Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
MDB Capital Holdings, LLC Class A common (MDBH)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/02/2025: MDBH (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 -43.52% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
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 focuses on venture banking, which helps small cap companies gain capital for growth. Founded to address the unique financial needs of smaller innovative firms, it has evolved to provide services like IPOs and strategic advising.
Core Business Areas
- Venture Banking: Provides banking services like initial public offerings to innovation-driven companies.
- Patent-Focused Investing: Focuses on identifying companies with intellectual property assets and providing capital to aid their growth.
- Strategic Advisory: Offers strategic guidance to companies looking to navigate the capital markets, optimize capital structure, and enhance shareholder value.
Leadership and Structure
The leadership team comprises experienced finance professionals with expertise in venture capital and investment banking. The organizational structure is designed to facilitate efficient deal execution and client service.
Top Products and Market Share
Key Offerings
- Initial Public Offerings (IPOs): MDB facilitates IPOs for small-cap companies, connecting them with investors. Market share fluctuates based on deal flow. Competitors include smaller boutique investment banks specializing in IPOs. Revenue generated varies significantly each quarter.
- Follow-On Offerings: Offers follow-on offering services. Follow-on offerings market share is dependent on its venture backed investments. Competitors are similar to IPO competitors. Revenue generated varies significantly each quarter.
- Advisory Services: Provides strategic advisory, including M&A advisory. The market is highly competitive and depends on specific deals. Competitors are similar to IPO competitors. Revenue generated varies significantly each quarter.
Market Dynamics
Industry Overview
The venture banking industry is dynamic, with intense competition and cyclical fluctuations. Factors like interest rates and economic conditions impact the volume of deals and investment activity.
Positioning
MDB Capital is positioned as a specialist in the small-cap market, focusing on companies with strong intellectual property assets. Its competitive advantage lies in its targeted approach and deep understanding of this niche market segment.
Total Addressable Market (TAM)
The TAM for small-cap venture banking is estimated to be in the billions annually. MDB Capital's positioning allows it to capture a portion of this TAM by focusing on firms with strong IP portfolios.
Upturn SWOT Analysis
Strengths
- Specialized expertise in small-cap venture banking
- Focus on companies with strong intellectual property
- Experienced leadership team
- Strong network of investors
Weaknesses
- Relatively small size compared to larger investment banks
- Concentrated focus may limit diversification
- Highly dependent on market conditions and deal flow
Opportunities
- Increasing demand for venture capital among small-cap companies
- Expansion into new geographic markets
- Development of new financial products and services
- Potential acquisitions of smaller firms
Threats
- Economic downturns that reduce investment activity
- Increased competition from larger investment banks
- Regulatory changes that impact the venture capital industry
- Fluctuations in interest rates
Competitors and Market Share
Key Competitors
- EF Hutton (EFHT)
- ThinkEquity
- Roth Capital Partners
Competitive Landscape
MDB Capital competes with larger investment banks and smaller boutique firms. Its advantage lies in its focus on small-cap companies with strong IP.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent, reflecting the cyclical nature of the venture banking industry.
Future Projections: Future growth depends on the firm's ability to secure deals and effectively manage its investments. Analyst estimates vary widely due to the unpredictable nature of the business.
Recent Initiatives: Recent strategic initiatives involve expanding partnerships and focusing on emerging technology sectors.
Summary
MDB Capital Holdings is a niche player in the venture banking sector, focusing on small-cap companies with strong IP. Its success is tied to its ability to secure deals and manage investments. While the company has specialized expertise, it faces challenges from larger competitors and market fluctuations. Recent strategic initiatives aim to expand partnerships and focus on high-growth sectors, but consistent growth remains uncertain.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Industry reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions are subject to change, and past performance is not indicative of future results.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.