UPLD (Upland Software) Pretax Margin %: -0.50% (As of Mar. 2026)


UPLD Upland Software Inc UPLD
44 GF Score
Price $4.31
GF Value $18.81
Valuation Possible Value Trap
! 5 Warning Signs
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What is Upland Software Pretax Margin %?

Upland Software UPLD -0.58% 44 Pretax Margin % is -0.50% as of Mar. 2026. GuruFocus rates UPLD with a GF Score™ of 44/100 and a GF Value™ of $18.81 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 2,825 Software companies, Upland Software ranks worse than 67.61% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Upland Software's Pre-Tax Income for the three months ended in Mar. 2026 was $-0.2 Mil. Upland Software's Revenue for the three months ended in Mar. 2026 was $48.7 Mil. Therefore, Upland Software's pretax margin for the quarter that ended in Mar. 2026 was -0.50%.

The historical rank and industry rank for Upland Software's Pretax Margin % or its related term are showing as below:

UPLD' s Pretax Margin % Range Over the Past 10 Years
Min: -61.23   Med: -20.53   Max: -5.81
Current: -5.81


UPLD's Pretax Margin % is ranked worse than
67.61% of 2825 companies
in the Software industry
Industry Median: 3.53 vs UPLD: -5.81

Upland Software  (NAS:UPLD) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Upland Software Pretax Margin % Related Terms


Upland Software Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Upland Software's Pretax Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Upland Software Pretax Margin % Chart

Upland Software Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -22.04 -22.11 -61.23 -40.06 -17.83

Upland Software Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pretax Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -42.72 -24.73 -2.73 6.29 -0.50

UPLD vs ANKM, BLIV, WBSR: Pretax Margin % Comparison

For the Software - Application subindustry, Upland Software's Pretax Margin %, along with its competitors' market caps and Pretax Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Upland Software Pretax Margin % vs Software Industry

For the Software industry and Technology sector, Upland Software's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Upland Software's Pretax Margin % falls into.


UPLD
44GF Score
Upland Software Inc UPLD
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Upland Software Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Upland Software's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=-38.672/216.876
=-17.83 %

Upland Software's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=-0.244/48.69
=-0.50 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of -0.50% mean?
Upland Software (UPLD) has a Pretax Margin % of -0.50% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Upland Software and its competitors. According to the industry distribution chart, Upland Software ranks #1910 out of 2825 companies in the Software industry, placing it in the top 67.6%.
Is Upland Software's Pretax Margin % too high?
Upland Software's current Pretax Margin % is -0.50%. Based on the distribution chart, Upland Software ranks #1910 out of 2825 companies in the Software industry, which is below the industry midpoint. Overall, Upland Software has a GF Score™ of 44/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Upland Software's Pretax Margin % compare to ANKM and BLIV?
According to the Software industry distribution chart, Upland Software ranks #1910 out of 2825 companies for Pretax Margin %. This places Upland Software in the lower half of its industry. The industry median Pretax Margin % is 3.53. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for a Software company?
The median Pretax Margin % among Software companies is 3.53, based on 2,825 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Upland Software and its competitors. For the Software industry, the median Pretax Margin % is 3.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Upland Software's current Pretax Margin % is -0.50%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Upland Software stock overvalued right now?
Based on GuruFocus' analysis, Upland Software (UPLD) is currently considered Possible Value Trap. The stock's GF Value™ is $18.81, compared to a current price of $4.31 — trading 77.1% below its estimated fair value. The current Pretax Margin % is -0.50%. Upland Software's overall GF Score™ is 44/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Upland Software (UPLD), the current Pretax Margin % is -0.50% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Upland Software (UPLD) Overvalued in 2026?

Based on GuruFocus' analysis, Upland Software stock appears to be undervalued. The current stock price of $4.31 is trading 77.1% below its estimated GF Value™ of $18.81. GuruFocus considers Upland Software to be Possible Value Trap.

Key valuation signals for UPLD:

  • Pretax Margin %: -0.50%
  • GF Value™: $18.81 vs. price of $4.31 (77.1% below fair value)
  • GF Score™: 44/100 with 5 warning signs

No single metric tells the full story. See the UPLD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Upland Software Business Description

Address 401 Congress Avenue, Suite 1850, Frost Bank Tower, Austin, TX, USA, 78701-3788
Upland Software Inc is a software company. It provides cloud-based software applications in three categories: Knowledge Management that provides solutions designed to help organizations capture, organize, and distribute information to employees and customers. Content Lifecycle and Workflow Automation offers solutions that support document management, compliance, and process efficiency across various industries. Digital Marketing solutions that provides tools for audience engagement, campaign management, and content distribution across digital channels. Geographically, the company has operations in the U.S., United Kingdom and Canada, of which United States derives maximum revenue.
44GF Score

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Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$4.31
Price
$18.81
GF Value