PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Upland Software, Inc. (UPLD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US91544A1097

CUSIP

91544A109

Sector

Technology

IPO Date

Nov 6, 2014

Highlights

Market Cap

$126.78M

EPS (TTM)

-$4.67

PEG Ratio

1.25

Total Revenue (TTM)

$204.95M

Gross Profit (TTM)

$120.95M

EBITDA (TTM)

-$59.00M

Year Range

$1.79 - $5.64

Target Price

$3.08

Short %

2.84%

Short Ratio

2.78

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Upland Software, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%SeptemberOctoberNovemberDecember2025February
123.17%
10.30%
UPLD (Upland Software, Inc.)
Benchmark (^GSPC)

Returns By Period

Upland Software, Inc. had a return of 6.45% year-to-date (YTD) and -2.53% in the last 12 months. Over the past 10 years, Upland Software, Inc. had an annualized return of -4.28%, while the S&P 500 had an annualized return of 11.31%, indicating that Upland Software, Inc. did not perform as well as the benchmark.


UPLD

YTD

6.45%

1M

20.31%

6M

112.90%

1Y

-2.53%

5Y*

-35.93%

10Y*

-4.28%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of UPLD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-3.23%6.45%
2024-1.89%-29.40%5.46%-30.10%27.31%-9.45%-7.43%-4.12%12.67%-13.25%69.91%18.26%2.60%
202322.44%-33.68%-25.73%-14.65%-23.43%28.11%9.72%-10.13%30.14%-27.71%41.32%-10.38%-40.67%
20229.25%-3.78%-6.63%-15.28%-11.66%10.17%-22.04%-7.51%-22.35%-1.11%-6.22%-5.44%-60.26%
20213.92%3.65%-4.53%5.02%-17.29%0.44%-12.56%8.28%-14.21%-0.21%-41.32%-8.38%-60.91%
20209.33%-0.33%-31.07%17.93%9.23%0.61%-0.98%13.95%-3.88%10.66%9.66%0.31%28.51%
201914.94%12.36%20.68%9.75%0.65%-2.69%-3.38%-13.62%-8.26%7.52%3.28%-7.75%31.38%
20186.79%3.16%20.66%-5.63%31.69%-3.94%-8.87%18.84%-13.19%-2.38%-10.97%-3.21%25.48%
201735.08%-0.33%31.87%25.17%11.81%-1.12%12.10%-6.69%-8.00%3.83%6.69%-7.59%142.01%
2016-0.71%-11.29%10.63%3.12%1.63%5.83%0.52%10.97%3.65%-4.20%11.61%-4.99%26.95%
2015-17.15%-10.98%-0.57%-12.13%23.70%21.00%-11.71%-2.58%-0.38%0.63%-7.67%-3.95%-26.26%
201424.10%-20.99%-1.95%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UPLD is 47, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UPLD is 4747
Overall Rank
The Sharpe Ratio Rank of UPLD is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of UPLD is 5252
Sortino Ratio Rank
The Omega Ratio Rank of UPLD is 5050
Omega Ratio Rank
The Calmar Ratio Rank of UPLD is 4545
Calmar Ratio Rank
The Martin Ratio Rank of UPLD is 4444
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Upland Software, Inc. (UPLD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for UPLD, currently valued at -0.02, compared to the broader market-2.000.002.00-0.021.74
The chart of Sortino ratio for UPLD, currently valued at 0.74, compared to the broader market-4.00-2.000.002.004.006.000.742.35
The chart of Omega ratio for UPLD, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.32
The chart of Calmar ratio for UPLD, currently valued at -0.02, compared to the broader market0.002.004.006.00-0.022.61
The chart of Martin ratio for UPLD, currently valued at -0.04, compared to the broader market0.0010.0020.0030.00-0.0410.66
UPLD
^GSPC

The current Upland Software, Inc. Sharpe ratio is -0.02. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Upland Software, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.02
1.74
UPLD (Upland Software, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Upland Software, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-91.25%
0
UPLD (Upland Software, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Upland Software, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Upland Software, Inc. was 96.42%, occurring on Aug 9, 2024. The portfolio has not yet recovered.

The current Upland Software, Inc. drawdown is 91.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.42%Jun 11, 20191301Aug 9, 2024
-51.16%Dec 1, 2014110May 8, 2015431Feb 2, 2017541
-32.68%Aug 30, 201880Dec 24, 201850Mar 8, 2019130
-21.75%Jul 27, 201743Sep 26, 2017109Mar 5, 2018152
-15.76%Jul 9, 201816Jul 30, 201821Aug 28, 201837

Volatility

Volatility Chart

The current Upland Software, Inc. volatility is 19.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%SeptemberOctoberNovemberDecember2025February
19.23%
3.07%
UPLD (Upland Software, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Upland Software, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Upland Software, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab