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Upturn AI SWOT - About
FRHC 
Freedom Holding Corp (FRHC)
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Upturn Advisory Summary
04/01/2025: FRHC (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 136.37% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.01B USD | Price to earnings Ratio 24.61 | 1Y Target Price 76 |
Price to earnings Ratio 24.61 | 1Y Target Price 76 | ||
Volume (30-day avg) 78405 | Beta 1.07 | 52 Weeks Range 64.00 - 164.82 | Updated Date 04/1/2025 |
52 Weeks Range 64.00 - 164.82 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.44% | Operating Margin (TTM) 18.15% |
Management Effectiveness
Return on Assets (TTM) 3.89% | Return on Equity (TTM) 28.01% |
Valuation
Trailing PE 24.61 | Forward PE 12.29 | Enterprise Value 6309042080 | Price to Sales(TTM) 5.08 |
Enterprise Value 6309042080 | Price to Sales(TTM) 5.08 | ||
Enterprise Value to Revenue 3.04 | Enterprise Value to EBITDA 6.81 | Shares Outstanding 60620200 | Shares Floating 17514999 |
Shares Outstanding 60620200 | Shares Floating 17514999 | ||
Percent Insiders 70.87 | Percent Institutions 1.51 |
Analyst Ratings
Rating - | Target Price 76 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Freedom Holding Corp
Company Overview
History and Background
Freedom Holding Corp. was founded in 2008. It expanded internationally, acquiring brokerage firms and developing a trading platform. Initially focused on Kazakhstan, it now has a significant presence in Europe and the US. It went public on the Nasdaq in 2019.
Core Business Areas
- Retail Brokerage: Provides brokerage services to individual investors, including access to global markets and trading platforms.
- Investment Banking: Offers investment banking services, including underwriting, mergers and acquisitions advisory, and private placements.
- Asset Management: Manages assets for institutional and high-net-worth clients.
- Insurance: Provides insurance products and services.
Leadership and Structure
Timur Turlov is the CEO. The company has a board of directors and operates with a regional structure, overseen by executives responsible for various geographical areas.
Top Products and Market Share
Key Offerings
- Freedom24 Trading Platform: A multi-asset trading platform offering access to global stock markets. No reliable third-party market share data is available. Competitors include Interactive Brokers, Charles Schwab, and Robinhood. Revenue generated from commission and other trading fees.
- Investment Banking Services: Provides underwriting and advisory services for corporate clients. No reliable third-party market share data is available. Competitors include Goldman Sachs, JP Morgan Chase, and Morgan Stanley. Revenue generated from deal fees.
- Insurance Products: Offers insurance products and services primarily in Kazakhstan. No reliable third-party market share data is available. Competitors vary based on the specific insurance product.
Market Dynamics
Industry Overview
The brokerage industry is competitive, with increasing consolidation and a shift towards zero-commission trading. Investment banking is cyclical and dependent on economic conditions. The insurance industry is highly regulated and competitive.
Positioning
Freedom Holding Corp. is a mid-sized player focusing on emerging markets and international expansion. Its competitive advantages include its proprietary trading platform and expertise in specific regions like Kazakhstan. It also focuses on integrating services to provide a full suite of offerings.
Total Addressable Market (TAM)
The Global brokerage market is expected to be around USD 350 billion by 2028. Freedom Holding Corp is positioned to capture a larger share through international expansion and innovative platforms.
Upturn SWOT Analysis
Strengths
- Strong presence in Kazakhstan and Central Asia
- Proprietary Freedom24 trading platform
- Growing international presence
- Diversified revenue streams (brokerage, investment banking, insurance)
- Experienced management team
Weaknesses
- Relatively small market share compared to major players
- Limited brand recognition in developed markets
- Exposure to political and economic risks in emerging markets
- Regulatory scrutiny
Opportunities
- Further international expansion, particularly in Europe and Asia
- Increased demand for online brokerage services
- Growth in emerging markets
- Acquisition opportunities
- Development of new financial products and services
Threats
- Increased competition from established brokerage firms
- Regulatory changes and compliance costs
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- ROBINHOOD
Competitive Landscape
Freedom Holding Corp. faces intense competition from established players like Interactive Brokers and Charles Schwab. Its competitive advantage lies in its niche focus on certain regions and its proprietary trading platform. They offer a broad product suite, but lack brand recognition compared to their peers.
Major Acquisitions
Laxton Global Investments
- Year: 2022
- Acquisition Price (USD millions): 28
- Strategic Rationale: Expand footprint in emerging markets.
Growth Trajectory and Initiatives
Historical Growth: Freedom Holding Corp. has experienced significant growth in revenue and client base, driven by international expansion and acquisitions.
Future Projections: Analyst estimates suggest continued growth, driven by international expansion, product diversification, and potential acquisitions. This is subject to market conditions and regulatory factors.
Recent Initiatives: Expansion into new European markets; launch of new trading platform features; strategic acquisitions.
Summary
Freedom Holding Corp is a mid-sized financial services company with strengths in emerging markets and a proprietary trading platform. It faces intense competition and regulatory risks. It has a decent growth trajectory, but it needs to solidify its market position. International expansion and product diversification will be critical to its success, while regulatory changes must be monitored closely.
Similar Companies
- IBKR
- SCHW
- ROBINHOOD
- MKTX
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports (where available)
- Third-party financial data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change. Investing in securities involves risk of loss. Third party data is being used to help provide this information. Check all data with SEC.gov prior to making financial decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Freedom Holding Corp
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2017-10-03 | CEO & Chairman of the Board Mr. Timur Ruslanovich Turlov | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 7761 | |
Full time employees 7761 | |||
Freedom Holding Corp., through its subsidiaries, provides securities brokerage, securities dealing, market making, investment research, investment counseling, and investment banking services. It offers retail brokerage services for exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange traded options and futures contracts, government bonds, and mutual funds; securities trading; underwriting services; margin lending services collateralized by securities and cash in the customer's account; various investment education and training courses; investment research services; and commercial banking services, including payment cards, digital mortgages, and digital business and digital auto loans, as well as Freedom Box, a package of payment acquiring services. The company also provides capital raising solutions for corporate clients through initial public offerings and follow-on offerings; and debt capital markets solutions that focuses on structuring and distributing private and public debt for various purposes, including buyouts, acquisitions, growth capital financings, and recapitalizations, as well as information processing services. In addition, it facilitates repurchase and reverse repurchase agreements in proprietary trading activities; and covers short positions and settle other securities obligations to accommodate customers' needs and finance its inventory positions. Further, the company offers proprietary trading and investment services, as well as insurance products; and Tradernet software platform for client margin risk evaluation and middle office security transfer requests. It operates in Central Asia, Eastern Europe, rest of Europe, the United States, Russia, the Middle East, and Caucasus. The company was formerly known as BMB Munai, Inc. and changed its name to Freedom Holding Corp. Freedom Holding Corp. was incorporated in 1981 and is headquartered in Almaty, Kazakhstan.
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