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Upturn AI SWOT - About
Marygold Companies Inc (MGLD)
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Upturn Advisory Summary
09/15/2025: 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 -57.42% | Avg. Invested days 29 | 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 09/15/2025 |
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 Brand Sense Lifestyle Branding, Inc.) has evolved through various acquisitions and strategic shifts. Originally focused on brand management, it has expanded into diverse sectors including financial services and security solutions. The evolution reflects a strategy of growth through acquisition and diversification.
Core Business Areas
- GMN Technologies, Inc.: Designs, develops, and markets electromechanical and security systems and products, including smart safes and security devices.
- Investment advisory: Provides investment advisory services.
- Digital Security: Offers digital security solutions.
Leadership and Structure
The leadership team consists of executives with experience in finance, technology, and security. The organizational structure is designed to manage its diversified business segments. Names and titles should be verified from the Marygold Companies Inc. investor relations website for up-to-date information.
Top Products and Market Share
Key Offerings
- Smart Safes: GMN Technologies smart safes cater to the retail, restaurant, and cannabis industries. Market share is difficult to determine precisely due to the fragmented nature of the security solutions market. Competitors include manufacturers of traditional safes and providers of advanced cash management systems. Revenue data and user numbers are company-specific and dynamic.
- Investment Advisory Services: Provide investment advice to individuals and institutions. Market share in this sector is also highly fragmented. Competitors are other independent investment advisors as well as major brokerage firms. Revenue and assets under management figures would provide a clearer picture of market presence.
Market Dynamics
Industry Overview
The electromechanical and security systems industry is characterized by technological advancements, increasing demand for security solutions, and intense competition. The investment advisory services market is driven by factors like economic conditions, investor sentiment, and regulatory changes.
Positioning
Marygold Companies Inc. seeks to differentiate itself through technological innovation and its diversified portfolio. Its competitive advantage stems from a mix of security technology and financial services.
Total Addressable Market (TAM)
The TAM for security solutions and financial services is substantial, encompassing various sectors. Marygold Companies Inc. aims to capture a share of this market through targeted product offerings and strategic acquisitions. The exact TAM is dependent on the sub segments of the market and requires an in-depth market segment analysis.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Technological expertise in security solutions
- Established presence in niche markets
- Experienced leadership team
Weaknesses
- Small company size
- Limited brand recognition compared to larger competitors
- Reliance on acquisitions for growth
- Relatively low trading volume of stock
Opportunities
- Expanding demand for security solutions
- Potential for growth in emerging markets
- Strategic partnerships and acquisitions
- Development of innovative technologies
Threats
- Intense competition from larger players
- Economic downturns affecting investment advisory business
- Rapid technological changes
- Regulatory changes impacting financial services
Competitors and Market Share
Key Competitors
- ADT
- Diebold Nixdorf (DBD)
- Fidelity National Information Services (FIS)
Competitive Landscape
Marygold Companies Inc. faces competition from larger, more established companies in both the security solutions and financial services sectors. Its advantages lie in its niche focus and technological innovation.
Major Acquisitions
GMN Technologies, Inc.
- Year: 2018
- Acquisition Price (USD millions): 6.2
- Strategic Rationale: Expanded the company's offerings in electromechanical and security systems.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be determined from past financial statements.
Future Projections: Future projections can be based on analyst estimates (if available) or company guidance.
Recent Initiatives: Recent strategic initiatives should be detailed based on company press releases and investor presentations.
Summary
Marygold Companies Inc. is a diversified company with operations in electromechanical and security systems, and investment advisory services. The company has a history of growth through acquisitions and is strategically positioned in niche markets. A weakness is that it faces competition from larger players, and its financial performance needs to be monitored. The growth trajectory depends on leveraging technology and expanding market reach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, Company Website, Press Releases
- Third party financial data providers such as Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share and other data may be estimates based on available information.
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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