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Upturn AI SWOT - About
MMTEC Inc (MTC)
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Upturn Advisory Summary
10/29/2025: MTC (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 -97.1% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 25.81M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.3 | 52 Weeks Range 0.76 - 6.42 | Updated Date 06/29/2025 |
52 Weeks Range 0.76 - 6.42 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.65 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -40.67% |
Management Effectiveness
Return on Assets (TTM) -1.72% | Return on Equity (TTM) -125.31% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 55308435 | Price to Sales(TTM) 13.82 |
Enterprise Value 55308435 | Price to Sales(TTM) 13.82 | ||
Enterprise Value to Revenue 29.6 | Enterprise Value to EBITDA 0.33 | Shares Outstanding 25186900 | Shares Floating 25141528 |
Shares Outstanding 25186900 | Shares Floating 25141528 | ||
Percent Insiders 0.18 | Percent Institutions 0.2 |
Upturn AI SWOT
MMTEC Inc
Company Overview
History and Background
MMTEC Inc. was founded to provide financial technology services, focusing primarily on enabling access to the Chinese securities market. The company has evolved to offer a range of trading and technology solutions.
Core Business Areas
- Brokerage Solutions: MMTEC provides brokerage solutions, offering access to global securities markets for institutional and retail clients.
- Technology Services: MMTEC develops and licenses trading software and related technology solutions for financial institutions.
- Consulting Services: Consulting services related to regulatory compliance and financial technology implementation.
Leadership and Structure
The leadership team consists of executives with experience in financial technology and regulatory compliance. The organizational structure is designed to support its core business areas.
Top Products and Market Share
Key Offerings
- Trading Platform: MMTEC's flagship trading platform facilitates access to global markets, including the Chinese stock market. Market share data is not readily available but it is estimated to be less than 1%. Competitors include Interactive Brokers and Charles Schwab (SCHW).
- Brokerage Services: Brokerage services enabling international trading. Market share data is not readily available for MMTEC. Competitors include Interactive Brokers and Charles Schwab (SCHW).
Market Dynamics
Industry Overview
The financial technology industry is rapidly evolving, driven by increasing demand for efficient and accessible trading platforms. Increased regulation and competition are also key characteristics.
Positioning
MMTEC is positioned as a provider of specialized trading solutions, particularly focused on access to the Chinese market. Their competitive advantage lies in specialized market access, though it is limited by size and market share.
Total Addressable Market (TAM)
The estimated TAM for financial technology solutions is several billion USD. MMTEC is relatively small and its market share is not significant in terms of this TAM. They are looking to make market inroads through their unique market access proposition.
Upturn SWOT Analysis
Strengths
- Specialized market access (Chinese Market)
- Technology focused solutions
- Consulting Expertise
Weaknesses
- Small market share
- Limited brand recognition
- Dependence on regulatory approvals
Opportunities
- Expansion into new markets
- Development of innovative trading technologies
- Partnerships with larger financial institutions
Threats
- Increased competition from established players
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- INTU
Competitive Landscape
MMTEC faces significant competition from larger, more established players. Its competitive advantage lies in specialized market access, but this is limited by its small market share and financial resources.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent, with periods of rapid growth followed by periods of stagnation.
Future Projections: Analyst estimates are not readily available, and projections are highly speculative given the company's current financial performance.
Recent Initiatives: Recent initiatives include efforts to expand their product offerings and forge partnerships with other firms.
Summary
MMTEC is a small financial technology company specializing in providing access to the Chinese market. The company faces strong competition and has struggled with profitability. Its strength lies in its niche market access, but its weaknesses include its small size and dependence on regulatory approvals. The company is weak overall and needs to improve financial performance and expand its market presence.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Financial News Sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Financial data is based on publicly available information and may not be entirely accurate or up-to-date.
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 MMTEC Inc
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2019-01-08 | Chairman & CEO Mr. Xiangdong Wen | ||
Sector Technology | Industry Software - Application | Full time employees 34 | Website https://www.haisc.com |
Full time employees 34 | Website https://www.haisc.com | ||
MMTec, Inc., together with its subsidiaries, develops and deploys platforms that enable financial institutions to engage in securities market transactions and settlements worldwide. It operates in two segments: Gujia, MM Future, HC Securities; and MM Global. The company offers securities dealers trading system, which supports securities registration and clearing, account management, risk management, trading and execution, and third-party access middleware; private fund investment management system, which supports multi-account management, fund valuation, risk management, quantitative trading access, liquidation, and requisition management; and mobile transaction individual client system and PC client system for Apple iOS, Android, PC, and web applications. It serves hedge funds, mutual funds, registered investment advisors, proprietary trading groups, and brokerage firms. The company was incorporated in 2018 and is headquartered in Sheung Wan, Hong Kong.
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