Upexi, Inc. (UPXI)
Valuation Overview•Is Upexi, Inc. Overvalued or Undervalued?
Trading at a relative discount to industry peers, suggesting a specific risk premium is applied.
Moderate quality score of 55/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Average quality business weighed down by significant profitability concerns.
Wall Street sentiment is generally neutral. The company currently dilutes shareholders to fund operations and growth rather than returning capital.
UPXI demonstrates adequate business quality with stable profitability. This is paired with a moderately leveraged but stable balance sheet.
The company is facing top-line contraction (-11.8% 3Y CAGR) paired with stable bottom-line earnings. This growth is supported by elite operational efficiency, sustaining an impressive 182.6% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $4.6M | -39.2% | -11.8% | +16.4% | — | |
| EBITDA | -$5.7M | — | -46.2% | — | — | |
| Net Income | -$109.3M | +42.2% | -86.8% | — | — | |
| EPS (Diluted) | $-1.67 | +92.8% | — | — | — | |
| Free Cash Flow | -$4.8M | -752.2% | -16.1% | -7.7% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 86.0% | 58.6% | 57.9% | 53.0% |
| Operating Margin | 182.6% | -66.4% | -44.3% | -44.8% |
| Net Margin | -874.0% | -74.7% | -44.1% | -45.7% |
| FCF Margin | -83.1% | -20.6% | -16.0% | -32.3% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $-0.20 | $-1.67 | -735.0% | ||
| Q1'26 | $-0.07 | $-1.24 | -1553.3% | ||
| Q4'25 | $-0.07 | $-0.12 | -60.0% | ||
| Q2'25 | $-1.60 | $-2.87 | -79.4% | ||
| Q1'25 | $-1.60 | $-1.24 | +22.5% | ||
| Q4'24 | $-1.80 | $-1.55 | +13.9% | ||
| Q3'24 | $-0.10 | $-4.00 | -3900.0% | ||
| Q2'24 | $-0.10 | $-0.20 | -100.0% |
Total return is -80.1% (1Y), lagging the benchmark by -100.9%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | -58.6% | -66.0% | — |
| 1Y | -80.1% | -100.9% | — |
| 3YCAGR | -74.8% | -93.3% | — |
| 5YCAGR | -62.9% | -74.0% | — |
| 10YCAGR | -39.1% | -52.4% | — |
The S&P 500 is at 30.6x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Upexi, Inc. (UPXI) valuation, health, and returns.
Based on peer relative multiples, Upexi, Inc. appears Limited: Cheap versus peers compared to industry peers.
Upexi, Inc. has multiple valuation anchors: Peer Relative Fair Value: $22.69. A convergence of these signals offers higher conviction.
Upexi, Inc. displays fair financial health with a composite quality score of 55/100, supported by a Altman Z-Score of 0.4 (distress zone), Piotroski F-Score of 5/9, Return on Invested Capital (ROIC) of -14.0%.
Upexi, Inc. does not return material capital to shareholders via dividends or share repurchases, electing to retain earnings to fund internal growth.
Upexi, Inc.'s current growth trajectory is Decelerating. The company achieved -39.2% 1Y revenue growth and +92.8% 1Y EPS growth, compared to its 3Y revenue CAGR of -11.8%.
Wall Street consensus is Hold based on 0 analysts, beating EPS expectations in 18% of recent quarters with a -4-quarter streak. The consensus price target represents a N/A change from current levels.
Investment risks for Upexi, Inc. include: -93.4% 1-year max drawdown, high beta (4.57x market volatility), elevated distress risk. Volatility risk is characterized by a beta of 4.57x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.