Comprehensive Stock Comparison
Compare CXApp Inc. (CXAI) vs Upland Software, Inc. (UPLD) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | CXAI | -3.0% revenue growth vs UPLD's -7.7% |
| Quality / Margins | UPLD | -18.4% net margin vs CXAI's -289.4% |
| Stability / Safety | CXAI | Lower D/E ratio (35.8% vs 278.3%) |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | UPLD | -72.2% vs CXAI's -84.1% |
| Efficiency (ROA) | UPLD | -10.6% ROA vs CXAI's -41.7%, ROIC -18.5% vs -52.9% |
Who Each Stock Is For
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
CXApp Inc. is a workplace experience platform provider that offers a SaaS solution for enterprise workplace management. It generates revenue primarily through subscription fees for its platform — which includes features like desk reservations, indoor mapping, and employee engagement tools — with enterprise customers paying recurring fees based on usage or seat count. The company's competitive advantage lies in its integrated platform that combines multiple workplace management functions into a single solution, creating switching costs for enterprise clients.
Upland Software is a cloud-based enterprise work management software provider offering applications for marketing, sales, contact center, project management, and other business functions. It generates revenue primarily through subscription fees for its software-as-a-service products—supplemented by professional services like implementation and training—with the majority coming from recurring subscriptions. The company's competitive advantage lies in its integrated family of applications that address multiple enterprise needs through a unified platform, creating cross-selling opportunities and reducing customer churn.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
UPLD leads in 4 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 1 category is tied.
Financial Metrics (TTM)
UPLD is the larger business by revenue, generating $236M annually — 57.3x CXAI's $4M. Profitability is closely matched — net margins range from -18.4% (UPLD) to -2.9% (CXAI). On growth, UPLD holds the edge at -24.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CXAICXApp Inc. | UPLDUpland Software, … |
|---|---|---|
| RevenueTrailing 12 months | $4M | $236M |
| EBITDAEarnings before interest/tax | -$12M | $33M |
| Net IncomeAfter-tax profit | -$12M | -$43M |
| Free Cash FlowCash after capex | -$9M | $26M |
| Gross MarginGross profit ÷ Revenue | +83.5% | +73.2% |
| Operating MarginEBIT ÷ Revenue | -3.5% | -2.0% |
| Net MarginNet income ÷ Revenue | -2.9% | -18.4% |
| FCF MarginFCF ÷ Revenue | -2.3% | +11.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | -24.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +53.1% | +18.2% |
Valuation Metrics
| Metric | CXAICXApp Inc. | UPLDUpland Software, … |
|---|---|---|
| Market CapShares × price | $4M | $26M |
| Enterprise ValueMkt cap + debt − cash | $4M | $261M |
| Trailing P/EPrice ÷ TTM EPS | -0.15x | -0.21x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 0.49x | 0.09x |
| Price / BookPrice ÷ Book value/share | 0.19x | 0.23x |
| Price / FCFMarket cap ÷ FCF | — | 1.09x |
Profitability & Efficiency
UPLD delivers a -64.6% return on equity — every $100 of shareholder capital generates $-65 in annual profit, vs $-78 for CXAI. CXAI carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to UPLD's 2.78x. On the Piotroski fundamental quality scale (0–9), UPLD scores 7/9 vs CXAI's 4/9, reflecting strong financial health.
| Metric | CXAICXApp Inc. | UPLDUpland Software, … |
|---|---|---|
| ROE (TTM)Return on equity | -78.0% | -64.6% |
| ROA (TTM)Return on assets | -41.7% | -10.6% |
| ROICReturn on invested capital | -52.9% | -18.5% |
| ROCEReturn on capital employed | -59.1% | -17.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 0.36x | 2.78x |
| Net DebtTotal debt minus cash | $708,000 | $236M |
| Cash & Equiv.Liquid assets | $5M | $56M |
| Total DebtShort + long-term debt | $6M | $292M |
| Interest CoverageEBIT ÷ Interest expense | -13.39x | -2.94x |
Total Returns (with DRIP)
A $10,000 investment in CXAI five years ago would be worth $181 today (with dividends reinvested), compared to $175 for UPLD. Over the past 12 months, UPLD leads with a -72.2% total return vs CXAI's -84.1%. The 3-year compound annual growth rate (CAGR) favors UPLD at -46.6% vs CXAI's -73.9% — a key indicator of consistent wealth creation.
