IMPORTANT DISCLAIMER: Blank Capital Research ("BCR") is a technology platform, not a registered investment advisor or broker-dealer. The algorithmically generated signals, scores, and rankings provided on this site ("God Mode" Signals) are for informational and research purposes only and do not constitute financial advice, investment recommendations, or an offer to sell or solicit an offer to buy any securities.
HYPOTHETICAL PERFORMANCE RESULTS: The "timing scores" and "regime signals" displayed are based on quantitative models. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under-or-over compensated for the impact, if any, of certain market factors, such as lack of liquidity.
RISK OF LOSS: Trading in financial markets involves a high degree of risk and may result in the loss of your entire investment. Data provided by third-party sources (Intrinio, Snowflake) is believed to be reliable but is not guaranteed for accuracy or completeness. Past performance is not indicative of future results.
© 2026 Blank Capital Research. All rights reserved. System Version: Aegis V8 (God Mode).
Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#3295
Positioning
Market Dominance
Services
Computer Software
$68M
John T. McDonald
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services. It serves large global corporations, various government agencies, and small and medium-sized businesses.
Headcount
1.0K
Get full access to institutional-quality research tools with Blank Capital Pro.
Upgrade to ProStarting at $19.99/mo
Get full access to institutional-quality research tools with Blank Capital Pro.
Upgrade to ProStarting at $19.99/mo
Get full access to institutional-quality research tools with Blank Capital Pro.
Upgrade to ProStarting at $19.99/mo
Get full access to institutional-quality research tools with Blank Capital Pro.
Upgrade to ProStarting at $19.99/mo
Get full access to institutional-quality research tools with Blank Capital Pro.
Upgrade to ProStarting at $19.99/mo
X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = UPLD ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$UPLD Upland Software, Inc. | 42 | 53 | 76 | 9 | - | 1.1x | 12.4% | -10.2% | 73.5% | -2.3% | -17.5% | -27.1% | 0.0% | - | $68M | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
Upland Software, Inc. (UPLD) receives a "Reduce" rating with a composite score of 41.9/100. It ranks #3295 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
Sign in to join the discussion.
HQ Base
Austin, Texas
Lagging peers — losers tend to keep underperforming
Trading at a discount to fundamentals — favorable entry valuation
Average quality profile
High volatility — wider range of outcomes increases timing risk
Moderate investment profile
Mid-range overall rating
Get full access to institutional-quality research tools with Blank Capital Pro.
Upgrade to ProStarting at $19.99/mo
Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
No analyst ratings for UPLD.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 53 | 65 | -12DRAG |
| MOMENTUM | 9 | 5 | +4NEUTRAL |
| VALUATION | 76 | 87 | -11DRAG |
| INVESTMENT | 35 | 56 | -21DRAG |
| STABILITY | 31 | 22 | +9ALPHA |
| SHORT INT | 57 | 71 | -14DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 2.5% vs WACC 2.0% (spread +0.6%)
GM 73% vs sector 65%, OM -2% vs sector 5%
Capital turnover 0.24x, R&D intensity 17.4%
Rev growth -27%, 10yr history
Interest coverage 2.3x, Net debt/EBITDA 18.0x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Upland Software, Inc. (UPLD) as a Reduce with a composite score of 41.9/100 at a current price of $0.95. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
Upland Software, Inc. holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 41.9/100 places it at rank #3295 in our full universe.
No Moat
High
Poor
Undervalued
Gross margins of 73% signal strong pricing power.
Value factor score of 76 suggests attractive pricing.
Stable competitive position in a defensive sector.
Weak momentum suggests persistent institutional selling pressure.
Vulnerability to macroeconomic shocks and interest rate volatility.
Upland Software, Inc. represents a reduce based on multi-factor quantitative performance.
Upland Software, Inc. receives a Reduce rating from our analysis, with a composite score of 41.9/100 and 2 out of 5 stars, ranking #3295 out of 7,333 stocks. UPLD's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
With a quality score of 53/100, UPLD shows adequate but unremarkable business quality. The company reports a return on equity of 12.4% (sector avg: 5.7%), gross margins of 73.5% (sector avg: 64.6%), net margins of -17.5% (sector avg: 2.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
UPLD carries a solid value score of 76/100, pointing to an attractively priced stock relative to peers. Key valuation metrics include an EV/EBITDA of 1.12x. This score suggests reasonable compensation for the risks involved, with potential upside if the market recognizes the stock's underlying worth.
Upland Software, Inc.'s investment score of 35/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of -27.1% vs. a sector average of 8.6% and a return on assets of -10.2% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
Upland Software, Inc. is experiencing notably weak momentum with a score of just 9/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at -27.1% year-over-year, while a beta of 1.41 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
UPLD's stability score of 31/100 signals elevated volatility and/or leverage concerns. Key stability metrics include a beta of 1.41. Investors should be prepared for wider-than-average price swings and consider position sizing accordingly to manage portfolio risk.
The short interest score of 57/100 for UPLD suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include above-average market sensitivity (beta: 1.41), micro-cap liquidity risk. With a $68M market cap (micro-cap), Upland Software, Inc. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
Upland Software, Inc. is a micro-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #3295 of 7,333 overall (55th percentile). Key comparisons include ROE of 12.4% exceeding the 5.7% sector median and operating margins of -2.3% below the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While UPLD currently exhibits a REDUCE profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Services Alpha →Quant Factor Profile
Upgrade catalyst
Improvement in Momentum (9) would have the largest impact on the composite score.
EV/EBITDA 90% BELOW SECTOR MEDIAN (FAVORABLE)
ROE 116% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 14% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081
AUSTIN, Texas, February 24, 2026--Upland Software, Inc. (Nasdaq: UPLD) today announced it will release financial results for the fourth quarter 2025 before market opens on Tuesday, March 3, 2026. A conference call and webcast will follow at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time.
Unfortunately for some shareholders, the Upland Software, Inc. ( NASDAQ:UPLD ) share price has dived 32% in the last...
AUSTIN, Texas, February 10, 2026--Upland Software, Inc. (Nasdaq: UPLD), a leader in AI-powered knowledge and content management software, today announced the launch of AI Conversational Search for Upland Panviva Sidekick, a browser-based assistant that transforms how enterprises retrieve knowledge. By combining natural language processing with trusted organizational data, this release solves the critical challenge of balancing AI efficiency with strict regulatory compliance.
AUSTIN, Texas, February 03, 2026--Upland Software, Inc. (Nasdaq: UPLD), a leader in AI-powered knowledge and content management software, today announced the Upland BA Insight Platform, reflecting a strategic investment in AI innovation. The new BA Insight Platform – incorporating the product's SmartHub, ConnectivityHub, AutoClassifier, Smart Preview, and Connectors – delivers search experiences that are more connected, more contextual, and more actionable. This launch reinforces the company’s g
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...