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MDBH
Upturn stock ratingUpturn stock rating

MDB Capital Holdings, LLC Class A common (MDBH)

Upturn stock ratingUpturn stock rating
$6.3
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

04/01/2025: MDBH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

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

AI Based Fundamental Rating

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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 -32.73%
Avg. Invested days 23
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
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 04/01/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 62.69M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) 3239
Beta -
52 Weeks Range 5.78 - 12.00
Updated Date 04/2/2025
52 Weeks Range 5.78 - 12.00
Updated Date 04/2/2025
Dividends yield (FY) -
Basic EPS (TTM) -2.69

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) 1419.57%

Management Effectiveness

Return on Assets (TTM) -69.02%
Return on Equity (TTM) -79.42%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 48191333
Price to Sales(TTM) 32.35
Enterprise Value 48191333
Price to Sales(TTM) 32.35
Enterprise Value to Revenue 36.97
Enterprise Value to EBITDA -8.27
Shares Outstanding 4950630
Shares Floating 4388527
Shares Outstanding 4950630
Shares Floating 4388527
Percent Insiders 5.04
Percent Institutions 3.86

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

MDB Capital Holdings, LLC Class A common

stock logo

Company Overview

overview logo History and Background

MDB Capital Holdings, LLC Class A common (ticker: MDBH) focuses on identifying, funding, and developing early-stage companies with disruptive technologies. It aims to bridge the gap between startups and the public markets. Founded with the goal to leverage the JOBS Act to empower emerging growth companies.

business area logo Core Business Areas

  • Investment Banking: Underwriting, placement agent, and advisory services for small-cap companies.
  • Research and Analytics: Providing in-depth research reports and analysis on emerging growth companies.
  • Intellectual Property Monetization: Assisting companies in protecting and commercializing their intellectual property.

leadership logo Leadership and Structure

The leadership team consists of experienced professionals in investment banking, venture capital, and intellectual property. The organizational structure includes departments for investment banking, research, and operations.

Top Products and Market Share

overview logo Key Offerings

  • Underwriting Services: Facilitating IPOs and follow-on offerings for emerging growth companies. Market share varies significantly deal to deal, competitors include Boustead Securities, EF Hutton.
  • Research Reports: Publishing research reports on small-cap companies, providing insights to investors. Competitors include SeeThruEquity and Zacks Investment Research. Revenue generation dependent on subscription sales and institutional access.
  • IP Protection Services: Helping companies secure and monetize their intellectual property, including patent strategies and licensing. Competition includes Ocean Tomo and other boutique IP firms.

Market Dynamics

industry overview logo Industry Overview

The small-cap investment banking and emerging growth company sector is highly competitive, with increasing regulatory scrutiny and volatile market conditions.

Positioning

MDB Capital Holdings, LLC Class A common positions itself as a specialist in early-stage companies with a focus on intellectual property and disruptive technologies. Its competitive advantage lies in its niche focus and network.

Total Addressable Market (TAM)

The TAM for small-cap IPOs and related services is estimated to be in the billions of dollars annually. MDBH is positioned to capture a portion of this market by focusing on underserved, high-potential companies.

Upturn SWOT Analysis

Strengths

  • Niche focus on emerging growth companies
  • Expertise in intellectual property monetization
  • Strong network within the small-cap ecosystem

Weaknesses

  • Reliance on volatile capital markets
  • Limited scale compared to larger investment banks
  • Profitability depends on deal flow

Opportunities

  • Increasing demand for alternative investment strategies
  • Growth in emerging technologies
  • Potential for strategic partnerships

Threats

  • Economic downturns
  • Increased regulatory scrutiny
  • Competition from larger investment banks

Competitors and Market Share

competitor logo Key Competitors

  • EF Hutton (EFHT)
  • Boustead Securities (none)
  • Maxim Group LLC (none)

Competitive Landscape

MDB Capital Holdings, LLC Class A common faces competition from larger, more established investment banks and smaller boutique firms. Its advantages include its niche focus and expertise, while its disadvantages include limited scale and resources.

Major Acquisitions

Growth Trajectory and Initiatives

Historical Growth: Historical growth trends require access to past financial performance data. Without live data access, analysis cannot be provided.

Future Projections: Future projections would be based on analyst consensus estimates and depend on factors like market conditions and deal flow, information which requires live access to databases.

Recent Initiatives: Recent initiatives include expanding its research coverage and forging strategic partnerships with technology incubators.

Summary

MDB Capital Holdings operates in a niche market, offering services to emerging growth companies. Its strength lies in its focus on intellectual property, but it faces challenges due to its smaller size and reliance on the capital markets. The company needs to carefully manage its deal flow and adapt to changing regulatory landscape. Strategic partnerships are crucial for future growth and market penetration.

Similar Companies

Sources and Disclaimers

Data Sources:

  • Company Website
  • SEC Filings (where available)
  • Market Reports
  • Analyst Estimates (when available)

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary depending on the source. Financial data is based on available information and may not be complete or accurate.

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 MDB Capital Holdings, LLC Class A common

Exchange NASDAQ
Headquaters Addison, TX, United States
IPO Launch date 2023-09-21
Co-Founder, CEO & Chairman Mr. Christopher A. Marlett
Sector Financial Services
Industry Capital Markets
Full time employees 40
Full time employees 40

MDB Capital Holdings, LLC, through its subsidiaries, primarily operates as a broker-dealer. The company operates through two segments, Broker Dealer & Intellectual Property Service, and Technology Development. The Broker Dealer & Intellectual Property Service segment operates as a full-service broker dealer firm that focuses on conducting private and public securities offerings, as well as providing research services for investment banking due diligence. The Technology Development segment engages in the synthetic biology research and development activity. The company was founded in 1997 and is based in Addison, Texas.

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