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Upturn AI SWOT - About
TIGR 
Up Fintech Holding Ltd (TIGR)
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Upturn Advisory Summary
03/24/2025: TIGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution 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 -57.17% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.55B USD | Price to earnings Ratio 24.59 | 1Y Target Price 10.01 |
Price to earnings Ratio 24.59 | 1Y Target Price 10.01 | ||
Volume (30-day avg) 9027334 | Beta 0.87 | 52 Weeks Range 3.10 - 14.48 | Updated Date 03/27/2025 |
52 Weeks Range 3.10 - 14.48 | Updated Date 03/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-03-18 | When - | Estimate 0.11 | Actual 0.172 |
Profitability
Profit Margin 18.36% | Operating Margin (TTM) 31.9% |
Management Effectiveness
Return on Assets (TTM) 1.21% | Return on Equity (TTM) 10.6% |
Valuation
Trailing PE 24.59 | Forward PE 21.6 | Enterprise Value 1247494995 | Price to Sales(TTM) 4.68 |
Enterprise Value 1247494995 | Price to Sales(TTM) 4.68 | ||
Enterprise Value to Revenue 3.19 | Enterprise Value to EBITDA 8.25 | Shares Outstanding 168819008 | Shares Floating 1415936418 |
Shares Outstanding 168819008 | Shares Floating 1415936418 | ||
Percent Insiders 16.45 | Percent Institutions 19.45 |
Analyst Ratings
Rating 3.67 | Target Price 8.03 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold - | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Up Fintech Holding Ltd
Company Overview
History and Background
Up Fintech Holding Ltd, founded in 2014, operates as an online brokerage firm focusing on global Chinese investors. It evolved from a technology provider to a leading digital brokerage platform, leveraging technology to enhance trading experiences.
Core Business Areas
- Brokerage Services: Provides online brokerage services, enabling clients to trade securities in global markets.
- Investment Advisory: Offers investment advisory services, including portfolio management and financial planning.
- Wealth Management: Provides wealth management solutions, catering to the needs of high-net-worth individuals.
- Corporate Services: Offers IPO distribution, ESOP management, and other corporate services to businesses.
Leadership and Structure
The leadership team includes Tianhua Wu (Founder & CEO). The organizational structure includes technology, operations, marketing, and finance departments.
Top Products and Market Share
Key Offerings
- ESOP Management: The ESOP product of Up Fintech allows companies to offer and manage employee stock option plans, generating revenue from service fees. Competitors in this space include Carta and Global Shares.
- Tiger Trade Platform: Up Fintech's primary platform, enabling users to trade stocks, options, futures, and other financial instruments. Market share is growing, but precise figures are not publicly disclosed. The platform benefits from high user engagement. Competitors include Interactive Brokers, Charles Schwab, and Futu Holdings.
Market Dynamics
Industry Overview
The online brokerage industry is experiencing growth driven by increasing retail investor participation and technological advancements. Key trends include commission-free trading and mobile-first platforms.
Positioning
Up Fintech is positioned as a technology-driven online brokerage firm catering specifically to global Chinese investors. Its competitive advantages include its localized offerings and advanced trading platform.
Total Addressable Market (TAM)
The global online brokerage market is substantial, estimated at hundreds of billions of dollars. Up Fintech's focus on global Chinese investors gives it a niche within this larger TAM, allowing it to capture a significant portion of the market.
Upturn SWOT Analysis
Strengths
- Technology-driven platform
- Strong brand recognition among global Chinese investors
- Localized offerings
- Experienced management team
- High user engagement
Weaknesses
- Reliance on regulatory environment in China
- Geographic concentration (primarily Asia)
- Limited brand recognition outside of Chinese-speaking markets
- Competition from larger, established brokerage firms
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Forming strategic partnerships
- Increasing adoption of mobile trading
- Growing demand for financial literacy and education
Threats
- Changes in regulations
- Increased competition
- Economic downturns
- Cybersecurity risks
- Fluctuations in currency exchange rates
Competitors and Market Share
Key Competitors
- FUTU
- IBKR
- SCHW
Competitive Landscape
Up Fintech's advantages include its focus on global Chinese investors and its advanced technology platform. Disadvantages include smaller scale compared to larger competitors and reliance on Chinese regulatory environment.
Major Acquisitions
None
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: Up Fintech has experienced significant growth in user base and trading volume since its inception. Growth slowed in recent years due to regulatory pressure in China.
Future Projections: Analysts predict continued growth in revenue and user base, driven by international expansion and new product launches. However, regulatory uncertainty remains a key risk.
Recent Initiatives: Recent initiatives include expanding into new markets (e.g., Singapore, Australia), launching new trading products (e.g., cryptocurrency trading), and improving its technology platform.
Summary
Up Fintech has built a strong brand among global Chinese investors with its technology-driven platform. Regulatory risks and competition from larger players present challenges. Expansion into new markets and innovative product offerings are crucial for future growth. Overall, the company exhibits moderate strength but faces significant external uncertainties.
Similar Companies
- FUTU
- IBKR
- UPST
- LC
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry News
- Company Website
- Market Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data and analysis are subject to change and may not be accurate or complete. This analysis relies on available public information and should be treated as a starting point for further research and investigation.
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 Up Fintech Holding Ltd
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 1987-10-16 | Chairman & CEO Mr. Tianhua Wu | ||
Sector Financial Services | Industry Capital Markets | Full time employees - | Website https://www.itigerup.com |
Full time employees - | Website https://www.itigerup.com | ||
UP Fintech Holding Limited provides online brokerage services focusing on Chinese investors. The company has developed a brokerage platform, which allows investor to trade stocks, options, warrants, and other financial instruments that can be accessed through its APP and website. It offers brokerage and value-added services, including investor education, community engagement, and IR platform services. In addition, the company provides trade execution, margin financing, and securities lending services; asset management and wealth management; ESOP management; fund license application, product design, asset custody, transaction execution, and funding allocation; fund structuring and management; and IPO underwriting services. Further, it offers market information, community engagement, and simulated trading services. UP Fintech Holding Limited was founded in 2014 and is based in Beijing, China.
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