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Upturn AI SWOT - About
Destiny Tech100 Inc. (DXYZ)
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Upturn Advisory Summary
06/10/2025: DXYZ (4-star) is a REGULAR-BUY. BUY since 19 days. Profits (-3.01%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 204.02% | Avg. Invested days 32 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 465.12M USD | Price to earnings Ratio 26.72 | 1Y Target Price - |
Price to earnings Ratio 26.72 | 1Y Target Price - | ||
Volume (30-day avg) 554700 | Beta - | 52 Weeks Range 9.00 - 77.35 | Updated Date 06/10/2025 |
52 Weeks Range 9.00 - 77.35 | Updated Date 06/10/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.6 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 26.72 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 23.83 |
Enterprise Value - | Price to Sales(TTM) 23.83 | ||
Enterprise Value to Revenue 23.81 | Enterprise Value to EBITDA - | Shares Outstanding 10879900 | Shares Floating - |
Shares Outstanding 10879900 | Shares Floating - | ||
Percent Insiders 10.29 | Percent Institutions 4.48 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Destiny Tech100 Inc.
Company Overview
History and Background
Destiny Tech100 Inc. is a closed-end management investment company that invests primarily in late-stage, venture-backed private technology companies. It was formed to provide access to pre-IPO companies for a broader range of investors.
Core Business Areas
- Private Technology Investments: Invests in privately held technology companies with high growth potential, aiming to provide capital appreciation.
Leadership and Structure
The company is managed by an investment team that identifies and evaluates potential investments in private technology companies. The specific leadership details can be found in the company's SEC filings.
Top Products and Market Share
Key Offerings
- Portfolio of Private Tech Investments: The core offering is a diverse portfolio of investments in privately held technology companies. Market share is not directly applicable as it invests in private, not public companies. Competitors include other private equity and venture capital firms.
Market Dynamics
Industry Overview
The private technology investment industry is characterized by high growth potential but also significant risk. It involves investing in companies before they go public, with the aim of capitalizing on their future success.
Positioning
Destiny Tech100 Inc. positions itself as a facilitator for retail investors to access the private technology market. It offers diversification through its fund structure.
Total Addressable Market (TAM)
The TAM for private equity and venture capital investments is vast, estimated in the trillions of dollars. Destiny Tech100 Inc. aims to capture a portion of this market by providing access to pre-IPO companies.
Upturn SWOT Analysis
Strengths
- Access to Private Tech Companies
- Diversification within the Tech Sector
- Potential for High Returns
Weaknesses
- Limited Liquidity
- High Management Fees
- Valuation Uncertainty of Private Holdings
Opportunities
- Growing Private Tech Market
- Increased Investor Interest in Private Equity
- Potential for IPOs of Portfolio Companies
Threats
- Economic Downturn
- Increased Competition in Private Equity
- Regulatory Changes
- Portfolio Company Underperformance
Competitors and Market Share
Key Competitors
- GS
- BX
- APO
- CG
- KKR
Competitive Landscape
Destiny Tech100 Inc. faces competition from larger, more established private equity firms. Its advantage lies in providing retail access, but it faces disadvantages in scale and expertise.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the performance of the fund's underlying portfolio companies and the overall private equity market.
Future Projections: Future growth prospects depend on the fund's ability to identify and invest in successful private technology companies.
Recent Initiatives: Recent initiatives may include new investment strategies or partnerships to enhance portfolio access and performance.
Summary
Destiny Tech100 Inc. provides a unique access point to private technology investments for retail investors. However, it carries risks associated with illiquidity and valuation of private holdings. Its success depends on the performance of its portfolio companies and efficient fund management. The high fees and lack of historical IPO success of portfolio companies needs to be addressed. They need to look out for the potential risks with the highly volatile private equity market.
Peer Comparison
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BX
Blackstone Group Inc
BX
Blackstone Group Inc
CG
Carlyle Group Inc
CG
Carlyle Group Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment in Destiny Tech100 Inc. involves significant risks, including the risk of loss.
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 Destiny Tech100 Inc.
Exchange NYSE | Headquaters Austin, TX, United States | ||
IPO Launch date 2024-03-26 | Chairman, President & CEO Mr. Sohail Prasad | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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