MDBH
MDBH 1-star rating from Upturn Advisory

MDB Capital Holdings, LLC Class A common (MDBH)

MDB Capital Holdings, LLC Class A common (MDBH) 1-star rating from Upturn Advisory
$3.1
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PASS
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Upturn Advisory Summary

02/23/2026: MDBH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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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
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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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

MDB Capital Holdings, LLC Class A common

MDB Capital Holdings, LLC Class A common(MDBH) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

MDB Capital Holdings, LLC is a privately held financial services firm. Information regarding its specific founding year, significant milestones, and detailed evolution for its Class A common stock is not publicly disclosed as it is a private entity. The Class A common likely represents ownership stakes within the LLC structure.

Company business area logo Core Business Areas

  • Investment Banking: MDB Capital Holdings, LLC is understood to operate primarily as an investment bank, offering a range of financial advisory services. This likely includes mergers and acquisitions (M&A) advisory, capital raising (debt and equity), and strategic financial consulting for its clients.
  • Private Equity/Venture Capital: While not explicitly detailed, investment banking firms often have affiliated private equity or venture capital arms that invest in companies, or they facilitate such investments for their clients.

leadership logo Leadership and Structure

As a private limited liability company, specific details about the leadership team and the precise organizational structure of MDB Capital Holdings, LLC are not publicly available. Typically, such firms are led by a managing partner or a team of principals and directors.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • M&A Advisory: Facilitating the buying and selling of companies. Market share data for private firms in specific advisory services is generally not disclosed. Competitors include major investment banks like Goldman Sachs, Morgan Stanley, and boutique advisory firms.
  • Capital Raising: Assisting companies in raising funds through debt or equity offerings. Similar to M&A, specific market share for private firms is not public. Competitors are broad, ranging from large investment banks to specialized placement agents.
  • Financial Advisory & Consulting: Providing strategic financial guidance to clients. This is a broad service, and market share is difficult to quantify. Competitors are numerous, including large consulting firms and other financial advisors.

Market Dynamics

industry overview logo Industry Overview

MDB Capital Holdings, LLC operates within the financial services sector, specifically in investment banking and advisory. This industry is characterized by its cyclical nature, driven by economic conditions, corporate growth, and regulatory environments. It is highly competitive, with both large, established institutions and smaller, specialized firms vying for business.

Positioning

As a private entity, MDB Capital Holdings, LLC likely positions itself as a specialized or boutique firm offering tailored solutions. Its competitive advantages could stem from deep industry expertise in specific sectors, strong client relationships, agility, and a focus on niche markets where larger firms may not be as active.

Total Addressable Market (TAM)

The TAM for investment banking and financial advisory services is substantial, encompassing all companies seeking mergers, acquisitions, capital, or strategic financial advice. While MDB Capital Holdings, LLC's specific TAM is not defined due to its private nature, it operates within a multi-trillion dollar global financial services market. Its positioning is as a participant serving a segment of this vast market, focusing on clients where its expertise and relationship-driven approach are most valuable.

Upturn SWOT Analysis

Strengths

  • Agility and responsiveness compared to larger institutions.
  • Potential for specialized industry expertise.
  • Strong personal relationships with clients.
  • Lower overhead costs compared to publicly traded banks.

Weaknesses

  • Limited capital resources compared to major players.
  • Brand recognition might be lower than established global firms.
  • Dependence on key personnel for deal origination and execution.
  • Less diversified revenue streams compared to larger financial conglomerates.

Opportunities

  • Growth in specific niche markets or industries.
  • Increased demand for independent advisory services.
  • Strategic partnerships with complementary service providers.
  • Leveraging technology to enhance service delivery.

Threats

  • Intense competition from larger and smaller firms.
  • Economic downturns impacting deal flow.
  • Regulatory changes in the financial services industry.
  • Difficulty in attracting and retaining top talent.

Competitors and Market Share

Key competitor logo Key Competitors

  • Goldman Sachs (GS)
  • Morgan Stanley (MS)
  • J.P. Morgan (JPM)
  • Bank of America Merrill Lynch (BAC)
  • Evercore (EVR)
  • Lazard (LAZ)

Competitive Landscape

MDB Capital Holdings, LLC, as a private firm, likely competes with a broad spectrum of financial institutions. While its market share is likely small compared to bulge-bracket banks, it can compete effectively in specific niches by offering specialized expertise, personalized service, and greater flexibility. Its primary disadvantages are its smaller scale and capital base relative to global investment banks, which can limit the size and complexity of deals it can undertake.

Growth Trajectory and Initiatives

Historical Growth: Information on the historical growth of MDB Capital Holdings, LLC is not publicly available.

Future Projections: Future growth projections for privately held companies are not publicly disclosed. Any projections would be internal or shared selectively with stakeholders.

Recent Initiatives: Specific recent strategic initiatives undertaken by MDB Capital Holdings, LLC are not publicly disclosed.

Summary

MDB Capital Holdings, LLC operates as a private investment banking firm. Its strengths lie in potential specialized expertise and client relationships, while weaknesses include limited capital and brand recognition. Opportunities exist in niche markets, but it faces intense competition and economic risks. Its private status means limited public financial data, making a direct assessment challenging.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Industry knowledge of investment banking and financial services.
  • General market data for publicly traded competitors.
  • Assumptions based on the typical operations of private investment banking firms.

Disclaimers:

This analysis is based on publicly available information and general industry knowledge. As MDB Capital Holdings, LLC is a privately held company, specific financial data, historical performance, and detailed operational information are not disclosed, thus limiting the depth and accuracy of this assessment. This information should not be considered investment advice.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 16

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.