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Sugarmade, Inc. (SGMD)

USD0.00 +0.00 (+0.00%)
US OTC Basic Materials Paper, Lumber & Forest Products
Address 750 Royal Oaks Drive 91016
Monrovia, CA, US
CEO Jimmy Chan
IPO 1994-10-31
CIK 919175 ISIN US8650403079

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Description

Sugarmade, Inc., a company headquartered in Monrovia, California, operates within the United States, primarily focusing on the paper and paper-based products industry. Its business model is structured across three distinct divisions: Paper and Paper-Based Products, Non-Medical Supplies, and Cannabis Product Delivery and Sales. The company manufactures and distributes a wide array of supplies for quick-service restaurants. These offerings encompass both custom-branded and generic items, including plastic cold cups, paper coffee cups, ice cream and yogurt cups, lids, sleeves, various food and soup containers, edible packaging, and plastic cutlery. Additionally, Sugarmade provides non-medical personal protective equipment. Beyond its physical product lines, the company also manages cannabis product delivery and sales services, operating under the brand names BudCars, Lemon Glow, and Nug Avenue. Its diverse product portfolio is accessible for purchase via the CarryOutSupplies.com website.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD0.00 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
27.9K
Beta
0.16
Float Shares
60.85M
Free Float %
92.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% +100.00% -50.00% +100.00% +100.00% +100.00% -99.00% -99.96% -100.00% -100.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
0.00
Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-9.69
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Operational MOAT
✗ Below peers
  • Revenue growth Paper, Lumber & Forest Products: +0.4%
    -49.2% Q3'23: -37.5% (vs Q3'22)
  • EPS growth Paper, Lumber & Forest Products: -12.0%
    -2,975.0% Q3'23: -3,233.3% (vs Q3'22)
  • FCF margin FCF growth · Paper, Lumber & Forest Products: +37.3%
    -145.4% Q3'23: -105.5% (vs Q3'22)
  • EBIT margin Paper, Lumber & Forest Products: +5.4%
    -34.3% Q3'23: -91.6% (vs Q3'22)
  • ROIC Paper, Lumber & Forest Products: +2.9%
    -14.7% Q3'23: -27.4% (vs Q3'22)
  • Share dilution Paper, Lumber & Forest Products: +0.0%
    -99.4% Q3'23: -99.5% (vs Q3'22)
  • Debt / EBITDA Net debt/EBITDA · Paper, Lumber & Forest Products: 0.66×
    -15.57× Q3'23: -7.64× (vs Q3'22)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.16) × ERP
WACC = 0% × Ke + 100% × Kd (19.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2024
actual
Jun 2025
actual
Revenue
62.88M
est.
74.47M
est.
EBITDA
-46.78M
est.
-55.40M
est.
EBIT
-47.72M
est.
-56.52M
est.
Net Income
-5.57M
est.
-2.48M
est.
SGA
107.32M
est.
127.11M
est.
EPS
-0.09
est.
-0.04
est.

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-2.24M
OE per share TTM
-0.03
Owner's Yield
-18,072.18%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
43.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 May Davis Partners Acquisition Company, LLC 941.11M 9.30% 941.11M 941.11M OO Delaware 2022-06-28
2 35-2553872 227.96M 5.51% 227.96M 227.96M OO NEVADA 2021-03-02
3 David M. Greenhouse 574.1K 14.80% 574.1K 574.1K IN United States of America 1999-02-12
4 MGP Advisers Limited Partnership* ("MGP") F13-3263120 311.9K 8.00% IV, IA Delaware 1999-02-12
5 SST Advisers L.L.C. ("SSTA") F13-3937583 136.2K 3.50% IV, IA Delaware 1999-02-12
6 ("AWM") 11-3086452 126.0K 3.30% IV, IA Cayman Islands, Delaware 1999-02-12
7 04-2683227 0.00% IA Massachusetts 1997-02-19
8 Tax ID #43-1225960 0.00% IA Missouri Corporation 1998-02-10

