UPXI Fundamental Analysis - UPEXI INC

Name: UPEXI INC (UPXI) Stock
Brand: UPEXI INC
Rating: 3.5 (3 reviews)

Fundamental Rating

Overall UPXI gets a fundamental rating of 2 out of 10. We evaluated UPXI against 34 industry peers in the Personal Care Products industry. UPXI may be in some trouble as it scores bad on both profitability and health. UPXI has a expensive valuation and it also scores bad on growth.

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1. Profitability

1.1 Basic Checks

In the past year UPXI has reported negative net income.

In the past year UPXI has reported a negative cash flow from operations.

In the past 5 years UPXI reported 4 times negative net income.

The reported operating cash flow has been mixed in the past 5 years: UPXI reported negative operating cash flow in multiple years.

1.2 Ratios

Looking at the Return On Assets, with a value of -11.05%, UPXI is doing worse than 76.47% of the companies in the same industry.

With a Return On Equity value of -15.19%, UPXI perfoms like the industry average, outperforming 41.18% of the companies in the same industry.

		Industry Rank	Sector Rank
ROA	-11.05%
ROE	-15.19%
ROIC	N/A

ROA(3y)-46.06%

ROA(5y)-26.35%

ROE(3y)-146%

ROE(5y)-86.3%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

With a Gross Margin value of 68.74%, UPXI perfoms like the industry average, outperforming 52.94% of the companies in the same industry.

UPXI's Gross Margin has improved in the last couple of years.

UPXI does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	N/A
GM	68.74%

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3Y2.17%

GM growth 5Y14.66%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

UPXI does not have a ROIC to compare to the WACC, probably because it is not profitable.

The number of shares outstanding for UPXI has been increased compared to 1 year ago.

The number of shares outstanding for UPXI has been increased compared to 5 years ago.

UPXI has a better debt/assets ratio than last year.

2.2 Solvency

An Altman-Z score of 2.85 indicates that UPXI is not a great score, but indicates only limited risk for bankruptcy at the moment.

The Altman-Z score of UPXI (2.85) is comparable to the rest of the industry.

A Debt/Equity ratio of 0.22 indicates that UPXI is not too dependend on debt financing.

Looking at the Debt to Equity ratio, with a value of 0.22, UPXI is in line with its industry, outperforming 50.00% of the companies in the same industry.

		Industry Rank	Sector Rank
Debt/Equity	0.22
Debt/FCF	N/A
Altman-Z	2.85

ROIC/WACCN/A

WACC8.3%

2.3 Liquidity

A Current Ratio of 1.74 indicates that UPXI should not have too much problems paying its short term obligations.

UPXI has a Current ratio of 1.74. This is comparable to the rest of the industry: UPXI outperforms 41.18% of its industry peers.

UPXI has a Quick Ratio of 1.71. This is a normal value and indicates that UPXI is financially healthy and should not expect problems in meeting its short term obligations.

UPXI has a better Quick ratio (1.71) than 61.76% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	1.74
Quick Ratio	1.71

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

UPXI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 69.38%, which is quite impressive.

The Revenue for UPXI has decreased by -70.36% in the past year. This is quite bad

UPXI shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 16.37% yearly.

EPS 1Y (TTM)69.38%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%98.37%

Revenue 1Y (TTM)-70.36%

Revenue growth 3Y-11.83%

Revenue growth 5Y16.37%

Sales Q2Q%112.77%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

EPS Next Y103.26%

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue Next Year147.95%

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

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Find the best growth stocks

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings Ratio is negative for UPXI. In the last year negative earnings were reported.

Based on the Price/Forward Earnings ratio of 104.90, the valuation of UPXI can be described as expensive.

Compared to the rest of the industry, the Price/Forward Earnings ratio of UPXI is on the same level as its industry peers.

Compared to an average S&P500 Price/Forward Earnings ratio of 33.61, UPXI is valued quite expensively.

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	104.9

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

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5. Dividend

5.1 Amount

No dividends for UPXI!.

