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MDB Capital Holdings, LLC Class A common (MDBH)

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Upturn Advisory Summary
12/24/2025: MDBH (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -43.52% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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, operating under Class A common stock, is a financial services firm. While specific founding dates and a detailed historical timeline are not readily available for MDB Capital Holdings, LLC Class A common as a distinct publicly traded entity, such firms typically evolve through organic growth, strategic partnerships, and potentially acquisitions within the financial sector. Their development often involves building expertise in specific areas of finance, such as investment banking, asset management, or capital markets advisory.
Core Business Areas
- Investment Banking: Facilitating mergers and acquisitions, raising capital through debt and equity offerings, and providing strategic financial advisory services to corporations and institutions.
- Asset Management: Managing investment portfolios for institutional and high-net-worth clients, employing various investment strategies across different asset classes.
- Capital Markets Advisory: Offering guidance on capital structure optimization, market entry strategies, and financial risk management.
Leadership and Structure
Information regarding the specific leadership team and organizational structure of MDB Capital Holdings, LLC Class A common as a publicly traded entity is not widely disseminated in public filings. Generally, financial holding companies are led by a Board of Directors and a senior executive management team responsible for strategic direction and operational oversight.
Top Products and Market Share
Key Offerings
- Mergers & Acquisitions Advisory: [object Object]
- Capital Raising Services: [object Object]
- Portfolio Management: [object Object]
Market Dynamics
Industry Overview
The financial services industry in the US is mature, highly regulated, and intensely competitive. It encompasses a wide range of activities including banking, investment, insurance, and asset management. Key trends include digital transformation, increasing regulatory scrutiny, a focus on ESG (Environmental, Social, and Governance) investing, and consolidation.
Positioning
MDB Capital Holdings, LLC, as a financial services firm, is positioned within a competitive landscape. Its specific advantages would depend on its niche focus, client relationships, expertise in particular sectors, and its ability to adapt to market changes and technological advancements. Without more specific public information, a detailed competitive positioning is difficult to ascertain.
Total Addressable Market (TAM)
The TAM for financial services in the US is substantial, encompassing trillions of dollars in assets under management, transaction volumes, and advisory fees. MDB Capital Holdings, LLC likely targets specific segments within this broad market, aiming to capture a share of its operational areas such as M&A advisory, capital raising, and asset management.
Upturn SWOT Analysis
Strengths
- Potential for specialized expertise in niche financial markets.
- Agility and flexibility often associated with smaller or privately held firms.
- Strong client relationships built over time.
- Experienced leadership team (assuming).
Weaknesses
- Limited public brand recognition compared to larger financial institutions.
- Potentially smaller capital base for underwriting or large-scale transactions.
- Dependence on key personnel and client relationships.
- Lack of readily available detailed public financial data.
Opportunities
- Growth in specific sectors requiring specialized financial advisory (e.g., technology, healthcare).
- Increased demand for alternative investments and private capital.
- Expansion through strategic partnerships or acquisitions.
- Leveraging technology to enhance service delivery and efficiency.
Threats
- Intense competition from established global financial institutions.
- Regulatory changes and compliance burdens.
- Economic downturns impacting deal volumes and investment performance.
- Cybersecurity risks and data breaches.
- Disruptive technologies from fintech companies.
Competitors and Market Share
Key Competitors
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- JPMorgan Chase & Co. (JPM)
- Bank of America Corporation (BAC)
Competitive Landscape
MDB Capital Holdings, LLC operates in a highly competitive landscape dominated by large, established bulge bracket investment banks. Its competitive advantages would likely lie in its ability to offer more personalized service, specialized expertise in niche areas, or a more cost-effective solution compared to larger competitors. However, it faces challenges in terms of scale, capital resources, and broad market reach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends for MDB Capital Holdings, LLC Class A common are not publicly documented. Growth in financial services firms is typically driven by deal volume, assets under management, and expansion into new markets or service lines.
Future Projections: Future growth projections for MDB Capital Holdings, LLC Class A common are not available in analyst reports due to its limited public profile.
Recent Initiatives: Specific recent strategic initiatives undertaken by MDB Capital Holdings, LLC Class A common are not widely publicized.
Summary
MDB Capital Holdings, LLC Class A common operates in the competitive financial services sector. Its strengths likely lie in specialized advisory and client relationships, while weaknesses may include brand recognition and scale. The company has opportunities in growing market niches but faces significant threats from established players and regulatory changes. Without more public data, its financial health and growth trajectory are difficult to assess.
Similar Stocks
Sources and Disclaimers
Data Sources:
- General knowledge of the financial services industry.
- Hypothetical market share data based on industry estimates.
Disclaimers:
The information provided is based on general industry knowledge and publicly available information about financial services firms. Specific data for MDB Capital Holdings, LLC Class A common, such as detailed financial statements, historical performance, and precise market share, is not readily available, and thus some sections are based on industry assumptions. This analysis should not be considered investment advice.
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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