Upland Software (UPLD) Return on Invested Capital [ROIC] (2014 - 2026)
Upland Software (UPLD) reported Return on Invested Capital [ROIC] of -7.84% for Q2 2026, down 1.65 percentage points from -6.19% a year earlier and down 13.70 percentage points from the prior quarter.
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Analysis
Upland Software (UPLD) Return on Invested Capital [ROIC] (2014 - 2026) Analysis & Trends
For FY2025, Upland Software posted Return on Invested Capital [ROIC] of 1.94%, up 25.33 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +4.75 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at -23.39% in FY2024 (-0.72 pp), -22.66% in FY2023 (-17.93 pp), -4.73% in FY2022 (-1.08 pp) and -3.65% in FY2021 (-0.84 pp).
- The Q2 2026 figure ranks as the lowest quarterly Return on Invested Capital [ROIC] since Q4 2024.
- Year over year, Return on Invested Capital [ROIC] gained in five of the last eight quarters, with an average year-over-year change of +11.78 percentage points.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q4 2025 (a gain of 38.28 percentage points); the low point was Q3 2023 (a drop of 22.13 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 5.86% (Q1 2026), 2.39% (Q4 2025) and -2.33% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Adobe | 92.94 Bn | 68.19 Bn | 6.00 Bn | 54.46% |
| 2 | Atlassian | 48.88 Bn | 42.16 Bn | 1.53 Bn | 0.00% |
| 3 | Twilio | 45.24 Bn | 35.23 Bn | 725.87 Mn | - |
| 4 | Autodesk | 44.31 Bn | 32.34 Bn | 1.87 Bn | 26.45% |
| 5 | Zoom Communications | 27.15 Bn | -3.64 Bn | 985.50 Mn | - |
| 6 | Figma | 11.33 Bn | 4.84 Bn | 309.61 Mn | - |
| 7 | Dropbox | 7.45 Bn | 3.08 Bn | 506.50 Mn | 104.56% |
| 8 | Nice | 6.88 Bn | 5.35 Bn | 995.81 Mn | - |
| 9 | RingCentral | 6.55 Bn | 6.05 Bn | 472.31 Mn | 28.51% |
| 10 | Upland Software | 11.03 Mn | -101.95 Mn | 37.47 Mn | -7.84% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -7.84% |
| Mar 31, 2026 | 5.86% |
| Dec 31, 2025 | 2.39% |
| Sep 30, 2025 | -2.33% |
| Jun 30, 2025 | -6.19% |
| Mar 31, 2025 | -4.77% |
| Dec 31, 2024 | -35.89% |
| Sep 30, 2024 | -28.14% |
| Jun 30, 2024 | -23.31% |
| Mar 31, 2024 | -21.24% |
| Dec 31, 2023 | -26.29% |
| Sep 30, 2023 | -25.34% |
| Jun 30, 2023 | -23.34% |
| Mar 31, 2023 | -21.30% |
| Dec 31, 2022 | -4.76% |
| Sep 30, 2022 | -3.21% |
| Jun 30, 2022 | -3.63% |
| Mar 31, 2022 | -3.56% |
| Dec 31, 2021 | -3.65% |
| Sep 30, 2021 | -3.38% |
API Access
Upland Software Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=UPLD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "UPLD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=UPLD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();