COMP <GO>
SMSI vs UPLD // FREE CASH FLOW YIELD
Smith Micro Software Inc. (NASDAQ) VS. Upland Software Inc. (NASDAQ) • 15-METRIC TALLY: SMSI 2
— UPLD 6
■ METRIC PARITY
LAST: $2.27 (-3.40%) • MKT CAP: $13.1M
fcf-yield
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LAST: $3.98 (+2.05%) • MKT CAP: $11.5M
fcf-yield
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMSI VS. UPLD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMSI | UPLD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.10% | 74.80% | -0.70 | UPLD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | 2.40% | -37.40 | UPLD | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 37.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | -60.00% | 2.00% | -62.00 | UPLD | /operating-margins <GO> |
| Net Profit Margin | -0.20% | 18.60% | -18.80 | UPLD | /net-margins <GO> |
| Revenue Growth (YoY) | -15.50% | -21.10% | +5.60 | SMSI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.20 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | UPLD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.6 | 56.5 | -14.90 | UPLD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.1M | $11.5M | $1.6M | SMSI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMSI REV | UPLD REV | SMSI GROSS % | UPLD GROSS % | SMSI FCF | UPLD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.4M | $216.9M | 74.1% | 74.8% | -$7.3M | $24.4M |
| FY 2024 | $20.6M | $274.8M | 70.2% | 70.5% | -$14.3M | $23.4M |
| FY 2023 | $40.9M | $297.9M | — | — | -$7.0M | $49.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMSI // BETA —
UPLD // BETA —