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Upturn AI SWOT - About
Marygold Companies Inc (MGLD)
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Upturn Advisory Summary
08/14/2025: 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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
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 08/14/2025 |
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 ICOA, Inc., has evolved from providing internet access services to focusing on direct-to-consumer product and service offerings. The company's history involves significant strategic shifts to adapt to changing market conditions.
Core Business Areas
- Gourmet Food: Marygold Companies sells gourmet food products. Their strategy involves direct-to-consumer channels.
- Security and Infrastructure: Marygold Companies provides security and technology infrastructure services. This is a separate business that is aligned to security and monitoring.
Leadership and Structure
The leadership team comprises executives with experience in various sectors. The organizational structure is departmentalized, with each segment operating somewhat independently.
Top Products and Market Share
Key Offerings
- Gourmet Food Products: The company offers a variety of gourmet food products which are promoted through online channels. Market share data for individual food products is not readily available. Key competitors include companies selling direct-to-consumer food items.
- Security Services: They provide various security services including on-site and remote monitoring. Market share for security services vary by region. Major competitors include ADT (ADT), and other regional security companies.
Market Dynamics
Industry Overview
The gourmet food market and security industries are highly competitive, with increasing demand for premium products and security solutions. The company is adapting to a direct-to-consumer model with its food segment.
Positioning
Marygold Companies Inc. is positioned as a provider of diverse product portfolios, leveraging direct-to-consumer strategies and B2B solutions with its security products. The company focuses on enhancing its customer base.
Total Addressable Market (TAM)
The TAM across all business segments ranges from tens of billions (food) to hundreds of billions (security). Marygold's positioning focuses on capturing niche segments within these markets.
Upturn SWOT Analysis
Strengths
- Diverse portfolio of businesses
- Direct-to-consumer approach
- Adaptability to changing markets
Weaknesses
- Small market capitalization
- Limited brand recognition
- Dependence on capital markets to continue organic growth
Opportunities
- Expanding product lines
- Capitalizing on e-commerce trends
- Strategic acquisitions
Threats
- Intense competition
- Economic downturns
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- ADT
- Alarm.com
- Amazon
- Costco
Competitive Landscape
Marygold Companies Inc. faces challenges due to strong competition and limited market share. The company is trying to differentiate itself through unique product offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent due to shifts in business strategies and market conditions.
Future Projections: Future growth projections depend on successful execution of strategic initiatives and expanding market presence.
Recent Initiatives: Recent initiatives include launching new product lines and focusing on direct-to-consumer strategies.
Summary
Marygold Companies Inc. is a small company with a diverse business portfolio. It needs to improve its financials, market its products better, and manage competition to build long term success. The company's ability to innovate and adapt will be crucial to its growth trajectory. Continued evolution and strategic acquisitions will benefit its future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Market Research Reports
- Industry Analysis
- Third Party Company Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Financial data may be outdated. Accuracy is not guaranteed.
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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