Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
ZBAI
Upturn stock ratingUpturn stock rating

ATIF Holdings Limited (ZBAI)

Upturn stock ratingUpturn stock rating
$1.08
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
  • MONTH
  • WEEK

Upturn Advisory Summary

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

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

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

AI Based Fundamental Rating

ratingratingratingratingrating

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 0%
Avg. Invested days 0
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 18.62M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) 23125
Beta -0.54
52 Weeks Range 0.60 - 2.50
Updated Date 03/29/2025
52 Weeks Range 0.60 - 2.50
Updated Date 03/29/2025
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 -

ai summary icon Upturn AI SWOT

ATIF Holdings Limited

stock logo

Company Overview

overview logo History and Background

ATIF Holdings Limited is an investment holding company focusing on providing IPO advisory services to small and medium-sized enterprises (SMEs) in Asia. Founded in 2015, it assists companies in navigating the process of going public in the U.S.

business area logo Core Business Areas

  • IPO Advisory Services: Provides consulting services to SMEs, assisting them with the complexities of the IPO process, including regulatory compliance, financial structuring, and investor relations.
  • Financial Consulting: Offers financial consulting services related to fundraising, mergers and acquisitions, and corporate restructuring.
  • Investor Relations: Manages and cultivates relationships with investors to promote and maintain interest in client companies.

leadership logo Leadership and Structure

The leadership team consists of the CEO and CFO along with a board of directors. The organizational structure is hierarchical with departments focused on advisory, finance, and marketing.

Top Products and Market Share

overview logo Key Offerings

  • IPO Advisory: This is the core service. They guide companies through the IPO process on U.S. exchanges. There is no significant published market share data available specifically for ATIF. Competitors include other boutique investment banks and consulting firms focusing on Asian companies listing in the US. Exact revenue figures per service are not publicly available.

Market Dynamics

industry overview logo Industry Overview

The market for IPO advisory services is highly competitive, with numerous boutique firms and larger investment banks vying for business. The demand for these services is tied to the overall health of the capital markets and the appetite for new listings, particularly from Asian companies seeking access to U.S. investors.

Positioning

ATIF positions itself as a specialist focusing on helping Asian SMEs navigate the U.S. IPO market. Its competitive advantage may lie in its cultural understanding and network within the Asian business community.

Total Addressable Market (TAM)

The TAM for IPO advisory services to Asian companies is estimated in the billions of dollars annually, depending on the number of companies seeking to list on US exchanges. ATIF Holdings' current position is relatively small compared to the overall TAM.

Upturn SWOT Analysis

Strengths

  • Specialized focus on Asian SMEs
  • Experience in U.S. IPO process
  • Established network in Asia
  • Low Overhead

Weaknesses

  • Small size and limited resources
  • High dependence on a few key clients
  • Concentrated geographic focus
  • Lack of significant brand recognition
  • Dependence on overseas market risk factors

Opportunities

  • Growing demand for IPOs from Asian companies
  • Expansion into new markets and services
  • Strategic partnerships with larger financial institutions
  • Leveraging technology to streamline processes
  • Growing acceptance for US Capital markets

Threats

  • Increased competition from larger firms
  • Changes in U.S. regulations
  • Economic downturns in Asia
  • Geopolitical risks
  • Fluctuations in US capital markets

Competitors and Market Share

competitor logo Key Competitors

  • EF Hutton (EFHT)
  • Univest Securities (UVSV)
  • Network 1 Financial Securities Inc (NTFL)

Competitive Landscape

ATIF faces competition from larger, more established investment banks with greater resources. Its advantage lies in its focus on Asian SMEs and cultural understanding.

Major Acquisitions

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been tied to the number of Asian companies seeking to list in the U.S. market. Past performance may not be indicative of future results.

Future Projections: Future projections are dependent on the company's ability to attract new clients and expand its service offerings. Analyst estimates are limited for companies of this size.

Recent Initiatives: Recent initiatives might include strategic partnerships, expansions into new markets, or new service offerings.

Summary

ATIF Holdings is a small cap company focusing on IPO advisory services for Asian SMEs. The company's strength lies in its niche focus and understanding of Asian businesses. However, it faces challenges from larger competitors, regulatory changes, and economic risks. Careful monitoring of financial performance and strategic initiatives is necessary to assess the company's long-term viability.

Similar Companies

Sources and Disclaimers

Data Sources:

  • Company SEC Filings
  • Market Research Reports
  • Analyst Reports

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.

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.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​