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Upturn AI SWOT - About
Upexi Inc. (UPXI)
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Upturn Advisory Summary
10/15/2025: UPXI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
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 -87.24% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 |
Upturn AI SWOT
Upexi Inc.
Company Overview
History and Background
Upexi Inc., formerly known as System1 Biosciences Inc., is a technology company specializing in e-commerce aggregation. The company focuses on acquiring and scaling direct-to-consumer (DTC) brands through its proprietary technology platform.
Core Business Areas
- E-commerce Aggregation: Upexi acquires and operates direct-to-consumer (DTC) brands, primarily in health & wellness, consumer products and other related categories.
Leadership and Structure
The leadership team consists of experienced executives in e-commerce and technology. Organizational structure is designed to support rapid brand acquisition and integration.
Top Products and Market Share
Key Offerings
- Acquired Brands: Upexi's top products vary depending on the brands they acquire. No specific market share data available for individual brands or aggregated portfolio.
Market Dynamics
Industry Overview
The e-commerce aggregation industry involves acquiring and scaling DTC brands. It is a rapidly growing market driven by the increasing popularity of online shopping and the fragmentation of e-commerce brands.
Positioning
Upexi positions itself as a technology-driven aggregator, leveraging its proprietary platform to identify, acquire, and scale promising DTC brands. Competitive advantage lies in their technology, acquisition and integration abilities.
Total Addressable Market (TAM)
The TAM for e-commerce aggregation is substantial and continues to grow, estimated in the billions of dollars. Upexi is positioned to capture a portion of this market through strategic acquisitions and efficient brand integration.
Upturn SWOT Analysis
Strengths
- Proprietary technology platform
- Experienced management team
- Focus on profitable DTC brands
- Ability to acquire and integrate brands efficiently
Weaknesses
- Dependence on acquisitions for growth
- Integration risks associated with acquired brands
- Highly competitive market
- Limited brand awareness
Opportunities
- Further consolidation of the DTC market
- Expansion into new product categories
- International expansion
- Leveraging data analytics to improve brand performance
Threats
- Increased competition from other aggregators
- Changes in consumer preferences
- Economic downturn affecting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- THRN
- PZ
- GOCO
Competitive Landscape
Upexi competes with other e-commerce aggregators for acquisition targets and market share. Advantages include its proprietary technology and acquisition expertise. Disadvantages may include less brand awareness and financial resources compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is driven by the pace of acquisitions and the successful integration of acquired brands.
Future Projections: Future growth is dependent on continued acquisition activity and the ability to scale acquired brands effectively.
Recent Initiatives: Recent initiatives include strategic acquisitions and investments in their technology platform.
Summary
Upexi Inc. operates in the growing e-commerce aggregation space, focusing on acquiring and scaling DTC brands. Its technology platform and experienced management provide strengths, while dependence on acquisitions and intense competition pose challenges. The company's future success hinges on its ability to effectively integrate acquired brands and capitalize on market opportunities. Growth is dependent on consistent deal flow and scaleable acquired business units.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Company website
- Industry reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Investing in stocks carries risk.
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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