Upland Software, Inc. (UPLD) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Upland Software, Inc.

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Why is Upland Software, Inc. ?

With a Negative Book Value, the company has a Weak Long Term Fundamental Strength

Low ability to service debt as the company has a high Debt to EBITDA ratio of 8.40 times
The company has reported losses and also has negative networth. This is not a good sign for the investors. Either company will have to raise fresh capital or report profits to sustain going forward

The company has declared negative results in Mar'2025 after 2 consecutive positive quarters

NET PROFIT(9M) At USD -35.23 MM has Grown at -59.59%
INTEREST(HY) At USD 5.41 MM has Grown at 51.39%
CASH AND EQV(HY) Lowest at USD 65.02 MM

Risky -

The stock is trading risky as compared to its average historical valuations
Over the past year, while the stock has generated a return of -80.18%, its profits have fallen by -2.7%

Below par performance in long term as well as near term

Along with generating -80.18% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Computers - Software & Consulting)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Upland Software, Inc. for you?

High Risk, Low Return

Absolute

Risk Adjusted

Volatility

Upland Software, Inc.

-78.8%

-0.85

85.99%

S&P 500

13.68%

0.71

19.28%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-3.37%

EBIT Growth (5y)

40.96%

EBIT to Interest (avg)

-1.06

Debt to EBITDA (avg)

8.40

Net Debt to Equity (avg)

-9.19

Sales to Capital Employed (avg)

0.58

Tax Ratio

4.54%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

60.27%

ROCE (avg)

ROE (avg)

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

NA (Loss Making)

Industry P/E

Price to Book Value

-0.33

EV to EBIT

49.39

EV to EBITDA

7.69

EV to Capital Employed

1.22

EV to Sales

1.51

PEG Ratio

Dividend Yield

ROCE (Latest)

2.46%

ROE (Latest)

Negative BV

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bullish

RSI

Bullish

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

12What is working for the Company

RAW MATERIAL COST(Y)

Fallen by -21.21% (YoY

OPERATING PROFIT(Q)

Highest at USD 13.68 MM

OPERATING PROFIT MARGIN(Q)

Highest at 27.07 %

PRE-TAX PROFIT(Q)

Highest at USD 0.92 MM

NET PROFIT(Q)

Highest at USD 1.18 MM

EPS(Q)

Highest at USD -0.09

-16What is not working for the Company

NET PROFIT(9M)

At USD -35.23 MM has Grown at -59.59%

INTEREST(HY)

At USD 5.41 MM has Grown at 51.39%

CASH AND EQV(HY)

Lowest at USD 65.02 MM

NET SALES(Q)

Lowest at USD 50.53 MM

Here's what is working for Upland Software, Inc.

Pre-Tax Profit

At USD 0.92 MM has Grown at 108.96%

over average net sales of the previous four periods of USD -10.27 MM

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 1.18 MM has Grown at 111.35%

over average net sales of the previous four periods of USD -10.39 MM

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Operating Profit

Highest at USD 13.68 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is positive

Operating Profit (USD MM)

Operating Profit Margin

Highest at 27.07 %

in the last five periods

MOJO Watch

Company's profit margin has improved

Operating Profit to Sales

Pre-Tax Profit

Highest at USD 0.92 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

Highest at USD 1.18 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD -0.09

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Raw Material Cost

Fallen by -21.21% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Upland Software, Inc.

Net Sales

At USD 50.53 MM has Fallen at -19.72%

over average net sales of the previous four periods of USD 62.94 MM

MOJO Watch

Near term sales trend is extremely negative

Net Sales (USD MM)

Interest

At USD 5.41 MM has Grown at 51.39%

over previous Semi-Annual period

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Net Sales

Lowest at USD 50.53 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (USD MM)

Cash and Eqv

Lowest at USD 65.02 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents