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Flags

Financial distress

Upland Software

NMQ:UPLD · US91544A1097
SoftwareSmall

360

43
EV / EBIT45
Price / Owner Earnings48
Owner Earnings Yield70
Dividend Yield1
Price/Sales100
EV / Gross Profit76
Price/Book93
Return on Capital57
Cash Return on Capital64
Return on Equity37
EBIT Margin73
Gross Profitability54
Accruals64
Owner Earnings Margin66
Sales growth1
Profit growth29
Reinvestment22
Price momentum11
Debt load13
Refinancing1
Debt Payback18
Liquidity50
Analyst ratings75
Expectations trend50
Market mood3
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Upland Software clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustrySoftware
SizeSmall
TypePublic Company
ExchangeNASDAQGM
Founded2010
Employees617
Websiteuplandsoftware.com
ISINUS91544A1097
Last UpdateApr 2, 2026
Index & Theme
Digital Asset ManagementProcess AutomationMachine LearningText AnalyticsCloud ManagementSoftware DevelopmentData ProtectionMarketing AutomationCloud InfrastructureCloud StorageArtificial IntelligenceCRMSalesSales AutomationSoftware

Description

Upland Software, Inc. (Upland) engages in AI-powered knowledge and content management software. The company’s solutions help enterprises unlock critical knowledge, automate content workflows, and drive measurable ROI in the following business functi…

Analysis

Middle-of-the-road

Upland Software, Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 1.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is tepid and the balance sheet is stretched. The company scores 8/20 on our value-creation score: creating some value.

What to watch: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
11
2023202420252026

All-time high

41

Jan 2024

All-time low

7

Mar 2026

Average rank

22

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
100
95
93
86
Price/Earnings
89
100
100
100
Price/Book
93
89
91
90
Dividend Yield
1
1
1
1
Value (overall)
99
94
94
91

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →