UPXI RSI Chart
Last 7 days
10%
Last 30 days
-6.4%
Last 90 days
-45.7%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 72.0M | 80.3M | 96.5M | 91.5M |
2022 | 23.9M | 23.1M | 30.4M | 52.2M |
2021 | 19.9M | 24.1M | 25.0M | 25.8M |
2020 | 0 | 7.4M | 11.6M | 15.8M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 12, 2024 | marshall allan | bought | 36,565 | 0.57 | 64,150 | chief executive officer |
Mar 11, 2024 | marshall allan | bought | 8,173 | 0.6 | 13,623 | chief executive officer |
Mar 05, 2024 | marshall allan | bought | 72,109 | 0.7 | 103,013 | chief executive officer |
Dec 15, 2023 | marshall allan | bought | 4,126 | 0.91 | 4,535 | chief executive officer |
Dec 14, 2023 | marshall allan | bought | 8,213 | 0.98 | 8,381 | chief executive officer |
Dec 07, 2023 | marshall allan | bought | 84,951 | 0.9439 | 90,001 | chief executive officer |
Dec 05, 2023 | marshall allan | bought | 16,293 | 0.8444 | 19,296 | chief executive officer |
Dec 04, 2023 | marshall allan | bought | 24,358 | 0.7127 | 34,178 | chief executive officer |
Jun 28, 2023 | marshall allan | bought | 54,168 | 2.257 | 24,000 | chief executive officer |
Jun 27, 2023 | marshall allan | bought | 57,288 | 2.387 | 24,000 | chief executive officer |
Which funds bought or sold UPXI recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 15, 2024 | STATE STREET CORP | unchanged | - | -9,764 | 9,799 | -% |
May 15, 2024 | BANK OF AMERICA CORP /DE/ | sold off | -100 | -20.00 | - | -% |
May 15, 2024 | Squarepoint Ops LLC | sold off | -100 | -40,384 | - | -% |
May 15, 2024 | Tower Research Capital LLC (TRC) | added | 5.64 | -3,097 | 3,481 | -% |
May 15, 2024 | Royal Bank of Canada | reduced | -38.6 | - | - | -% |
May 14, 2024 | NORTHERN TRUST CORP | unchanged | - | -9,235 | 9,267 | -% |
May 13, 2024 | XTX Topco Ltd | sold off | -100 | -14,367 | - | -% |
May 13, 2024 | GEODE CAPITAL MANAGEMENT, LLC | added | 3.36 | -49,829 | 53,482 | -% |
May 13, 2024 | RENAISSANCE TECHNOLOGIES LLC | added | 57.01 | -2,000 | 10,000 | -% |
May 10, 2024 | BlackRock Inc. | added | 32.63 | -8,958 | 17,726 | -% |
Peers (Alternatives to Upexi Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GOOG | 2.2T | 318.1B | 26.64 | 6.9 | ||||
META | 1.2T | 142.7B | 26.25 | 8.42 | ||||
DASH | 47.6B | 9.1B | -113.44 | 5.23 | ||||
SNAP | 27.2B | 4.8B | -20.91 | 5.64 | ||||
MID-CAP | ||||||||
MTCH | 8.3B | 3.4B | 12.69 | 2.41 | ||||
YELP | 2.5B | 1.4B | 21.95 | 1.85 | ||||
SMALL-CAP | ||||||||
GETY | 1.6B | 903.2M | 51.82 | 1.72 | ||||
EVER | 838.3M | 269.8M | -17.89 | 3.11 | ||||
GRPN | 662.7M | 516.4M | -17.2 | 1.28 | ||||
SCOR | 67.6M | 366.6M | -0.94 | 0.18 | ||||
IZEA | 45.8M | 34.4M | -5.86 | 1.33 | ||||
DGLY | 8.9M | 26.1M | -0.38 | 0.34 |
Upexi Inc News
Income Statement (Quarterly) | ||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 |
Revenue | -20.2% | 21,827,827 | 27,347,642 | 18,155,042 | 24,219,445 | 26,741,562 | 11,218,799 | 9,784,779 | 4,426,898 | 4,983,557 | 3,870,110 | 10,645,175 | 6,347,514 | 4,164,894 | 2,937,442 | - |
Cost Of Revenue | -27.3% | 13,556,574 | 18,639,793 | 10,330,332 | 14,614,754 | 16,655,117 | 5,401,316 | 5,114,623 | 1,098,137 | 711,246 | 1,271,729 | 5,391,854 | 2,950,802 | 2,234,259 | 1,619,208 | - |
