- ISIN
- US91544A1097
- CUSIP
- 91544A109
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Nov 6, 2014
Highlights
- Market Cap
- $140.98M
- Enterprise Value
- $345.61M
- EPS (TTM)
- -$0.50
- Total Revenue (TTM)
- $201.91M
- Gross Profit (TTM)
- $153.27M
- EBITDA (TTM)
- $29.61M
- Year Range
- $4.71 - $39.10
- Target Price
- $14.63
- ROA (TTM)
- -3.55%
- ROE (TTM)
- -18.27%
Share Price Chart
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Performance
UPLD Performance Chart
Upland Software, Inc. (UPLD) is down 66.2% since the beginning of the year. At $5 per share, UPLD is trading 87.6% below its 52-week high of $39. Investors who bought $1,000 worth of UPLD shares 5 years ago would now be looking at an investment worth $12.
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Returns By Period
Upland Software, Inc. (UPLD) has returned -66.19% so far this year and -72.37% over the past 12 months. Over the last ten years, UPLD has returned -24.25% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Upland Software, Inc.
- 1D
- -6.84%
- 1M
- -31.38%
- YTD
- -66.19%
- 6M
- -67.33%
- 1Y
- -72.37%
- 3Y*
- -46.90%
- 5Y*
- -58.93%
- 10Y*
- -24.25%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
UPLD Monthly Returns History
Based on dividend-adjusted daily data since Nov 6, 2014, UPLD's average daily return is -0.03%, while the average monthly return is -0.74%.
Historically, 42% of months were positive and 58% were negative. The best month was Nov 2024 with a return of +69.9%, while the worst month was Jun 2026 at -46.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.
On a daily basis, UPLD closed higher 48% of trading days. The best single day was Jul 28, 2025 with a return of +33.2%, while the worst single day was Feb 23, 2024 at -36.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.99% | -33.61% | -24.58% | -6.16% | 44.48% | -46.46% | -66.19% | ||||||
| 2025 | -3.23% | -24.29% | -10.06% | -15.73% | -10.37% | -9.72% | 5.13% | 38.05% | -16.25% | -12.24% | -11.54% | -22.28% | -67.05% |
| 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% |
| 2023 | 22.44% | -33.68% | -25.73% | -14.65% | -23.43% | 28.11% | 9.72% | -10.13% | 30.14% | -27.71% | 41.32% | -10.38% | -40.67% |
| 2022 | 9.25% | -3.78% | -6.63% | -15.28% | -11.66% | 10.17% | -22.04% | -7.51% | -22.35% | -1.11% | -6.22% | -5.44% | -60.26% |
| 2021 | 3.92% | 3.65% | -4.53% | 5.02% | -17.29% | 0.44% | -12.56% | 8.28% | -14.21% | -0.21% | -41.32% | -8.38% | -60.91% |
Benchmark Metrics
Upland Software, Inc. has an annualized alpha of -20.36%, beta of 1.23, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since November 06, 2014.
- This stock participated in 186.12% of S&P 500 Index downside but only 35.31% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.12 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -20.36%
- Beta
- 1.23
- R²
- 0.12
- Upside Capture
- 35.31%
- Downside Capture
- 186.12%
Return for Risk
Risk / Return Rank
UPLD ranks 9 for risk / return — in the bottom 9% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Upland Software, Inc. (UPLD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UPLD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.75 | ||
| Sortino ratioReturn per unit of downside risk | -4.02 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.37 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 2.78 | -3.65 |
| Martin ratioReturn relative to average drawdown | -1.38 | 12.44 | -13.82 |
Dividends
Dividend History
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.
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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 99.08%, occurring on Jun 22, 2026. The portfolio has not yet recovered.
The current Upland Software, Inc. drawdown is 99.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -99.08%Jun 2026 | 7y 13d | — | 7y 14dJun 2019 - now |
2015 bear market2015 | -51.16%May 2015 | 5mo 8d | 1y 9mo | 2y 2moDec 2014 - Feb 2017 |
Rate-hike selloffLate 2018 | -32.68%Dec 2018 | 3mo 26d | 2mo 14d | 6mo 10dAug 2018 - Mar 2019 |
2017 bear market2017 | -21.75%Sep 2017 | 2mo 1d | 5mo 10d | 7mo 11dJul 2017 - Mar 2018 |
2018 correction2018 | -15.76%Jul 2018 | 21d | 29d | 1mo 20dJul 2018 - Aug 2018 |
Drawdown Indicators
| UPLD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.08% | -56.78% | -42.30% |
Max Drawdown (1Y)Largest decline over 1 year | -83.67% | -9.10% | -74.57% |
Max Drawdown (3Y)Largest decline over 3 years | -90.89% | -18.90% | -71.99% |
Max Drawdown (5Y)Largest decline over 5 years | -98.85% | -25.43% | -73.42% |
Max Drawdown (10Y)Largest decline over 10 years | -99.08% | -33.92% | -65.16% |
Current DrawdownCurrent decline from peak | -99.08% | -1.80% | -97.28% |
Average DrawdownAverage peak-to-trough decline | -48.82% | -10.71% | -38.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 52.26% | 2.03% | +50.23% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how Upland Software, Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UPLD relative to other companies in the Software - Application industry. Currently, UPLD has a P/S ratio of 0.7. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
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 | — |
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