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Upturn AI SWOT - About
MDB Capital Holdings, LLC Class A common (MDBH)
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Upturn Advisory Summary
09/16/2025: 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 -32.73% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 was founded to provide venture capital and investment banking services with a focus on intellectual property-rich companies. It aims to connect investors with companies possessing valuable patents and technologies. The Class A common stock represents ownership in the company.
Core Business Areas
- Venture Capital: MDB Capital Holdings invests in early-stage companies with promising intellectual property. They provide funding and strategic guidance to help these companies grow and commercialize their innovations.
- Investment Banking: MDB Capital Holdings offers investment banking services, including underwriting and advisory services, primarily focused on companies leveraging intellectual property.
Leadership and Structure
MDB Capital Holdings is led by a team of experienced investment professionals and technology experts. The organizational structure includes departments for venture capital, investment banking, and corporate services.
Top Products and Market Share
Key Offerings
- Venture Capital Investments: MDB Capital invests in various sectors including medical devices, diagnostics, and communications, focusing on IP-rich companies. Market share is difficult to quantify due to the niche focus and private nature of many portfolio companies. Competitors include other venture capital firms specializing in IP-backed companies.
- Underwriting Services: MDB Capital offers underwriting for companies going public or raising capital, specializing in IP-centric businesses. Market share in the broader underwriting market is relatively small. Competitors include larger investment banks offering similar services to IP-focused companies.
Market Dynamics
Industry Overview
The venture capital and investment banking industries are highly competitive, with numerous firms vying for deals. The market for intellectual property-focused investments is driven by innovation and the desire to capitalize on new technologies.
Positioning
MDB Capital Holdings positions itself as a specialist in identifying and investing in companies with valuable intellectual property, differentiating itself from generalist venture capital and investment banking firms.
Total Addressable Market (TAM)
The TAM for venture capital and investment banking is massive, measured in trillions globally. MDB's position is niche, focusing on IP-rich companies which makes up a small, but significant, part of the overall TAM.
Upturn SWOT Analysis
Strengths
- Specialized expertise in intellectual property
- Strong network within the IP-focused community
- Experienced management team
Weaknesses
- Smaller scale compared to major investment banks
- Dependence on specific industry sectors
- Limited brand recognition outside of its niche
Opportunities
- Growing demand for IP-backed investments
- Expansion into new technology sectors
- Strategic partnerships with larger financial institutions
Threats
- Economic downturn affecting investment activity
- Increased competition from other IP-focused firms
- Changes in intellectual property laws
Competitors and Market Share
Key Competitors
- Roth Capital Partners
- Ladenburg Thalmann Financial Services
- EF Hutton
Competitive Landscape
MDB Capital faces competition from other boutique investment banks and venture capital firms. Its strength lies in its focus on IP but its small size is a disadvantage.
Growth Trajectory and Initiatives
Historical Growth: Growth trajectory analysis requires historical financial data, which is not readily available for MDB Capital Holdings, LLC.
Future Projections: Future projections depend on financial models and analyst estimates, which are not readily available.
Recent Initiatives: Recent initiatives are not publicly available for MDB Capital Holdings, LLC Class A common.
Summary
MDB Capital Holdings specializes in intellectual property-rich investments, offering venture capital and investment banking services. A key strength is its specialized expertise, but its smaller size compared to larger firms presents a challenge. Growth opportunities exist in expanding technology sectors, but economic downturns and competition pose threats. Detailed financials are not available, limiting complete analysis.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Crunchbase
- SEC Filings (where available)
Disclaimers:
The information provided is based on limited publicly available data. Market share data is estimated. Financial information is not exhaustive and represents a snapshot in time.
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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