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ZBAI
Upturn stock rating

ATIF Holdings Limited (ZBAI)

Upturn stock rating
$10.54
Last Close (24-hour delay)
Profit since last BUY16.21%
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BUY since 22 days
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Upturn Advisory Summary

10/15/2025: ZBAI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -23.72%
Avg. Invested days 20
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/15/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 18.62M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) -
Beta -0.54
52 Weeks Range 0.27 - 2.50
Updated Date 05/15/2025
52 Weeks Range 0.27 - 2.50
Updated Date 05/15/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.28

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) -368.55%

Management Effectiveness

Return on Assets (TTM) -25.55%
Return on Equity (TTM) -99.23%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 14016679
Price to Sales(TTM) 37.61
Enterprise Value 14016679
Price to Sales(TTM) 37.61
Enterprise Value to Revenue 28.32
Enterprise Value to EBITDA -1.83
Shares Outstanding 17317500
Shares Floating 8275598
Shares Outstanding 17317500
Shares Floating 8275598
Percent Insiders 30.56
Percent Institutions 0.09

ai summary icon Upturn AI SWOT

ATIF Holdings Limited

stock logo

Company Overview

overview logo History and Background

ATIF Holdings Limited, founded in 2015, provides financial consulting services to businesses globally, with a focus on IPOs in the US market. They assist companies with pre-listing advisory, fundraising, and investor relations.

business area logo Core Business Areas

  • IPO Consulting Services: Providing advisory services to companies seeking to go public in the US, including assistance with regulatory compliance, financial planning, and investor outreach.
  • Financial Advisory Services: Offering various financial advisory services such as mergers and acquisitions, restructuring, and valuation to companies of all sizes.
  • Investor Relations Services: Helping publicly traded companies enhance their communication with investors and improve their market visibility.

leadership logo Leadership and Structure

The leadership team consists of CEO Jun Zhang and CFO Sherman Chan. The company operates with a management team overseeing different divisions related to its service offerings.

Top Products and Market Share

overview logo Key Offerings

  • IPO Consulting: Advisory services for companies seeking IPOs, predominantly Chinese companies looking to list in the US. Market share data is difficult to ascertain precisely, given the fragmented nature of this service. Competitors include Maxim Group and Network 1 Financial Securities.
  • Financial Advisory: General financial consulting services. Again, precise market share is hard to define, but ATIF targets small to mid-sized companies. Competitors include smaller boutique investment banks.

Market Dynamics

industry overview logo Industry Overview

The financial consulting and IPO advisory services market is highly competitive, with numerous players ranging from large investment banks to smaller boutique firms. The market is influenced by global economic conditions, regulatory changes, and investor sentiment.

Positioning

ATIF Holdings positions itself as a specialist focusing on assisting small to medium-sized enterprises, particularly those from Asia, looking to access the US capital markets. Their competitive advantage is its niche focus and understanding of the unique challenges faced by such companies.

Total Addressable Market (TAM)

The global financial advisory market is valued in the hundreds of billions of dollars. The IPO market fluctuates significantly. ATIF focuses on a niche segment; TAM is likely in the tens of millions, but hard to quantify precisely.

Upturn SWOT Analysis

Strengths

  • Niche focus on Asian companies seeking US IPOs
  • Experience in navigating cross-border transactions
  • Established network of investors and partners

Weaknesses

  • Small size and limited resources compared to larger competitors
  • Dependence on the fluctuating IPO market
  • Geographic concentration in Asia

Opportunities

  • Expanding service offerings to include post-IPO support
  • Geographic diversification into other emerging markets
  • Leveraging technology to improve service delivery

Threats

  • Increased regulatory scrutiny of foreign companies listing in the US
  • Economic downturns impacting IPO activity
  • Intense competition from larger, more established firms

Competitors and Market Share

competitor logo Key Competitors

  • EF Hutton (EFHT)
  • Network 1 Financial Securities
  • Maxim Group LLC (MXIM)

Competitive Landscape

ATIF faces intense competition. Its niche focus helps, but it's significantly smaller than many competitors with limited resources.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been volatile, influenced by fluctuations in the IPO market and economic conditions.

Future Projections: Future projections are uncertain given the challenges faced by small-cap companies in the current economic environment.

Recent Initiatives: Recent initiatives not publicly available because they have gone dark.

Summary

ATIF Holdings Limited is a small financial consulting firm specializing in assisting Asian companies with US IPOs. The company faces significant challenges due to its size, fluctuating IPO market, and intense competition. Their niche focus is a strength, but they are resource-constrained and must navigate increasing regulatory scrutiny. Given their historical performance and the broader market conditions, investors should exercise caution.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Website
  • Market Analysis Reports
  • Third-party financial data providers

Disclaimers:

This analysis is based on publicly available information and should not be considered financial advice. Investment decisions should be made after conducting thorough due diligence and consulting with a qualified financial advisor. The financial figures have been estimated.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About ATIF Holdings Limited

Exchange NASDAQ
Headquaters Lake Forest, CA, United States
IPO Launch date 2024-12-17
Chairman, President & CEO Dr. Kamran Khan
Sector Financial Services
Industry Capital Markets
Full time employees 8
Full time employees 8

ATIF Holdings Limited operates as a business consulting company in the United States. It offers financial consulting services to small and medium-sized enterprises (SMEs). The company primarily focuses on helping clients going public on the national stock exchanges and OTC markets in the United States. It offers consulting services, including due diligence review, market research and feasibility study, business plan drafting, accounting record review, and business analysis and recommendations; and reorganization, pre-listing education and tutoring, talent search, legal and audit firm recommendation and coordination, VIE contracts and other public-listing related documents review, merger and acquisition planning, investor referral and pre-listing equity financing source identification and recommendations, and independent directors and audit committee candidate's recommendation. The company also provides shell company identification and recommendation for customers expecting to become publicly listed through reverse merger transaction; assistance in preparation of customers' public filings for IPO or reverse merger transactions; and assistance in answering comments and questions received from regulatory agencies. In addition, it operates a news and media website focuses on distributing financial news and information. ATIF Holdings Limited was incorporated in 2015 and is based in Lake Forest, California.