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ZBAI
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ATIF Holdings Limited (ZBAI)

Upturn stock ratingUpturn stock rating
$6.02
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

08/14/2025: ZBAI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit -34.36%
Avg. Invested days 19
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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

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

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

Upturn AI SummarizationUpturn 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.