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ATIF Holdings Limited (ZBAI)



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Upturn Advisory Summary
08/14/2025: ZBAI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -34.36% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
ATIF Holdings Limited
Company Overview
History and Background
ATIF Holdings Limited is a company that primarily provides business and financial consulting services. Founded in 2015, ATIF focuses on assisting companies, particularly those in Asia, with their initial public offerings (IPOs) and other capital market activities. Initially operating within China, they expanded their services to other Asian markets and later to the US through their listing.
Core Business Areas
- IPO Consulting: Provides advisory services to companies seeking to go public, including pre-IPO consulting, structuring, and due diligence.
- Financial Consulting: Offers a range of financial consulting services, including financial modeling, valuation, and restructuring advice.
- Business Consulting: Provides business consulting services, including strategic planning, market analysis, and operational improvement.
Leadership and Structure
The leadership team includes CEO Jun Liu. The organizational structure is relatively flat, focusing on direct client engagement through regional offices.
Top Products and Market Share
Key Offerings
- IPO Advisory Services: Provides consulting and advisory services to companies seeking to list on stock exchanges. This is their primary revenue driver. Market share data is difficult to pinpoint precisely due to the fragmented nature of consulting services across Asia and the US for Chinese companies seeking IPO. Competitors: Network 1 Financial Securities, Maxim Group LLC, Univest Securities, Tiger Brokers.
- Financial Consulting Services: Offers broader financial consulting services beyond IPO preparation. This includes valuations, feasibility studies, and financial restructuring. Market share data is not readily available for this specific niche within financial consulting. Competitors include larger consulting firms like Deloitte, KPMG, and EY.
Market Dynamics
Industry Overview
The consulting industry is highly competitive and fragmented. There is increasing demand for IPO advisory and financial consultancy services from companies, particularly in emerging markets. The regulatory environment significantly impacts the IPO market.
Positioning
ATIF Holdings Limited positions itself as a specialist in facilitating IPOs for Asian companies, differentiating through its understanding of both Asian markets and Western listing requirements. However, it competes with larger, more established consulting firms with broader service offerings.
Total Addressable Market (TAM)
The global management consulting market is expected to reach hundreds of billions of dollars. ATIF's focus on Asian companies seeking IPOs represents a smaller segment of this TAM. Exact numbers are hard to acquire for this niche. ATIF is positioned to capture a segment of this TAM by facilitating cross-border transactions and offering specialized expertise.
Upturn SWOT Analysis
Strengths
- Expertise in Asian markets
- Specialized IPO advisory services
- Cross-border transaction experience
Weaknesses
- Small size and limited resources
- Concentration of business in a niche market
- Dependence on regulatory environment for IPO activity
Opportunities
- Expansion into new geographical markets
- Diversification of service offerings
- Increased demand for IPOs in emerging markets
Threats
- Intense competition from larger consulting firms
- Changes in regulatory environment affecting IPOs
- Economic downturns impacting IPO activity
Competitors and Market Share
Key Competitors
- EF Hutton (EFHT)
- Network 1 Financial Securities (NTWK)
Competitive Landscape
ATIF is smaller compared to these competitors and needs to improve their market share. ATIF's niche in Asian IPOs could be a differentiator, but requires strong execution.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to IPO market conditions. It requires examination of historical IPO counts facilitated by ATIF and related revenue growth.
Future Projections: Future growth is contingent on market conditions and ATIF's ability to secure new clients. Analyst estimates vary, making it necessary to consult financial analysis reports.
Recent Initiatives: Recent initiatives might include partnerships, service expansions, or market entry efforts. Specific initiatives must be researched from company press releases and SEC filings.
Summary
ATIF Holdings Limited specializes in assisting Asian companies with IPOs, facing stiff competition from larger consulting firms. Its strengths lie in its niche market expertise, but weaknesses include its size and dependence on market conditions. Future growth hinges on successful expansion initiatives and navigating regulatory challenges. Financial performance requires close monitoring due to revenue fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Market Research Reports, Financial News Outlets
Disclaimers:
This analysis is based on available information and general market knowledge. It should not be considered financial advice. Consult with a financial professional before making investment decisions.
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 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 | Website https://ir.atifchina.com |
Full time employees 8 | Website https://ir.atifchina.com |
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.

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