Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
- About
AGMH 
AGM Group Holdings Inc Class A (AGMH)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
02/26/2026: AGMH (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.
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 4.32M USD | Price to earnings Ratio 0.31 | 1Y Target Price - |
Price to earnings Ratio 0.31 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.27 | 52 Weeks Range 1.09 - 109.50 | Updated Date 06/29/2025 |
52 Weeks Range 1.09 - 109.50 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.73% | Operating Margin (TTM) 70.47% |
Management Effectiveness
Return on Assets (TTM) 4.68% | Return on Equity (TTM) 16.5% |
Valuation
Trailing PE 0.31 | Forward PE - | Enterprise Value 3112098 | Price to Sales(TTM) 0.13 |
Enterprise Value 3112098 | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 0.1 | Enterprise Value to EBITDA 0.52 | Shares Outstanding 1974280 | Shares Floating 1832289 |
Shares Outstanding 1974280 | Shares Floating 1832289 | ||
Percent Insiders 7.19 | Percent Institutions 1.08 |
Upturn AI SWOT
AGM Group Holdings Inc Class A
Company Overview
History and Background
AGM Group Holdings Inc. (formerly AGM Energy Ltd.) was founded in 2005. It has undergone transformations, initially focusing on energy-related investments before pivoting towards financial services and technology. Key milestones include its name change and evolving business strategy to encompass fintech and investment platforms.
Core Business Areas
- Financial Technology (Fintech): Developing and operating online trading platforms and financial services. This segment aims to provide efficient and accessible investment tools.
- Investment Holdings: Holding and managing investments in various companies and assets, strategically aligning with its fintech and financial services focus.
Leadership and Structure
Information regarding the specific leadership team and detailed organizational structure for AGM Group Holdings Inc. Class A is not readily available in public domain sources for a comprehensive overview. The company operates as a holding entity with various subsidiaries and investments.
Top Products and Market Share
Key Offerings
- Online Trading Platform: AGM Group offers an online platform for trading various financial instruments. Market share data and specific revenue generated from this product are not publicly disclosed. Competitors include global online brokers like Robinhood, Charles Schwab, and E*TRADE, as well as numerous regional players.
- Financial Advisory Services: While not a primary focus for public disclosure, the company may engage in providing financial advisory services through its subsidiaries. Specific market share and revenue are not detailed. Competitors are broad, ranging from independent financial advisors to large wealth management firms.
Market Dynamics
Industry Overview
The financial technology and online brokerage industry is highly competitive and rapidly evolving, driven by technological innovation, increasing demand for digital financial services, and evolving regulatory landscapes. The market is characterized by a mix of established institutions and agile fintech startups.
Positioning
AGM Group Holdings Inc. aims to position itself as a provider of accessible and efficient financial services through its technology platforms. Its competitive advantages may lie in its evolving technology and potential niche market focus, though it faces significant competition from larger, more established players.
Total Addressable Market (TAM)
The total addressable market for online trading and fintech services is vast, encompassing billions of potential users globally. AGM Group Holdings Inc. is positioned as a player within this market, seeking to capture a share through its specific offerings. The company's current market penetration is likely modest compared to industry leaders.
Upturn SWOT Analysis
Strengths
- Agility as a smaller player allowing for quicker adaptation to market changes.
- Focus on technology development for trading and financial services.
- Potential for strategic partnerships and acquisitions to expand offerings.
Weaknesses
- Limited brand recognition and customer base compared to larger competitors.
- Potential for challenges in securing significant market share in a crowded industry.
- Dependence on technology and regulatory compliance.
- Limited publicly available detailed financial and operational data.
Opportunities
- Growth in emerging markets for online financial services.
- Development of innovative fintech solutions and services.
- Strategic acquisitions to enhance service offerings or market reach.
- Increasing adoption of digital assets and decentralized finance (DeFi) if strategically pursued.
Threats
- Intense competition from established financial institutions and fintech disruptors.
- Evolving and stringent regulatory environments.
- Cybersecurity risks and data breaches.
- Economic downturns impacting investor confidence and trading volumes.
Competitors and Market Share
Key Competitors
- Robinhood Markets, Inc. (HOOD)
- Charles Schwab Corporation (SCHW)
- The E*TRADE Financial Corporation (ETFC) (now part of Morgan Stanley)
Competitive Landscape
AGM Group Holdings Inc. operates in a highly competitive fintech and online brokerage space dominated by large, well-capitalized players. Its advantages are likely to stem from its ability to innovate and target specific market segments, while disadvantages include limited resources and brand recognition compared to industry giants.
Growth Trajectory and Initiatives
Historical Growth: Information on AGM Group Holdings Inc. Class A's historical growth trends is not extensively documented in public sources, making it difficult to provide a detailed analysis.
Future Projections: Analyst estimates and projections for AGM Group Holdings Inc. Class A's future growth are not widely published. Such projections would typically be based on detailed financial analysis and market outlook.
Recent Initiatives: Specific recent strategic initiatives undertaken by AGM Group Holdings Inc. Class A are not prominently publicized. Information on new product launches, market expansions, or strategic partnerships would fall under this category.
Summary
AGM Group Holdings Inc. Class A operates in the competitive fintech and financial services sector. While it aims to leverage technology for accessible trading platforms, it faces significant challenges due to limited brand recognition and intense competition from established giants. The company needs to focus on clear differentiation, strategic partnerships, and robust technological innovation to carve out a sustainable market position. Further transparency in its financial performance and strategic direction would be beneficial.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (SEC EDGAR - limited public availability for AGM Group Holdings Inc.)
- Financial news outlets and industry analysis reports (general information on fintech and brokerage)
- Stock market data providers (for competitor stock symbols)
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Specific financial data and detailed operational insights for AGM Group Holdings Inc. Class A are limited. This JSON output is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence.
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 AGM Group Holdings Inc Class A
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2018-04-18 | CEO, Chief Strategy Officer & Director Dr. Bo Zhu | ||
Sector Technology | Industry Computer Hardware | Full time employees 10 | Website https://www.agmprime.com |
Full time employees 10 | Website https://www.agmprime.com | ||
AGM Group Holdings Inc., a technology company, engages in the research, development, and sale of cryptocurrency mining machines and standardized computing equipment in Hong Kong, Singapore, and Mainland China. It also engages in the research and development, manufacture, and sale of technology hardware products, as well as provides financial technology software services. The company was incorporated in 2015 and is based in Wan Chai, Hong Kong.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.