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Upexi, Inc. key statistics and ratios

In fiscal 2026, Upexi, Inc. had a net margin of -984.3%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2020Jun 20202021Jun 20212022Jun 20222023Jun 20232024Jun 20242025Jun 20252026Jun 2026
Net margin−72.6%12.4%−8.9%−48.0%−91.0%−86.5%−984.3%
Return on equity—25.5%−8.2%−61.8%−137.7%−28.3%—
Return on assets−84.1%17.7%−5.4%−31.2%−54.2%−18.6%−161.9%
Effective tax rate—75.6%—————

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

25 /100

Weak moat

How hard Upexi's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -3.4% of total assets over 5 years.

  • Pricing power 12 / 20

    Gross margin has been a median 60.0%, moving by 15.6 percentage points (standard deviation) across 5 years.

  • Durability 10 / 20

    Operating margin has been a median -55.3%; its worst year was -963.5%.

  • Cash conversion 2 / 20

    Free cash flow was positive in 1 of 6 years, at a median -14.2% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (30 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

Head to head: ORBS vs UPXIBGDE vs UPXIBTCS vs UPXI

More: Internet Services & Infrastructure stocks compared, Technology sector, rankings of US companies

Figures from Upexi, Inc.'s SEC filings (10-K and 10-Q), retrieved October 29, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Upexi, Inc.