MDB Capital Holdings, LLC MDBH FINANCIAL
Company Overview
MDB Capital Holdings, LLC, through its subsidiaries, primarily operates as a broker-dealer. The company operates in 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, which focuses on conducting private and public security offerings, as well as providing research services for investment banking due diligence. The Technology Development segment develops a small molecule senescence platform. It provides services through MDB Capital and PatentVest platforms. The company was founded in 1997 and is based in Addison, Texas.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue -94.7%, earnings -281.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | -94.70% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -281.72% |
Stock Price Performance
| 1 Year: | -21.70% |
| 6 Months: | -5.54% |
| 3 Months: | -3.72% |
| 1 Month: | -2.40% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)41.49 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
No notable strengths flagged.
CONS
- Trading 38.0% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MDBH MDB Capital Holdings, LLC FINANCIAL | 2.85 | -1.31 | $15.50M | 0.00% | - | -40.38% | - | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Income | 12.21K | 73.97K | 116.99K | 3.53M | -3.30M | -660.39K | 2.29M | -614.25K | 828.00K | -1.90M | 1.25M | 44.00K |
| Net Income | - | - | -1.87M | 3.46M | -3.01M | -7.22M | -4.27M | -7.74M | -6.59M | -8.25M | -4.66M | -6.74M |
| R&D Expense | -9.12K | 103.63K | 31.59K | 7.57K | 27.94K | 277.58K | 237.39K | 723.49K | - | - | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Operating Income | 1.22M | 6.00M | 2.16M | 4.91M |
| Net Income | -5.31M | -6.97M | 11.69M | -21.25M |
| R&D Expense | 348.08K | 528.18K | 1.47M | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Total Assets | - | - | 25.70M | 42.99M | 71.98M | 63.74M |
| Total Equity | 6.76M | 5.89M | 22.64M | 37.31M | 70.16M | 60.69M |
| Cash & Equivalents | - | - | 4.95M | 6.11M | 20.44M | 13.22M |
| Total Liabilities | - | - | 2.59M | 5.67M | 1.90M | 3.16M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | -6.57M | -7.13M | -9.04M | -5.68M |
| Investing Cash Flow | - | -16.38M | -8.23M | 22.89M | -49.00K |
| Financing Cash Flow | - | 21.68M | 17.76M | 69.00K | 0 |
| Capital Expenditure | -423.39K | -193.25K | -438.78K | - | -49.00K |
| Free Cash Flow | - | -6.77M | -7.56M | -9.04M | -5.73M |
| Net Change in Cash | - | -1.27M | 2.41M | 13.92M | -5.73M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Gross Margin % | - | - | - | - |
| Operating Margin % | - | - | - | - |
| Net Margin % | - | - | - | - |
| ROE % | -23.5% | -18.7% | 16.7% | -35.0% |
| ROCE % | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Pasadena Private Wealth, LLC | 1.57% | 85.20K | $222.33K |
| 2 | UBS Group AG | 1.00% | 54.19K | $141.41K |
| 3 | Beacon Pointe Advisors, LLC | 0.55% | 30.00K | $78.28K |
| 4 | Susquehanna International Group, LLP | 0.24% | 12.89K | $33.63K |
| 5 | Morgan Stanley | - | 101 | $263 |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MDBH
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MDBH — Frequently Asked Questions
What is the current share price of MDB Capital Holdings, LLC (MDBH)?
As of 2026-09-19 21:16 PDT, MDB Capital Holdings, LLC (MDBH) trades at $2.85 on NasdaqCM. Its 52-week range is $2.75 to $4.60.
What is the market capitalisation of MDBH?
MDB Capital Holdings, LLC (MDBH) has a market capitalisation of $15.50M on NasdaqCM.
What is the P/E ratio of MDBH?
MDBH trades at a trailing price-to-earnings (P/E) ratio of -1.31. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.55.
What is the return on equity (ROE) of MDBH?
MDBH has a return on equity (ROE) of -40.38%.
Is MDBH a good stock to buy?
This page provides a data-driven analysis of MDB Capital Holdings, LLC (MDBH), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.