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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
09/28/2026: MCHX (1-star) is currently NOT-A-BUY. Pass it for now.
Marchex Inc is a specialized provider of conversation intelligence and call analytics software, focusing on helping businesses optimize customer interactions. The company has successfully transitioned toward a SaaS-based revenue model, leveraging proprietary AI to deliver actionable data for enterprise clients. Its main growth opportunity lies in the expanding adoption of AI-driven voice analytics across key verticals like automotive and healthcare. However, the company faces significant execution risks and competitive pressure from much larger cloud and CRM incumbents. Investors should monitor its ability to maintain consistent revenue growth and profitability in a challenging, competitive landscape, noting that the stock is suited primarily for investors comfortable with growth-tech volatility.
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 | The company operates in a growth-oriented sector but has experienced inconsistent revenue expansion. |
| Momentum investor | Mixed fit | Momentum is highly conditional on product success and market signals which currently show moderate activity. |
| Value investor | Mixed fit | While current valuation may be modest, it reflects the uncertainty in long-term revenue growth and competitive positioning. |
| Dividend investor | Weak fit | Marchex does not currently pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The stock's volatility and reliance on competitive tech markets expose investors to significant risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap tech stocks like MCHX often experience sharp price movements based on earnings results and market sentiment. |
| Valuation risk | Medium | Future returns depend heavily on the company's ability to justify its current market cap through sustained earnings growth. |
| Competition risk (AI competition) | High | Larger software incumbents with massive AI resources could threaten Marchex's specialized product niche. |
| Business quality | Medium | While the product is specialized, the business faces challenges in achieving consistent, high-margin scale. |
| Dividend income | Low / none | There is no income component to the investment thesis. |
| Execution risk | Medium / high | The success of the company rests on its ability to integrate AI effectively and win enterprise contracts. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
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 09/28/2026 |
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 58.08M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) 46.5K shares | Beta 1.86 | 52 Weeks Range 1.15 - 2.04 | Updated Date 09/27/2026 |
52 Weeks Range 1.15 - 2.04 | Updated Date 09/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Conversation Intelligence Software | Subscription fees from enterprise clients using the SaaS platform to analyze call data. | Revenue is primarily driven by recurring software subscriptions, which provides more stability than transactional advertising models. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 333.33 | Enterprise Value 49.98M | Price to Sales(TTM) 1.32 |
Enterprise Value 49.98M | Price to Sales(TTM) 1.32 | ||
Enterprise Value to Revenue 1.14 | 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 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About Marchex Inc
Exchange NASDAQ | Headquarters Seattle, WA, United States | ||
IPO Launch date 2004-03-31 | CEO - | ||
Sector Communication Services | Industry Advertising Agencies | Full time employees 139 | Website https://www.marchex.com |
Full time employees 139 | Website https://www.marchex.com | ||
Marchex, Inc., a conversation intelligence company, provides conversational analytics and related solutions in the United States, Canada, and internationally. Its products include Marketing Edge that identifies which campaigns and channels are driving inbound conversations, evaluates what happens during those conversations, and closes the sales loop by connecting converted sales to marketing driven leads; Sonar Business Text Messaging, an artificial intelligence (AI) powered intelligent workflow enabled mobile messaging solution that enables operations, sales, and marketing teams to communicate personally with field staff, prospects, and customers; and Marchex Platform Services, a robust API-based conversation intelligence product that allows executives, sales, customer engagement, and marketing teams to apply Marchex AI to most any calls, regardless of communication platform, to identify actionable insights from conversations with their customers. The company also provides Spotlight, an AI conversation analytics product for multi-location businesses; Engage, a solution that provides locations with applications to enhance their overall performance; Call Summary and Sentiment Suite, are capabilities powered by generative AI that analyze and generate summaries of consumer-to-business calls; and AI for Industry Solution, provides automatic lead qualification, identifying high value leads with industry specific indicators to target the most valuable opportunities, and improved attribution, allowing businesses to segment audiences and improve automated bidding using attributes such as product/service, lead outcome, lead value, and topics. Marchex, Inc. was incorporated in 2003 and is headquartered in Seattle, Washington.
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