Upexi Inc Stock Buy Hold or Sell Recommendation
| UPXI Stock | USD 2.52 0.08 3.28% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Upexi Inc is 'Sell'. The recommendation algorithm takes into account all of Upexi's available fundamental, technical, and predictive indicators you will find on this site.
Check out Upexi Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Upexi and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Upexi Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.
Upexi |
Execute Upexi Buy or Sell Advice
The Upexi recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Upexi Inc. Macroaxis does not own or have any residual interests in Upexi Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Upexi's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Very Weak | Details | |
Volatility | Dangerous | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very High | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Upexi Trading Alerts and Improvement Suggestions
| Upexi Inc generated a negative expected return over the last 90 days | |
| Upexi Inc has high historical volatility and very poor performance | |
| Upexi Inc has a very high chance of going through financial distress in the upcoming years | |
| The company reported the previous year's revenue of 26 M. Net Loss for the year was (23.66 M) with profit before overhead, payroll, taxes, and interest of 8.73 M. | |
| Upexi Inc currently holds about 3.3 M in cash with (4.89 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.18. | |
| Upexi Inc has a poor financial position based on the latest SEC disclosures | |
| Roughly 22.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: Upexi signs LOI to purchase bitcoin mining facility - TipRanks |
Upexi Returns Distribution Density
The distribution of Upexi's historical returns is an attempt to chart the uncertainty of Upexi's future price movements. The chart of the probability distribution of Upexi daily returns describes the distribution of returns around its average expected value. We use Upexi Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Upexi returns is essential to provide solid investment advice for Upexi.
| Mean Return | -0.92 | Value At Risk | -10.43 | Potential Upside | 10.04 | Standard Deviation | 7.57 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Upexi historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Upexi Stock Institutional Investors
| Shares | Rfp Financial Group Llc | 2024-09-30 | 0.0 |
Upexi Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (846.7K) | (2.4M) | 1.3M | 2.7M | 3.0M | 3.2M | |
| Investments | (1.3M) | (11.6M) | (2.6M) | (3.4M) | (3.0M) | (3.2M) | |
| Change In Cash | 13.6M | (7.4M) | (2.7M) | (3.8M) | (3.4M) | (3.3M) | |
| Free Cash Flow | 1.5M | (5.6M) | (419.9K) | (4.9M) | (4.4M) | (4.6M) | |
| Depreciation | 1.0M | 2.7M | 5.2M | 3.7M | 4.2M | 2.4M | |
| Other Non Cash Items | 123.7K | 870.3K | 6.6M | 11.4M | 13.1M | 13.7M | |
| Capital Expenditures | 1.4M | 6.2M | 937.6K | 932.6K | 1.1M | 2.1M | |
| Net Income | 3.0M | (2.0M) | (16.9M) | (23.7M) | (21.3M) | (20.2M) | |
| End Period Cash Flow | 14.5M | 7.1M | 4.5M | 661.4K | 595.3K | 565.5K | |
| Change To Netincome | 941.6K | (890.5K) | 5.4M | 6.8M | 7.8M | 8.2M |
Upexi Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Upexi or Entertainment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Upexi's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Upexi stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.8 | |
β | Beta against Dow Jones | 1.17 | |
σ | Overall volatility | 7.78 | |
Ir | Information ratio | -0.11 |
Upexi Volatility Alert
Upexi Inc is displaying above-average volatility over the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Upexi's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Upexi's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Upexi Fundamentals Vs Peers
Comparing Upexi's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Upexi's direct or indirect competition across all of the common fundamentals between Upexi and the related equities. This way, we can detect undervalued stocks with similar characteristics as Upexi or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Upexi's fundamental indicators could also be used in its relative valuation, which is a method of valuing Upexi by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Upexi to competition |
| Fundamentals | Upexi | Peer Average |
| Return On Equity | -1.59 | -0.31 |
| Return On Asset | -0.31 | -0.14 |
| Profit Margin | (1.22) % | (1.27) % |
| Operating Margin | (0.27) % | (5.51) % |
| Current Valuation | 13.43 M | 16.62 B |
| Shares Outstanding | 1.32 M | 571.82 M |
| Shares Owned By Insiders | 22.10 % | 10.09 % |
| Shares Owned By Institutions | 1.18 % | 39.21 % |
| Number Of Shares Shorted | 37.09 K | 4.71 M |
| Price To Earning | 21.47 X | 28.72 X |
| Price To Book | 0.88 X | 9.51 X |
| Price To Sales | 0.18 X | 11.42 X |
| Revenue | 26 M | 9.43 B |
| Gross Profit | 8.73 M | 27.38 B |
| EBITDA | (9.72 M) | 3.9 B |
| Net Income | (23.66 M) | 570.98 M |
| Cash And Equivalents | 3.3 M | 2.7 B |
| Cash Per Share | 0.18 X | 5.01 X |
| Total Debt | 8.03 M | 5.32 B |
| Debt To Equity | 0.59 % | 48.70 % |
| Current Ratio | 1.60 X | 2.16 X |
| Book Value Per Share | 3.60 X | 1.93 K |
| Cash Flow From Operations | (4.89 M) | 971.22 M |
| Short Ratio | 0.24 X | 4.00 X |
| Earnings Per Share | (22.68) X | 3.12 X |
| Target Price | 25.0 | |
| Number Of Employees | 64 | 18.84 K |
| Beta | 0.18 | -0.15 |
| Market Capitalization | 3.33 M | 19.03 B |
| Total Asset | 23.51 M | 29.47 B |
| Retained Earnings | (46.86 M) | 9.33 B |
| Working Capital | (1.24 M) | 1.48 B |
| Net Asset | 23.51 M |
Note: Acquisition by Andrew Norstrud of 200000 shares of Upexi subject to Rule 16b-3 [view details]
Upexi Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Upexi . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Upexi Buy or Sell Advice
When is the right time to buy or sell Upexi Inc? Buying financial instruments such as Upexi Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Upexi in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Investing Thematic Idea Now
Investing
Companies involved in money management and investment banking services. The Investing theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investing Theme or any other thematic opportunities.
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Check out Upexi Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Movies & Entertainment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upexi. If investors know Upexi will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upexi listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 35.728 | Earnings Share (22.68) | Revenue Per Share | Quarterly Revenue Growth (0.46) | Return On Assets |
The market value of Upexi Inc is measured differently than its book value, which is the value of Upexi that is recorded on the company's balance sheet. Investors also form their own opinion of Upexi's value that differs from its market value or its book value, called intrinsic value, which is Upexi's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upexi's market value can be influenced by many factors that don't directly affect Upexi's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upexi's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upexi is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upexi's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.