Gross Profit | -5.0% | 8,271,253 | 8,707,849 | 7,824,710 | 9,604,691 | 10,086,445 | 5,817,483 | 4,670,156 | 3,328,761 | 4,272,311 | 2,598,381 | 5,253,321 | 3,396,712 | 1,930,635 | 1,318,234 | - |
Operating Expenses | 2.1% | 10,058,374 | 9,850,003 | 12,412,936 | 12,003,387 | 11,786,901 | 134,625 | 6,206,470 | 4,866,492 | 6,808,272 | 3,477,507 | 3,838,507 | 2,381,408 | 2,173,930 | 2,078,320 | - |
S&GA Expenses | -5.5% | 2,691,368 | 2,848,667 | 1,520,086 | 3,476,918 | 3,297,144 | 1,727,469 | 1,295,787 | 1,085,823 | 1,735,194 | 1,000,064 | 907,356 | 656,151 | 459,446 | 365,258 | - |
EBITDA Margin | 2.2% | -0.20 | -0.21 | -0.23 | -0.03 | -0.02 | -0.19 | -0.15 | -0.02 | 0.08 | 0.19 | 0.13 | -0.23 | -0.29 | -0.40 | -0.63 |
Interest Expenses | -223.2% | -1,077,084 | 874,185 | -2,816,007 | -154,999 | -1,789,299 | 433,478 | -144,916 | -19,705 | -48,541 | 15,538 | 663,730 | -48,541 | -42,049 | -42,691 | - |
Income Taxes | 47.1% | 694,807 | 472,367 | 3,546,173 | -496,880 | -755,253 | 708,201 | 1,870,084 | -1,351,686 | -493,936 | 258,903 | 1,282,815 | - | - | - | - |
Earnings Before Taxes | -111.2% | -2,864,205 | -1,356,388 | -12,910,416 | -2,553,695 | -3,493,295 | -2,745,520 | -2,413,152 | -1,551,936 | -2,584,501 | 894,664 | 1,435,923 | 966,763 | 102,520 | -809,073 | - |
EBT Margin | -2.1% | -0.22 | -0.21 | -0.23 | -0.06 | -0.06 | -0.31 | -0.25 | -0.08 | 0.03 | 0.14 | 0.07 | -0.27 | -0.34 | -0.46 | -0.73 |
Net Income | -79.7% | -2,437,919 | -1,356,388 | -17,311,061 | -1,768,688 | 2,584,098 | -2,745,520 | -2,046,030 | -52,667 | 64,833 | 511,711 | 2,718,738 | 966,763 | 102,520 | -809,073 | - |
Net Income Margin | -35.0% | -0.25 | -0.19 | -0.24 | -0.05 | -0.04 | -0.16 | -0.07 | 0.14 | 0.16 | 0.17 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Free Cashflow | 93.0% | -183,930 | -2,640,560 | -3,977,243 | -166,334 | 6,077,646 | -2,668,957 | -2,150,049 | 409,876 | -4,542,919 | 650,488 | 1,525,717 | 695,118 | -61,019 | -642,639 | - |
Balance Sheet | |||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2020Q2 |
Assets | -4.7% | 62,161 | 65,246 | 63,853 | 73,815 | 76,637 | 49,101 | 48,491 | 33,153 | 35,205 | 29,212 | 27,255 | 6,402 |
Current Assets | -9.4% | 22,583 | 24,918 | 25,456 | 20,095 | 22,125 | 18,803 | 17,062 | 10,261 | 12,098 | 17,789 | 18,293 | 2,650 |
Cash Equivalents | 342.2% | 1,844 | 417 | 4,492 | 1,181 | 4,508 | 3,299 | 7,150 | 4,503 | 6,596 | 13,035 | 14,534 | 888 |
Inventory | 6.4% | 14,664 | 13,786 | 11,557 | 10,141 | 6,780 | 6,090 | 11,557 | 3,561 | 3,681 | 3,092 | 2,095 | 1,448 |
Net PPE | -1.9% | 7,600 | 7,745 | 7,526 | 7,618 | 7,231 | 7,368 | 7,339 | 7,682 | 7,440 | 2,893 | 2,832 | 1,687 |
Goodwill | 0.8% | 11,809 | 11,719 | 10,251 | 15,057 | 15,342 | 6,223 | 4,645 | 8,534 | 8,534 | 3,686 | 2,414 | 2,414 |
Current Liabilities | 21.1% | 24,256 | 20,037 | 19,606 | 17,682 | 15,095 | 11,730 | 10,128 | 4,373 | 5,263 | 4,250 | 5,819 | 3,519 |
Shareholder's Equity | -7.6% | 25,463 | 27,570 | 27,837 | 37,034 | 36,746 | 27,039 | 28,787 | 28,416 | 29,521 | 24,778 | 21,218 | 2,179 |
Retained Earnings | -9.9% | -26,995 | -24,557 | -23,201 | -7,842 | -6,198 | -8,868 | -6,270 | -3,646 | -3,593 | -3,658 | -4,170 | -7,098 |
Additional Paid-In Capital | 0.6% | 52,437 | 52,107 | 51,522 | 44,858 | 43,105 | 35,983 | 34,986 | 32,046 | 33,097 | 28,421 | 25,372 | 7,314 |
