Upexi Inc Stock Performance
| UPXI Stock | USD 4.64 0.07 1.53% |
Upexi holds a performance score of 5 on a scale of zero to a hundred. The entity has a beta of -1.23, which indicates a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Upexi are expected to decrease by larger amounts. On the other hand, during market turmoil, Upexi is expected to outperform it. Use Upexi Inc downside variance, and the relationship between the sortino ratio and accumulation distribution , to analyze future returns on Upexi Inc.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Upexi Inc are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly fragile basic indicators, Upexi demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 7.1 M | |
| Total Cashflows From Investing Activities | -2.6 M |
Upexi |
Upexi Relative Risk vs. Return Landscape
If you would invest 416.00 in Upexi Inc on August 31, 2024 and sell it today you would earn a total of 48.00 from holding Upexi Inc or generate 11.54% return on investment over 90 days. Upexi Inc is currently generating 1.776% in daily expected returns and assumes 23.66% risk (volatility on return distribution) over the 90 days horizon. In different words, most equities are less risky than Upexi, and most traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Upexi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upexi's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Upexi Inc, and traders can use it to determine the average amount a Upexi's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0751
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| Average Returns | UPXI | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 23.66 actual daily | 96 96% of assets are less volatile |
Expected Return
| 1.78 actual daily | 35 65% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Upexi is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upexi by adding it to a well-diversified portfolio.
Upexi Fundamentals Growth
Upexi Stock prices reflect investors' perceptions of the future prospects and financial health of Upexi, and Upexi fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upexi Stock performance.
| Return On Equity | -0.79 | ||||
| Return On Asset | -0.0922 | ||||
| Profit Margin | (0.28) % | ||||
| Operating Margin | (0.34) % | ||||
| Current Valuation | 32.85 M | ||||
| Shares Outstanding | 1.04 M | ||||
| Price To Earning | 21.47 X | ||||
| Price To Book | 0.22 X | ||||
| Price To Sales | 0.06 X | ||||
| Revenue | 80.68 M | ||||
| EBITDA | (2.4 M) | ||||
| Cash And Equivalents | 3.3 M | ||||
| Cash Per Share | 0.18 X | ||||
| Total Debt | 27.35 M | ||||
| Debt To Equity | 0.59 % | ||||
| Book Value Per Share | 21.10 X | ||||
| Cash Flow From Operations | 517.7 K | ||||
| Earnings Per Share | (24.60) X | ||||
| Total Asset | 63.85 M | ||||
| Retained Earnings | (23.2 M) | ||||
About Upexi Performance
By evaluating Upexi's fundamental ratios, stakeholders can gain valuable insights into Upexi's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Upexi has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upexi has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Upexi, Inc. manufacture and sells various branded products in the health, wellness, pet, beauty, and other markets. Upexi, Inc. was incorporated in 2018 and is headquartered in Clearwater, Florida. Upexi is traded on NASDAQ Exchange in the United States.Things to note about Upexi Inc performance evaluation
Checking the ongoing alerts about Upexi for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Upexi Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Upexi Inc is way too risky over 90 days horizon | |
| Upexi Inc appears to be risky and price may revert if volatility continues | |
| Upexi Inc has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 80.68 M. Net Loss for the year was (16.93 M) with profit before overhead, payroll, taxes, and interest of 33.56 M. | |
| About 27.0% of the company outstanding shares are owned by insiders |
- Analyzing Upexi's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upexi's stock is overvalued or undervalued compared to its peers.
- Examining Upexi's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upexi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upexi's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Upexi's stock. These opinions can provide insight into Upexi's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Upexi Stock analysis
When running Upexi's price analysis, check to measure Upexi's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upexi is operating at the current time. Most of Upexi's value examination focuses on studying past and present price action to predict the probability of Upexi's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upexi's price. Additionally, you may evaluate how the addition of Upexi to your portfolios can decrease your overall portfolio volatility.
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