Upland Software Net Worth

Upland Software Net Worth Breakdown

  UPLD
The net worth of Upland Software is the difference between its total assets and liabilities. Upland Software's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Upland Software's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Upland Software's net worth can be used as a measure of its financial health and stability which can help investors to decide if Upland Software is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Upland Software stock.

Upland Software Net Worth Analysis

Upland Software's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Upland Software's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Upland Software's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Upland Software's net worth analysis. One common approach is to calculate Upland Software's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Upland Software's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Upland Software's net worth. This approach calculates the present value of Upland Software's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Upland Software's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Upland Software's net worth. This involves comparing Upland Software's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Upland Software's net worth relative to its peers.

Enterprise Value

415.11 Million

To determine if Upland Software is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Upland Software's net worth research are outlined below:
Upland Software is way too risky over 90 days horizon
Upland Software appears to be risky and price may revert if volatility continues
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
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Upland Software Quarterly Good Will

269.01 Million

Upland Software uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Upland Software. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Upland Software's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
22nd of February 2024
Upcoming Quarterly Report
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2nd of May 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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22nd of February 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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31st of December 2022
Last Financial Announcement
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Know Upland Software's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Upland Software is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upland Software backward and forwards among themselves. Upland Software's institutional investor refers to the entity that pools money to purchase Upland Software's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Man Group Plc2024-09-30
298.6 K
Renaissance Technologies Corp2024-09-30
292.1 K
Geode Capital Management, Llc2024-09-30
273.9 K
Jacobs Levy Equity Management, Inc.2024-09-30
255.6 K
Royce & Associates, Lp2024-09-30
244.1 K
River & Mercantile Asset Management Llp2024-09-30
204.1 K
Two Sigma Advisers, Llc2024-09-30
196.5 K
Bridgeway Capital Management, Llc2024-09-30
164.4 K
Two Sigma Investments Llc2024-09-30
152.3 K
Vanguard Group Inc2024-09-30
1.9 M
Newsouth Capital Management Inc2024-09-30
1.4 M
Note, although Upland Software's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow Upland Software's market capitalization trends

The company currently falls under 'Small-Cap' category with a current market capitalization of 134.19 M.

Market Cap

128.89 Million

Project Upland Software's profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets(0.54)(0.57)
Return On Capital Employed(0.22)(0.21)
Return On Assets(0.21)(0.20)
Return On Equity(1.42)(1.35)
The company has Profit Margin (PM) of (0.45) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of (0.05) %, which suggests for every $100 dollars of sales, it generated a net operating loss of $0.05.
When accessing Upland Software's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Upland Software's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Upland Software's profitability and make more informed investment decisions.
Please note, the presentation of Upland Software's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Upland Software's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Upland Software's management manipulating its earnings.

Evaluate Upland Software's management efficiency

Upland Software has return on total asset (ROA) of (0.019) % which means that it has lost $0.019 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.6453) %, meaning that it created substantial loss on money invested by shareholders. Upland Software's management efficiency ratios could be used to measure how well Upland Software manages its routine affairs as well as how well it operates its assets and liabilities. As of December 11, 2024, Return On Tangible Assets is expected to decline to -0.57. The current year's Return On Capital Employed is expected to grow to -0.21. At present, Upland Software's Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Net Tangible Assets is expected to grow to about 208.1 M, whereas Non Current Assets Total are forecasted to decline to about 419.9 M.
Last ReportedProjected for Next Year
Book Value Per Share 7.61  6.27 
Tangible Book Value Per Share(9.11)(9.57)
Enterprise Value Over EBITDA(3.92)(4.11)
Price Book Value Ratio 1.07  2.06 
Enterprise Value Multiple(3.92)(4.11)
Price Fair Value 1.07  2.06 
Enterprise Value379.7 M415.1 M
The decision-making processes within Upland Software are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Enterprise Value Revenue
1.7337
Revenue
278.9 M
Quarterly Revenue Growth
(0.10)
Revenue Per Share
9.742
Return On Equity
(0.65)
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upland Software insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upland Software's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upland Software insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Upland Software Corporate Filings

F4
10th of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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8K
7th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
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13A
8th of August 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
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F3
17th of June 2024
An amendment to the original Schedule 13D filing
ViewVerify
Upland Software time-series forecasting models is one of many Upland Software's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Upland Software's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Upland Software Earnings per Share Projection vs Actual

Upland Software Corporate Management

Timothy MattoxStrategic AdvisorProfile
Matthew SmithGeneral SecretaryProfile
Austin WoodySenior DevelopmentProfile
Amber BennettSenior FinanceProfile
Jen VerzalVice ResourcesProfile
John JDPresident, FounderProfile
When determining whether Upland Software is a strong investment it is important to analyze Upland Software's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Upland Software's future performance. For an informed investment choice regarding Upland Stock, refer to the following important reports:
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 closely tied 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 Global Correlations module to find global opportunities by holding instruments from different markets.
Is Application Software space 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
(4.67)
Revenue Per Share
9.742
Quarterly Revenue Growth
(0.10)
Return On Assets
(0.02)
Return On Equity
(0.65)
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.