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Upturn AI SWOT - About
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AtlasClear Holdings, Inc. (ATCH)
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Upturn Advisory Summary
08/28/2025: ATCH (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 -7.98% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 2.92M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.18 | 52 Weeks Range 0.18 - 66.00 | Updated Date 06/29/2025 |
52 Weeks Range 0.18 - 66.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -429.92 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -179.11% |
Management Effectiveness
Return on Assets (TTM) -1.55% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 18096090 | Price to Sales(TTM) 0.03 |
Enterprise Value 18096090 | Price to Sales(TTM) 0.03 | ||
Enterprise Value to Revenue 2.3 | Enterprise Value to EBITDA 11.9 | Shares Outstanding 15597000 | Shares Floating 189279 |
Shares Outstanding 15597000 | Shares Floating 189279 | ||
Percent Insiders 1.17 | Percent Institutions 1.7 |
Upturn AI SWOT
AtlasClear Holdings, Inc.
Company Overview
History and Background
AtlasClear Holdings, Inc., formerly known as American Acquisition Opportunity Inc., was founded in 2021. It operates as a financial services company, providing clearing and settlement services for various asset classes. The company evolved through a merger with Atlas Clearing, marking its entry into the financial clearing sector.
Core Business Areas
- Clearing and Settlement Services: Provides clearing and settlement services for various asset classes, including equities and fixed income securities. Acts as an intermediary between buyers and sellers to ensure trade completion and risk management.
Leadership and Structure
Richard J. Catalano serves as the Chairman and CEO. The company has a board of directors overseeing strategic direction and governance.
Top Products and Market Share
Key Offerings
- Clearing and Settlement: Offers clearing and settlement services for equities and fixed income. Market share data is currently unavailable due to the company's nascent stage and limited publicly available information. Competitors include established clearing houses like DTCC (Depository Trust & Clearing Corporation).
Market Dynamics
Industry Overview
The financial clearing industry is dominated by a few large players and is heavily regulated. Trends include increasing automation and demand for faster settlement times.
Positioning
AtlasClear aims to disrupt the traditional clearing model by offering technology-driven solutions. They are positioned as a challenger in a market dominated by established firms.
Total Addressable Market (TAM)
The global clearing and settlement market is estimated to be in the tens of billions of dollars annually. AtlasClear's TAM depends on its ability to gain market share from established players.
Upturn SWOT Analysis
Strengths
- Technological Innovation
- Experienced Leadership
- Potential for Disruption
Weaknesses
- Limited Track Record
- Small Market Share
- High Regulatory Burden
Opportunities
- Expanding into New Asset Classes
- Strategic Partnerships
- Increased Demand for Efficient Clearing
Threats
- Competition from Established Players
- Regulatory Changes
- Economic Downturn
Competitors and Market Share
Key Competitors
- DTCC
- ICE Clear
- OCC
Competitive Landscape
AtlasClear faces significant competition from established clearinghouses with vast resources and regulatory experience. Its competitive advantage lies in its technology and potential for disruption.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited due to the company's recent formation.
Future Projections: Future projections are speculative without concrete financial data. Growth depends on successful market penetration and technology adoption.
Recent Initiatives: Focus on expanding its clearing services and leveraging technology to improve efficiency.
Summary
AtlasClear Holdings is a young company aiming to disrupt the financial clearing industry with technology. It faces significant challenges from established players. While its innovative approach holds promise, it needs to demonstrate its ability to gain market share. Securing strategic partnerships and navigating regulatory hurdles are crucial for its success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Press Releases
- SEC Filings
- Industry Reports
Disclaimers:
Data may be incomplete due to the company's limited public disclosures. Market share estimates are approximate.
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 AtlasClear Holdings, Inc.
Exchange NYSE MKT | Headquaters Tampa, FL, United States | ||
IPO Launch date 2021-03-10 | CEO - | ||
Sector Technology | Industry Software - Infrastructure | Full time employees - | Website https://www.atlasclear.com |
Full time employees - | Website https://www.atlasclear.com | ||
AtlasClear Holdings, Inc. focuses on operating as a technology enabled financial services firm. It creates a platform for trading, clearing, settlement, and banking of financial products with a focus on the small and middle market financial services firms. The company was incorporated in 2020 and is based in Tampa, Florida.
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