Shares Outstanding | 0.4% | 20,398 | 20,307 | 16,713 | 18,095 | 17,961 | 16,713 | 16,713 | 16,081 | 9,756 | 15,452 | 15,262 | 15,262 |
Minority Interest | - | - | - | -505 | -303 | -178 | -93.18 | 55.00 | - | - | - | - | 1,954 |
Cashflow (Quarterly) | ||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 |
Cashflow From Operations | 100.0% | 213* | -2,344 | -3,318 | -71.62 | 6,114 | -2,521 | -2,347 | 1,777 | -427 | 817 | 2,842 | 767 | -32.14 | -637 | - |
Share Based Compensation | -21.6% | 331 | 422 | 538 | 1,146 | 1,053 | 927 | 1,015 | 854 | 852 | 593 | 158 | 226 | 134 | 93.00 | - |
Cashflow From Investing | 60.8% | -254 | -648 | 78.00 | -5,883 | 5,879 | -2,647 | -831 | -1,860 | -6,044 | -2,166 | -1,375 | -146 | -28.88 | 271 | - |
Cashflow From Financing | 255.4% | 1,681 | -1,082 | 6,551 | 2,628 | -10,782 | 1,318 | 5,826 | -2,008 | 33.00 | -150 | 10,950 | 300 | 750 | -12.00 | - |
Buy Backs | - | - | - | - | - | - | - | -1,975 | 1,976 | - | - | - | - | - | - | - |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) - USD ($) | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2023 | Dec. 31, 2022 | |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) | ||||
Revenue | $ 21,827,827 | $ 26,741,562 | $ 49,175,469 | $ 37,960,361 |
Cost of Revenue | 13,556,574 | 16,655,117 | 32,196,367 | 22,056,433 |
Gross profit | 8,271,253 | 10,086,445 | 16,979,102 | 15,903,928 |
Operating expenses | ||||
Sales and marketing | 2,691,368 | 3,297,144 | 5,540,035 | 5,024,613 |
Distribution costs | 3,247,554 | 3,575,545 | 6,098,170 | 6,063,379 |
General and administrative expenses | 2,303,220 | 2,517,651 | 4,559,148 | 4,645,497 |
Share-based compensation | 330,584 | 1,052,847 | 752,471 | 1,980,173 |
Amortization of acquired intangible assets | 1,157,029 | 1,102,756 | 2,343,850 | 1,832,665 |
Depreciation | 328,619 | 240,958 | 614,703 | 435,455 |
Total Operating expenses | 10,058,374 | 11,786,901 | 19,908,377 | 19,981,782 |
Loss from operations | (1,787,121) | (1,700,456) | (2,929,275) | (4,077,854) |
Other income (expense), net | ||||
Change in derivative liability | 0 | (3,540) | 0 | (1,770) |
Interest (expense) income, net | (1,077,084) | (1,789,299) | (1,951,269) | (2,222,777) |
Other income (expense), net | (1,077,084) | (1,792,839) | (1,951,269) | (2,224,547) |
Income (loss) on operations before income tax | (2,864,205) | (3,493,295) | (4,880,544) | (6,302,401) |
Gain on sale of Infusionz and select assets | 0 | 7,564,363 | 0 | 7,564,363 |
Gain (loss) from the sale of Interactive Offers | (39,691) | 0 | 340,933 | |
Lease settlement, California facility | 61,138 | 0 | 61,138 | |
Lease impairment, Delray Beach facility | (289,968) | 0 | (289,968) | |
(Loss) income from discontinued operations | 0 | |||
Income tax benefit (expense) | 694,807 | (755,253) | 1,167,174 | (47,052) |
Net income (loss) from continuing operations | (2,437,919) | 3,315,815 | (3,601,267) | 1,214,910 |
(Loss) income from discontinued operations | 0 | (731,717) | (193,040) | (1,376,332) |
Net loss attributable to non-controlling interest | 0 | 85,581 | 0 | 233,586 |
Net income (loss) attributable to Upexi, Inc. | $ (2,437,919) | $ 2,669,679 | $ (3,794,307) | $ 72,164 |
Basic income (loss) per share: | ||||
Income (loss) per share from continuing operations | $ (0.12) | $ 0.19 | $ (0.19) | $ 0.08 |
