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ATIF Holdings Limited (ZBAI)
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Upturn Advisory Summary
06/30/2025: ZBAI (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 0% | Avg. Invested days 0 | 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 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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
ATIF Holdings Limited
Company Overview
History and Background
ATIF Holdings Limited is an investment holding company primarily engaged in providing financial consulting services to small and medium-sized enterprises (SMEs) in Asia. Founded in 2015, it focuses on assisting companies with going public on U.S. stock exchanges.
Core Business Areas
- Financial Consulting Services: ATIF provides IPO advisory and consulting services, assisting companies with the process of listing on U.S. stock exchanges, including planning, compliance, and marketing.
- Investor Relations Services: They also offer investor relations services to listed companies, aimed at enhancing shareholder value and communication.
Leadership and Structure
The leadership team consists of Jun Liu (Chairman and CEO) and other key management personnel overseeing operations, finance, and marketing. The organizational structure includes departments responsible for consulting, investor relations, and administrative functions.
Top Products and Market Share
Key Offerings
- IPO Consulting: ATIF's primary product is its IPO consulting service, assisting companies with navigating the complexities of going public. Market share data is not readily available, and the competitive landscape includes other boutique investment banks and consulting firms specializing in IPOs. Competitors include Maxim Group LLC and Network 1 Financial Securities, Inc.
Market Dynamics
Industry Overview
The market for IPO consulting services is driven by the number of companies seeking to go public, particularly SMEs. The industry is competitive and influenced by regulatory changes and economic conditions.
Positioning
ATIF positions itself as a specialist in assisting Asian SMEs with U.S. IPOs, aiming to provide tailored services to this niche market. Their competitive advantage is their focus on this specific segment, but general IPO conditions largely influence their business.
Total Addressable Market (TAM)
The TAM for IPO consulting services globally is estimated to be billions of dollars annually. ATIF's positioning within this TAM is relatively small, targeting primarily Asian SMEs seeking U.S. listings.
Upturn SWOT Analysis
Strengths
- Specialized focus on Asian SMEs
- Experience in U.S. IPO market for foreign companies
- Established network in Asia
Weaknesses
- Small size and limited resources
- Reliance on a niche market
- High dependency on the regulatory environment for IPOs
Opportunities
- Increasing number of Asian companies seeking U.S. listings
- Expansion into related financial services
- Strategic partnerships with larger financial institutions
Threats
- Increased competition from larger investment banks
- Changes in U.S. securities regulations
- Economic downturn affecting IPO market
Competitors and Market Share
Key Competitors
- EF Hutton (No public symbol)
- Maxim Group LLC (MX)
- Network 1 Financial Securities, Inc. (No Public Symbol)
Competitive Landscape
ATIF is a smaller player compared to larger investment banks and financial services firms. Its competitive advantage lies in its focus on Asian SMEs, but it faces challenges in terms of resources and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends cannot be accurately assessed without detailed financial data.
Future Projections: Future growth projections are not readily available from analyst estimates.
Recent Initiatives: Recent initiatives are not readily available in public sources.
Summary
ATIF Holdings Limited is a niche financial consulting firm focused on assisting Asian SMEs with U.S. IPOs. It faces challenges due to its small size, limited resources, and reliance on a specific market segment. Changes in regulations and economic conditions could significantly impact its business. Its specialization can be an advantage but also limits its growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
Disclaimers:
The data provided is based on publicly available information and may not be exhaustive. Financial data may be limited or outdated. This is not 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 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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