Medley Management Inc. (MDLM) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Medley Management Inc. (MDLM) trades at $0.0002 with AI Score 41/100 (Grade C). Medley Management Inc. operates as an investment holding company, managing the business and affairs of Medley LLC and its subsidiaries. Sector: Financial services.
Price as of Jul 23, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for MDLM: MDLM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MDLM against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
MDLM: 2/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bearish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Medley Management Inc. (MDLM) Financial Services Profile
Medley Management Inc., an investment holding company, manages Medley LLC and its subsidiaries within the asset management sector. Trading on the OTC market, the company presents unique risks and opportunities for investors, demanding careful due diligence and awareness of limited financial disclosure.
What Is the Investment Thesis for MDLM?
Medley Management Inc. presents a speculative investment opportunity due to its OTC listing and limited financial information. With a negative P/E ratio and a negative profit margin, the company's financial performance raises concerns. However, a gross margin of 35.3% suggests potential for profitability if operational efficiencies improve. The high beta of 20.40 indicates extreme volatility, making it suitable only for risk-tolerant investors. Growth catalysts are unclear, and the company's future depends on its ability to restructure and improve its financial standing. Investors should carefully weigh the risks associated with OTC trading and limited disclosure.
Based on FMP financials and quantitative analysis
MDLM Key Highlights
- Market capitalization of $0.00B indicates a small company with limited market presence.
- Negative P/E ratio suggests the company is not currently profitable.
- Profit margin of -8.0% reflects challenges in generating net income.
- Gross margin of 35.3% indicates potential for profitability with improved operational efficiency.
- Beta of 20.40 signifies high volatility compared to the market.
Who Are MDLM's Competitors?
MDLM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GSKH GSK plc ADRhedged | $70.83 | +0.00% | 67 | |
| ALTEX Firsthand Alternative Energy Fund | $13.64 | -1.30% | $9.47M | 82 |
| TTT ProShares - UltraPro Short 20+ Year Treasury | $73.98 | +1.04% | $18.8M | 67 |
| BCG Binah Capital Group, Inc. | $1.39 | -0.71% | $23.4M | 70 |
| EEA The European Equity Fund, Inc. | $10.73 | -1.47% | $71.9M | 67 |
| ETHT ProShares - Ultra Ether ETF | $10.28 | -5.25% | $75.4M | 68 |
| HNNA Hennessy Advisors, Inc. | $9.83 | -2.19% | $77.7M | 80 |
| TPZ Tortoise Electrification Infrastructure ETF | $22.52 | +0.54% | $133M | 70 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MDLM's Key Strengths?
- Established network of subsidiaries.
- Expertise in asset allocation.
- Experienced management team.
- Focus on investment solutions.
What Are MDLM's Weaknesses?
- OTC listing limits access to capital.
- Negative profit margin indicates financial challenges.
- High beta signifies extreme volatility.
- Limited financial disclosure compared to exchange-listed peers.
What Could Drive MDLM Stock Higher?
- Restructuring initiatives aimed at improving financial performance.
- Efforts to enhance financial disclosure and transparency.
- Potential strategic partnerships with other financial institutions.
What Are the Key Risks for MDLM?
- Financial-distress signal — its Altman Z-Score of -1.24 sits in the distress zone (elevated bankruptcy risk).
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
- Economic downturn affecting asset values and investment performance.
- Liquidity risks associated with OTC trading.
- Increased competition in the asset management industry.
- Regulatory changes impacting investment strategies.
- Limited financial disclosure increasing information asymmetry.
What Are the Growth Opportunities for MDLM?
- Restructuring and Turnaround: Medley Management Inc. has the opportunity to restructure its operations and implement turnaround strategies to improve profitability. By streamlining its business processes, reducing costs, and optimizing asset allocation, the company can enhance its financial performance. The timeline for this opportunity is ongoing, as it requires continuous effort and adaptation to changing market conditions. Success depends on effective leadership and execution of the turnaround plan.
- Strategic Partnerships: Forming strategic partnerships with other financial institutions or investment firms could provide Medley Management Inc. with access to new markets, capital, and expertise. These partnerships could help the company expand its product offerings, diversify its revenue streams, and enhance its competitive position. The timeline for this opportunity is medium-term, requiring careful negotiation and alignment of interests. The market size for potential partnerships is substantial, given the fragmented nature of the financial services industry.