(Loss) income per share from discontinued operations | 0 | (0.04) | (0.01) | (0.08) |
Total income (loss) per share | (0.12) | 0.15 | (0.18) | 0.00 |
Diluted income (loss) per share: | ||||
Income (loss) per share from continuing operations | (0.12) | 0.17 | (0.18) | 0.07 |
(Loss) income per share from discontinued operations | 0 | (0.3) | 0 | (0.07) |
Total income (loss) per share | $ (0.12) | $ 0.14 | $ (0.18) | $ 0.07 |
Basic weighted average shares outstanding | 20,306,871 | 17,540,427 | 20,275,745 | 15,452,453 |
Fully diluted weighted average shares outstanding | 20,306,871 | 19,030,705 | 20,275,745 | 17,220,564 |
CONDENSED CONSOLDIATED BALANCE SHEETS (UNAUDITED) - USD ($) | Dec. 31, 2023 | Jun. 30, 2023 |
---|---|---|
Current assets | ||
Cash | $ 1,844,420 | $ 4,492,291 |
Accounts receivable | 5,377,244 | 7,163,564 |
Inventory | 14,663,908 | 11,557,128 |
Due from Bloomios | 0 | 845,443 |
Prepaid expenses and other receivables | 697,559 | 1,307,299 |
Current assets of discontinued operations | 0 | 89,989 |
Total current assets | 22,583,131 | 25,455,714 |
Property and equipment, net | 7,600,398 | 7,526,463 |
Intangible assets, net | 11,298,110 | 13,571,960 |
Goodwill | 11,808,571 | 10,251,281 |
Deferred tax asset | 6,771,230 | 5,604,056 |
Other assets | 441,844 | 96,728 |
Assets held for sale | 0 | 936,054 |
Right-of-use asset | 1,657,463 | 410,811 |
Total other assets | 39,577,616 | 38,397,353 |
Total assets | 62,160,747 | 63,853,067 |
Current liabilities | ||
Accounts payable | 3,017,764 | 3,969,746 |
Accrued compensation | 495,228 | 533,842 |
Deferred revenue | 104,149 | 0 |
Accrued liabilities | 2,658,347 | 3,365,562 |
Acquisition payable | 300,000 | 0 |
Current portion of notes payable | 4,206,474 | 1,302,021 |
Current portion of convertible notes payable | 0 | 1,254,167 |
Current portion of acquisition note payable | 8,483,028 | 5,656,620 |
Current portion of related party note payable | 0 | 1,429,356 |
Line of Credit | 4,167,377 | 882,845 |
Current portion of operating lease payable | 823,702 | 419,443 |
Current liabilities of discontinued operations | 0 | 792,408 |
Total current liabilities | 24,256,069 | 19,606,010 |
Operating lease payable, net of current portion | 1,162,687 | 163,359 |
Related party note payable | 1,459,630 | 0 |
Convertible notes payable | 2,150,000 | 895,833 |
Acquisition notes payable, net of current | 3,199,683 | 7,605,085 |
Notes payable, net of current portion | 4,470,017 | 7,746,157 |
Total long-term liabilities | 12,442,017 | 16,410,434 |
Stockholders' equity | ||
Preferred stock, $0.001 par value, 100,000,000 shares authorized, and 500,000 and 500,000 shares issued and outstanding, respectively | 500 | 500 |
Common stock, $0.001 par value, 100,000,000 shares authorized, and 20,397,779 and 16,713,345 shares issued and outstanding, respectively | 20,307 | 20,216 |
Additional paid in capital | 52,437,336 | 51,522,229 |
Accumulated deficit | (26,995,482) | (23,201,175) |
Total stockholders' equity attributable to Upexi, Inc. | 25,462,661 | 28,341,770 |
Non-controlling interest in subsidiary | (505,147) | |
Total stockholders' equity | 25,462,661 | 27,836,623 |
Total liabilities and stockholders' equity | $ 62,160,747 | $ 63,853,067 |