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Upturn AI SWOT - About
UPLD 
Upland Software Inc (UPLD)
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Upturn Advisory Summary
04/01/2025: UPLD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -62.23% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 83.66M USD | Price to earnings Ratio - | 1Y Target Price 4.25 |
Price to earnings Ratio - | 1Y Target Price 4.25 | ||
Volume (30-day avg) 194769 | Beta 1.41 | 52 Weeks Range 1.79 - 5.64 | Updated Date 04/2/2025 |
52 Weeks Range 1.79 - 5.64 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.26 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -41.02% | Operating Margin (TTM) -2.87% |
Management Effectiveness
Return on Assets (TTM) -1.34% | Return on Equity (TTM) -64.63% |
Valuation
Trailing PE - | Forward PE 3.96 | Enterprise Value 442419752 | Price to Sales(TTM) 0.3 |
Enterprise Value 442419752 | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 1.61 | Enterprise Value to EBITDA 37.2 | Shares Outstanding 28168300 | Shares Floating 22411518 |
Shares Outstanding 28168300 | Shares Floating 22411518 | ||
Percent Insiders 26.58 | Percent Institutions 55.16 |
Analyst Ratings
Rating 3.2 | Target Price 3.08 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 3 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Upland Software Inc
Company Overview
History and Background
Upland Software Inc. was founded in 2010 and went public in 2014. It focuses on acquiring and integrating cloud-based enterprise software companies, operating a 'buy and build' strategy to expand its product portfolio.
Core Business Areas
- Enterprise Work Management: Provides solutions for project portfolio management, workflow automation, and resource management.
- Digital Experience: Offers tools for customer experience management, content management, and digital marketing automation.
- Customer Engagement: Includes solutions for customer communication management, contact center optimization, and knowledge management.
- Document Workflow: Focuses on document automation, e-signature, and contract lifecycle management software.
Leadership and Structure
Upland Software Inc. is led by CEO Jack McDonald. The company operates with a functional organizational structure, dividing responsibilities across various departments such as sales, marketing, product development, and finance.
Top Products and Market Share
Key Offerings
- Accelo: Professional services automation software for small and medium-sized businesses. Competitors: FinancialForce, NetSuite.
- FileBound: Document management and workflow automation solution. Competitors: OpenText, Hyland OnBase.
- Kapost: Content operations platform for marketing teams. Competitors: Percolate, Contently.
Market Dynamics
Industry Overview
The enterprise software market is experiencing strong growth driven by digital transformation initiatives, increasing adoption of cloud computing, and the need for automation and efficiency gains.
Positioning
Upland Software Inc. positions itself as a consolidator in the fragmented enterprise software market, focusing on acquiring niche solutions with strong customer bases and integrating them into its platform. Competitive advantages include its established acquisition strategy and operational expertise.
Total Addressable Market (TAM)
The TAM for enterprise software is estimated to be in the hundreds of billions of dollars. Upland Software Inc. is positioned to capture a share of this market through its acquisition strategy and focus on specific niche segments.
Upturn SWOT Analysis
Strengths
- Proven acquisition strategy
- Diversified product portfolio
- Recurring revenue model
- Experienced management team
Weaknesses
- High debt levels due to acquisitions
- Integration risks associated with acquisitions
- Dependence on acquisitions for growth
- Limited organic growth
Opportunities
- Further consolidation in the enterprise software market
- Expanding product offerings through acquisitions
- Increasing demand for cloud-based solutions
- Cross-selling opportunities within existing customer base
Threats
- Increased competition from larger software vendors
- Economic downturn impacting IT spending
- Integration challenges with acquired companies
- Technological changes rendering products obsolete
Competitors and Market Share
Key Competitors
- CRM
- NOW
- ADBE
Competitive Landscape
Upland Software Inc. faces competition from larger, more established software vendors with greater resources. Upland's acquisition strategy allows it to compete in niche markets, but it must effectively integrate acquired companies to maintain competitiveness.
Major Acquisitions
BA Insight
- Year: 2020
- Acquisition Price (USD millions): 68.4
- Strategic Rationale: To expand Upland's knowledge management and enterprise search capabilities.
Second Phase
- Year: 2021
- Acquisition Price (USD millions): 22.1
- Strategic Rationale: Added digital experience management expertise to Upland's product portfolio.
Growth Trajectory and Initiatives
Historical Growth: Upland Software Inc.'s historical growth has been primarily driven by acquisitions. Revenue has increased significantly through the acquisition of various software companies.
Future Projections: Future growth is expected to be driven by continued acquisitions and organic growth initiatives. Analyst estimates suggest continued revenue growth, but profitability may be impacted by integration costs and debt servicing.
Recent Initiatives: Recent initiatives include strategic acquisitions, product enhancements, and efforts to improve operational efficiency.
Summary
Upland Software Inc. pursues a 'buy and build' strategy, acquiring niche enterprise software companies to expand its product portfolio. While this approach has driven revenue growth, it also carries risks related to integration and debt management. The company's success depends on its ability to effectively integrate acquired companies and generate synergies. Continued acquisitions and market demand for cloud solutions present opportunities, but competition from larger vendors remains a threat.
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Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Upland Software Inc
Exchange NASDAQ | Headquaters Austin, TX, United States | ||
IPO Launch date 2014-11-06 | Founder, CEO & Chairman Mr. John T. McDonald J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 998 | Website https://uplandsoftware.com |
Full time employees 998 | Website https://uplandsoftware.com | ||
Upland Software, Inc., together with its subsidiaries, provides cloud-based software applications under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers software applications that enable organizations to plan, manage and execute projects, and work in the areas of marketing, sales, contact center, knowledge management, project management, information technology, business operations, human resources, and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves corporations, government agencies, and small and medium-sized businesses in the financial, consulting, technology, manufacturing, media, telecommunication, insurance, non-profit healthcare, life sciences, retail, and hospitality sectors. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.
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