- Sector
- Communication Services
- Industry
- Internet Content & Information
- IPO Date
- Jun 24, 2021
Highlights
- Market Cap
- $56.66M
- Enterprise Value
- $356.87M
- EPS (TTM)
- -$4.10
- Total Revenue (TTM)
- $26.14M
- Gross Profit (TTM)
- $22.60M
- EBITDA (TTM)
- -$52.70M
- Year Range
- $0.54 - $10.62
- Target Price
- $5.00
- ROA (TTM)
- -114.01%
- ROE (TTM)
- 440.01%
Share Price Chart
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Performance
UPXI Performance Chart
Upexi Inc. (UPXI) is down 48.5% since the beginning of the year. At $1 per share, UPXI is trading 91.9% below its 52-week high of $11.
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Returns By Period
Upexi Inc. (UPXI) has returned -48.51% so far this year and -90.65% over the past 12 months.
Upexi Inc.
- 1D
- -4.69%
- 1M
- -35.45%
- YTD
- -48.51%
- 6M
- -56.53%
- 1Y
- -90.65%
- 3Y*
- -73.64%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
UPXI Monthly Returns History
Based on dividend-adjusted daily data since Jun 24, 2021, UPXI's average daily return is +0.10%, while the average monthly return is +2.05%. At this rate, an investment would double in approximately 2.8 years.
Historically, 36% of months were positive and 64% were negative. The best month was Apr 2025 with a return of +423.4%, while the worst month was Jun 2025 at -72.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 9 months.
On a daily basis, UPXI closed higher 44% of trading days. The best single day was Apr 21, 2025 with a return of +330.9%, while the worst single day was Jun 24, 2025 at -60.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.95% | -62.75% | 48.64% | 33.93% | -9.85% | -27.31% | -48.51% | ||||||
| 2025 | 7.40% | -15.12% | -34.69% | 423.44% | -2.74% | -71.99% | 55.54% | 55.99% | -20.19% | -22.53% | -37.36% | -40.00% | -52.14% |
| 2024 | 5.17% | -57.87% | 13.04% | -13.94% | 11.10% | -35.01% | -3.93% | -40.35% | -5.26% | 100.00% | -39.03% | -26.57% | -84.87% |
| 2023 | 5.67% | 49.21% | -14.38% | -1.98% | -21.91% | -27.42% | -7.11% | -13.40% | -4.42% | -34.10% | -33.49% | 52.99% | -61.33% |
| 2022 | 11.44% | 4.91% | 8.30% | -14.93% | 28.18% | -24.32% | 15.71% | -15.64% | -5.61% | 36.95% | -25.66% | -23.86% | -25.37% |
| 2021 | 23.80% | -10.99% | -2.27% | -5.66% | 16.14% | -16.27% | -18.62% | -19.60% |
Benchmark Metrics
Upexi Inc. has an annualized alpha of 18.42%, beta of 0.59, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 24, 2021.
- This stock participated in 137.63% of S&P 500 Index downside but only -114.13% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.59 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 18.42%
- Beta
- 0.59
- R²
- 0.00
- Upside Capture
- -114.13%
- Downside Capture
- 137.63%
Return for Risk
Risk / Return Rank
UPXI ranks 11 for risk / return — in the bottom 11% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Upexi Inc. (UPXI) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UPXI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.82 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.37 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.96 | 2.78 | -3.75 |
| Martin ratioReturn relative to average drawdown | -1.26 | 12.44 | -13.70 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Upexi Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Upexi Inc. was 99.64%, occurring on Feb 23, 2026. The portfolio has not yet recovered.
The current Upexi Inc. drawdown is 99.45%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -99.64%Feb 2026 | 4y 8mo | — | 4y 12moJun 2021 - now |
Drawdown Indicators
| UPXI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.64% | -56.78% | -42.86% |
Max Drawdown (1Y)Largest decline over 1 year | -94.35% | -9.10% | -85.25% |
Max Drawdown (3Y)Largest decline over 3 years | -98.85% | -18.90% | -79.95% |
Max Drawdown (5Y)Largest decline over 5 years | -99.64% | -25.43% | -74.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -99.45% | -1.80% | -97.65% |
Average DrawdownAverage peak-to-trough decline | -72.94% | -10.71% | -62.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 71.62% | 2.03% | +69.59% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Upexi Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Upexi Inc. is priced in the market compared to other companies in the Internet Content & Information industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UPXI relative to other companies in the Internet Content & Information industry. Currently, UPXI has a P/S ratio of 1.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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