- Sector
- Financial Services
- Industry
- Capital Markets
- IPO Date
- Sep 21, 2023
Highlights
- Market Cap
- $13.94M
- Enterprise Value
- $721.61K
- EPS (TTM)
- -$3.18
- EBITDA (TTM)
- $861.00K
- Year Range
- $2.45 - $5.50
- ROA (TTM)
- -33.33%
- ROE (TTM)
- -35.01%
Share Price Chart
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Performance
MDBH Performance Chart
MDB Capital Holdings LLC Class A common (MDBH) is down 14.5% since the beginning of the year. At $3 per share, MDBH is trading 49.5% below its 52-week high of $6.
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Returns By Period
MDB Capital Holdings LLC Class A common (MDBH) has returned -14.48% so far this year and -34.39% over the past 12 months.
MDB Capital Holdings LLC Class A common
- 1D
- -5.93%
- 1M
- -28.85%
- YTD
- -14.48%
- 6M
- -21.16%
- 1Y
- -34.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MDBH Monthly Returns History
Based on dividend-adjusted daily data since Sep 21, 2023, MDBH's average daily return is -0.15%, while the average monthly return is -4.17%.
Historically, 24% of months were positive and 76% were negative. The best month was Jul 2024 with a return of +30.5%, while the worst month was Sep 2023 at -28.3%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MDBH closed higher 42% of trading days. The best single day was Jul 19, 2024 with a return of +37.2%, while the worst single day was Sep 21, 2023 at -21.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.69% | -1.79% | -4.88% | 19.48% | -1.70% | -20.71% | -14.48% | ||||||
| 2025 | -2.22% | 9.40% | -8.60% | -27.19% | -15.27% | 17.89% | -8.27% | -15.32% | -3.35% | 13.27% | -7.73% | -7.70% | -48.49% |
| 2024 | -2.30% | 6.92% | -14.94% | -11.87% | -4.80% | -13.02% | 30.48% | -17.06% | -6.37% | -13.84% | 11.03% | -13.10% | -45.38% |
| 2023 | -28.34% | -9.03% | -1.73% | 12.54% | -27.91% |
Benchmark Metrics
MDB Capital Holdings LLC Class A common has an annualized alpha of -36.08%, beta of 0.32, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since September 21, 2023.
- This stock participated in 318.58% of S&P 500 Index downside but only -19.45% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.32 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -36.08%
- Beta
- 0.32
- R²
- 0.00
- Upside Capture
- -19.45%
- Downside Capture
- 318.58%
Return for Risk
Risk / Return Rank
MDBH ranks 19 for risk / return — in the bottom 19% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MDB Capital Holdings LLC Class A common (MDBH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MDBH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.54 | ||
| Sortino ratioReturn per unit of downside risk | -3.21 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.37 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 2.78 | -3.53 |
| Martin ratioReturn relative to average drawdown | -1.08 | 12.44 | -13.52 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MDB Capital Holdings LLC Class A common. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MDB Capital Holdings LLC Class A common was 82.82%, occurring on Mar 20, 2026. The portfolio has not yet recovered.
The current MDB Capital Holdings LLC Class A common drawdown is 82.66%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -82.82%Mar 2026 | 2y 6mo | — | 2y 9moSep 2023 - now |
Drawdown Indicators
| MDBH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.82% | -56.78% | -26.04% |
Max Drawdown (1Y)Largest decline over 1 year | -46.26% | -9.10% | -37.16% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -82.66% | -1.80% | -80.86% |
Average DrawdownAverage peak-to-trough decline | -59.49% | -10.71% | -48.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.84% | 2.03% | +29.81% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of MDB Capital Holdings LLC Class A common over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how MDB Capital Holdings LLC Class A common is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MDBH in comparison with other companies in the Capital Markets industry. Currently, MDBH has a P/B value of 0.2. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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EBITDA | — |
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Net Income | — |
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Effect Of Accounting Charges | — |
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Minority Interest | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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