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Upturn AI SWOT - About
MDB Capital Holdings, LLC Class A common (MDBH)
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Upturn Advisory Summary
10/24/2025: MDBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -28.68% | Avg. Invested days 18 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 41.30M USD | Price to earnings Ratio 2.9 | 1Y Target Price - |
Price to earnings Ratio 2.9 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 3.61 - 12.00 | Updated Date 06/28/2025 |
52 Weeks Range 3.61 - 12.00 | Updated Date 06/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.43 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 344.7% | Operating Margin (TTM) -713.67% |
Management Effectiveness
Return on Assets (TTM) 23.02% | Return on Equity (TTM) 25.09% |
Valuation
Trailing PE 2.9 | Forward PE - | Enterprise Value 22429986 | Price to Sales(TTM) 11.55 |
Enterprise Value 22429986 | Price to Sales(TTM) 11.55 | ||
Enterprise Value to Revenue 5.14 | Enterprise Value to EBITDA 1.49 | Shares Outstanding 4950630 | Shares Floating 4365740 |
Shares Outstanding 4950630 | Shares Floating 4365740 | ||
Percent Insiders 11.51 | Percent Institutions 4.08 |
Upturn AI SWOT
MDB Capital Holdings, LLC Class A common
Company Overview
History and Background
MDB Capital Holdings, LLC went public in 2023. It focuses on patent-backed investments and small-cap companies.
Core Business Areas
- Patent-Backed Investments: Investments in companies with substantial patent portfolios, aiming to unlock value from intellectual property.
- Small-Cap Investment Banking: Provides investment banking services, primarily focusing on small-cap companies.
- Venture Capital: Engages in venture capital investments.
Leadership and Structure
Details on the specific leadership team and organizational structure would be needed from their annual report or Investor Relations pages.
Top Products and Market Share
Key Offerings
- Investment Banking Services: MDB provides investment banking to small-cap companies with patent holdings. Market share data for specifically patent backed investment banking isn't readily available, competitors would include other specialized small-cap investment banks.
- Venture Capital Investments: MDB makes venture capital investments in companies with technology or IP. Market share is small in a competitive market. Competitors include many venture capital firms.
Market Dynamics
Industry Overview
The investment banking and venture capital industries are highly competitive and influenced by economic conditions and regulatory changes.
Positioning
MDB is positioned as a niche player focusing on companies with patent assets, which gives them a specific competitive advantage.
Total Addressable Market (TAM)
The total addressable market for small-cap investment banking is substantial. MDB's positioning allows them to target a subset of this market with patent-related businesses. The Venture capital industry TAM is huge and competitive.
Upturn SWOT Analysis
Strengths
- Niche focus on patent-backed investments
- Expertise in valuing intellectual property
- Access to small-cap companies
Weaknesses
- Small market capitalization
- Limited track record as a public company
- Dependence on specific industry sectors
Opportunities
- Increasing demand for intellectual property financing
- Potential for growth in small-cap market
- Expansion into new geographic markets
Threats
- Economic downturns impacting investment banking activity
- Increased competition from larger investment banks
- Changes in patent law or enforcement
Competitors and Market Share
Key Competitors
- Roth Capital Partners
- Maxim Group LLC
- ThinkEquity LLC
Competitive Landscape
MDB competes with other small-cap investment banks but differentiates itself with its focus on patent-backed investments. They are smaller and less established than some competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited as a new public company. Information requires specific financial data.
Future Projections: Future projections are subject to market conditions and company performance, available through analyst reports.
Recent Initiatives: Information requires up-to-date press releases and company announcements.
Summary
MDB Capital Holdings is a new publicly traded company focusing on niche areas like patent-backed investments. Its small size and limited track record present risks, but its specialization offers potential for growth if the company can effectively execute its strategy and navigate a competitive investment banking landscape. It must be mindful of economic cycles and patent law changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, press releases, analyst reports, and industry publications (unavailable at the time of the request).
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is difficult to precisely determine, especially for niche segments.
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 MDB Capital Holdings, LLC Class A common
Exchange NASDAQ | Headquaters Addison, TX, United States | ||
IPO Launch date 2023-09-21 | Co-Founder, CEO & Chairman Mr. Christopher A. Marlett | ||
Sector Financial Services | Industry Capital Markets | Full time employees 16 | Website https://www.mdb.com |
Full time employees 16 | Website https://www.mdb.com | ||
MDB Capital Holdings, LLC, through its subsidiaries, primarily operates as a broker-dealer. The company operates in two segments, Broker Dealer & Intellectual Property Service, and Technology Development. The Broker Dealer & Intellectual Property Service segment operates as a full-service broker dealer firm that focuses on conducting private and public securities offerings, as well as providing research services for investment banking due diligence. The Technology Development segment develops a small molecule senescence platform. The company was founded in 1997 and is based in Addison, Texas.
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