Upexi Inc Stock Performance
| UPXI Stock | USD 1.78 0.05 2.73% |
The entity has a beta of 3.48, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upexi will likely underperform. At this point, Upexi Inc has a negative expected return of -1.03%. Please make sure to validate Upexi's value at risk, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Upexi Inc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Upexi Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in March 2026. The recent confusion may also be a sign of long-lasting up-swing for the firm traders. ...more
Last Split Factor 1:20 | Last Split Date 2024-10-03 |
1 | Insider Trading | 11/07/2025 |
2 | Acquisition by Allan Marshall of 100000 shares of Upexi at 2.07 subject to Rule 16b-3 | 12/15/2025 |
3 | Acquisition by Allan Marshall of 50000 shares of Upexi at 2.07 subject to Rule 16b-3 | 12/16/2025 |
4 | Upexi Moves to High-Return Treasury Strategy | 01/07/2026 |
| Begin Period Cash Flow | 661.4 K | |
| Total Cashflows From Investing Activities | -99.3 M |
Upexi Relative Risk vs. Return Landscape
If you would invest 384.00 in Upexi Inc on November 2, 2025 and sell it today you would lose (206.00) from holding Upexi Inc or give up 53.65% of portfolio value over 90 days. Upexi Inc is currently does not generate positive expected returns and assumes 6.6987% risk (volatility on return distribution) over the 90 days horizon. In different words, 60% of stocks are less volatile than Upexi, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Upexi Target Price Odds to finish over Current Price
The tendency of Upexi Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 1.78 | 90 days | 1.78 | about 85.84 |
Based on a normal probability distribution, the odds of Upexi to move above the current price in 90 days from now is about 85.84 (This Upexi Inc probability density function shows the probability of Upexi Stock to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days the stock has the beta coefficient of 3.48 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Upexi will likely underperform. Additionally Upexi Inc has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Upexi Price Density |
| Price |
Predictive Modules for Upexi
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Upexi Inc. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Upexi's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Upexi Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Upexi is not an exception. The market had few large corrections towards the Upexi's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Upexi Inc, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Upexi within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -1.45 | |
β | Beta against Dow Jones | 3.48 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | -0.2 |
Upexi Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Upexi for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Upexi Inc can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Upexi Inc generated a negative expected return over the last 90 days | |
| Upexi Inc has high historical volatility and very poor performance | |
| Upexi Inc may become a speculative penny stock | |
| The company reported the previous year's revenue of 15.81 M. Net Loss for the year was (13.68 M) with profit before overhead, payroll, taxes, and interest of 10.87 M. | |
| Upexi Inc currently holds about 3.3 M in cash with (8.42 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.18. | |
| Upexi Inc has a frail financial position based on the latest SEC disclosures | |
| Roughly 18.0% of the company outstanding shares are owned by insiders |
Upexi Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Upexi Stock often depends not only on the future outlook of the current and potential Upexi's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Upexi's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 7.9 M | |
| Cash And Short Term Investments | 3 M |
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 | -0.28 | ||||
| Return On Asset | -0.11 | ||||
| Profit Margin | (0.87) % | ||||
| Operating Margin | (1.52) % | ||||
| Current Valuation | 322.74 M | ||||
| Shares Outstanding | 59.92 M | ||||
| Price To Earning | 21.47 X | ||||
| Price To Book | 0.59 X | ||||
| Price To Sales | 5.59 X | ||||
| Revenue | 15.81 M | ||||
| Gross Profit | 10.87 M | ||||
| EBITDA | (12.12 M) | ||||
| Net Income | (13.68 M) | ||||
| Cash And Equivalents | 3.3 M | ||||
| Cash Per Share | 0.18 X | ||||
| Total Debt | 27.78 M | ||||
| Debt To Equity | 0.59 % | ||||
| Current Ratio | 1.60 X | ||||
| Book Value Per Share | 2.35 X | ||||
| Cash Flow From Operations | (8.42 M) | ||||
| Earnings Per Share | (1.73) X | ||||
| Market Capitalization | 192.94 M | ||||
| Total Asset | 123.81 M | ||||
| Retained Earnings | (60.54 M) | ||||
| Working Capital | 24.21 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 97.89 | 165.36 | |
| Return On Tangible Assets | (0.11) | (0.13) | |
| Return On Capital Employed | (0.16) | (0.17) | |
| Return On Assets | (0.11) | (0.13) | |
| Return On Equity | (0.15) | (0.14) |
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 generated a negative expected return over the last 90 days | |
| Upexi Inc has high historical volatility and very poor performance | |
| Upexi Inc may become a speculative penny stock | |
| The company reported the previous year's revenue of 15.81 M. Net Loss for the year was (13.68 M) with profit before overhead, payroll, taxes, and interest of 10.87 M. | |
| Upexi Inc currently holds about 3.3 M in cash with (8.42 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.18. | |
| Upexi Inc has a frail financial position based on the latest SEC disclosures | |
| Roughly 18.0% 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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