Critical Review: Upexi (UPXI) & The Competition

Upexi (NASDAQ:UPXI) is one of 258 public companies in the “Technology Services” industry, but how does it contrast to its rivals? We will compare Upexi to similar companies based on the strength of its risk, valuation, dividends, earnings, profitability, institutional ownership and analyst recommendations.

Risk & Volatility

Upexi has a beta of -0.56, meaning that its stock price is 156% less volatile than the S&P 500. Comparatively, Upexi’s rivals have a beta of -15.10, meaning that their average stock price is 1,610% less volatile than the S&P 500.

Earnings & Valuation

This table compares Upexi and its rivals top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Upexi	$15.81 million	-$13.68 million	-0.49
Upexi Competitors	$1.29 billion	$24.78 million	-0.72

Upexi’s rivals have higher revenue and earnings than Upexi. Upexi is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Insider and Institutional Ownership

5.7% of Upexi shares are owned by institutional investors. Comparatively, 37.7% of shares of all “Technology Services” companies are owned by institutional investors. 4.4% of Upexi shares are owned by company insiders. Comparatively, 19.3% of shares of all “Technology Services” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Upexi and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Upexi	264.25%	-30.42%	-16.18%
Upexi Competitors	-419.24%	-647.34%	-16.81%

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Upexi and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Upexi	1	0	2	0	2.33
Upexi Competitors	1099	2474	5093	285	2.51

Upexi currently has a consensus price target of $10.50, indicating a potential upside of 279.75%. As a group, “Technology Services” companies have a potential upside of 31.71%. Given Upexi’s higher probable upside, analysts plainly believe Upexi is more favorable than its rivals.

Summary

Upexi beats its rivals on 7 of the 13 factors compared.

Upexi Company Profile

Upexi, Inc. manufactures and sells various branded products in the health, wellness, pet, beauty, and other markets. 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 Clearwater, Florida.