) 3
Trading Volume (Max of 10) 3
Price to Earnings (Max of 10) 0
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for UPLD

Upland Software Announces the Successful Completion of Debt Refinancing 10/20/2025 1:32:00 PM
Why Upland Software Inc. stock is rated strong buy - Quarterly Performance Summary & AI Forecasted Entry and Exit Points 10/20/2025 1:32:00 PM
Revenues Working Against Upland Software, Inc.'s (NASDAQ:UPLD) Share Price Following 26% Dive 10/20/2025 1:32:00 PM
Upland Altify Delivers AI-Powered Sales Productivity Solutions for Smarter Account Planning and Deal Management 12/31/2024 11:59:00 PM
Top 25 Cloud Computing Companies of 2024 2/27/2024 12:00:00 AM
Upland FileBound Named a Gold Medalist in the 2023 SoftwareReviews ECM Data Quadrant Report 12/11/2023 12:00:00 AM
Houston-based Integrate Agency acquires Austin-based marketing firm 1/25/2021 12:00:00 AM
Austin's Upland Software keeps growing, makes another acquisition 1/20/2021 3:28:00 PM
Upland buys Localytics for $67.7M to expand mobile app analytics 2/11/2020 12:00:00 AM
Localytics founders announce Demand Sage, a startup bringing marketing intelligence to small and mid-sized businesses 2/10/2020 10:02:00 AM

Financial Details for UPLD

Company Overview

Ticker UPLD
Company Name Upland Software Inc
Country USA
Description Upland Software, Inc. is a prominent provider of cloud-based enterprise work management solutions, focused on enhancing productivity and collaboration across various sectors. Based in Austin, Texas, the company caters to a diverse global clientele, including key markets in the United States, the United Kingdom, and Canada. Upland's extensive suite of applications not only streamlines workflows but also bolsters project management capabilities, equipping organizations to thrive in an ever-changing digital environment. With a strong emphasis on innovation and customer-centric solutions, Upland is strategically positioned to meet the surging demand for efficient enterprise management tools in today's market.
Sector Name TECHNOLOGY
Industry Name SOFTWARE - APPLICATION
Most Recent Quarter 9/30/2025
Next Earnings Date 2/19/2026

Stock Price History

Last Day Price 1.78
Price 4 Years Ago 17.94
Last Day Price Updated 12/3/2025 8:57:47 PM EST
Last Day Volume 99,124
Average Daily Volume 148,659
52-Week High 5.64
52-Week Low 1.62
Last Price to 52 Week Low 9.88%

Valuation Measures

Trailing PE N/A
Industry PE 70.62
Sector PE 58.09
5-Year Average PE 2.73
Free Cash Flow Ratio 2.20
Industry Free Cash Flow Ratio 39.51
Sector Free Cash Flow Ratio 35.81
Current Ratio Most Recent Quarter 0.71
Total Cash Per Share 0.81
Book Value Per Share Most Recent Quarter -1.64
Price to Book Ratio 10.30
Industry Price to Book Ratio 9.01
Sector Price to Book Ratio 8.43
Price to Sales Ratio Twelve Trailing Months 0.22
Industry Price to Sales Ratio Twelve Trailing Months 6.79
Sector Price to Sales Ratio Twelve Trailing Months 5.10
Analyst Buy Ratings N/A
Analyst Strong Buy Ratings N/A

Share Statistics

Total Shares Outstanding 28,891,300
Market Capitalization 51,426,514
Institutional Ownership 50.15%

Dividends

Ex-Dividend Date N/A
Previous Dividend Amount 0.0000
Current Dividend Amount 0.0000
Total Years Dividend Increasing N/A
Trailing Annual Dividend Rate 0.00
Trailing Annual Dividend Yield 0.00%
Forward Annual Dividend Rate 0.00
Forward Annual Dividend Yield 0.00%
5-Year Dividend Payments Count 0
3-Year Average Dividend Yield 0.00%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio N/A

Income Statement

Quarterly Earnings Growth YOY 0.00%
Annual Earnings Growth 37.33%
Reported EPS 12 Trailing Months -1.75
Reported EPS Past Year -0.37
Reported EPS Prior Year 1.21
Net Income Twelve Trailing Months -43,429,000
Net Income Past Year -112,732,000
Net Income Prior Year -179,874,000
Quarterly Revenue Growth YOY -24.20%
5-Year Revenue Growth 4.30%
Operating Margin Twelve Trailing Months 12.10%

Balance Sheet

Total Cash Most Recent Quarter 23,381,000
Total Cash Past Year 56,426,000
Total Cash Prior Year 236,559,000
Net Cash Position Most Recent Quarter -205,667,000
Net Cash Position Past Year -230,544,000
Long Term Debt Past Year 286,970,000
Long Term Debt Prior Year 473,502,000
Total Debt Most Recent Quarter 229,048,000
Equity to Debt Ratio Past Year 0.27
Equity to Debt Ratio Most Recent Quarter -0.26
Total Stockholder Equity Past Year 104,925,000
Total Stockholder Equity Prior Year 243,932,000
Total Stockholder Equity Most Recent Quarter -47,250,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 26,238,000
Free Cash Flow Per Share Twelve Trailing Months 0.91
Free Cash Flow Past Year 23,357,000
Free Cash Flow Prior Year 48,723,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -0.11
MACD Signal -0.13
20-Day Bollinger Lower Band 1.50
20-Day Bollinger Middle Band 2.20
20-Day Bollinger Upper Band 2.91
Beta 1.18
RSI 43.69
50-Day SMA 2.73
150-Day SMA 3.36
200-Day SMA 5.58

System

Modified 12/2/2025 11:04:25 AM EST