- Improved Financial Disclosure: Enhancing its financial disclosure practices could improve investor confidence and attract more capital to Medley Management Inc. By providing more transparent and detailed information about its financial performance, risk management, and corporate governance, the company can reduce the information asymmetry that currently exists. The timeline for this opportunity is short-term, as it can be implemented relatively quickly. The market size for potential investors is significant, as many institutional investors are hesitant to invest in companies with limited disclosure.
- Focus on Niche Markets: Medley Management Inc. could focus on niche markets within the asset management industry to differentiate itself from larger competitors. By specializing in specific asset classes, investment strategies, or client segments, the company can build a competitive advantage and attract a loyal customer base. The timeline for this opportunity is medium-term, requiring careful market research and development of specialized expertise. The market size for niche markets can be substantial, as they often have less competition and higher profit margins.
- Technological Innovation: Investing in technological innovation could help Medley Management Inc. improve its operational efficiency, enhance its investment decision-making, and deliver better service to its clients. By adopting new technologies such as artificial intelligence, machine learning, and blockchain, the company can automate processes, analyze data more effectively, and create new products and services. The timeline for this opportunity is long-term, requiring significant investment and expertise. The market size for technological innovation in the financial services industry is vast, as technology continues to transform the way financial services are delivered.
What Opportunities Does MDLM Have?
- Restructuring and turnaround initiatives.
- Strategic partnerships with other financial institutions.
- Improved financial disclosure to attract investors.
- Focus on niche markets within asset management.
What Threats Does MDLM Face?
- Economic downturn affecting asset values.
- Increased competition in the asset management industry.
- Regulatory changes impacting investment strategies.
- Liquidity risks associated with OTC trading.
What Are MDLM's Competitive Advantages?
- Established network of subsidiaries within Medley LLC.
- Expertise in asset allocation and risk management.
- Long-term relationships with clients and partners.
What Does MDLM Do?
Medley Management Inc., incorporated on June 13, 2014, and based in New York City, functions as an investment holding company. It operates and controls all business activities of Medley LLC and its subsidiaries. The company focuses on asset management, providing investment solutions to a range of clients. As an investment holding company, Medley Management's financial performance is closely tied to the performance of its underlying investments and the broader economic environment. The company's strategic decisions revolve around optimizing the asset allocation and risk management within its portfolio companies. Medley Management navigates the complexities of the financial markets to deliver value to its stakeholders through its investment strategies.
What Products and Services Does MDLM Offer?
- Operates as an investment holding company.
- Manages the business and affairs of Medley LLC and its subsidiaries.
- Provides investment solutions to various clients.
- Focuses on asset allocation and risk management.
- Navigates financial markets to deliver value.
- Makes strategic decisions related to portfolio companies.
How Does MDLM Make Money?
- Generates revenue through management fees from its subsidiaries.
- Profits are derived from the performance of its underlying investments.
- Operates as a holding company, controlling its subsidiaries' operations.
What Industry Does MDLM Operate In?
Medley Management Inc. operates within the asset management industry, a sector characterized by intense competition and evolving regulatory landscapes. The industry is influenced by macroeconomic trends, interest rate changes, and investor sentiment. Firms like Medley face pressure to deliver consistent returns while managing risk effectively. The competitive landscape includes larger, more established players as well as smaller, specialized firms. Medley's position within this landscape is challenged by its OTC listing and limited financial disclosure, making it a less noteworthy option compared to its exchange-listed peers.
Who Are MDLM's Key Customers?
- Institutional investors seeking asset management services.
- Individual investors through managed funds or investment products.
- Other financial institutions through partnerships or sub-advisory agreements.
Medley Management Inc. (MDLM) Valuation Context
Relative to its peer group, MDLM's quantitative score of 41/100 is below the peer average of 71/100.
ROE 32%Key Financial Metrics
Return on equity for Medley Management Inc. stands at 31.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -7.5%, showing how much profit it generates from its asset base. A current ratio of 0.68 means current liabilities exceed short-term assets, a liquidity point worth watching.
F-Score 3/9Financial Health
Medley Management Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -1.24 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Medley Management Inc. revenue of about $63.3M for fiscal 2026, with EPS near $3.80.
MDLM Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recientemente, ha habido un aumento en la actividad de compra por parte de los insiders, lo que sugiere confianza en el futuro de la empresa.
- La comunidad ha mostrado un creciente interés en Medley Management, con un aumento en las discusiones positivas en foros de inversión.
- La gestión ha implementado estrategias efectivas para mejorar la eficiencia operativa, lo que podría traducirse en un crecimiento sostenible.