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
962.4K
Shares disposed
Cash buys
Cash sales
Net activity
+962,396
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2019-10-31 TAN CHENLONG Officer / 10% Owner A-Award A Class B Convertible Preferred Stock 294,448 9.19 2.71M 294,448
2019-10-31 HUANG ALLAN JAMES 10% Owner A-Award A Class B Convertible Preferred Stock 294,448 9.19 2.71M 294,448
2019-10-31 CHAN JIMMY Officer A-Award A Class B Convertible Preferred 373,500 9.19 3.43M 373,500
2019-07-12 Dang Khoi Director D COMMON STOCK 0 0.00 1,000,000
2018-12-03 TAN CHENLONG Director / 10% Owner D COMMON STOCK 0 0.00 70,274,568
2018-12-03 HUANG ALLAN JAMES 10% Owner D COMMON STOCK 0 0.00 70,274,568
2016-11-09 CHAN JIMMY Director / Officer / 10% Owner S-Sale D Common 61,554 0.33 20.0K 14,063,502
2016-11-08 CHAN JIMMY Director / Officer / 10% Owner S-Sale D Common 174,944 0.31 53.9K 14,125,056
2016-11-07 CHAN JIMMY Director / Officer / 10% Owner S-Sale D Common 300,000 0.27 79.8K 14,300,000
2015-02-27 WANG ER Director D Common Shares 0 0.00 652,174
2015-02-27 HUANG WAYLON Director D Common Shares 0 0.00 2,662,500
2015-02-27 CHAN JIMMY Director / Officer / 10% Owner I Common Shares 0 0.00 26,544,445
2012-12-06 Kearney Kevin M Director D Common Stock 0 0.00 67,208
2012-11-27 Pinto Stephan Director D Common Stock 0 0.00 284,404
2012-09-18 Kearney Kevin M Director D Warrants to Purchase Common Stock 3,750 0.50 1.9K 0
2012-09-06 Salzberg Sanford Director J-Other A Option 25,000 0.53 13.3K 169,000
2012-09-06 Roffman Edward Director J-Other A Stock Option 100,000 0.53 53.0K 44,000
2012-09-06 JENSEN C JAMES Director J-Other A Option 100,000 0.53 53.0K 144,000
2011-07-08 Russeth Kevin Director S-Sale D DVOP 2,000 5.05 10.1K 70,000
2011-06-16 Russeth Kevin Director S-Sale D DVOP 2,500 5.00 12.5K 72,000
2011-06-15 Russeth Kevin Director S-Sale D DVOP 500 5.00 2.5K 74,500
2011-06-14 Salzberg Sanford Director D Common Stock 0 0.00 100,000
2011-06-14 Roffman Edward Director D Common Stock 0 0.00 100,000
2011-06-14 Leung Clifton Kuok Wai Director / 10% Owner D Common Stock 0 0.00 1,000,000
2011-06-14 JENSEN C JAMES Director D Common Stock 0 0.00 200,000
2011-05-25 Russeth Kevin Director S-Sale D DVOP 4,900 6.00 29.4K 75,000
2011-05-09 Shultz Jonathan 10% Owner J-Other A Warrant to Purchase Common Stock 50,000 1.25 62.5K 50,000
2011-05-09 Salzberg Sanford Director D Warrant (right to buy) 100,000 1.50 150.0K 0
2011-05-09 Russeth Kevin Director J-Other D Common Stock 4,450,000 0.04 160.2K 79,900
2011-05-09 Pinto Stephan Director D Warrants to Purchase Common Stock 49,000 1.50 73.5K 0
2011-05-09 Lantz Scott Director / Officer / 10% Owner D Common Stock 0 0.00 2,859,229
2011-05-09 Kearney Kevin M Director D Warrants to Purchase Common Stock 100,000 1.25 125.0K 0
2011-05-09 JENSEN C JAMES Director D Warrant (right to buy) 100,000 1.50 150.0K 0
2011-05-09 Davis Steven James 10% Owner J-Other A Warrants to Purchase Common Stock 50,000 1.25 62.5K 50,000
2010-11-22 Davis Steven James 10% Owner A-Award A Common Stock 9,560 0.45 4.3K 2,274,935
2010-11-19 Davis Steven James 10% Owner A-Award A Common Stock 2,876 0.40 1.2K 2,265,375
2010-07-15 Davis Steven James 10% Owner A-Award A Common Stock 4,999 0.40 2.0K 2,262,499
2010-04-13 Shultz Jonathan 10% Owner D Common stock 0 0.00 2,250,000
2010-04-13 Russeth Kevin Director / Officer / 10% Owner A-Award A Diversified Opportunities 4,510,234 0.02 108.2K 4,525,234
2010-04-13 Davis Steven James 10% Owner D Common Stock 0 0.00 2,257,500
2008-05-30 Russeth Kevin Director / Officer D Common Stock 0 0.00 15,000
2008-05-30 QRSCIENCES HOLDINGS LTD 10% Owner D Common Stock 0 0.00 9,000,000

Executive team

Top executives
EBIT / Employee
-117.5K
Shares Outstanding
65.97M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2023-10-19 8-K
2023-03-31 15-12G
2023-03-02 8-K
2023-02-27 8-K
2023-02-23 8-K
2023-02-21 10-Q
2023-02-14 NT 10-Q
2023-02-13 8-K
2023-01-26 10-Q
2023-01-13 10-K

Executive team

NameTitleCompensationGender
Jimmy Chan Chairman, President, Chief Executive Officer, Principal Accounting Officer, Chief Financial Officer & Corporate Secretary 250.0K male
ESG Rating
B
PAPER, LUMBER & FOREST PRODUCTS
2014
E (Environmental)
75.6 / 59.9
Company / Sector avg.
S (Social)
62.2 / 65.2
Company / Sector avg.
G (Governance)
59.2 / 64.3
Company / Sector avg.
ESG Total
65.7 / 63.1
Company / Sector avg.
ESG Score History PAPER, LUMBER & FOREST PRODUCTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits