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Upturn AI SWOT - About
Marygold Companies Inc (MGLD)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -45.35% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 37.09M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 22679 | Beta 0.83 | 52 Weeks Range 0.85 - 2.10 | Updated Date 03/30/2025 |
52 Weeks Range 0.85 - 2.10 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -17.83% | Operating Margin (TTM) -22.81% |
Management Effectiveness
Return on Assets (TTM) -15.12% | Return on Equity (TTM) -21.83% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 27450268 | Price to Sales(TTM) 1.16 |
Enterprise Value 27450268 | Price to Sales(TTM) 1.16 | ||
Enterprise Value to Revenue 0.86 | Enterprise Value to EBITDA -26.95 | Shares Outstanding 42142200 | Shares Floating 16243704 |
Shares Outstanding 42142200 | Shares Floating 16243704 | ||
Percent Insiders 77.07 | Percent Institutions 0.46 |
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 NSA Holdings, Inc.) was founded in 1996. It has evolved from its initial focus on direct sales to a diversified holding company with interests in various sectors.
Core Business Areas
- Gourmet Food: Marygold operates through its subsidiary, Gourmet Food Holdings, which encompasses various subsidiaries like Gourmet Foods International (GFI) and King David Glatt Kosher. They specialize in sourcing, importing, and distributing specialty food products.
- Bricks and Mortar Business: Marygold also operates through its Bricks and Mortar Business. Details of this segment were not publicly available in the context documents.
Leadership and Structure
Marygold Companies Inc. operates with a structure typical of a holding company. Specific leadership team details require access to the company's latest filings or website.
Top Products and Market Share
Key Offerings
- Gourmet Foods: Specialty food products including cheeses, meats, seafood, and other gourmet items. Market share data for individual products are not specified in provided context.
- Bricks and Mortar Businesses: Details on specific products and market share are not publicly available in the context documents.
Market Dynamics
Industry Overview
The specialty food market is characterized by increasing consumer demand for unique and high-quality food items. The restaurant industry is also dynamic and heavily influenced by changing consumer preferences.
Positioning
Marygold Companies Inc. aims to position itself as a diverse entity focusing on specialty food distribution and other holdings.
Total Addressable Market (TAM)
Specific TAM data are not detailed in provided context.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Established gourmet food distribution network
- Acquisition strategy
- Presence in multiple industries
Weaknesses
- Limited information available on financials
- Reliance on external debt to fund company growth
- Volatile stock price
- Lack of transparency on Bricks and Mortar Segment
Opportunities
- Expansion of gourmet food offerings
- Strategic acquisitions in complementary industries
- Increased demand for specialty foods
- Entering into new markets or segments.
Threats
- Economic downturn affecting consumer spending
- Increased competition in the gourmet food market
- Supply chain disruptions
- Fluctuations in commodity prices
Competitors and Market Share
Key Competitors
- USFD
- SYY
- ARNA
Competitive Landscape
Marygold Companies Inc. competes with larger distributors and food companies. It differentiates itself through a focused product portfolio and targeted acquisitions.
Major Acquisitions
Gourmet Foods International (GFI)
- Year: 2015
- Acquisition Price (USD millions): 10.9
- Strategic Rationale: Expansion into specialty food distribution through strategic acquisition of GFI.
King David Glatt Kosher
- Year: 2015
- Acquisition Price (USD millions): 5.7
- Strategic Rationale: Enhancement of existing gourmet food operations with acquisition of King David Glatt Kosher.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been achieved through acquisitions and expansion in the gourmet food sector. Details on specific growth rates were not available in context docs.
Future Projections: Future projections are not explicitly provided, but further acquisitions are expected to drive growth.
Recent Initiatives: Acquiring and integrating companies within the specialty foods segment.
Summary
Marygold Companies Inc. is a diversified holding company focused on growth through acquisitions, especially in the specialty food market. The company's strengths lie in its diversified business model, yet weaknesses include limited financial disclosures. Further expansion and strategic acquisitions are keys to future success, but the company needs to navigate economic uncertainty and market competition.
Similar Companies
- USFD
- SYY
- ARNA
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Financial news articles
Disclaimers:
The data provided is based on available public information and may not be fully comprehensive. Investment decisions should be made after thorough research and consultation with a financial advisor.
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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