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MDB Capital Holdings LLC

MDBH

3.420USD

-0.130-3.66%
Close 09/19, 16:00ETQuotes delayed by 15 min
34.03MMarket Cap
4.08P/E TTM

MDB Capital Holdings LLC

3.420

-0.130-3.66%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
88 / 117
Overall Ranking
392 / 4720
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 0 analysts
--
Current Rating
--
Target Price
--
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
MDB Capital Holdings, LLC is a holding company that has three subsidiaries: MDB CG Management Company (MDB Management), Public Ventures, LLC (Public Ventures), and PatentVest, Inc. (PatentVest), and has a partner company, Invizyne Technologies, Inc. (Invizyne). The Company's segments include broker dealer & intellectual property service, and technology development. The broker dealer & intellectual property service segment has two subsidiaries, Public Ventures and PatentVest. Public Ventures is a full-service broker dealer firm focusing on conducting private and public securities offerings. PatentVest offers in-depth patent research used for investment banking due diligence. The technology development segment has one subsidiary, Invizyne. Invizyne is a research and development stage synthetic biology company. MDB Management is an administrative entity whose purpose is to conduct, and wherever possible, to consolidate shared services/resources, for its United States-based operations.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 93.38% year-on-year.
Growing
The company is in a growing phase, with the latest annual income totaling USD 2.36M.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD 11.69M.%!(EXTRA int=2)
Undervalued
The company’s latest PB is 0.55, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 774.59K shares, increasing 17.74% quarter-over-quarter.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 0.37.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 7.13, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached -1.90M, representing a year-over-year decrease of 183.04%, while its net profit experienced a year-over-year decrease of 92.95%.

Score

Industry at a Glance

Previous score
7.13
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

6.45

Operational Efficiency

10.00

Growth Potential

2.30

Shareholder Returns

6.92

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 3.43, which is higher than the Investment Banking & Investment Services industry's average of 1.43. Its current P/E ratio is 3.60, which is -11.50% below the recent high of 3.19 and 274.61% above the recent low of -6.29.

Score

Industry at a Glance

Previous score
3.43
Change
0.11

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 88/117
No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.27.

Score

Industry at a Glance

Previous score
0.00
Change
0

Support & Resistance

No Data
No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-19

The company’s current price momentum score is 6.82, which is lower than the Investment Banking & Investment Services industry's average of 7.80. Sideways: Currently, the stock price is trading between the resistance level at 3.98 and the support level at 3.14, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.82
Change
-0.34

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(2)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
0.015
Neutral
RSI(14)
41.874
Neutral
STOCH(KDJ)(9,3,3)
11.438
Sell
ATR(14)
0.191
High Vlolatility
CCI(14)
-67.902
Neutral
Williams %R
96.667
Oversold
TRIX(12,20)
0.013
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
3.578
Sell
MA10
3.671
Sell
MA20
3.556
Sell
MA50
3.825
Sell
MA100
4.055
Sell
MA200
5.108
Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Marlett (Christopher A)
129.93K
--
Hayat (Mohammad)
100.00K
--
DiGiandomenico (Anthony)
96.30K
+1.50%
Brandon (George Hugh)
90.00K
--
Pasadena Private Wealth, LLC
85.20K
--
Hayden Matthew
70.00K
--
UBS Financial Services, Inc.
62.59K
+50.70%
Meline (Susanne L)
44.50K
--
Beacon Pointe Advisors LLC
25.00K
--
Magennis (Sean James)
20.00K
--
1
2

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 3.13, which is lower than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
3.13
Change
0
Beta vs S&P 500 index
--
VaR
--
240-Day Maximum Drawdown
+64.08%
240-Day Volatility
+81.01%
Return
Best Daily Return
60 days
+18.95%
120 days
+20.06%
5 years
--
Worst Daily Return
60 days
-10.17%
120 days
-20.17%
5 years
--
Sharpe Ratio
60 days
-1.39
120 days
-1.20
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+64.08%
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
-0.85
3 years
--
5 years
--
Skewness
240 days
+0.83
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
+81.01%
5 years
--
Standardised True Range
240 days
+9.22%
5 years
--
Downside Risk-Adjusted Return
120 days
-195.20%
240 days
-195.20%
Maximum Daily Upside Volatility
60 days
+80.80%
Maximum Daily Downside Volatility
60 days
+54.12%
Liquidity
Average Turnover Rate
60 days
+0.07%
120 days
+0.06%
5 years
--
Turnover Deviation
20 days
+37.39%
60 days
-24.32%
120 days
-31.21%

Peer Comparison

Investment Banking & Investment Services
MDB Capital Holdings LLC
MDB Capital Holdings LLC
MDBH
4.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Acadian Asset Management Inc
Acadian Asset Management Inc
AAMI
7.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
7.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
WisdomTree Inc
WisdomTree Inc
WT
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Evercore Inc
Evercore Inc
EVR
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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