MGLD
MGLD 1-star rating from Upturn Advisory

Marygold Companies Inc (MGLD)

Marygold Companies Inc (MGLD) 1-star rating from Upturn Advisory
$0.96
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Upturn Advisory Summary

12/26/2025: MGLD (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

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 -60.21%
Avg. Invested days 37
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/26/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Marygold Companies Inc

Marygold Companies Inc(MGLD) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

The Marygold Companies Inc. (formerly known as M. Gold, Inc.) has a history that has seen it pivot through various business models. Originally focused on gold mining and exploration, it has since evolved into a diversified company with interests in healthcare services, financial services, and technology. Significant milestones include its name changes and strategic shifts to adapt to market opportunities and challenges.

Company business area logo Core Business Areas

  • Healthcare Services: Providing a range of healthcare services, potentially including medical devices, health information technology, or direct patient care solutions.
  • Financial Services: Engaging in activities related to financial planning, investment management, or other financial advisory services.
  • Technology: Developing or investing in technology-based solutions, possibly in areas like software development, artificial intelligence, or data analytics.

leadership logo Leadership and Structure

Information on the current leadership team, including CEO, CFO, and Board of Directors, as well as the overall corporate structure (e.g., subsidiaries, divisions) is typically found in the company's SEC filings (e.g., 10-K, proxy statements).

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Segment Specific Offerings: Details on specific products or services within each core business area would require in-depth, up-to-date company reports. As a diversified entity, market share data for individual offerings can be fragmented and difficult to ascertain without proprietary research. Competitors would vary significantly by segment.

Market Dynamics

industry overview logo Industry Overview

Marygold operates in multiple industries, including healthcare, financial services, and technology. Each of these sectors is characterized by rapid innovation, regulatory scrutiny, and significant competitive pressures. The healthcare sector is driven by demographic trends and technological advancements, while financial services are influenced by economic conditions and regulatory changes. The technology sector is defined by constant disruption and the race for market dominance.

Positioning

Marygold's positioning is that of a diversified holding company. Its competitive advantages would likely stem from any synergies between its business units, strategic partnerships, or niche market expertise within its chosen segments. However, diversification can also lead to a lack of focused market leadership in any single area.

Total Addressable Market (TAM)

The TAM for Marygold Companies Inc. is the sum of the TAMs of all the industries in which it operates (healthcare, financial services, technology). These are multi-trillion dollar global markets. Marygold's current position relative to this TAM is likely very small, as it operates as a niche player or early-stage entrant in many of its diversified segments.

Upturn SWOT Analysis

Strengths

  • Diversified business model potentially reducing reliance on any single sector.
  • Flexibility to pivot and adapt to changing market conditions.
  • Potential for synergistic growth between different business units.

Weaknesses

  • Lack of established brand recognition or market leadership in any single core area.
  • Potential for management dilution across multiple disparate businesses.
  • Execution risk associated with managing and growing diverse operations.

Opportunities

  • Leveraging technological advancements in healthcare and finance.
  • Strategic acquisitions to bolster market share or acquire new capabilities.
  • Capitalizing on growing demand in specific niche markets within its sectors.

Threats

  • Intense competition from established players in each industry segment.
  • Adverse regulatory changes impacting healthcare or financial services.
  • Economic downturns affecting consumer spending and investment.
  • Rapid technological obsolescence.

Competitors and Market Share

Key competitor logo Key Competitors

  • Information not publicly available for definitive competitor identification across all diversified segments.

Competitive Landscape

Marygold operates in highly competitive industries. Its lack of specialized focus in any single area might be a disadvantage against deeply entrenched competitors with strong brand loyalty and economies of scale. Its advantages may lie in agility and a multi-sector approach, allowing it to adapt to emerging trends.

Growth Trajectory and Initiatives

Historical Growth: Historical growth for Marygold Companies Inc. has likely been irregular, influenced by its strategic pivots and the performance of its various business ventures. A detailed analysis would require examining revenue and profit trends over multiple years.

Future Projections: Future projections would depend on analyst coverage and the company's strategic roadmap. Given its diversified nature, projections would likely be segment-specific and subject to significant assumptions.

Recent Initiatives: Recent initiatives would focus on the company's current strategic direction, which could include new product launches, market expansions, or operational improvements within its healthcare, financial services, or technology segments.

Summary

Marygold Companies Inc. is a diversified entity with interests in healthcare, financial services, and technology. Its strength lies in its adaptability and potential for cross-sector synergies. However, it faces weaknesses due to a lack of focused market leadership and execution risk across multiple ventures. Opportunities exist in leveraging technological advancements and strategic acquisitions. The company must navigate significant threats from intense competition and regulatory shifts to achieve sustainable growth.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings (e.g., SEC Edgar database)
  • Financial data providers (e.g., Yahoo Finance, Bloomberg)
  • Industry research reports

Disclaimers:

This analysis is based on publicly available information and general industry knowledge. It is not investment advice. Investors should conduct their own due diligence before making any investment decisions. Specific financial data and market share figures are subject to change and require up-to-date reporting.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 116

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.