Charlie’s (OTCMKTS:CHUC) & Upexi (NASDAQ:UPXI) Head to Head Survey

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

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%

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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Risk and Volatility

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

Analyst Recommendations

This is a breakdown of current ratings and recommmendations 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 presently has a consensus target price of $1.25, indicating a potential upside of 161.78%. Given Upexi’s higher probable upside, equities research analysts plainly believe Upexi is more favorable than Charlie’s.

Valuation and Earnings

This table compares Upexi and Charlie’s’ top-line 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	1.69	-$1.59 million	($0.01)	-11.97

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

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.