Upexi (UPXI) versus Its Competitors Critical Contrast

Upexi (NASDAQ:UPXI) is one of 341 publicly-traded companies in the “Financial Services” industry, but how does it weigh in compared to its peers? We will compare Upexi to similar businesses based on the strength of its earnings, risk, analyst recommendations, valuation, institutional ownership, profitability and dividends.

Insider and Institutional Ownership

5.7% of Upexi shares are owned by institutional investors. Comparatively, 43.0% of shares of all “Financial Services” companies are owned by institutional investors. 8.7% of Upexi shares are owned by company insiders. Comparatively, 21.9% of shares of all “Financial Services” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Earnings and Valuation

This table compares Upexi and its peers top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Upexi	$25.00 million	-$246.07 million	-0.17
Upexi Competitors	$6.42 billion	$1.09 billion	8.19

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.

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	-984.34%	-157.49%	-22.60%
Upexi Competitors	-412.95%	-40.67%	-5.97%

Volatility & Risk

Upexi has a beta of -0.28, meaning that its share price is 128% less volatile than the S&P 500. Comparatively, Upexi’s peers have a beta of 2.51, meaning that their average share price is 151% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Upexi and its peers, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Upexi	1	0	1	0	2.00
Upexi Competitors	1977	6914	11669	444	2.50

Upexi currently has a consensus target price of $5.00, indicating a potential upside of 640.74%. As a group, “Financial Services” companies have a potential downside of 7.91%. Given Upexi’s higher probable upside, analysts clearly believe Upexi is more favorable than its peers.

Summary

Upexi peers beat Upexi on 12 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.