COMP <GO>
UPLD vs SMSI // NET PROFIT MARGIN
Upland Software Inc. (NASDAQ) VS. Smith Micro Software Inc. (NASDAQ) • 15-METRIC TALLY: UPLD 6
— SMSI 2
▲ NET PROFIT MARGIN LEADER: UPLD
LAST: $3.90 (-0.26%) • MKT CAP: $11.5M
net-margins
18.60%
LAST: $2.35 (+2.40%) • MKT CAP: $13.1M
net-margins
-0.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPLD VS. SMSI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPLD | SMSI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.80% | 74.10% | +0.70 | UPLD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.40% | -35.00% | +37.40 | UPLD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 37.1x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 2.00% | -60.00% | +62.00 | UPLD | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 18.60% | -0.20% | +18.80 | UPLD | /net-margins <GO> |
| Revenue Growth (YoY) | -21.10% | -15.50% | -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 | 4/9 | 2/9 | +2.00 | UPLD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 34.6 | +24.66 | 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 | $11.5M | $13.1M | -$1.6M | SMSI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPLD REV | SMSI REV | UPLD GROSS % | SMSI GROSS % | UPLD FCF | SMSI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $216.9M | $17.4M | 74.8% | 74.1% | $24.4M | -$7.3M |
| FY 2024 | $274.8M | $20.6M | 70.5% | 70.2% | $23.4M | -$14.3M |
| FY 2023 | $297.9M | $40.9M | — | — | $49.9M | -$7.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPLD // BETA —
SMSI // BETA —