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AGMH 
AGM Group Holdings Inc Class A (AGMH)
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Upturn Advisory Summary
12/08/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -14.41% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/08/2025 |
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. (NASDAQ: AGMH) is a diversified company operating primarily in the financial technology sector. It has evolved from its initial focus to encompass various business segments. Specific founding year and detailed historical milestones are not readily available in public domain. The company has made strategic moves to expand its service offerings and market reach.
Core Business Areas
- Financial Technology Solutions: AGM Group Holdings Inc. offers a range of financial technology solutions, including trading platforms, brokerage services, and asset management. These services cater to both individual and institutional clients, aiming to provide efficient and integrated financial solutions.
- Investment and Advisory Services: The company provides investment and advisory services, assisting clients in making informed financial decisions. This segment likely involves market research, financial planning, and portfolio management.
- Online Sales and Marketing: AGM Group Holdings Inc. also has operations in online sales and marketing, which may include e-commerce platforms or digital marketing services. The specific focus and scale of this segment require further investigation.
Leadership and Structure
Information on the specific leadership team and a detailed organizational structure for AGM Group Holdings Inc. Class A is not consistently available in public sources. Like most publicly traded companies, it is expected to have a Board of Directors overseeing the executive management team, which is responsible for day-to-day operations.
Top Products and Market Share
Key Offerings
- Trading Platforms and Brokerage Services: AGMH offers integrated trading platforms and brokerage services that allow users to trade various financial instruments. Market share data specific to these offerings is not publicly disclosed. Competitors include large established brokerages and other fintech platforms.
- Asset Management Solutions: The company provides asset management services, aiming to grow client portfolios. Detailed revenue or user numbers for this specific product are not publicly available. Competitors range from large asset management firms to specialized investment funds.
- Online Sales and Marketing Services: While less detailed, this segment likely includes digital marketing tools or e-commerce solutions. Market share and specific product details are not readily available, and competitors would vary depending on the sub-segment.
Market Dynamics
Industry Overview
AGM Group Holdings Inc. operates within the rapidly evolving financial technology (FinTech) sector, which is characterized by innovation, increasing digitalization, and a growing demand for accessible financial services. The industry encompasses areas like online brokerage, digital payments, wealth management, and algorithmic trading. Intense competition, regulatory changes, and technological advancements are key drivers.
Positioning
AGMH positions itself as a diversified FinTech company offering a blend of financial technology, investment services, and online sales and marketing. Its competitive advantage may lie in its integrated approach and its ability to adapt to market changes. However, its specific market share and brand recognition within each segment are not clearly defined, suggesting it may be a niche player or a challenger in certain areas.
Total Addressable Market (TAM)
The FinTech market is vast and continuously expanding, with projections in the trillions of dollars globally across various sub-sectors like payments, lending, wealth management, and insurtech. AGM Group Holdings Inc.'s TAM is therefore significant but segment-specific. Its current positioning within this TAM is not precisely quantifiable due to limited granular data on its market share across all its diverse operations.
Upturn SWOT Analysis
Strengths
- Diversified business model across FinTech, investment services, and online sales.
- Potential for synergy between different business segments.
- Adaptability to evolving market demands in the FinTech space.
Weaknesses
- Limited publicly available data on specific product performance and market share.
- Potentially less brand recognition compared to established FinTech giants.
- Dependence on market conditions and regulatory environments.
- Relatively smaller scale compared to major industry players.
Opportunities
- Growth in emerging markets for digital financial services.
- Expansion of product and service offerings within the FinTech ecosystem.
- Strategic partnerships and collaborations to enhance reach and capabilities.
- Leveraging AI and other advanced technologies for service improvement.
Threats
- Intense competition from well-funded FinTech startups and established financial institutions.
- Stringent and evolving regulatory landscape for financial services.
- Cybersecurity risks and data privacy concerns.
- Economic downturns impacting investment and consumer spending.
Competitors and Market Share
Key Competitors
- Robinhood Markets, Inc. (HOOD)
- Interactive Brokers Group, Inc. (IBKR)
- Charles Schwab Corporation (SCHW)
- SoFi Technologies, Inc. (SOFI)
Competitive Landscape
AGM Group Holdings Inc. operates in a highly competitive FinTech landscape. Its advantages might lie in its diversified approach and potentially agile operations as a smaller entity. However, it faces significant disadvantages against larger, more established players with greater brand recognition, larger customer bases, and more substantial financial resources. Its ability to compete effectively hinges on innovation, strategic partnerships, and niche market penetration.
Growth Trajectory and Initiatives
Historical Growth: Information on AGM Group Holdings Inc.'s historical growth trends is not readily available in a consolidated, easily parsable format. Investors typically look at revenue growth, net income growth, and expansion of customer base as indicators of historical growth.
Future Projections: Specific future growth projections based on analyst estimates for AGM Group Holdings Inc. are not widely published or easily accessible. Such projections are typically found in equity research reports from financial institutions.
Recent Initiatives: AGM Group Holdings Inc. has engaged in strategic initiatives to expand its business, which may include developing new technology platforms, entering new markets, or forming partnerships. Specific details would be found in company press releases and investor relations materials.
Summary
AGM Group Holdings Inc. is a diversified FinTech company with operations in financial technology, investment services, and online sales. While its diversified model offers potential synergies, it faces significant challenges due to limited public financial data, intense competition, and potentially lower brand recognition. The company needs to clearly define its competitive advantages, enhance its market presence, and consistently demonstrate strong financial performance to thrive in the dynamic FinTech industry.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (where available)
- Financial news outlets
- Industry analysis reports (general)
- Publicly available SEC filings (if accessible for AGMH)
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Specific financial data and market share figures for AGM Group Holdings Inc. are not consistently provided in a structured format, and therefore, this JSON output may contain null values or general statements where precise data is unavailable. Investors should conduct their own due diligence and consult official financial statements before making any investment decisions.
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.
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