Quick Takeaways
- UPLD - Upland Software, Inc. financial facts are built from SEC company filings data.
- Latest metrics period on this page: Q1 2026.
- Headline metric: Return On Equity 117%.
- Info
- Insider Trading
- Financials
- Holders
Upland Software, Inc. financial metrics
Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q1 2026.
- Symbol
- UPLD on Nasdaq
- Location
- Austin, TX
- Fiscal year end
- 31 December
- Latest financial report
- 03 Mar 2026
What Changed
- Return On Equity YoY change: <span class="text-red-600">-156%</span>.
- Most recent SEC facts end date: 02 Mar 2026.
Why This Matters
- This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
- Every metric card links to a deeper SEC-backed history page for verification.
Official SEC Source
Based on latest 10-Q/10-K
Facts and ratios are grounded in SEC company facts linked to the latest 10-Q/10-K cycle.
See Original FilingLatest SEC snapshot (2026-03-02) highlights Return On Equity 116.7%, Return On Assets -8.3%, and Operating Margin 2.0%.
Financial Quality Score
Transparent 0-100 scoring model based on profitability, financial health, and growth factors.
50.6/100
Caution Confidence high
Return On Equity
117%
Metric score 100.0/100
Return On Assets
-8.3%
Metric score 0.0/100
Financial Health
- Current Ratio
- 0.8x
- Quick Ratio
- 0.59x
- Debt to Equity
- -7.9x
Strengths
Return On Equity, Current Ratio, and Quick Ratio
Watchpoints
Return On Assets, Operating Margin, and Debt-to-equity
Key metrics snapshot
Return On Equity
117%
YoY: -156%
Industry median: 1.8% (n=305)
Return On Assets
-8.3%
YoY: -49%
Industry median: -5.4% (n=303)
Operating Margin
2%
YoY: -105%
Industry median: -8.2% (n=263)
Current Ratio
0.8x
YoY: -18%
Industry median: 1.3x (n=304)
Quick Ratio
0.59x
YoY: -26%
Industry median: 0.94x (n=234)
Debt-to-equity
-7.9x
YoY: -103%
Industry median: 0.51x (n=238)
Revenues YoY
-21%
YoY:
Industry median: 10% (n=265)
NetIncomeLoss YoY
65%
YoY:
Industry median: 6.9% (n=284)
Profitability
| Metric | Latest value | YoY change |
|---|---|---|
| Return On Equity | 117% | -156% |
| Return On Assets | -8.3% | -49% |
| Operating Margin | 2% | -105% |
Financial Health
| Metric | Latest value | YoY change |
|---|---|---|
| Current Ratio | 0.8x | -18% |
| Quick Ratio | 0.59x | -26% |
| Debt-to-equity | -7.9x | -103% |
Growth
| Metric | Latest value | YoY change |
|---|---|---|
| Revenues YoY | -21% | |
| NetIncomeLoss YoY | 65% |
Share Metrics
| Metric | Latest value | YoY change |
|---|---|---|
| Entity Common Stock, Shares Outstanding | 29,118,178 | +3.4% |
How we score
This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.
| Metric | Weight | V1 threshold |
|---|---|---|
| ROIC | 20 | 5% to 20% |
| ROE | 15 | 8% to 25% |
| ROA | 10 | 2% to 10% |
| Operating Margin | 5 | 5% to 25% |
| Current Ratio | 12 | 1.0x to 2.0x |
| Quick Ratio | 8 | 0.8x to 1.5x |
| Debt to Equity | 10 | 0.3x to 2.0x (lower is better) |
| Revenue YoY | 10 | -10% to +20% |
| Net Income YoY | 10 | -10% to +20% |
How Calculated (standard_v1)
Metrics are computed with a market-consensus convention designed for cross-portal comparability.
- TTM Operating Income / TTM Revenues
- Current Assets / Current Liabilities (latest instant quarter)
- (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
- Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
- TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
- TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
- TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
- TTM Revenues YoY
- TTM Net Income YoY