Is Upexi Stock a Good Investment?
Upexi Investment Advice | UPXI |
- Examine Upexi's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Upexi's leadership team and their track record. Good management can help Upexi navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Movies & Entertainment space and any emerging trends that could impact Upexi's business and its evolving consumer preferences.
- Compare Upexi's performance and market position to its competitors. Analyze how Upexi is positioned in terms of product offerings, innovation, and market share.
- Check if Upexi pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Upexi's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Upexi Inc stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Upexi Inc is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Modest | Details | |
Volatility | Abnormally volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Moves completely opposite to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Upexi Stock
Researching Upexi's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 27.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.21. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Upexi Inc recorded a loss per share of 24.6. The entity had not issued any dividends in recent years. The firm had 1:20 split on the 3rd of October 2024.
To determine if Upexi is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Upexi's research are outlined below:
| 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 | |
| Latest headline from Macroaxis: Are Upexi traders starting to hold back |
Upexi Quarterly Good Will |
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Upexi uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Upexi Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Upexi's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Upexi's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Upexi's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-11-20 | 2023-09-30 | -0.09 | -0.07 | 0.02 | 22 | ||
2024-02-14 | 2023-12-31 | -0.05 | -0.1 | -0.05 | 100 | ||
2022-02-14 | 2021-12-31 | 0.07 | 0.004 | -0.066 | 94 | ||
2023-02-14 | 2022-12-31 | 0.07 | 0.1403 | 0.0703 | 100 | ||
2022-05-16 | 2022-03-31 | 0.09 | -0.003 | -0.093 | 103 | ||
2024-05-21 | 2024-03-31 | -0.1 | -0.2 | -0.1 | 100 | ||
2022-09-28 | 2022-06-30 | 0.11 | -0.16 | -0.27 | 245 | ||
2023-09-29 | 2023-06-30 | -0.1 | -0.85 | -0.75 | 750 |
Know Upexi's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Upexi is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upexi Inc backward and forwards among themselves. Upexi's institutional investor refers to the entity that pools money to purchase Upexi's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of America Corp | 2024-06-30 | 101 | Jpmorgan Chase & Co | 2024-06-30 | 40.0 | Susquehanna International Group, Llp | 2024-06-30 | 0.0 | Wells Fargo & Co | 2024-06-30 | 0.0 | Psi Advisors, Llc | 2024-06-30 | 0.0 | Team Hewins Llc | 2024-06-30 | 0.0 | Rfp Financial Group Llc | 2024-09-30 | 0.0 | Advisor Group Holdings, Inc. | 2024-06-30 | 0.0 | Vanguard Group Inc | 2024-06-30 | 290.9 K | Hightower Advisors, Llc | 2024-06-30 | 214.2 K | Geode Capital Management, Llc | 2024-06-30 | 92 K |
Upexi's market capitalization trends
The company currently falls under 'Nano-Cap' category with a current market capitalization of 4.58 M.Market Cap |
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Upexi's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.38) | (0.40) | |
| Return On Capital Employed | (0.15) | (0.16) | |
| Return On Assets | (0.24) | (0.25) | |
| Return On Equity | (0.54) | (0.56) |
Determining Upexi's profitability involves analyzing its financial statements and using various financial metrics to determine if Upexi is a good buy. For example, gross profit margin measures Upexi's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Upexi's profitability and make more informed investment decisions.
Evaluate Upexi's management efficiency
Upexi Inc has return on total asset (ROA) of (0.0922) % which means that it has lost $0.0922 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.7865) %, meaning that it created substantial loss on money invested by shareholders. Upexi's management efficiency ratios could be used to measure how well Upexi manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to -0.4. The current Return On Capital Employed is estimated to decrease to -0.16. As of now, Upexi's Other Current Assets are increasing as compared to previous years. The Upexi's current Intangible Assets is estimated to increase to about 16.4 M, while Net Tangible Assets are projected to decrease to under 4.9 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.40 | 0.85 | |
| Tangible Book Value Per Share | 0.20 | 0.35 | |
| Enterprise Value Over EBITDA | (310.48) | (326.01) | |
| Price Book Value Ratio | 32.64 | 31.01 | |
| Enterprise Value Multiple | (310.48) | (326.01) | |
| Price Fair Value | 32.64 | 31.01 | |
| Enterprise Value | 1.7 B | 1.5 B |
The management strategies employed by Upexi's are designed to enhance shareholder value and ensure long-term growth. We assess the effectiveness of these strategies in our stock analysis.
