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Side-by-side financial comparison of Upland Software, Inc. (UPLD) and WEALTHFRONT CORP (WLTH). Click either name above to swap in a different company.

WEALTHFRONT CORP is the larger business by last-quarter revenue ($93.2M vs $49.3M, roughly 1.9× Upland Software, Inc.).

Upland Software, Inc. is a global provider of cloud-based enterprise work management solutions. It offers products covering project portfolio management, customer engagement, IT service management, and financial automation, serving businesses of all sizes across North America, Europe, and Asia-Pacific in tech, healthcare, and professional services sectors.

Wealthfront Corporation is a financial services company based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008. As of 2025, Wealthfront had $88 billion AUM across more than 1.3 million clients.

UPLD vs WLTH — Head-to-Head

Bigger by revenue
WLTH
WLTH
1.9× larger
WLTH
$93.2M
$49.3M
UPLD

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
UPLD
UPLD
WLTH
WLTH
Revenue
$49.3M
$93.2M
Net Profit
$30.9M
Gross Margin
76.5%
89.1%
Operating Margin
14.5%
37.3%
Net Margin
33.1%
Revenue YoY
-27.5%
Net Profit YoY
EPS (diluted)
$0.01
$0.21

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
UPLD
UPLD
WLTH
WLTH
Q4 25
$49.3M
$93.2M
Q3 25
$50.5M
Q2 25
$53.4M
Q1 25
$63.7M
Q4 24
$68.0M
Q3 24
$66.7M
Q2 24
$69.3M
Q1 24
$70.7M
Net Profit
UPLD
UPLD
WLTH
WLTH
Q4 25
$30.9M
Q3 25
$-1.1M
Q2 25
$-13.0M
Q1 25
$-25.8M
Q4 24
Q3 24
$-1.7M
Q2 24
$-11.4M
Q1 24
$-96.1M
Gross Margin
UPLD
UPLD
WLTH
WLTH
Q4 25
76.5%
89.1%
Q3 25
76.9%
Q2 25
74.8%
Q1 25
71.6%
Q4 24
70.8%
Q3 24
70.5%
Q2 24
70.5%
Q1 24
70.2%
Operating Margin
UPLD
UPLD
WLTH
WLTH
Q4 25
14.5%
37.3%
Q3 25
10.6%
Q2 25
-13.2%
Q1 25
-1.7%
Q4 24
-2.9%
Q3 24
-5.0%
Q2 24
-7.7%
Q1 24
-129.6%
Net Margin
UPLD
UPLD
WLTH
WLTH
Q4 25
33.1%
Q3 25
-2.2%
Q2 25
-24.4%
Q1 25
-40.6%
Q4 24
Q3 24
-2.6%
Q2 24
-16.5%
Q1 24
-135.9%
EPS (diluted)
UPLD
UPLD
WLTH
WLTH
Q4 25
$0.01
$0.21
Q3 25
$-0.09
Q2 25
$-0.51
Q1 25
$-0.97
Q4 24
$-0.30
Q3 24
$-0.12
Q2 24
$-0.47
Q1 24
$-3.37

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
UPLD
UPLD
WLTH
WLTH
Cash + ST InvestmentsLiquidity on hand
$29.4M
$266.2M
Total DebtLower is stronger
$232.4M
Stockholders' EquityBook value
$-48.4M
$125.4M
Total Assets
$413.2M
$810.6M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
UPLD
UPLD
WLTH
WLTH
Q4 25
$29.4M
$266.2M
Q3 25
$22.8M
Q2 25
$41.0M
Q1 25
$33.7M
Q4 24
$56.4M
Q3 24
$59.7M
Q2 24
$232.4M
Q1 24
$231.6M
Total Debt
UPLD
UPLD
WLTH
WLTH
Q4 25
$232.4M
Q3 25
Q2 25
Q1 25
Q4 24
$290.2M
Q3 24
Q2 24
Q1 24
Stockholders' Equity
UPLD
UPLD
WLTH
WLTH
Q4 25
$-48.4M
$125.4M
Q3 25
$-47.3M
Q2 25
$-42.4M
Q1 25
$-37.8M
Q4 24
$-18.3M
Q3 24
$907.0K
Q2 24
$6.5M
Q1 24
$20.1M
Total Assets
UPLD
UPLD
WLTH
WLTH
Q4 25
$413.2M
$810.6M
Q3 25
$409.1M
Q2 25
$441.7M
Q1 25
$457.0M
Q4 24
$529.5M
Q3 24
$554.9M
Q2 24
$739.9M
Q1 24
$754.9M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
UPLD
UPLD
WLTH
WLTH
Operating Cash FlowLast quarter
$7.3M
Free Cash FlowOCF − Capex
$7.2M
FCF MarginFCF / Revenue
14.7%
Capex IntensityCapex / Revenue
0.2%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$24.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
UPLD
UPLD
WLTH
WLTH
Q4 25
$7.3M
Q3 25
$6.9M
Q2 25
$3.3M
Q1 25
$8.3M
Q4 24
$9.3M
Q3 24
$4.3M
Q2 24
$5.5M
Q1 24
$5.1M
Free Cash Flow
UPLD
UPLD
WLTH
WLTH
Q4 25
$7.2M
Q3 25
$6.7M
Q2 25
$2.7M
Q1 25
$7.9M
Q4 24
$9.0M
Q3 24
$4.2M
Q2 24
$5.2M
Q1 24
$4.9M
FCF Margin
UPLD
UPLD
WLTH
WLTH
Q4 25
14.7%
Q3 25
13.2%
Q2 25
5.0%
Q1 25
12.4%
Q4 24
13.3%
Q3 24
6.3%
Q2 24
7.5%
Q1 24
7.0%
Capex Intensity
UPLD
UPLD
WLTH
WLTH
Q4 25
0.2%
Q3 25
0.4%
Q2 25
1.2%
Q1 25
0.7%
Q4 24
0.5%
Q3 24
0.2%
Q2 24
0.4%
Q1 24
0.3%

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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