- Chart
- Upturn Summary
- Highlights
- Valuation
- 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
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/26/2025: MGLD (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -60.21% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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
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.
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 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
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
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 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.
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.
Home 

