Finance Services · SIC 6199

AtlasClear Holdings, Inc.

ATCH

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Latest revenue

$4.2M

as of 2026-03-31

Latest net income

$-1.9M

as of 2026-03-31

Net margin

-46.0%

as of 2026-03-31

5.0
of 10

ActaClear Score

Neutral
#90 of 125 in Finance Services
new
Profitability·25%
Growth·15%
Value·20%
5.9
Quality·20%
Momentum·20%
4.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Finance Services (125 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

2.39
Price / FV

Fair value · DCF

Deeply overvalued
~58% downside at this growth
5.0% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$0.22
DCF fair value
$0.09
FCF base (last FY)
$794,950
Net debt
$-619,554

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

-73.2% / yr 92.9 pts / yr vs S&P 500 94.9% total
Compare:

Live market

delayed ≤15 min
$0.22
0.84%
Market cap
$33.6M
Enterprise value
$29.2M
P/E (trailing)
42.2×
Forward P/E
P/B
1.51×
Dividend yield
0.0%
52-wk high
$1.92
52-wk low
$0.14
Beta
Shares out
150.3M

5-year trend

What this company does

AI

BUSINESS OF ATLASCLEAR HOLDINGS Our goal is to build a cutting-edge technology enabled financial services firm that would create a more efficient platform for trading, clearing, settlement and banking, with evolving and innovative financial products such as crypto that focus on financial services firms. We are a fintech driven business-to-business platform that expects to power innovation in fintech, investing, underwriting and trading. We believe we are positioned to provide a modern, mission-critical suite of solutions to our clients, enabling them to reduce their transactions costs and compete more effectively in their businesses. Our target client base for our prime banking and prime…

AI summary unavailable — showing raw filing excerpt

Generated from ATCH's filing dated 2025-09-29

Key risks

AI

Investing in our Common Stock involves risk. You should carefully consider the risks described below as well as all the other information in this Annual Report, including the consolidated financial statements and the related notes included in this report. The risks and uncertainties described below are not the only risks and uncertainties we face. Additional risks and uncertainties not presently known to us or that we currently deem immaterial also may impair our business operations. If any of the following risks actually occur, our business, results of operations and financial condition could suffer. In that event, the trading price of our Common Stock could decline, and you may lose all…

AI summary unavailable — showing raw filing excerpt

Generated from ATCH's filing dated 2025-09-29

Profitability

Return on equity

-6.9%

96.9%

Return on assets

1.4%

73.5%

Leverage

Debt / equity

-5.82×

86.1%

Debt / assets

120.8%

17.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$4.2M+65.2%$-1.9M+33.5%-46.0%

Q4 2025

2025-12-31

$5.1M+84.1%$6.3M+1611.6%125.4%

Q3 2025

2025-09-30

$4.3M+51.6%$-440.3K-104.1%-10.4%

Q1 2025

2025-03-31

$2.5M+100.1%$-2.9M+96.7%-114.1%

Q4 2024

2024-12-31

$2.7M$-419.7K-458.6%-15.3%

Q3 2024

2024-09-30

$2.8M$10.7M+4298.8%383.3%

Q1 2024

2024-03-31

$1.3M$-88.5M-6961.6%

Q4 2023

2023-12-31

$117.0K

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Finance Services · SIC 6199

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Insider activity

No insider transactions on file for ATCH in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns ATCH

Institutional value

$1.3M

Total shares held

6.4M

Distinct holders

16

-8 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1JANE STREET GROUP, LLC1.9M$372.5K+952.3K (+103.4%)Added
2VANGUARD CAPITAL MANAGEMENT LLC1.6M$311.3KNew
3UBS Group AG860.6K$171.3K+27.2K (+3.3%)Added
4HighTower Advisors, LLC833.6K$165.7K+19.7K (+2.4%)Added
5VANGUARD FIDUCIARY TRUST CO747.9K$148.8KNew
6CARY STREET PARTNERS FINANCIAL LLC254.6K$50.6KNew
7Sentinus, LLC93.2K$18.5KNew
8DIVERSIFY WEALTH MANAGEMENT, LLC61.0K$17.8K+0 (+0.0%)No change
9Fairway Wealth LLC50.0K$9.9K+0 (+0.0%)No change
10BANK OF MONTREAL /CAN/20.0K$4.0K+0 (+0.0%)No change
11B. Riley Wealth Advisors, Inc.20.0K$3.7K+0 (+0.0%)No change
12Soltis Investment Advisors LLC11.6K$2.3K-11.6K (-50.0%)Trimmed
13Code Waechter LLC10.0K$2.0K+0 (+0.0%)No change
14CITIGROUP INC790$157+254 (+47.4%)Added
15SBI Securities Co., Ltd.97$19-1.0K (-91.2%)Trimmed
16Sound Income Strategies, LLC1$0New

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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