| Metric | CXAICXApp Inc. | UPLDUpland Software, … |
|---|---|---|
| YTD ReturnYear-to-date | -46.4% | -41.1% |
| 1-Year ReturnPast 12 months | -84.1% | -72.2% |
| 3-Year ReturnCumulative with dividends | -98.2% | -84.7% |
| 5-Year ReturnCumulative with dividends | -98.2% | -98.3% |
| 10-Year ReturnCumulative with dividends | -98.2% | -85.8% |
| CAGR (3Y)Annualised 3-year return | -73.9% | -46.6% |
Risk & Volatility
CXAI is the less volatile stock with a -0.14 beta — it tends to amplify market swings less than UPLD's 1.43 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. UPLD currently trades 22.6% from its 52-week high vs CXAI's 12.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CXAICXApp Inc. | UPLDUpland Software, … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.14x | 1.43x |
| 52-Week HighHighest price in past year | $1.49 | $3.91 |
| 52-Week LowLowest price in past year | $0.17 | $0.88 |
| % of 52W HighCurrent price vs 52-week peak | +12.3% | +22.6% |
| RSI (14)Momentum oscillator 0–100 | 35.2 | 22.6 |
| Avg Volume (50D)Average daily shares traded | 4.5M | 146K |
Analyst Outlook
| Metric | CXAICXApp Inc. | UPLDUpland Software, … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | — | — |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +43.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 21 | Feb 26 | Change |
|---|---|---|---|
| CXApp Inc. (CXAI) | 100 | 2.68 | -97.3% |
| Upland Software, In… (UPLD) | 100 | 2.6 | -97.4% |
CXApp Inc. (CXAI) returned -98% over 5 years vs Upland Software, In… (UPLD)'s -98%.
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| CXApp Inc. (CXAI) | $0.00 | $7M | — |
| Upland Software, In… (UPLD) | $70M | $275M | +293.1% |
Upland Software, Inc.'s revenue grew from $70M (2015) to $275M (2024) — a 16.4% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| CXApp Inc. (CXAI) | -3.4% | -2.7% | +21.1% |
| Upland Software, In… (UPLD) | -19.5% | -41.0% | -109.9% |
Upland Software, Inc.'s net margin went from -20% (2015) to -41% (2024).
Chart 4EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| CXApp Inc. (CXAI) | -0.5 | -1.22 | -144.0% |
| Upland Software, In… (UPLD) | -0.91 | -4.26 | -368.1% |
Upland Software, Inc.'s EPS grew from $-0.91 (2015) to $-4.26 (2024).
Chart 5Free Cash Flow — 5 Years
CXApp Inc. generated $-7M FCF in 2024 (-1135% vs 2021). Upland Software, Inc. generated $23M FCF in 2024 (-43% vs 2021).
CXAI vs UPLD: Frequently Asked Questions
6 questions · data-driven answers · updated daily
01Which is the better long-term investment — CXAI or UPLD?
Over the past 5 years, CXApp Inc. (CXAI) delivered a total return of -98.2%, compared to -98.3% for Upland Software, Inc. (UPLD). A $10,000 investment in CXAI five years ago would be worth approximately $181 today (assuming dividends reinvested). Over 10 years, the gap is even starker: UPLD returned -85.8% versus CXAI's -98.2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
02Which is safer — CXAI or UPLD?
By beta (market sensitivity over 5 years), CXApp Inc. (CXAI) is the lower-risk stock at -0.14β versus Upland Software, Inc.'s 1.43β — meaning UPLD is approximately -1155% more volatile than CXAI relative to the S&P 500. On balance sheet safety, CXApp Inc. (CXAI) carries a lower debt/equity ratio of 36% versus 3% for Upland Software, Inc. — giving it more financial flexibility in a downturn.
03Which has better profit margins — CXAI or UPLD?
Upland Software, Inc. (UPLD) is the more profitable company, earning -41.0% net margin versus -271.7% for CXApp Inc. — meaning it keeps -41.0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UPLD leads at -37.2% versus -192.4% for CXAI. At the gross margin level — before operating expenses — CXAI leads at 82.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
04Which pays a better dividend — CXAI or UPLD?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
05Is CXAI or UPLD better for a retirement portfolio?
For long-horizon retirement investors, CXApp Inc. (CXAI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.14)). Both have compounded well over 10 years (CXAI: -98.2%, UPLD: -85.8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
06What are the main differences between CXAI and UPLD?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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