Beta 0.241 |
Basic technical analysis of Upexi Stock
As of the 21st of November, Upexi has the Semi Deviation of 8.18, coefficient of variation of 1311.15, and Risk Adjusted Performance of 0.0671. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Upexi Inc, as well as the relationship between them.Upexi's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Upexi insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upexi's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Upexi insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Understand Upexi's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Upexi's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0671 | |||
| Market Risk Adjusted Performance | (0.37) | |||
| Mean Deviation | 9.44 | |||
| Semi Deviation | 8.18 | |||
| Downside Deviation | 9.31 | |||
| Coefficient Of Variation | 1311.15 | |||
| Standard Deviation | 22.95 | |||
| Variance | 526.62 | |||
| Information Ratio | 0.0721 | |||
| Jensen Alpha | 2.13 | |||
| Total Risk Alpha | (0.86) | |||
| Sortino Ratio | 0.1777 | |||
| Treynor Ratio | (0.38) | |||
| Maximum Drawdown | 188.65 | |||
| Value At Risk | (15.79) | |||
| Potential Upside | 12.53 | |||
| Downside Variance | 86.77 | |||
| Semi Variance | 66.92 | |||
| Expected Short fall | (13.12) | |||
| Skewness | 6.22 | |||
| Kurtosis | 45.76 |
| Risk Adjusted Performance | 0.0671 | |||
| Market Risk Adjusted Performance | (0.37) | |||
| Mean Deviation | 9.44 | |||
| Semi Deviation | 8.18 | |||
| Downside Deviation | 9.31 | |||
| Coefficient Of Variation | 1311.15 | |||
| Standard Deviation | 22.95 | |||
| Variance | 526.62 | |||
| Information Ratio | 0.0721 | |||
| Jensen Alpha | 2.13 | |||
| Total Risk Alpha | (0.86) | |||
| Sortino Ratio | 0.1777 | |||
| Treynor Ratio | (0.38) | |||
| Maximum Drawdown | 188.65 | |||
| Value At Risk | (15.79) | |||
| Potential Upside | 12.53 | |||
| Downside Variance | 86.77 | |||
| Semi Variance | 66.92 | |||
| Expected Short fall | (13.12) | |||
| Skewness | 6.22 | |||
| Kurtosis | 45.76 |
Consider Upexi's intraday indicators
Upexi intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Upexi stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Upexi Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 30th of September 2024 Other Reports | ViewVerify | |
10Q | 9th of July 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Upexi Stock media impact
Far too much social signal, news, headlines, and media speculation about Upexi that are available to investors today. That information is available publicly through Upexi media outlets and privately through word of mouth or via Upexi internal channels. However, regardless of the origin, that massive amount of Upexi data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Upexi news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Upexi relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Upexi's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Upexi alpha.
Upexi Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Upexi can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
When determining whether Upexi Inc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Upexi's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Upexi Inc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Upexi Inc Stock: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upexi Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Is Movies & Entertainment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upexi. If investors know Upexi will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upexi listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 35.728 | Earnings Share (24.60) | Revenue Per Share 83.431 | Quarterly Revenue Growth (0.34) | Return On Assets (0.09) |
The market value of Upexi Inc is measured differently than its book value, which is the value of Upexi that is recorded on the company's balance sheet. Investors also form their own opinion of Upexi's value that differs from its market value or its book value, called intrinsic value, which is Upexi's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upexi's market value can be influenced by many factors that don't directly affect Upexi's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Upexi's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Upexi is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upexi's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.