Analyzing Great Elm Group (NASDAQ:GEG) & Upland Software (NASDAQ:UPLD)

Great Elm Group (NASDAQ:GEG) and Upland Software (NASDAQ:UPLD) are both small-cap multi-sector conglomerates companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, risk, earnings, valuation and analyst recommendations.

Earnings and Valuation

This table compares Great Elm Group and Upland Software’s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Great Elm Group	$8.66 million	6.87	$27.73 million	N/A	N/A
Upland Software	$297.85 million	0.21	-$179.87 million	($5.76)	-0.39

Great Elm Group has higher earnings, but lower revenue than Upland Software.

Risk and Volatility

Great Elm Group has a beta of 1.12, indicating that its share price is 12% more volatile than the S&P 500. Comparatively, Upland Software has a beta of 0.96, indicating that its share price is 4% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent recommendations for Great Elm Group and Upland Software, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Great Elm Group	0	0	0	0	N/A
Upland Software	2	0	0	0	1.00

Upland Software has a consensus price target of $3.83, indicating a potential upside of 69.62%. Given Upland Software’s higher probable upside, analysts plainly believe Upland Software is more favorable than Great Elm Group.

Profitability

This table compares Great Elm Group and Upland Software’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Great Elm Group	81.66%	-4.66%	-2.30%
Upland Software	-60.39%	11.39%	1.89%

Institutional & Insider Ownership

52.8% of Great Elm Group shares are held by institutional investors. Comparatively, 77.8% of Upland Software shares are held by institutional investors. 43.4% of Great Elm Group shares are held by insiders. Comparatively, 9.2% of Upland Software shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

About Great Elm Group

Great Elm Group, Inc. operates as a asset management company. The company engages in credit, real estate, and finance businesses. It is also involved in business development related activities and offers investment management services. The company was formerly known as Great Elm Capital Group, Inc. and changed its name to Great Elm Group, Inc. in December 2020. Great Elm Group, Inc. was incorporated in 1994 and is headquartered in Waltham, Massachusetts.

About Upland Software

Upland Software, Inc., together with its subsidiaries, provides cloud-based software applications under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers software applications that enable organizations to plan, manage and execute projects, and work in the areas of marketing, sales, contact center, knowledge management, project management, information technology, business operations, human resources, and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves corporations, government agencies, and small and medium-sized businesses in the financial, consulting, technology, manufacturing, media, telecommunication, insurance, non-profit healthcare, life sciences, retail, and hospitality sectors. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.