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UPXI
Upturn stock ratingUpturn stock rating

Upexi Inc. (UPXI)

Upturn stock ratingUpturn stock rating
$2.22
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: UPXI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type Stock
Historic Profit -71.25%
Avg. Invested days 26
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

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 -

ai summary icon Upturn AI SWOT

Upexi Inc.

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 64

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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