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Upturn AI Summary - About
Marchex Inc(MCHX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MCHX
10/27/2026: MCHX (1-star) is currently NOT-A-BUY. Pass it for now.
Marchex Inc is a software-as-a-service (SaaS) provider specializing in conversation intelligence technology. The company offers AI-powered analytics that help enterprises track and improve their sales performance, which is its core strength. Its growth opportunity lies in capitalizing on the rising demand for actionable data and AI-driven sales coaching within high-value enterprise sectors. However, Marchex faces significant competition from larger marketing cloud providers and must manage risks related to revenue concentration and evolving data privacy laws. Suitable for growth-oriented investors, the company's success will depend on its ability to effectively scale its AI capabilities while navigating a competitive landscape that demands constant product innovation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth potential depends on the successful adoption of new AI-driven product features. |
| Momentum investor | Mixed fit | Momentum is conditional on a positive trend in earnings and market sentiment. |
| Value investor | Mixed fit | Valuation is sensitive to the company's ability to return to consistent revenue growth. |
| Dividend investor | Weak fit | Marchex does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The company's volatility and reliance on shifting enterprise budgets present significant risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is susceptible to rapid fluctuations based on quarterly results and broader tech market sentiment. |
| Valuation risk | Medium | Investors must assess whether the market price appropriately reflects the company's future growth prospects. |
| Competition risk (AI-driven software competition) | High | New entrants and established CRM players are increasingly offering AI-based call analytics. |
| Business quality | Medium | While the technology is niche, the competitive nature of the martech space impacts long-term franchise quality. |
| Dividend income | Low / none | No income is generated through dividends, requiring total return reliance on price appreciation. |
| Execution risk | Medium / high | Successfully scaling new AI features while maintaining existing client relationships is critical. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -47.82% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/27/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 55.87M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) 49.8K shares | Beta 1.9 | 52 Weeks Range 1.15 - 2.00 | Updated Date 10/27/2026 |
52 Weeks Range 1.15 - 2.00 | Updated Date 10/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.12 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Conversation Intelligence SaaS | Subscription fees from businesses using Marchex software to track and analyze calls. | The company earns recurring revenue by helping businesses understand what happens on their sales calls. |
| Analytics Services | Data and attribution services that link marketing spend to phone call conversions. | Provides data services that help marketers optimize their advertising budgets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 333.33 | Enterprise Value 49.53M | Price to Sales(TTM) 1.27 |
Enterprise Value 49.53M | Price to Sales(TTM) 1.27 | ||
Enterprise Value to Revenue 1.13 | Enterprise Value to EBITDA -23.78 | Shares Outstanding 39.68M | Shares Floating 17.68M |
Shares Outstanding 39.68M | Shares Floating 17.68M | ||
Percent Insiders 8.65 | Percent Institutions 63.44 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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