MDB Capital Holdings (MDBH) Assets Average (2023 - 2026)
MDB Capital Holdings' (MDBH) quarterly Assets Average came in at $57.3 million in Q2 2026, down 13.35% year-over-year from $66.1 million in Q2 2025, and down 8.58% quarter-over-quarter from $62.6 million in Q4 2025.
Analysis
MDB Capital Holdings (MDBH) Assets Average (2023 - 2026) Analysis & Trends
MDB Capital Holdings has disclosed Assets Average across 4 years of filings, most recently posting $57.3 million for Q2 2026.
- In Q2 2026, Assets Average fell 13.35% year-over-year to $57.3 million; the TTM figure through Jun 2026 stood at $57.3 million (down 13.35% YoY), while the FY2025 annual figure was $67.9 million, up 18.05% from the prior year.
- Assets Average came in at $57.3 million for Q2 2026 at MDB Capital Holdings, down from $62.6 million in the prior quarter.
- In the past five years, Assets Average ranged from a high of $70.3 million in Q1 2025 to a low of $35.4 million in Q3 2023.
- Average Assets Average over 4 years is $51.6 million, with a median of $53.1 million recorded in 2024.
- Year-over-year, Assets Average jumped 73.85% in 2025 and retreated 13.35% in 2026.
- Over 4 years, Assets Average stood at $43.2 million in 2023, then advanced by 22.83% to $53.1 million in 2024, then climbed by 17.95% to $62.6 million in 2025, then dropped by 8.58% to $57.3 million in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $57.3 million in Q2 2026, $62.6 million in Q4 2025, and $62.5 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.51 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 76.96 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 4.12 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 1.66 Bn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 1.35 Bn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 2.23 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 4.30 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 3.55 Bn |
| 10 | MDB Capital Holdings | 26.88 Mn | 16.85 Mn | - | 57.25 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 57.25 Mn |
| Dec 31, 2025 | 62.63 Mn |
| Sep 30, 2025 | 62.51 Mn |
| Jun 30, 2025 | 66.07 Mn |
| Mar 31, 2025 | 70.30 Mn |
| Dec 31, 2024 | 53.09 Mn |
| Sep 30, 2024 | 35.96 Mn |
| Jun 30, 2024 | 39.32 Mn |
| Mar 31, 2024 | 41.96 Mn |
| Dec 31, 2023 | 43.22 Mn |
| Sep 30, 2023 | 35.44 Mn |