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MDB Capital Holdings, LLC Class A common (MDBH)



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Upturn Advisory Summary
08/28/2025: MDBH (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -32.73% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 was founded to provide financial advisory and investment banking services. It focuses on helping companies in the patent-protected technology sector access capital and strategic guidance.
Core Business Areas
- Investment Banking: Provides underwriting services, private placements, and other financial advisory services to patent-protected technology companies.
- Venture Capital: Invests in early-stage, patent-protected technology companies, offering capital and strategic support.
Leadership and Structure
The leadership team includes experienced investment bankers and technology experts. The organizational structure is typically hierarchical, with departments focused on investment banking, venture capital, and support functions.
Top Products and Market Share
Key Offerings
- Underwriting Services: MDB Capital offers underwriting services for IPOs and follow-on offerings. Market share data is not readily available. Competitors include traditional investment banks like Goldman Sachs, Morgan Stanley, and smaller boutique firms specializing in tech. Revenue generated varies depending on the deal size and success rate.
- Venture Capital Investments: Early-stage investing in patent-protected tech companies. Market share is difficult to quantify due to the fragmented nature of VC. Competitors include Andreessen Horowitz, Sequoia Capital, and other VC firms focusing on deep tech. Revenue generated depends on the performance of the portfolio companies.
Market Dynamics
Industry Overview
The investment banking industry is highly competitive and influenced by economic conditions and market sentiment. Venture capital activity is driven by innovation and technological advancements.
Positioning
MDB Capital positions itself as a specialist in patent-protected technology, providing niche expertise to companies in this sector. Its competitive advantage lies in its deep understanding of IP and its network within the tech community.
Total Addressable Market (TAM)
The TAM for investment banking and venture capital in the technology sector is substantial, estimated in the hundreds of billions of dollars. MDB Capital's focused approach allows it to capture a specific segment of this market.
Upturn SWOT Analysis
Strengths
- Specialized expertise in patent-protected technology
- Strong network within the tech community
- Experience in investment banking and venture capital
- Focused business model
Weaknesses
- Smaller size compared to major investment banks
- Limited brand recognition
- Dependence on the performance of the technology sector
- Potential illiquidity of venture investments
Opportunities
- Growing demand for capital in the tech sector
- Increasing interest in patent-protected innovations
- Expansion into new geographic markets
- Strategic alliances with larger firms
Threats
- Economic downturns affecting investment banking and venture capital
- Increased competition from larger firms
- Changes in regulations affecting the technology sector
- Failure of portfolio companies
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- PJC
- HLI
Competitive Landscape
MDB Capital's advantage lies in its specialization, but it faces significant competition from larger, more diversified firms with greater capital resources and broader client bases. The company differentiates itself with IP understanding.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are dependent on the number of successful investment banking deals and venture capital investments. Detailed information would be needed to analyze these trends.
Future Projections: Future growth projections are based on expectations for the technology sector and MDB Capital's ability to secure new deals and investments. Analyst estimates are typically available through financial data providers.
Recent Initiatives: Recent initiatives likely focus on expanding into new technology areas and attracting new clients and investors.
Summary
MDB Capital Holdings, LLC Class A common, operates in a niche market focused on patent-protected technologies which gives it specialization strength. However, its small size and dependence on the technology sector's performance presents vulnerabilities. The company should capitalize on the growing demand for tech capital while managing competition from larger firms. Financial performance relies heavily on successful deals and investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and general market knowledge. Financial data and market share figures are estimates and may not be precise. Consult with a financial advisor before making investment decisions.
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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