Event-Driven Stocks

UPEXI, INC.

UPXINasdaq

Financials · Finance Services · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 1 good● 4 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$15.8M$26.0M$36.4M$23.1M$24.1M$7.4M
Operating income−$12.5M−$22.5M−$12.3M−$6.5M$1.4M−$4.8M
Net income−$13.7M−$23.7M−$17.5M−$2.0M$3.0M−$5.4M
Total assets$123.8M$23.5M$63.8M$48.5M$27.3M$6.4M
Total liabilities——————
Equity$90.1M$6.5M$28.3M$28.8M$21.2M$2.2M
EPS (diluted)$-1.73$-23.03$-18.94$-0.43$0.21$-0.53
Shares out.58.9M1.0M20.4M16.7M15.7M10.2M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
−79.1%
Net margin
−86.5%
Return on equity
−15.2%
Return on assets
−11.1%
Return on capital (ROCE)
−13.7%
Liabilities / assets
—
Debt / equity
—
Book value / share
$1.53
Revenue growth (YoY)
−39.2%
Net income growth (YoY)
—

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
−4.2%clean
Piotroski F-Score
4/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
40
/ 100
Profitability 0Growth 0Catalyst 33Earnings quality 67Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 1 severe● 4 warning● 1 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue declined year-over-year
  • Negative operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202616.1M4.3-11.3%
Apr 30, 202618.2M5.9+1.2%
Apr 15, 202618.0M6.4-6.2%
Mar 31, 202619.2M3.0-2.0%
Mar 13, 202619.5M2.2+8.8%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)