
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
- About
ATIF Holdings Limited (ZBAI)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: ZBAI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 - |
Upturn AI SWOT
ATIF Holdings Limited
Company Overview
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.
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 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
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
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
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.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.