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UPLDUpland Software, Inc.
$4.94$15M
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  4. Financial Ratios

Upland Software, Inc. (UPLD) Financial Ratios

Latest Ratios: P/E Ratio -0.3x · EV/EBITDA 4.5x · ROE -41.9%. (2012–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

UPLD Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$15M$41M$121M$136M$225M$544M$1.2B$825M$543M$399M$147M
Enterprise Value$220M$247M$356M$380M$499M$883M$1.5B$1.2B$806M$488M$167M
P/E Ratio →-0.32——————————
P/S Ratio0.070.190.440.460.711.804.193.713.624.071.97
P/B Ratio0.180.511.150.560.531.723.993.886.164.362.50
P/FCF0.591.675.162.787.7213.3835.6379.7884.7254.8952.71
P/OCF0.561.594.982.727.5013.0234.3168.3173.9451.6838.05

P/E links to full P/E history page with 30-year chart

UPLD EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.141.301.271.572.925.165.325.384.982.23
EV / EBITDA4.525.06——31.3748.3864.47114.7248.44626.74131.18
EV / EBIT13.26——————————
EV / FCF—10.0915.257.7917.1521.7443.88114.44125.7367.1259.56

UPLD Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin62.4%62.4%70.5%67.6%67.3%67.1%66.3%69.0%67.6%65.6%63.1%
Operating Margin7.7%7.7%-37.2%-55.0%-12.7%-11.5%-8.2%-10.9%-3.1%-11.4%-11.4%
Net Profit Margin-17.9%-17.9%-41.0%-60.4%-21.6%-19.3%-17.6%-20.4%-6.6%-19.1%-18.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE-41.9%-41.9%-64.6%-54.1%-18.6%-18.7%-19.7%-30.1%-11.1%-24.9%-22.7%
ROA-8.3%-8.3%-16.1%-18.1%-6.4%-5.7%-5.4%-6.6%-2.6%-8.7%-9.9%
ROIC4.0%4.0%-18.5%-20.8%-4.5%-4.2%-3.1%-4.0%-1.3%-6.5%-8.9%
ROCE4.6%4.6%-17.8%-19.3%-4.4%-3.9%-2.9%-4.2%-1.6%-7.0%-8.6%

UPLD Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.912.912.781.971.241.671.742.513.171.220.81
Debt / EBITDA4.824.82——32.8628.9722.8451.7216.81142.8637.74
Net Debt / Equity—2.552.241.000.651.070.921.682.980.970.32
Net Debt / EBITDA4.224.22——17.2418.6012.1334.7515.80114.1615.10
Debt / FCF—8.4210.085.019.438.368.2634.6741.0212.236.85
Interest Coverage-1.45-1.45-11.32-8.76-1.41-1.10-0.76-1.34-0.59-1.65-3.53

UPLD Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.800.800.982.302.121.682.621.850.610.691.19
Quick Ratio0.800.800.982.302.051.682.571.850.590.691.19
Cash Ratio0.310.310.471.811.641.212.061.350.160.300.72
Asset Turnover—0.520.520.340.280.290.290.250.310.350.50
Inventory Turnover————9.46—17.02—18.45——
Days Sales Outstanding—52.8756.9255.4460.8666.8361.3491.89108.4598.7674.47

UPLD Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield———————————
Payout Ratio———————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield———————————
FCF Yield100.0%59.7%19.4%35.9%13.0%7.5%2.8%1.3%1.2%1.8%1.9%
Buyback Yield0.9%0.3%9.1%10.4%0.0%0.0%0.0%0.0%0.0%0.0%0.3%
Total Shareholder Yield0.9%0.3%9.1%10.4%0.0%0.0%0.0%0.0%0.0%0.0%0.3%
Shares Outstanding—$3M$3M$3M$3M$3M$3M$2M$2M$2M$2M

Key Metrics

Growth RegimeContracting
ProfitabilityNegative
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Terminal revenue base decay

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Distressed Valuation Reflects Structural Decline

According to current market data, UPLD trades at a P/S multiple of 0.06 and an EV/EBITDA of 4.47, suggesting that investors are pricing the company as a distressed asset rather than a growth-oriented software entity, based on the significant contraction in its underlying revenue base.

The extremely low valuation multiples indicate that the market has largely abandoned expectations for organic growth or successful turnaround efforts. This pricing suggests that the current enterprise value is primarily a function of residual cash flow expectations rather than any premium for future scalability or market expansion.

Capital Efficiency Decaying Amidst Contraction

As reported in financial statements, UPLD's ROIC has fluctuated significantly, reaching a low of -15.7% in 2024Q1 and only recovering to 1.3% in 2026Q1, which highlights the company's inability to generate sustainable returns on its invested capital base during this period of persistent revenue decline.

The volatility in ROIC suggests that the company's capital allocation strategy has failed to create value, as the returns on invested capital remain well below the cost of capital. This trend warrants further investigation into whether the company's historical M&A activity has resulted in a permanent impairment of its ability to compound shareholder value.

Working Capital Inefficiencies Hamper Operations

Based on UPLD's reported figures, the cash conversion cycle has remained elevated at 49 days as of 2026Q1, reflecting structural challenges in managing receivables and payables effectively while the company navigates a shrinking top-line revenue environment and high customer churn rates.

The persistent DSO levels near 50 days suggest that the company may be facing difficulties in collecting payments from its legacy customer base, which could be a leading indicator of further revenue attrition. Investors should monitor whether these efficiency metrics continue to deteriorate as the company attempts to stabilize its fragmented product portfolio.

Debt Service Capacity Remains Precarious

According to recent quarterly filings, UPLD's interest coverage ratio has been highly erratic, swinging from -18.50 in 2024Q1 to 1.10 in 2026Q1, which indicates that the company's ability to service its debt obligations is increasingly vulnerable to fluctuations in operating performance.

While the reported debt-to-equity ratio appears low, the thin interest coverage suggests that even minor operational setbacks could lead to significant liquidity stress. The company's reliance on debt to fund past acquisitions appears to have left it with little margin for error in the current high-interest-rate environment.

Misapplication of Traditional SaaS Metrics

As indicated by the provided financial data, the most commonly misapplied metric for UPLD is the P/E ratio, which obscures the company's true economic reality by failing to account for the heavy non-cash amortization charges associated with its aggressive historical acquisition strategy.

Investors should instead focus on free cash flow yield or adjusted EBITDA, as these metrics better reflect the company's ability to generate cash from its existing software assets. Relying on GAAP earnings for a roll-up model like UPLD often leads to an inaccurate assessment of the company's actual cash-generative potential.

Download Financial Ratios Data

Includes 30+ ratios · 14 years · Updated daily

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UPLD — Frequently Asked Questions

Quick answers to the most common questions about buying UPLD stock.

What is Upland Software, Inc.'s P/E ratio?

Upland Software, Inc.'s current P/E ratio is -0.3x. This places it at the 50th percentile of its historical range.

What is Upland Software, Inc.'s EV/EBITDA?

Upland Software, Inc.'s current EV/EBITDA is 4.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 39.5x.

What is Upland Software, Inc.'s ROE?

Upland Software, Inc.'s return on equity (ROE) is -41.9%. The historical average is -29.1%.

Is UPLD stock overvalued?

Based on historical data, Upland Software, Inc. is trading at a P/E of -0.3x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Upland Software, Inc.'s profit margins?

Upland Software, Inc. has 62.4% gross margin and 7.7% operating margin.

How much debt does Upland Software, Inc. have?

Upland Software, Inc.'s Debt/EBITDA ratio is 4.8x, indicating high leverage. A ratio above 4x may signal elevated financial risk.