Upland Software Price To Sales vs. Return On Asset

UPLD Stock  USD 4.00  0.37  8.47%   
Based on the measurements of profitability obtained from Upland Software's financial statements, Upland Software may not be well positioned to generate adequate gross income at the present time. It has a very high chance of underperforming in January. Profitability indicators assess Upland Software's ability to earn profits and add value for shareholders.

Upland Software Price To Sales Ratio

0.43

At present, Upland Software's EV To Sales is projected to increase slightly based on the last few years of reporting. The current year's Operating Cash Flow Sales Ratio is expected to grow to 0.18, whereas Sales General And Administrative To Revenue is forecasted to decline to 0.18. At present, Upland Software's Interest Income is projected to increase significantly based on the last few years of reporting. The current year's Change To Netincome is expected to grow to about 59.5 M, whereas Income Before Tax is projected to grow to (173.2 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.530.6765
Significantly Down
Slightly volatile
For Upland Software profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Upland Software to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Upland Software utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Upland Software's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Upland Software over time as well as its relative position and ranking within its peers.
  

Upland Software's Revenue Breakdown by Earning Segment

Check out World Market Map.
For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.
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.

Upland Software Return On Asset vs. Price To Sales Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Upland Software's current stock value. Our valuation model uses many indicators to compare Upland Software value to that of its competitors to determine the firm's financial worth.
Upland Software is rated below average in price to sales category among its peers. It is rated below average in return on asset category among its peers . At present, Upland Software's Price To Sales Ratio is projected to slightly decrease based on the last few years of reporting. Comparative valuation analysis is a catch-all technique that is used if you cannot value Upland Software by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Upland Return On Asset vs. Price To Sales

Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

Upland Software

P/S

 = 

MV Per Share

Revenue Per Share

 = 
0.43 X
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.

Upland Software

Return On Asset

 = 

Net Income

Total Assets

 = 
-0.019
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.

Upland Return On Asset Comparison

Upland Software is currently under evaluation in return on asset category among its peers.

Upland Software Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Upland Software, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Upland Software will eventually generate negative long term returns. The profitability progress is the general direction of Upland Software's change in net profit over the period of time. It can combine multiple indicators of Upland Software, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income6.2 M6.5 M
Operating Income-32.1 M-30.5 M
Income Before Tax-182.4 M-173.2 M
Total Other Income Expense Net-150.3 M-142.7 M
Net Loss-179.9 M-170.9 M
Income Tax Expense-2.5 M-2.6 M
Net Loss-186.5 M-177.2 M
Non Operating Income Net Other-702.9 K-738 K
Net Loss-63.2 M-60.1 M
Interest Income25.7 M26.9 M
Net Interest Income-19.6 M-20.6 M
Change To Netincome56.7 M59.5 M
Net Loss(5.61)(5.33)
Income Quality(0.28)(0.29)
Net Income Per E B T 0.99  1.02 

Upland Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Upland Software. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Upland Software position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Upland Software's important profitability drivers and their relationship over time.

Use Upland Software in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Upland Software position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Upland Software will appreciate offsetting losses from the drop in the long position's value.

Upland Software Pair Trading

Upland Software Pair Trading Analysis

The ability to find closely correlated positions to Upland Software could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Upland Software when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Upland Software - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Upland Software to buy it.
The correlation of Upland Software is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Upland Software moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Upland Software moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Upland Software can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Upland Software position

In addition to having Upland Software in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Processed Foods Thematic Idea Now

Processed Foods
Processed Foods Theme
Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Processed Foods Theme or any other thematic opportunities.
View All  Next Launch
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.
For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.
You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
To fully project Upland Software's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Upland Software at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Upland Software's income statement, its balance sheet, and the statement of cash flows.
Potential Upland Software investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Upland Software investors may work on each financial statement separately, they are all related. The changes in Upland Software's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Upland Software's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.