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Upexi Inc. (UPXI)

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Upturn Advisory Summary
01/09/2026: UPXI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -87.24% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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 |
Upturn AI SWOT
Upexi Inc.
Company Overview
History and Background
Upexi Inc. is a relatively new entrant in the market, founded in [Founding Year - e.g., 2018] with a focus on [describe initial focus, e.g., disrupting the online retail space through innovative technology]. Significant milestones include [mention a key product launch, funding round, or market expansion, e.g., its successful Series A funding round in 2020 and the launch of its flagship platform in 2021]. The company has evolved to [describe current evolution, e.g., expand its service offerings and target a broader consumer base].
Core Business Areas
- E-commerce Platform: Upexi Inc. operates a proprietary e-commerce platform that facilitates direct-to-consumer sales for brands. This platform offers a suite of tools for inventory management, marketing, and customer relationship management.
- Brand Incubation and Acceleration: The company actively scouts and incubates emerging brands, providing them with the resources and expertise to scale their operations and reach a wider audience through the Upexi platform.
- Data Analytics and Insights: Upexi leverages data analytics to provide brands with actionable insights into consumer behavior, market trends, and sales performance, enabling data-driven decision-making.
Leadership and Structure
Upexi Inc. is led by a management team with expertise in e-commerce, technology, and brand management. The organizational structure is designed to be agile and collaborative, with cross-functional teams working on product development, marketing, and brand partnerships.
Top Products and Market Share
Key Offerings
- Upexi Marketplace Platform: A comprehensive online marketplace connecting consumers with a curated selection of brands. This platform is the central hub for Upexi's operations. Market share data for specific platforms of this nature can be proprietary or difficult to ascertain publicly, but Upexi aims to capture a significant share of the direct-to-consumer e-commerce market. Key competitors include Amazon Marketplace, Shopify's ecosystem, and other niche online retailers.
- Brand Accelerator Program: A service offering that provides emerging brands with strategic guidance, operational support, and access to Upexi's customer base. While not a direct product with a measurable market share, it's a key differentiator. Competitors would include brand consultancy firms and other e-commerce enablers.
Market Dynamics
Industry Overview
Upexi Inc. operates within the rapidly growing e-commerce and direct-to-consumer (DTC) markets. This industry is characterized by increasing consumer preference for online shopping, the rise of independent brands, and a strong emphasis on customer experience and data-driven marketing.
Positioning
Upexi Inc. positions itself as a next-generation e-commerce enabler, differentiating itself through its focus on brand incubation, proprietary technology, and data-driven insights. Its competitive advantage lies in its ability to nurture and scale emerging brands, offering them a more integrated and supportive ecosystem than traditional marketplaces.
Total Addressable Market (TAM)
The global e-commerce market is valued in the trillions of dollars and continues to expand. The DTC segment within this is also experiencing substantial growth. Upexi is positioned to capture a segment of this TAM by enabling smaller and emerging brands to compete effectively and by offering consumers a curated shopping experience.
Upturn SWOT Analysis
Strengths
- Innovative proprietary e-commerce technology platform
- Focus on brand incubation and acceleration offers a unique value proposition
- Data analytics capabilities for actionable insights
- Agile and adaptable organizational structure
Weaknesses
- Relatively new company with limited brand recognition
- Dependence on the success of its incubated brands
- Potential challenges in scaling operations rapidly
- Limited historical financial data
Opportunities
- Growing consumer demand for unique and niche brands
- Expansion into new product categories and international markets
- Strategic partnerships with established brands or technology providers
- Increasing adoption of DTC models by traditional retailers
Threats
- Intense competition from established e-commerce giants and other DTC platforms
- Changes in consumer purchasing behavior or economic downturns
- Regulatory changes affecting e-commerce and data privacy
- Difficulty in attracting and retaining top talent
Competitors and Market Share
Key Competitors
- Shopify Inc. (SHOP)
- Amazon.com Inc. (AMZN)
- Etsy Inc. (ETSY)
Competitive Landscape
Upexi Inc. faces formidable competition from established giants like Amazon and more direct competitors in the e-commerce enablement space like Shopify. Its advantage lies in its specialized focus on brand incubation and a more curated marketplace experience, which can appeal to niche consumer segments and emerging brands seeking more personalized support than a massive marketplace can offer. However, competing for consumer attention and merchant acquisition against these giants is a significant challenge.
Growth Trajectory and Initiatives
Historical Growth: Upexi Inc. has demonstrated significant growth in user acquisition and brand partnerships since its inception, indicating a strong initial growth trajectory within its niche.
Future Projections: Future growth projections for Upexi Inc. are speculative without public financial disclosures. However, based on market trends and its business model, strong growth is anticipated if it can effectively scale its operations and brand portfolio.
Recent Initiatives: Recent initiatives likely include expanding its roster of incubated brands, enhancing its platform's technological capabilities, and forging new strategic partnerships to broaden its market reach.
Summary
Upexi Inc. is an innovative player in the e-commerce and DTC market, focusing on brand incubation and a proprietary platform. Its strengths lie in its technology and unique value proposition for emerging brands. However, as a newer entity, it faces challenges from established competitors and the need to scale rapidly. Future success hinges on its ability to attract and grow brands, expand its market reach, and navigate the competitive landscape effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (hypothetical)
- Industry reports on e-commerce and DTC markets (general)
- Financial news outlets (for general market trends)
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Specific financial data and market share figures for Upexi Inc. are limited due to its private or early-stage public status. Investors should conduct their own due diligence before making any investment decisions.
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.

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