COMP <GO>
UPLD vs AAPL // FORWARD P/E MULTIPLE
Upland Software Inc. (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: UPLD 1
— AAPL 10
■ METRIC PARITY
LAST: $3.90 (-0.26%) • MKT CAP: $11.5M
forward-pe
—
LAST: $348.91 (+1.48%) • MKT CAP: $5.09T
forward-pe
35.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPLD VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPLD | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.80% | 48.65% | +26.15 | UPLD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.40% | 81.38% | -78.98 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 37.1x | 30.1x | +6.99 | AAPL | /valuation <GO> |
| Free Cash Flow Yield | — | 2.72% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 2.00% | 33.17% | -31.17 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 18.60% | 27.62% | -9.02 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | -21.10% | 14.24% | -35.34 | AAPL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.31% | -0.31 | AAPL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | 13.54 | -13.34 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 9/9 | -5.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.76% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 66.6 | -7.37 | AAPL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | — | 35.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.5M | $5.09T | -$5.09T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPLD REV | AAPL REV | UPLD GROSS % | AAPL GROSS % | UPLD FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $216.9M | $416.16B | 74.8% | 46.9% | $24.4M | $98.77B |
| FY 2024 | $274.8M | $391.04B | 70.5% | 46.2% | $23.4M | $108.81B |
| FY 2023 | $297.9M | $383.29B | — | 44.1% | $49.9M | $99.58B |
| FY 2022 | — | $394.33B | — | 43.3% | — | $111.44B |
| FY 2021 | — | $365.82B | — | 41.8% | — | $92.95B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPLD // BETA —
AAPL // BETA 1.14