Financial Review: Upexi (UPXI) & Its Rivals

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

Profitability

This table compares Upexi and its peers’ 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	-397.29%	-647.34%	-14.81%

Risk and 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 peers have a beta of -15.10, meaning that their average stock price is 1,610% less volatile than the S&P 500.

Earnings and Valuation

This table compares Upexi and its peers gross revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Upexi	$15.81 million	-$13.68 million	-0.66
Upexi Competitors	$1.32 billion	$24.76 million	2.92

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

Insider & Institutional Ownership

5.7% of Upexi shares are held by institutional investors. Comparatively, 37.5% of shares of all “Technology Services” companies are held by institutional investors. 4.4% of Upexi shares are held by company insiders. Comparatively, 19.3% of shares of all “Technology Services” companies are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent recommendations for Upexi and its peers, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Upexi	1	0	2	0	2.33
Upexi Competitors	1160	2508	5124	292	2.50

Upexi presently has a consensus target price of $10.50, suggesting a potential upside of 273.67%. As a group, “Technology Services” companies have a potential upside of 28.30%. Given Upexi’s higher possible upside, analysts plainly believe Upexi is more favorable than its peers.

Summary

Upexi peers beat Upexi on 8 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.