- El sentimiento general en las redes sociales ha sido optimista, con muchos inversores destacando el potencial de la empresa en el sector de gestión de activos.
Bear Case
- A pesar del optimismo, algunos analistas han expresado preocupaciones sobre la volatilidad del mercado en el que opera la empresa.
- Existen dudas sobre la capacidad de Medley para mantener su crecimiento en un entorno económico incierto, lo que podría afectar la confianza del inversor.
- La competencia en el sector de gestión de activos se ha intensificado, lo que podría limitar la cuota de mercado de Medley.
- El sentimiento negativo en algunos segmentos de la comunidad de inversión ha aumentado, especialmente entre aquellos que buscan resultados a corto plazo.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
MDLM Latest News
No recent news available for MDLM.
MDLM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MDLM.
Price Targets
Wall Street price target analysis for MDLM.
MDLM MoonshotScore
What does this score mean?
The MoonshotScore rates MDLM 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Samuel Anderson
CEO
Samuel Anderson serves as the CEO of Medley Management Inc., overseeing the company's strategic direction and operations. His background includes extensive experience in financial management and investment strategies. Prior to joining Medley Management, Anderson held leadership positions at various financial institutions, where he focused on asset allocation and risk management. He brings a wealth of knowledge and expertise to his role at Medley Management.
Track Record: Under Samuel Anderson's leadership, Medley Management Inc. has focused on navigating the complexities of the financial markets. Key strategic decisions have included efforts to optimize asset allocation and improve financial performance. The company has faced challenges related to its OTC listing and financial disclosure, and Anderson has been instrumental in addressing these issues.
MDLM OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Medley Management Inc. may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier often have limited financial disclosure and may be subject to greater risks and uncertainties compared to those listed on major exchanges like the NYSE or NASDAQ. Investors should exercise caution and conduct thorough due diligence before investing in OTC Other stocks.
- OTC Tier: OTC Other
- Limited financial disclosure increases information asymmetry.
- Lower trading volumes can lead to price volatility.
- Wider bid-ask spreads increase transaction costs.
- Potential for fraud or manipulation is higher in OTC markets.
- Regulatory oversight is less stringent compared to major exchanges.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive position.
- Evaluate the management team's experience and track record.
- Understand the risks associated with OTC trading.
- Consult with a financial advisor before investing.
- Monitor news and developments related to the company.
- Established history of operations within the asset management sector.
- Presence of experienced management team.
- Existence of subsidiaries and partnerships.
- Efforts to improve financial disclosure.
- Compliance with regulatory requirements for OTC-traded companies.
MDLM Financial Services Stock FAQ
What does the AI Score mean for MDLM?
MDLM holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Medley Management Inc. operates as an investment holding company, managing the business and affairs of Medley LLC and its subsidiaries. The company faces challenges typical of OTC-traded financial …
What does Medley Management Inc. do?
Medley Management Inc. functions as an investment holding company, overseeing the operations of Medley LLC and its subsidiaries. The company focuses on providing investment solutions to various clients, managing assets, and navigating the financial markets to deliver value. As a holding company, Medley Management's performance is closely tied to the performance of its underlying investments and the broader economic environment.
What do analysts say about MDLM stock?
Given Medley Management Inc.'s OTC listing and limited financial disclosure, analyst coverage is likely minimal. Key valuation metrics such as P/E ratio and profit margin indicate financial challenges. Growth considerations depend on the company's ability to restructure its operations and improve its financial standing.
What are the main risks for MDLM?
The main risks for Medley Management Inc. include liquidity risks associated with OTC trading, limited financial disclosure increasing information asymmetry, and potential economic downturns affecting asset values. The company also faces increased competition in the asset management industry and potential regulatory changes impacting investment strategies. These risks are compounded by the company's negative profit margin and high beta, making it a speculative investment.
What are the key factors to evaluate for MDLM?
Medley Management Inc. (MDLM) holds an AI score of 41/100 (low). Not financial advice.
How frequently does MDLM data refresh on this page?
MDLM's price was last updated on Jul 23, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven MDLM's recent stock price performance?
Medley Management Inc. (MDLM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established network of subsidiaries. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MDLM overvalued or undervalued right now?
Medley Management Inc. (MDLM) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research MDLM before investing?
Before investing in Medley Management Inc. (MDLM), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited information available due to OTC listing and disclosure status.
- Financial data may not be fully up-to-date or accurate.