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Upturn AI SWOT - About
Futu Holdings Ltd (FUTU)
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Upturn Advisory Summary
04/01/2025: FUTU (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 44.78% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.26B USD | Price to earnings Ratio 20.72 | 1Y Target Price 143.6 |
Price to earnings Ratio 20.72 | 1Y Target Price 143.6 | ||
Volume (30-day avg) 2910782 | Beta 0.78 | 52 Weeks Range 50.61 - 130.88 | Updated Date 04/1/2025 |
52 Weeks Range 50.61 - 130.88 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.83% | Basic EPS (TTM) 4.99 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 45.46% | Operating Margin (TTM) 56.58% |
Management Effectiveness
Return on Assets (TTM) 4.23% | Return on Equity (TTM) 20.67% |
Valuation
Trailing PE 20.72 | Forward PE 11.9 | Enterprise Value 42232791040 | Price to Sales(TTM) 1.19 |
Enterprise Value 42232791040 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 7.65 | Enterprise Value to EBITDA 15.7 | Shares Outstanding 93478800 | Shares Floating 473909873 |
Shares Outstanding 93478800 | Shares Floating 473909873 | ||
Percent Insiders 16.16 | Percent Institutions 38.71 |
Analyst Ratings
Rating 4.5 | Target Price 120.59 | Buy 3 | Strong Buy 9 |
Buy 3 | Strong Buy 9 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Futu Holdings Ltd
Company Overview
History and Background
Futu Holdings Ltd was founded in 2012 by Leaf Li, a former Tencent executive. It is headquartered in Hong Kong and provides online brokerage services primarily in Hong Kong, mainland China, and the US. It has grown rapidly due to increasing retail investor participation in these markets.
Core Business Areas
- Online Brokerage Services: Provides online trading platforms (Futu NiuNiu and moomoo) for stocks, options, futures, and other investment products. This segment generates commissions and handling charges.
- Wealth Management Services: Offers wealth management products and services to clients. Generates income through management fees and performance-based fees.
- Enterprise Services: Provides Initial Public Offering (IPO) distribution and investor relations (IR) services to corporate clients.
Leadership and Structure
Leaf Li serves as the Founder, Chairman, and CEO. The company has a board of directors and a management team overseeing different business units, including technology, operations, and compliance. They have regional leadership for Asia, Europe and America.
Top Products and Market Share
Key Offerings
- Futu NiuNiu: A social trading platform primarily used in Hong Kong and mainland China, offering access to Hong Kong, US, and China stocks. Market share in Hong Kong is significant, estimated around 30-40% of online brokers. Competitors include traditional brokers like HSBC, BOC, and online brokers like Tiger Brokers and UP Fintech Holding (TIGR).
- moomoo: A trading platform targeting the US and international markets. User base is growing rapidly, with active users reaching over 20 million. Competitors include Robinhood (HOOD), Charles Schwab (SCHW), Interactive Brokers (IBKR), and Webull.
- Wealth Management Products: A platform that provides access to wealth management products, helping users achieve their financial goals. Revenue and market share varies based on user demand and economic environment, with wealth management contributing around 20% of total revenues. Competitors include traditional financial firms, wealth managers, and other online brokers.
Market Dynamics
Industry Overview
The online brokerage industry is experiencing rapid growth, driven by increasing internet penetration, rising mobile usage, and a growing interest in investing among younger generations. The industry is becoming increasingly competitive, with many players offering similar services at low costs.
Positioning
Futu Holdings Ltd is positioned as a technology-driven online brokerage with a focus on providing a user-friendly trading experience and a strong community platform. Its competitive advantages include its strong technology infrastructure, its focus on user experience, and its strong community platform.
Total Addressable Market (TAM)
The TAM for online brokerage and wealth management is estimated at hundreds of billions of dollars globally. Futu is well-positioned to capture a significant share of this market, especially in Asia and the US, due to its technology-driven platform and focus on user experience.
Upturn SWOT Analysis
Strengths
- Strong Technology Platform
- User-Friendly Interface
- Strong Community Platform
- Experienced Management Team
- Rapid Growth in User Base
Weaknesses
- Geographic Concentration (primarily Hong Kong and China)
- Regulatory Risks (related to operations in China)
- Competition from Established Brokers
- Dependence on Trading Volumes
Opportunities
- Expansion into New Markets
- Development of New Products and Services
- Increased Adoption of Online Trading
- Strategic Partnerships
- Growing demand for Wealth Management
Threats
- Increased Competition
- Regulatory Changes
- Economic Downturn
- Cybersecurity Risks
- Geopolitical Risk
Competitors and Market Share
Key Competitors
- HOOD
- IBKR
- SCHW
- TIGR
Competitive Landscape
Futu's advantages include its strong community platform and user-friendly interface. Its disadvantages include its geographic concentration and regulatory risks. Compared to Robinhood (HOOD), Futu has a more established international presence. Compared to Interactive Brokers (IBKR), Futu has a more user-friendly interface. Compared to UP Fintech Holding (TIGR), Futu has a larger user base and a broader product offering.
Major Acquisitions
None
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: No significant acquisitions to report.
Growth Trajectory and Initiatives
Historical Growth: Futu has experienced rapid growth in its user base and revenue over the past few years, driven by its strong technology platform and focus on user experience.
Future Projections: Analysts project continued growth for Futu, driven by expansion into new markets and increased adoption of online trading. However, growth rates may slow down as the company matures.
Recent Initiatives: Recent strategic initiatives include expansion into Southeast Asia and Europe, development of new wealth management products, and partnerships with other financial institutions.
Summary
Futu Holdings is a growing online brokerage with a strong presence in Hong Kong and increasing traction in the US. Its user-friendly platform and community features are key strengths. Regulatory risks in China and increasing competition are potential challenges. Further expansion into international markets remains critical for sustained growth, and must maintain regulatory balance in Hong Kong.
Similar Companies
- HOOD
- IBKR
- SCHW
- TIGR
- UP Fintech Holding
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximate.
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 Futu Holdings Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2019-03-08 | Founder, Chairman & CEO Mr. Hua Li | ||
Sector Financial Services | Industry Capital Markets | Full time employees - | Website https://www.futuholdings.com |
Full time employees - | Website https://www.futuholdings.com | ||
Futu Holdings Limited provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally. It offers online financial services, including securities and derivative trades brokerage, margin financing and fund distribution services through its Futubull and Moomoo digital platforms. The company also provides financial information and online community services; online wealth management services under the Money Plus brand name through its Futubull and moomoo platforms, which provides its client access to mutual funds, private funds, bonds, structured products, and other wealth management products; market data and information services; and NiuNiu Community, which serves as an open forum for users and clients to share insights, ask questions, and exchange ideas. Futu Holdings Limited was founded in 2007 and is headquartered in Admiralty, Hong Kong.
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