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Upexi Inc. (UPXI)



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Upturn Advisory Summary
04/01/2025: UPXI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -71.25% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 2.96M USD | Price to earnings Ratio - | 1Y Target Price 25 |
Price to earnings Ratio - | 1Y Target Price 25 | ||
Volume (30-day avg) 78294 | Beta 0.18 | 52 Weeks Range 2.03 - 12.67 | Updated Date 04/1/2025 |
52 Weeks Range 2.03 - 12.67 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -22.68 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -122.37% | Operating Margin (TTM) -26.79% |
Management Effectiveness
Return on Assets (TTM) -31.23% | Return on Equity (TTM) -159.49% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 12874426 | Price to Sales(TTM) 0.16 |
Enterprise Value 12874426 | Price to Sales(TTM) 0.16 | ||
Enterprise Value to Revenue 0.69 | Enterprise Value to EBITDA 290.21 | Shares Outstanding 1320920 | Shares Floating 1028934 |
Shares Outstanding 1320920 | Shares Floating 1028934 | ||
Percent Insiders 22.11 | Percent Institutions 1.18 |
Analyst Ratings
Rating 3 | Target Price 4 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Upexi Inc.
Company Overview
History and Background
Upexi Inc. focuses on acquiring and operating e-commerce brands, particularly those selling on Amazon and other online marketplaces. Founded with a mission to grow and scale businesses through operational expertise and technology, Upexi has expanded rapidly through acquisitions.
Core Business Areas
- E-commerce Brand Aggregation: Acquiring and scaling e-commerce brands with a focus on Amazon Marketplace.
- Technology and Operations: Providing operational and technological infrastructure to enhance brand performance and profitability.
- Brand Management: Optimizing product listings, marketing campaigns, and supply chain management for acquired brands.
Leadership and Structure
The leadership team comprises executives with experience in e-commerce, finance, and technology. The organizational structure is designed to integrate acquired brands effectively while maintaining individual brand identities.
Top Products and Market Share
Key Offerings
- Various E-commerce Products: Upexi manages a diverse portfolio of consumer products sold on e-commerce platforms, including home goods, beauty, and electronics. Market share varies by product category. Competition includes numerous other e-commerce aggregators and individual brands selling directly to consumers.
Market Dynamics
Industry Overview
The e-commerce aggregation market is rapidly growing, driven by the increasing popularity of online shopping and the fragmentation of brands across platforms like Amazon. Consolidation is a key trend.
Positioning
Upexi is positioned as an aggregator aiming to improve operational efficiencies and brand growth through its technology and operational capabilities. Its competitive advantage is in its ability to identify and scale promising brands.
Total Addressable Market (TAM)
The TAM for e-commerce aggregation is estimated to be in the billions of dollars, representing the total value of brands available for acquisition. Upexi is positioned to capture a portion of this TAM through strategic acquisitions and operational improvements.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Proprietary technology platform
- Diversified brand portfolio
- Scalable business model
Weaknesses
- Integration challenges with acquired brands
- Reliance on Amazon marketplace
- Debt levels due to acquisitions
- High competition in the aggregator space
Opportunities
- Further acquisitions of profitable brands
- Expansion into new product categories
- Strategic partnerships with e-commerce platforms
- Geographic expansion
Threats
- Increased competition from other aggregators
- Changes in Amazon's policies and fees
- Economic downturn impacting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- THRD
- BMRA
- FRPT
Competitive Landscape
Upexi faces intense competition from larger and more established e-commerce aggregators. Its advantage lies in its ability to identify and scale promising brands effectively, but it must overcome challenges related to integration and debt management.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth of existing brands.
Future Projections: Future growth is projected to be driven by continued acquisitions, increased operational efficiencies, and expansion into new markets and product categories.
Recent Initiatives: Recent initiatives include strategic acquisitions of e-commerce brands and investments in technology and infrastructure.
Summary
Upexi Inc. is an e-commerce aggregator with a focus on scaling acquired brands through operational expertise and technology. Its strength lies in its diversified brand portfolio and experienced management team. However, it faces integration challenges, reliance on Amazon, and intense competition in the aggregator space. Future growth depends on strategic acquisitions and operational improvements.
Similar Companies

BMRA

Biomerica Inc



BMRA

Biomerica Inc

FRPT

Freshpet Inc



FRPT

Freshpet Inc
THRD

Third Harmonic Bio Inc.


THRD

Third Harmonic Bio Inc.
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Market analysis
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial professional. Market share data is based on estimations due to limited available information. Financial details are dependent on filings.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Upexi Inc.
Exchange NASDAQ | Headquaters Tampa, FL, United States | ||
IPO Launch date 2021-06-24 | CEO, President & Chairman of the Board Mr. Allan J. Marshall | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 64 | Website https://www.upexi.com |
Full time employees 64 | Website https://www.upexi.com |
Upexi, Inc., a brand owner, engages in the development, manufacturing, and distribution of consumer products in pet, surgery, recovery, skin, beauty, health, and wellness markets. It sells its products through direct-to-consumer network, wholesale partnerships, and major third-party platform. The company was formerly known as Grove, Inc. and changed its name to Upexi, Inc. in August 2022. The company was incorporated in 2018 and is headquartered in Tampa, Florida.
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