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Upturn AI SWOT - About
Marygold Companies Inc (MGLD)
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Upturn Advisory Summary
10/15/2025: MGLD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -57.02% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 |
Upturn AI SWOT
Marygold Companies Inc
Company Overview
History and Background
Marygold Companies Inc., formerly known as Concierge Technologies, Inc., focuses on acquiring and managing businesses. They've transitioned from concierge services to diversified holdings.
Core Business Areas
- Gourmet Foods: This segment likely involves businesses that produce and sell specialty food products. Details on revenue and specific offerings were not located within the time frame given.
- Financial Technology (FinTech): This likely includes holdings related to the technology side of finance, such as banking, financial services and money. Details on revenue and specific offerings were not located within the time frame given.
Leadership and Structure
The company has a board of directors and an executive leadership team. Details are available on their investor relations page. Further information was not located within the time frame given.
Top Products and Market Share
Key Offerings
- Gourmet Food Products: Details on specific products, market share, revenue generation, and competitors for this category were not located within the time frame given.
- Financial Technology Services: Details on specific products, market share, revenue generation, and competitors for this category were not located within the time frame given.
Market Dynamics
Industry Overview
The company operates in the gourmet food and fintech industries. Both sectors are competitive and subject to trends in consumer preferences, and regulatory changes. Further information was not located within the time frame given.
Positioning
Marygold Companies Inc. aims to create shareholder value through strategic acquisitions and management of various businesses within its portfolio.
Total Addressable Market (TAM)
The TAM of the gourmet food and fintech sectors are vast and global. How Marygold Companies Inc. is position with regard to this TAM could not be determined with the time frame given.
Upturn SWOT Analysis
Strengths
- Diversified Business Portfolio
- Acquisition Strategy
- Potential for synergy between portfolio companies
Weaknesses
- Limited Financial information available on the Company
- Reliance on acquisition strategy which can be risky
- Limited information on key competitive advantages.
Opportunities
- Expansion into New Markets
- Increased demand for specialty food products
- Growth in the FinTech sector
Threats
- Economic downturn affecting consumer spending
- Increased competition in gourmet food and FinTech
- Regulatory changes impacting FinTech operations
Competitors and Market Share
Key Competitors
- Unclear due to the diversified holding company structure
Competitive Landscape
Marygold Companies Incu2019s advantages and disadvantages compared to its competitors is dependent on their acquisition decisions and management capabilities and requires additional information to analyze.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the acquisition strategy. Information about specific historical growth numbers was not located within the time frame given.
Future Projections: Future growth will depend on successful acquisitions and operational improvements of portfolio companies. Analyst estimates require more information.
Recent Initiatives: Their recent initiatives revolve around acquisitions and strategic positioning within their chosen sectors.
Summary
Marygold Companies Inc. is a diversified holding company pursuing growth through strategic acquisitions. Their financial performance and trajectory are heavily reliant on the success of these acquisitions and effective management of acquired businesses. Challenges include economic volatility, competition, and the inherent risks associated with their acquisition-focused strategy. Additional financial and strategic information is needed to fully analyze the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (limited)
- Public News Sources
Disclaimers:
This analysis is based on limited available information and should not be considered financial advice.
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.
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