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Upturn AI SWOT - About
MDB Capital Holdings, LLC Class A common (MDBH)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
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 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MDB Capital Holdings, LLC Class A common
Company Overview
History and Background
MDB Capital Holdings, LLC Class A common, focuses on identifying and supporting companies with innovations. They primarily cater to the small-cap sector.
Core Business Areas
- Investment Banking: Underwriting and advisory services for emerging growth companies.
- Venture Capital: Investing in early-stage companies with innovative technologies.
- Intellectual Property Services: Advisory services related to intellectual property.
Leadership and Structure
The company's leadership team consists of experienced investment bankers and technology experts. Organizational structure is typical of a small-cap financial services firm.
Top Products and Market Share
Key Offerings
- Underwriting Services: Provides underwriting services for small-cap companies seeking to go public or raise capital. The market share is relatively small compared to larger investment banks. Competitors include Roth Capital Partners, Maxim Group, and ThinkEquity Partners.
- Advisory Services: Offers advisory services related to mergers and acquisitions and capital raising. Competitors include boutique investment banks specializing in emerging growth companies.
- Venture Capital Investments: Makes direct investments into private emerging growth companies. Compete with other Venture Capital firms such as Kleiner Perkins and Sequoia Capital.
Market Dynamics
Industry Overview
The investment banking and venture capital industries are highly competitive and subject to economic cycles. The small-cap sector is particularly sensitive to market volatility.
Positioning
MDB Capital Holdings, LLC Class A common differentiates itself by focusing on innovative technologies and intellectual property. However, it faces competition from larger, more established firms.
Total Addressable Market (TAM)
The TAM for small-cap investment banking and venture capital is significant, estimated at tens of billions of dollars annually. MDB Capital Holdings, LLC Class A common's positioning allows it to capture a small but potentially growing share of this market.
Upturn SWOT Analysis
Strengths
- Focus on innovation
- Expertise in intellectual property
- Niche market focus (small-cap)
- Experienced management team
Weaknesses
- Small market capitalization
- Limited financial resources compared to larger competitors
- Dependence on market sentiment towards small-cap stocks
- Concentrated client base
Opportunities
- Growing demand for venture capital in emerging technologies
- Increasing number of small-cap companies seeking funding
- Expansion of intellectual property services
- Strategic partnerships with larger financial institutions
Threats
- Economic downturn
- Increased competition from larger investment banks
- Regulatory changes affecting small-cap companies
- Market volatility
Competitors and Market Share
Key Competitors
- ROTH
- MAXM
- EF Hutton
Competitive Landscape
MDB Capital Holdings, LLC Class A common faces intense competition from larger and more established investment banks. Its competitive advantage lies in its focus on innovation and intellectual property.
Growth Trajectory and Initiatives
Historical Growth: Growth data not available.
Future Projections: Future projections not available.
Recent Initiatives: Recent initiatives not available.
Summary
MDB Capital Holdings is a niche player focused on innovation within the small-cap market. The company's strength lies in its IP expertise, but it must navigate fierce competition and market volatility. Future success hinges on strategic initiatives and growth in emerging technologies. Information to generate ratings are not available.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available information, company website, and industry reports.
Disclaimers:
This analysis is based on limited publicly available information and should not be considered financial 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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