Tearsheet

Universe Pharmaceuticals (UPC)


Market Price (10/31/2025): $4.88 | Market Cap: $-
Sector: Health Care | Industry: Pharmaceuticals

Universe Pharmaceuticals (UPC)


Market Price (10/31/2025): $4.88
Market Cap: $-
Sector: Health Care
Industry: Pharmaceuticals

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0  Weak multi-year price returns
2Y Excs Rtn is -164%, 3Y Excs Rtn is -177%
High stock price volatility
Vol 12M is 4893%
0 Weak multi-year price returns
2Y Excs Rtn is -164%, 3Y Excs Rtn is -177%
1 High stock price volatility
Vol 12M is 4893%

Market Valuation & Key Metrics

UPC Stock


Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
UPC Return---11%-77%-98%-81%-100%
Peers Return-10%-6%-26%-27%-27%2488%759%
S&P 500 Return16%27%-19%24%23%16%110%

Monthly Win Rates [3]
UPC Win Rate-11%42%25%50%33% 
Peers Win Rate22%30%22%23%32%44% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
UPC Max Drawdown---69%-91%-98%-100% 
Peers Max Drawdown-17%-13%-31%-34%-35%-27% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: BGM, NSRX, RGC, RHHBY, SXTC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/30/2025 (YTD)

How Low Can It Go

Unique KeyEventUPCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-97.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven4245.0%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days

Compare to BGM, NSRX, RGC, RHHBY, SXTC


In The Past

Universe Pharmaceuticals's stock fell -97.7% during the 2022 Inflation Shock from a high on 4/5/2021. A -97.7% loss requires a 4245.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Universe Pharmaceuticals (UPC)

Trade Ideas

Select past ideas related to UPC. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADMA_9302025_Dip_Buyer_ValueBuy09302025ADMAADMA BiologicsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.2%4.2%-4.6%
REGN_9302025_Dip_Buyer_ValueBuy09302025REGNRegeneron PharmaceuticalsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
16.3%16.3%-0.8%
HAE_9262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG09262025HAEHaemoneticsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
3.8%3.8%-0.1%
WAT_9192025_Monopoly_xInd_xCD_Getting_Cheaper09192025WATWatersMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
14.0%14.0%-4.3%
ISRG_9052025_Monopoly_xInd_xCD_Getting_Cheaper09052025ISRGIntuitive SurgicalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
13.5%13.5%-8.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADMA_9302025_Dip_Buyer_ValueBuy09302025ADMAADMA BiologicsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.2%4.2%-4.6%
REGN_9302025_Dip_Buyer_ValueBuy09302025REGNRegeneron PharmaceuticalsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
16.3%16.3%-0.8%
HAE_9262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG09262025HAEHaemoneticsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
3.8%3.8%-0.1%
WAT_9192025_Monopoly_xInd_xCD_Getting_Cheaper09192025WATWatersMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
14.0%14.0%-4.3%
ISRG_9052025_Monopoly_xInd_xCD_Getting_Cheaper09052025ISRGIntuitive SurgicalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
13.5%13.5%-8.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Universe Pharmaceuticals

Financials

UPCBGMNSRXRGCRHHBYSXTCMedian
NameUniverse.BGM Nasus Ph.Regencel.Roche China SX. 
Mkt Price4.709.127.7816.3540.561.368.45
Mkt Cap-------
Rev LTM-------
Op Inc LTM-------
FCF LTM-------
FCF 3Y Avg-------
CFO LTM-------
CFO 3Y Avg-------

Growth & Margins

UPCBGMNSRXRGCRHHBYSXTCMedian
NameUniverse.BGM Nasus Ph.Regencel.Roche China SX. 
Rev Chg LTM-------
Rev Chg 3Y Avg-------
Rev Chg Q-------
QoQ Delta Rev Chg LTM-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM-------
CFO/Rev 3Y Avg-------
FCF/Rev LTM-------
FCF/Rev 3Y Avg-------

Valuation

UPCBGMNSRXRGCRHHBYSXTCMedian
NameUniverse.BGM Nasus Ph.Regencel.Roche China SX. 
Mkt Cap-------
P/S-------
P/EBIT-------
P/E-------
P/CFO-------
Total Yield-------
Dividend Yield-------
FCF Yield 3Y Avg-------
D/E-------
Net D/E-------

Returns

UPCBGMNSRXRGCRHHBYSXTCMedian
NameUniverse.BGM Nasus Ph.Regencel.Roche China SX. 
1M Rtn11.9%-10.9%17.0%5.8%-3.0%-13.4%1.4%
3M Rtn32.9%7.8%-23.9%4.2%-12.8%7.8%
6M Rtn-3.7%-19.3%-706.9%2.5%-38.7%-3.7%
12M Rtn-97.1%23.1%-8,893.4%6.2%-70.6%6.2%
3Y Rtn-99.9%--2,156.1%14.1%-98.9%-42.4%
1M Excs Rtn5.2%-12.2%28.0%1.6%-11.2%-16.7%-4.8%
3M Excs Rtn25.7%-3.3%-16.7%-4.9%-29.4%-3.3%
6M Excs Rtn-25.4%-41.0%-685.2%-19.3%-60.5%-25.4%
12M Excs Rtn-114.7%-0.8%-10,069.8%-13.2%-88.3%-13.2%
3Y Excs Rtn-176.7%--2,079.3%-63.7%-175.7%-119.7%

Financials

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity105,516
Short Interest: % Change Since 9302025192.0%
Average Daily Volume2,245,759
Days-to-Cover Short Interest1

SEC Filings

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Report DateFiling DateFiling
331202570320256-K 3/31/2025
9302024429202520-F 9/30/2024
331202492020246-K 3/31/2024
9302023130202420-F 9/30/2023
331202383120236-K 3/31/2023
9302022210202320-F 9/30/2022
331202281620226-K 3/31/2022
9302021131202220-F 9/30/2021
331202180220216-K 3/31/2021
93020203242021424B4 9/30/2020
93020198172020F-1 9/30/2019

Insider Activity

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