		Industry Rank	Sector Rank
Dividend Yield	N/A

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UPEXI INC

NASDAQ:UPXI (11/11/2025, 5:33:10 PM)

After market: 3.55 +0.34 (+10.59%)

3.21

-0.14 (-4.18%)

Chartmill FA Rating

GICS SectorConsumer Staples

GICS IndustryGroupHousehold & Personal Products

GICS IndustryPersonal Care Products

Earnings (Last)09-24 2025-09-24/amc

Earnings (Next)12-18 2025-12-18

Inst Owners46.96%

Inst Owner Change-7.09%

Ins Owners6.91%

Ins Owner Change0.09%

Market Cap189.04M

Revenue(TTM)15.81M

Net Income(TTM)-13.68M

Analysts82.5

Price Target15.81 (392.52%)

Short Float %18.53%

Short Ratio1.64

Dividend

		Industry Rank	Sector Rank
Dividend Yield	N/A

Yearly DividendN/A

Dividend Growth(5Y)N/A

DPN/A

Div Incr Years0

Div Non Decr Years0

Ex-DateN/A

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)1

Avg Revenue beat(2)-36.72%

Min Revenue beat(2)-82.88%

Max Revenue beat(2)9.44%

Revenue beat(4)1

Avg Revenue beat(4)-56.02%

Min Revenue beat(4)-82.88%

Max Revenue beat(4)9.44%

Revenue beat(8)1

Avg Revenue beat(8)-75.73%

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)0%

PT rev (3m)0%

EPS NQ rev (1m)0%

EPS NQ rev (3m)N/A

EPS NY rev (1m)0%

EPS NY rev (3m)133.33%

Revenue NQ rev (1m)0%

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)0%

Revenue NY rev (3m)53.61%

Valuation

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	104.9
P/S	11.96
P/FCF	N/A
P/OCF	N/A
P/B	2.1
P/tB	5.73
EV/EBITDA	N/A

EPS(TTM)-5.91

EYN/A

EPS(NY)0.03

Fwd EY0.95%

FCF(TTM)-1.93

FCFYN/A

OCF(TTM)-0.14

OCFYN/A

SpS0.27

BVpS1.53

TBVpS0.56

PEG (NY)N/A

PEG (5Y)N/A

Graham NumberN/A

Profitability

		Industry Rank	Sector Rank
ROA	-11.05%
ROE	-15.19%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	N/A
GM	68.74%
FCFM	N/A

ROA(3y)-46.06%

ROA(5y)-26.35%

ROE(3y)-146%

ROE(5y)-86.3%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexgc growth 3YN/A

ROICexgc growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3Y2.17%

GM growth 5Y14.66%

F-Score5

Asset Turnover0.13

Health

		Industry Rank	Sector Rank
Debt/Equity	0.22
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	13895.3%
Cap/Sales	665.97%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	1.74
Quick Ratio	1.71
Altman-Z	2.85

F-Score5

WACC8.3%

ROIC/WACCN/A

Cap/Depr(3y)4646.3%

Cap/Depr(5y)2855.28%

Cap/Sales(3y)223.57%

Cap/Sales(5y)140.05%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)69.38%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%98.37%

EPS Next Y103.26%

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)-70.36%

Revenue growth 3Y-11.83%

Revenue growth 5Y16.37%

Sales Q2Q%112.77%

Revenue Next Year147.95%

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y11.45%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y-10898.2%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-8206.71%

OCF growth 3YN/A

OCF growth 5YN/A

UPEXI INC / UPXI FAQ

Can you provide the ChartMill fundamental rating for UPEXI INC?

ChartMill assigns a fundamental rating of 2 / 10 to UPXI.

What is the valuation status for UPXI stock?

ChartMill assigns a valuation rating of 1 / 10 to UPEXI INC (UPXI). This can be considered as Overvalued.

Can you provide the profitability details for UPEXI INC?

UPEXI INC (UPXI) has a profitability rating of 1 / 10.

How financially healthy is UPEXI INC?

The financial health rating of UPEXI INC (UPXI) is 3 / 10.

UPEXI INC (UPXI) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

More info and screens

UPEXI INC / UPXI FAQ

Can you provide the ChartMill fundamental rating for UPEXI INC?

What is the valuation status for UPXI stock?

Can you provide the profitability details for UPEXI INC?

How financially healthy is UPEXI INC?