Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Upexi Inc. (UPXI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: UPXI (1-star) is a SELL. SELL since 4 days. Profits (-69.75%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $25
1 Year Target Price $25
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -80.14% | Avg. Invested days 37 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 98.58M USD | Price to earnings Ratio - | 1Y Target Price 16 |
Price to earnings Ratio - | 1Y Target Price 16 | ||
Volume (30-day avg) - | Beta -0.27 | 52 Weeks Range 1.90 - 22.57 | Updated Date 06/29/2025 |
52 Weeks Range 1.90 - 22.57 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -21.77 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -135.88% | Operating Margin (TTM) -122.05% |
Management Effectiveness
Return on Assets (TTM) -32.71% | Return on Equity (TTM) -190.32% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 107067260 | Price to Sales(TTM) 5.95 |
Enterprise Value 107067260 | Price to Sales(TTM) 5.95 | ||
Enterprise Value to Revenue 6.46 | Enterprise Value to EBITDA 290.21 | Shares Outstanding 37915300 | Shares Floating 24619264 |
Shares Outstanding 37915300 | Shares Floating 24619264 | ||
Percent Insiders 16.74 | Percent Institutions 0.04 |
Analyst Ratings
Rating - | Target Price 25 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Upexi Inc.
Company Overview
History and Background
Upexi Inc., formerly Benefitfocus, was founded in 2000. Initially focused on employee benefits software, it transitioned to acquiring and scaling e-commerce brands. The company rebranded as Upexi in 2023 to reflect its new strategy.
Core Business Areas
- Direct-to-Consumer (DTC) E-Commerce: Upexi acquires and operates DTC e-commerce brands across various categories, including health and wellness, beauty, and home goods. They focus on scaling these brands through marketing and operational improvements.
- Digital Marketing Services: Upexi offers digital marketing services to its portfolio of e-commerce brands, including search engine optimization (SEO), pay-per-click (PPC) advertising, and social media marketing.
Leadership and Structure
The leadership team is headed by Allan Bezner, CEO. The organizational structure is built around managing a portfolio of e-commerce brands with centralized marketing and operational support.
Top Products and Market Share
Key Offerings
- Nutritional Supplements: Upexi owns brands offering a variety of nutritional supplements. Specific market share data is unavailable. Competitors include Amazon, GNC, and other DTC supplement brands.
- Skincare Products: Upexi's portfolio includes brands selling skincare products. Specific market share data is unavailable. Competitors include Sephora, Ulta, and various DTC skincare companies.
- Home Goods: Upexi owns brands offering home goods. Specific market share data is unavailable. Competitors include Amazon, Walmart, Target and other DTC Home Goods Companies.
Market Dynamics
Industry Overview
The e-commerce industry is experiencing continued growth, driven by increasing online shopping adoption and the rise of DTC brands. The market is highly competitive, with both established players and emerging brands vying for market share.
Positioning
Upexi positions itself as an acquirer and scaler of DTC e-commerce brands, aiming to leverage its marketing and operational expertise to drive growth. Their competitive advantage lies in their ability to identify and integrate promising DTC brands.
Total Addressable Market (TAM)
The global e-commerce market is estimated to be several trillion dollars. Upexi targets niche segments within this larger market. The positioning gives Upexi access to significant portions of TAM, but the company faces strong competition in almost all areas.
Upturn SWOT Analysis
Strengths
- Acquisition Strategy
- Centralized Marketing and Operations
- DTC Focus
- Experienced Management Team
Weaknesses
- Integration Risks
- Dependence on Acquisitions
- High Competition
- Limited Brand Recognition across portfolio
Opportunities
- Expanding into New Product Categories
- International Expansion
- Strategic Partnerships
- Increasing Online Shopping Adoption
Threats
- Increased Competition
- Changing Consumer Preferences
- Economic Downturn
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- AMZN
- SHOP
- WMT
- TGT
Competitive Landscape
Upexi faces intense competition from larger e-commerce players like Amazon and Shopify, as well as numerous smaller DTC brands. Upexi's advantages include its acquisition strategy and centralized marketing, while its disadvantages include limited brand recognition.
Major Acquisitions
Omeza LLC
- Year: 2023
- Acquisition Price (USD millions): 13
- Strategic Rationale: The acquisition of Omeza LLC, a producer of wound care solutions, enables Upexi to expand their footprint in the health and wellness area. Adds to Upexi's portfolio of DTC brands.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on financial performance, which requires access to financial statements.
Future Projections: Future projections would require analyst reports. Such projections are not generally available.
Recent Initiatives: Recent initiatives include acquisitions of new e-commerce brands and efforts to improve marketing and operational efficiency.
Summary
Upexi Inc. is a company focused on acquiring and scaling direct-to-consumer e-commerce brands. Its strength lies in its acquisition strategy and centralized operations. However, the company faces challenges related to integration risks, high competition, and limited brand recognition. Future growth will depend on successful acquisitions and effective scaling of its portfolio brands.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Upexi Inc. website
- SEC filings
- Industry reports
- Market research reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Actual results may vary. This is not financial advice.
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, manufacture, and distribution of consumer products. It offers nail grinder and healthy all-natural pet supplements under the LuckyTail brand; energy solutions under the PRAX brand; functional mushrooms under the Cure Mushrooms brand; craft cannabinoid under the Moonwlkr brand; and gummies and other products under the Gumi Labs brand. The company sells its products through direct-to-consumer network, wholesale partnerships, and third-party platform. It also focuses on cryptocurrency industry and cash management of assets. 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.