Marchex (NHM) AI Stock Analysis
Marchex
(Frankfurt:NHM)
No summary available
Marchex (NHM) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 57.13M
- Dividend Yield
- ―
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- -11.4
- Beta (1Y)
- 1.05
- Revenue Growth
- -13.75%
- EPS Growth
- -6.38%
- Country
- Germany
- Employees
- 139
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Advertising Agencies
Marchex Business Overview & Revenue Model
Company Description
Marchex, Inc. is an analytical technology and solutions company that assists businesses throughout the United States and Canada in optimizing their customer acquisition journey. The company empowers clients to connect with, engage, measure, and succe...
Marchex Earnings Call Summary
The call emphasized strategic progress—most notably the Archenia acquisition, early cross-sell wins that materially increased customer annualized revenue in select cases, and aggressive Q3 revenue guidance reflecting the combined company. Management also outlined cost-efficiency work and a path to improved adjusted EBITDA margins and Rule of 30–40 metrics. Counterbalancing these positives are a near-term cash decline driven by acquisition and integration costs, high revenue concentration in top customers, and execution risk around converting pilots to recurring, scalable deployments. On balance, the highlights (acquisition, meaningful guidance lift, early customer proofs, and margin leverage potential) outweighed the lowlights, though execution remains critical.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
The company guided that Q2 revenue was $11.0M (up from $10.6M in Q1) with $8.2M cash on hand vs. $9.0M at quarter end, noted the Archenia acquisition closed July 1 (Q2 results exclude Archenia; Q3 will include a full quarter), and provided Q3 revenue guidance of $16.0M–$16.5M with adjusted EBITDA of $2.3M–$2.5M; management reiterated top-100 customers represent ~90% of revenue, said it has made presentations to nearly one‑third of that group (about half of those have purchased), cited a double‑digit number of customers with potential for 7‑figure incremental revenue (and many with multi‑million potential), gave customer examples (a home‑services client rising from ~$500K to >$1M annualized after adopting AI verified outcomes; an auto services client >$300K expanded a pilot from 40 to >60 locations with potential to reach at least $1M; an ad/media client at ~$400K that could grow >50% in 2027 if a pilot converts), signaled improving margins from a lower cost structure and operating leverage, reiterated a long‑term target to build a $100M+ business and pursue a Rule of 30–40 profile, noted an existing 3.0M share buyback authorization, and said it will provide Q4 and initial 2027 outlooks in early November.
Marchex Risk Analysis
Marchex disclosed 36 risk factors in its most recent earnings report. Marchex reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksMarchex Peers Comparison
Overall Rating
HHS51Neutral
FLNT47Neutral
DRCT40Underperform
INUV40Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| HHS | 51Neutral | $28.85M | -5.06 | -30.13% | ― | -11.62% | -87.59% |
| FLNT | 47Neutral | $108.73M | -4.47 | -151.70% | ― | -12.05% | 43.57% |
| DRCT | 40Underperform | $128.44K | -0.02 | 570.82% | ― | -15.24% | 61.99% |
| INUV | 40Underperform | $6.84M | -1.38 | -43.78% | ― | -46.61% | 7.26% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:NHM | Marchex | 1.28 | -0.22 | -14.67% | |
| HHS | Harte-Hanks, Inc. | 3.87 | 0.86 | 28.57% | |
| INUV | Inuvo Inc | 0.41 | -2.48 | -85.69% | |
| FLNT | Fluent Inc | 3.44 | 1.35 | 64.59% | |
| DRCT | Direct Digital Holdings, Inc. Class A | 0.16 | -79.00 | -99.80% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.