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Upturn AI SWOT - About
HeartCore Enterprises Inc (HTCR)
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Upturn Advisory Summary
03/13/2025: HTCR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 65.4% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 17.85M USD | Price to earnings Ratio 3.26 | 1Y Target Price 2.75 |
Price to earnings Ratio 3.26 | 1Y Target Price 2.75 | ||
Volume (30-day avg) 103423 | Beta 1.76 | 52 Weeks Range 0.53 - 3.38 | Updated Date 04/1/2025 |
52 Weeks Range 0.53 - 3.38 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 9.33% | Basic EPS (TTM) 0.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.24% | Operating Margin (TTM) 67.79% |
Management Effectiveness
Return on Assets (TTM) 18.04% | Return on Equity (TTM) 32.2% |
Valuation
Trailing PE 3.26 | Forward PE 15.08 | Enterprise Value 11428060 | Price to Sales(TTM) 0.59 |
Enterprise Value 11428060 | Price to Sales(TTM) 0.59 | ||
Enterprise Value to Revenue 0.38 | Enterprise Value to EBITDA 2.39 | Shares Outstanding 20933800 | Shares Floating 5137991 |
Shares Outstanding 20933800 | Shares Floating 5137991 | ||
Percent Insiders 75.35 | Percent Institutions 2.93 |
Analyst Ratings
Rating - | Target Price 6 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
HeartCore Enterprises Inc
Company Overview
History and Background
HeartCore Enterprises, Inc., formerly known as Software Research Associates, Inc., was founded in 2009. It evolved into a global SaaS provider specializing in customer experience management and digital transformation solutions.
Core Business Areas
- CXM Platform: Provides an integrated suite of tools for customer experience management, including content management, digital marketing automation, and data analytics. This includes product offerings such as HeartCore CXM.
- Digital Transformation Services: Offers consulting, implementation, and support services to help organizations adopt and optimize digital technologies for business process automation and improvement. These services work closely with their CXM Platform.
Leadership and Structure
The company is led by Sumit Kanodia (CEO). The organizational structure involves departments focused on sales, marketing, product development, and customer support.
Top Products and Market Share
Key Offerings
- HeartCore CXM: A customer experience management platform. No specific market share data available. Competitors include Salesforce, Adobe, and Oracle. This platform is HeartCore's main product.
- HeartCore Communicate: A communication platform for marketing and internal communications. No specific market share data is available. Competitors include Slack, Microsoft Teams and Zoom.
Market Dynamics
Industry Overview
The CXM market is experiencing substantial growth driven by the increasing importance of customer experience. Businesses are investing in technologies to improve customer engagement and retention.
Positioning
HeartCore positions itself as a provider of comprehensive and integrated CXM solutions, targeting mid-sized to large enterprises. Their competitive advantage lies in its unified platform and focus on digital transformation.
Total Addressable Market (TAM)
The global CXM market is projected to reach hundreds of billions of dollars. HeartCore is positioned to capture a share of this market by offering tailored solutions.
Upturn SWOT Analysis
Strengths
- Integrated CXM Platform
- Strong Focus on Digital Transformation
- Experienced Leadership Team
- Global Presence
Weaknesses
- Limited Brand Recognition Compared to Larger Competitors
- Relatively Small Market Share
- Reliance on Specific Industries
- Financial instability/Stock Volatility
Opportunities
- Expansion into New Geographies
- Strategic Partnerships with Technology Providers
- Adoption of AI and Machine Learning in CXM
- Increasing Demand for Personalized Customer Experiences
Threats
- Intense Competition from Established CXM Vendors
- Rapid Technological Changes
- Economic Downturns
- Data Security and Privacy Concerns
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
- SAP
Competitive Landscape
HeartCore faces intense competition from larger, more established CXM vendors. Its advantages lie in its integrated platform and focus on digital transformation, but it needs to increase brand awareness and market share to compete effectively.
Major Acquisitions
SigmaQuest
- Year: 2022
- Acquisition Price (USD millions): 1.9
- Strategic Rationale: SigmaQuest provided software solutions to optimize product development, which HeartCore needed.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent due to the fluctuations and volatility in revenue and net profit. The company is struggling to produce consistent quarterly revenue increases.
Future Projections: Future projections are subject to uncertainty due to the inconsistent business model. Analysts have a wide range of opinions on the company's future prospects.
Recent Initiatives: Recent initiatives include expanding sales and marketing efforts and developing new product features for the HeartCore CXM platform.
Summary
HeartCore Enterprises Inc. is a small player in the competitive CXM market. Its integrated platform and digital transformation focus provide some advantages, but it faces challenges related to brand recognition, and market share. Financials highlight inconsistencies and volatility. The company needs to expand its market presence to compete with industry leaders and increase its revenue.
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Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice, and readers should conduct their own research before making investment decisions. Market share percentages are approximations based on available data.
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 HeartCore Enterprises Inc
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2022-02-10 | President, CEO & Chairman Mr. Sumitaka Yamamoto | ||
Sector Technology | Industry Software - Application | Full time employees 99 | Website https://www.heartcore.co.jp |
Full time employees 99 | Website https://www.heartcore.co.jp | ||
HeartCore Enterprises, Inc., a software development company, provides Software as a Service solutions to enterprise customers in Japan and internationally. Its customer experience management platform includes marketing, sales, service, and content management systems, as well as other tools and integrations, which enable companies to enhance the customer experience and drive engagement. The company also operates a digital transformation business that offers customers with robotics process automation, process mining, and task mining to accelerate the digital transformation of enterprises. In addition, it provides consulting services; and education, services, and support solutions. The company was founded in 2009 and is headquartered in Tokyo, Japan.
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