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Webull Corp (BULL)
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Upturn Advisory Summary
07/01/2025: BULL (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.87% | Avg. Invested days 420 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.54 - 79.56 | Updated Date 05/15/2025 |
52 Weeks Range 9.54 - 79.56 | Updated Date 05/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 5699391685 | Price to Sales(TTM) 16.58 |
Enterprise Value 5699391685 | Price to Sales(TTM) 16.58 | ||
Enterprise Value to Revenue 15.53 | Enterprise Value to EBITDA - | Shares Outstanding 5000000 | Shares Floating - |
Shares Outstanding 5000000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Webull Corp
Company Overview
History and Background
Webull Financial LLC was founded in 2017 and launched its trading platform in 2018. It is a fintech company providing investment services, including commission-free stock trading, options trading, and cryptocurrency trading. It aims to provide a user-friendly platform for retail investors.
Core Business Areas
- Trading Platform: Provides a platform for trading stocks, ETFs, options, and cryptocurrencies with no commission fees. Offers real-time market data, analytical tools, and news feeds.
- Margin Lending: Offers margin accounts to eligible users, allowing them to borrow funds to increase their trading positions.
- Securities Lending: Allows users to lend their fully paid securities to Webull in exchange for a portion of the interest earned.
- Cash Management: Offers cash management accounts through partner banks, providing interest-bearing savings options.
Leadership and Structure
Webull is led by CEO Anthony Denier. The company operates with a structure typical of a fintech firm, focusing on technology, product development, and customer service.
Top Products and Market Share
Key Offerings
- Stocks, ETFs, Options Trading: Webull's core offering is commission-free trading of stocks, ETFs, and options. Market share for total retail trading volume is estimated to be around 2%, but growing, according to various sources. Competitors include Robinhood (HOOD), Charles Schwab (SCHW), Fidelity, and Interactive Brokers (IBKR).
- Cryptocurrency Trading: Offers a platform for trading various cryptocurrencies. Market share data is harder to pinpoint due to the fragmented crypto exchange landscape, but Webull is considered a smaller, but growing, player in the market. Competitors include Coinbase (COIN), Binance, and Kraken.
- Fractional Shares: Allows users to buy fractional shares of stocks. Competitors: Robinhood, Fidelity, Schwab.
Market Dynamics
Industry Overview
The online brokerage industry is highly competitive, with a trend towards commission-free trading and user-friendly mobile platforms. Increased retail investor participation and technological advancements are driving growth.
Positioning
Webull positions itself as a user-friendly and commission-free trading platform, appealing to younger, tech-savvy investors. It offers advanced trading tools and features aimed at active traders.
Total Addressable Market (TAM)
The total addressable market (TAM) for online brokerage is substantial, estimated to be over $100 billion globally and is growing. Webull is positioned to capture a portion of this TAM through its commission-free model and user-friendly platform.
Upturn SWOT Analysis
Strengths
- Commission-free trading
- User-friendly mobile platform
- Advanced trading tools
- Growing user base
- Competitive margin rates
Weaknesses
- Limited range of investment products compared to traditional brokers
- Heavily reliant on Payment for Order Flow (PFOF)
- Customer service reviews can be mixed
- Regulatory scrutiny
Opportunities
- Expanding into new markets internationally
- Offering additional financial products and services (e.g., retirement accounts)
- Partnerships with other fintech companies
- Increase in user base during market downturn
Threats
- Increased competition from other commission-free brokers
- Regulatory changes impacting PFOF
- Cybersecurity risks
- Economic downturn impacting trading activity
- Negative press or legal action that damages the brand reputation.
Competitors and Market Share
Key Competitors
- HOOD
- SCHW
- IBKR
- COIN
Competitive Landscape
Webull's advantages include its user-friendly platform and commission-free trading. Its disadvantages include a limited product range compared to full-service brokers and a reliance on PFOF which is under regulartory scrutiny.
Growth Trajectory and Initiatives
Historical Growth: Webull experienced rapid user growth in its early years, driven by commission-free trading and a user-friendly platform.
Future Projections: Future growth depends on its ability to attract and retain users, expand into new markets, and adapt to regulatory changes. Projections are not publicly available.
Recent Initiatives: Recent initiatives may include expanding its cryptocurrency offerings, adding new features to its trading platform, and increasing its marketing efforts.
Summary
Webull is a growing fintech firm that provides commission-free trading and aims to attract younger investors. Its strengths lie in its user-friendly platform and advanced trading tools. However, the company relies heavily on Payment for Order Flow (PFOF) and faces regulatory scrutiny, and has a limited range of investment products compared to full-service brokers. Overall, it's a strong contender in the market for new investors, but needs to navigate the evolving regulatory landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company websites
- Industry reports
- News articles
- Analyst estimates
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be exact. Financial data is based on publicly available information and may be incomplete.
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 Webull Corp
Exchange NASDAQ | Headquaters Saint Petersburg, FL, United States | ||
IPO Launch date 2025-04-10 | Founder, CEO & Chairman Mr. Anquan Wang | ||
Sector Technology | Industry Software - Application | Full time employees 1194 | Website https://www.webullcorp.com |
Full time employees 1194 | Website https://www.webullcorp.com | ||
Webull Corporation operates as a digital investment platform. Its platform enables retail investors to trade securities through its licensed broker dealer in the United States, Canada, the United Kingdom, Australia, Hong Kong, Indonesia, Singapore, Malaysia, Thailand, Japan, South Africa, the Netherlands, and internationally. The company was founded in 2016 and is headquartered in Saint Petersburg, Florida.
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