Upexi (NASDAQ:UPXI) & Charlie’s (OTCMKTS:CHUC) Critical Contrast

Upexi (NASDAQ:UPXI) and Charlie’s (OTCMKTS:CHUC) are both small-cap business services companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, profitability, earnings, analyst recommendations, institutional ownership, risk and valuation.

Analyst Ratings

This is a summary of recent recommendations for Upexi and Charlie’s, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Upexi	0	1	0	0	2.00
Charlie’s	0	0	0	0	N/A

Upexi currently has a consensus target price of $1.25, suggesting a potential upside of 163.16%. Given Upexi’s higher possible upside, research analysts plainly believe Upexi is more favorable than Charlie’s.

Profitability

This table compares Upexi and Charlie’s’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Upexi	-22.63%	-40.72%	-18.07%
Charlie’s	-26.06%	-711.61%	-63.52%

Risk and Volatility

Upexi has a beta of 0.49, indicating that its share price is 51% less volatile than the S&P 500. Comparatively, Charlie’s has a beta of 3.47, indicating that its share price is 247% more volatile than the S&P 500.

Valuation & Earnings

This table compares Upexi and Charlie’s’ gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Upexi	$80.68 million	0.12	-$16.93 million	N/A	N/A
Charlie’s	$16.25 million	1.55	-$1.59 million	($0.01)	-11.00

Charlie’s has lower revenue, but higher earnings than Upexi.

Insider and Institutional Ownership

5.7% of Upexi shares are held by institutional investors. Comparatively, 7.8% of Charlie’s shares are held by institutional investors. 41.6% of Upexi shares are held by insiders. Comparatively, 22.5% of Charlie’s shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Upexi beats Charlie’s on 6 of the 10 factors compared between the two stocks.

About Upexi

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.

About Charlie’s

Charlie's Holdings, Inc., together with its subsidiaries, formulates, markets, and distributes nicotine-based vapor products in the United States and internationally. The company also provides non-combustible nicotine-related, alternative alkaloid vapor products, and hemp-derived vapor and edible products. It sells its products through distributors, specialty retailers, and third-party online resellers to approximately 80 countries, primarily, including the United Kingdom, Italy, Spain, New Zealand, Australia, and Canada. The company was formerly known as True Drinks Holdings, Inc. Charlie's Holdings, Inc. was founded in 2014 and is headquartered in Costa Mesa, California.