Upexi Inc Stock Performance
| UPXI Stock | USD 4.91 0.14 2.94% |
The entity has a beta of 5.42, 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. Upexi Inc right now has a risk of 7.77%. Please validate Upexi maximum drawdown, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Upexi will be following its existing price patterns.
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 fairly strong basic indicators, Upexi is not utilizing all of its potentials. The newest stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return 0.53 | Five Day Return (10.84) | Year To Date Return 26.53 | Ten Year Return (95.74) | All Time Return (95.74) |
Last Split Factor 1:20 | Last Split Date 2024-10-03 |
1 | Insider Trading | 07/31/2025 |
2 | Disposition of 277778 shares by Allan Marshall of Upexi subject to Rule 16b-3 | 08/06/2025 |
3 | Upexi Welcomes SOL Big Brain to the Upexi Advisory Committee | 09/30/2025 |
4 | Upexi Assessing Valuation as Investors Eye Digital Asset Showcase Presentation | 10/10/2025 |
| 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 588.00 in Upexi Inc on July 26, 2025 and sell it today you would lose (97.00) from holding Upexi Inc or give up 16.5% of portfolio value over 90 days. Upexi Inc is currently generating 0.0067% in daily expected returns and assumes 7.7656% risk (volatility on return distribution) over the 90 days horizon. In different words, 69% 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 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 = 9.0E-4
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UPXI |
Estimated Market Risk
| 7.77 actual daily | 69 69% of assets are less volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Upexi is not performing at its full potential. However, 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 Upexi 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 | -0.28 | ||||
| Return On Asset | -0.11 | ||||
| Profit Margin | (0.87) % | ||||
| Operating Margin | (1.52) % | ||||
| Current Valuation | 454.1 M | ||||
| Shares Outstanding | 58.89 M | ||||
| Price To Earning | 21.47 X | ||||
| Price To Book | 4.76 X | ||||
| Price To Sales | 17.69 X | ||||
| Revenue | 15.81 M | ||||
| Gross Profit | 10.87 M | ||||
| EBITDA | (12.5 M) | ||||
| Net Income | (13.68 M) | ||||
| Cash And Equivalents | 3.3 M | ||||
| Cash Per Share | 0.18 X | ||||
| Total Debt | 26.07 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 | 279.72 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 | 85.12 | 139.27 | |
| Return On Tangible Assets | (0.11) | (0.12) | |
| Return On Capital Employed | (0.14) | (0.14) | |
| Return On Assets | (0.11) | (0.12) | |
| Return On Equity | (0.15) | (0.16) |
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 had very high historical volatility over the last 90 days | |
| 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 | |
| Latest headline from globenewswire.com: Insider Trading |
- 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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