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Company Analysis

Upexi, Inc. UPXI

A comprehensive view of key metrics, scores, and financial health for Upexi, Inc.

Overview of Upexi, Inc.

UPXI NCM
Communication Services Internet Content & Information Framework: Software & SaaS Micro Cap
Upexi, Inc. (UPXI), is a Micro Cap company, in the Internet Content & Information industry, last closed at $0.71, about 84.5% overvalued vs fair value, -78.5% 1Y return, ranked 262/271 in sector.
Metrics Rev Growth 58.1% ROE -1356.3% Gross Margin 89.5%
USD 0.71
-6.06%
(Delayed)
• Vol 90d: 88.6%
52-Week Range
Market Cap
$58.50M
Enterprise Value
$276.15M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 88%
Confidence: 92%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.upexi.com
HQ Tampa, FL
Employees 59
Fiscal year Jun 30

Next Events

Earnings Nov 11 Estimated

Fair Value Snapshot

Bear Base Bull
$0
$0
$0
Current: $0.71 -85% vs base

Engine Room Money Flow™

Micro Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$25.0M
58.1%%
Gross Profit
$22.4M
105.8%%
Operating Income (GAAP)
-$240.8M
-1826.8%%
Operating Cash Flow
-$21.0M
-148.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
89.5%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$2.8M

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
2
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Upexi, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
25
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.97).

Key risks

  • Weak Cash Conversion Cash conversion is weak (score 0.06), limiting evidence of scalable cash generation.
  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.24), suggesting demand may be less recurring than peers.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
31
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 87% Coverage
Trade-Off Triangle Visualization A ternary plot showing UPXI's balance between Growth (37.3%), Profitability (35.4%), and Safety (27.3%). Growth 37% Safety 27% Profitability 35%

Click axes to expand details. Marker shows current allocation.

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Growth

37th percentile vs peers
38
Key Signals
Rev Growth YoY 58.1% 90p Revenue CAGR 3Y -11.8% 12p Def Rev Growth -65.6% 8p EPS Growth YoY -1.24 11p Buyback % 1.06 10p
Strengths
  • Rev Growth YoY in top 20% of peers (58.1%, 90th percentile)
  • Gross Profit Margin in top 20% of peers (89.5%, 95th percentile)
Risks
  • Def Rev Growth in bottom 20% of peers (-65.6%)

Profitability

35th percentile vs peers
36
Key Signals
Strengths
Risks
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Safety

27th percentile vs peers
28
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Upexi, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$0.11
- - -
-84.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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