Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Marygold Companies Inc (MGLD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: MGLD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -54.24% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 34.01M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.38 | 52 Weeks Range 0.70 - 2.10 | Updated Date 06/29/2025 |
52 Weeks Range 0.70 - 2.10 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.16 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -19.87% | Operating Margin (TTM) -21.4% |
Management Effectiveness
Return on Assets (TTM) -15.36% | Return on Equity (TTM) -23.55% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 23308101 | Price to Sales(TTM) 1.09 |
Enterprise Value 23308101 | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 0.75 | Enterprise Value to EBITDA -26.95 | Shares Outstanding 42836800 | Shares Floating 16888389 |
Shares Outstanding 42836800 | Shares Floating 16888389 | ||
Percent Insiders 75.94 | Percent Institutions 0.53 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Marygold Companies Inc
Company Overview
History and Background
Marygold Companies Inc. (formerly known as Brand Sense Lifestyle, Inc.) has undergone several transformations. Founded with a focus on brand management and licensing, it has evolved into a holding company with diverse interests, including financial services, consumer products, and technology. The evolution has been marked by strategic acquisitions and divestitures. The founding year is not widely available in public records, but its modern iteration took shape throughout the 2010s.
Core Business Areas
- Financial Services: Marygold & Co., an SEC-registered investment advisor providing micro-savings and investment platforms.
- Gourmet Food: Gourmet Foods division, with offerings in various food categories.
- Active Lifestyle: Active Lifestyle segment, focused on sports and leisure products.
- Other: Other smaller holdings in various sectors.
Leadership and Structure
The company is led by a board of directors and a management team responsible for overseeing the various operating subsidiaries. Details on specific individuals and roles can be found on the company's investor relations website.
Top Products and Market Share
Key Offerings
- Marygold & Co. Micro-Savings Platform: A micro-savings and investment platform aimed at making investment accessible to a broader audience. Market share data is not readily available, but it operates in the growing fintech space. Competitors include Acorns, Stash, and other robo-advisors focusing on small-dollar investing.
- Gourmet Foods: A collection of food products under different brands. Market share varies by product category. Competitors include established food brands and smaller specialty food companies.
Market Dynamics
Industry Overview
Marygold Companies operates in diverse industries, including fintech, food, and consumer products. The fintech industry is experiencing rapid growth driven by technological innovation and changing consumer preferences. The food industry is competitive and subject to consumer trends and regulatory changes. The consumer product industry depends on successful brand building.
Positioning
Marygold Companies' positioning is as a holding company managing diverse assets, focusing on niche markets and strategic acquisitions to create value. Its competitive advantage lies in its diversified portfolio, but its smaller size compared to major players can be a disadvantage.
Total Addressable Market (TAM)
The combined TAM of the fintech, food, and consumer product markets is substantial. Marygold Companies' positioning allows it to capture smaller portions of these large markets. Precise TAM values are difficult to determine without specific product-level data.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Focus on niche markets
- Strategic acquisition approach
- Innovative fintech platform
Weaknesses
- Small size compared to major competitors
- Dependence on acquisitions for growth
- Lack of brand recognition for some products
- Limited financial resources
Opportunities
- Expansion of fintech platform to new markets
- Acquisition of synergistic businesses
- Increased demand for specialty food products
- Growing interest in micro-investing
Threats
- Intense competition in fintech and food industries
- Regulatory changes affecting financial services
- Economic downturn impacting consumer spending
- Difficulty integrating acquired businesses
Competitors and Market Share
Key Competitors
- SQ
- PYPL
- ACOR
- STSH
Competitive Landscape
Marygold Companies faces competition from established players in the fintech, food, and consumer product industries. Its advantages include its diversified portfolio and focus on niche markets, while its disadvantages include its smaller size and limited resources.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth of existing businesses. Refer to historical financial statements for specifics.
Future Projections: Future growth depends on successful integration of acquisitions and expansion of existing products. No professional analyst projections are readily available.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions, and strategic partnerships. Check investor relations for recent activities.
Summary
Marygold Companies Inc. is a diversified holding company with potential in its niche markets, particularly in fintech. Its strength lies in its diversified operations; however, it is small relative to market leaders. The company's future success depends on successful integration of acquisitions, growth in the micro-investing space, and adaptation to industry competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance may change.
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.
About Marygold Companies Inc
Exchange NYSE MKT | Headquaters San Clemente, CA, United States | ||
IPO Launch date 2002-02-21 | Chairman, CEO & President Mr. Nicholas Daniel Gerber | ||
Sector Financial Services | Industry Asset Management | Full time employees 116 | Website https://themarygoldcompanies.com |
Full time employees 116 | Website https://themarygoldcompanies.com | ||
The Marygold Companies, Inc., through its subsidiaries, provides fund management and financial services, beauty and food products, and security alarm systems in the United States, the United Kingdom, New Zealand, Australia, and Canada. The company operates as an investment advisor to exchange traded funds organized as limited partnerships or investment trusts. It also manufactures, distributes, and sells wholesale bakery products, meat pies, and patisserie cakes and slices under the Ponsonby Pies and Pats Pantry brands to groceries, gasoline convenience stores, and independent retailers and cafes; prints specialty wrappers for the food industry; and sells and installs commercial and residential alarm monitoring systems under the Brigadier Security Systems and Elite Security brands. In addition, the company formulates, packages, and distributes hair and skin care products under the Original Sprout brand to end users, international retailers and wholesalers, and retail stores, as well as through online; develops Fintech mobile app; and operates as an asset manager. The company was formerly known as Concierge Technologies, Inc. and changed its name to The Marygold Companies Inc. in March 2022. The Marygold Companies Inc. was founded in 1996 and is headquartered in San Clemente, California.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.