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Upturn AI Summary - About
Dominari Holdings Inc.(DOMH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DOMH
10/19/2026: DOMH (1-star) is currently NOT-A-BUY. Pass it for now.
Dominari Holdings Inc. is a financial services holding company focused on providing investment banking, brokerage, and advisory services to a diverse client base. The company's primary strength lies in its ability to offer specialized capital market solutions as a boutique provider. Its growth story centers on the successful integration of its financial subsidiaries and capturing market share within the small-to-mid-cap advisory segment. However, the company faces significant risks from market cyclicality, intense competition from larger institutions, and the need to successfully scale its operations. The stock may suit investors willing to accept volatility in exchange for exposure to a niche financial platform, provided they monitor ongoing operational execution.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers growth potential through expansion, but execution remains a key variable. |
| Momentum investor | Weak fit | The stock lacks the consistent high-volume price action typically required by momentum strategies. |
| Value investor | Mixed fit | Valuation depends heavily on the successful integration of assets and future earnings power. |
| Dividend investor | Weak fit | The company does not currently prioritize dividend payouts for shareholders. |
| Low-risk investor | Weak fit | Micro-cap financial stocks inherently involve significant volatility and business risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's low market capitalization makes it susceptible to significant price swings on low volume. |
| Valuation risk | Medium / high | Future value is contingent on successful execution of the business plan rather than established earnings. |
| Competition risk (financial services) | High | Dominari competes with larger, more established firms that have greater resources and market presence. |
| Business quality | Medium | The business model is currently in a formative stage as it integrates multiple service components. |
| Dividend income | Low / none | There is no current expectation of income through dividends. |
| Execution risk | High | The company must successfully integrate its financial subsidiaries to achieve profitability. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -73.69% | Avg. Invested days 17 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 47.52M USD | Price to earnings Ratio - | 1Y Target Price 16 |
Price to earnings Ratio - | 1Y Target Price 16 | ||
Volume (30-day avg) 240.4K shares | Beta 0.88 | 52 Weeks Range 1.88 - 5.20 | Updated Date 10/18/2026 |
52 Weeks Range 1.88 - 5.20 | Updated Date 10/18/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -5.23 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Banking | Underwriting, advisory fees, and M&A consulting services. | The company earns fees when it helps companies raise capital or structure business deals. |
| Brokerage Services | Commission-based trade execution and institutional financial services. | The company collects commissions for facilitating buying and selling of securities. |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 28.01M | Price to Sales(TTM) 0.37 |
Enterprise Value 28.01M | Price to Sales(TTM) 0.37 | ||
Enterprise Value to Revenue 0.22 | Enterprise Value to EBITDA 1.7 | Shares Outstanding 24.24M | Shares Floating 11.19M |
Shares Outstanding 24.24M | Shares Floating 11.19M | ||
Percent Insiders 58.15 | Percent Institutions 10.03 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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