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Webull Corp (BULL)
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Upturn Advisory Summary
10/15/2025: BULL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -9.71% | Avg. Invested days 222 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 - |
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 owned by Hy Financial, a Chinese holding company. Webull quickly gained popularity for its commission-free trading and mobile-first approach targeting younger investors.
Core Business Areas
- Retail Brokerage: Provides a platform for individuals to trade stocks, ETFs, options, and cryptocurrencies. Offers commission-free trading and fractional shares.
- Data & Analysis: Offers real-time market data, news, and analytical tools to help users make informed investment decisions.
- Margin Lending: Provides margin accounts allowing users to borrow funds to increase their trading power.
Leadership and Structure
Webull's leadership structure isn't as publicly prominent as publicly traded companies. Wang Anquan is generally cited as a key figure, but specific executive details are less transparent. The organizational structure is likely hierarchical, focused on technology, product development, and marketing.
Top Products and Market Share
Key Offerings
- Stocks & ETFs: Commission-free trading of stocks and ETFs. Market share data is dispersed among multiple brokerages, but Webull is a significant player, especially among younger demographics. Competitors include Robinhood (HOOD), Charles Schwab (SCHW), and Fidelity.
- Options Trading: Allows users to trade options contracts with commission-free trading. Webull is a smaller options player compared to established brokers. Competitors include Robinhood (HOOD), Interactive Brokers (IBKR).
- Cryptocurrency Trading: Enables users to buy and sell various cryptocurrencies. The crypto market share data changes rapidly. Competitors include Coinbase (COIN), Robinhood (HOOD), and Binance.
Market Dynamics
Industry Overview
The online brokerage industry is highly competitive, driven by technological innovation, commission-free trading, and a focus on attracting younger investors. Consolidation is also a trend.
Positioning
Webull positions itself as a tech-savvy, user-friendly platform offering commission-free trading and advanced analytical tools to appeal to millennial and Gen Z investors. Its competitive advantage lies in its mobile-first design and comprehensive trading features.
Total Addressable Market (TAM)
The global online brokerage market is estimated to reach hundreds of billions of dollars. Webull is positioned to capture a substantial portion of this TAM by focusing on its target demographic and expanding its product offerings.
Upturn SWOT Analysis
Strengths
- Commission-free trading
- User-friendly mobile app
- Advanced analytical tools
- Fractional shares trading
- Cryptocurrency trading
Weaknesses
- Limited research and educational resources compared to established brokers
- Customer service issues reported
- Regulatory scrutiny due to payment for order flow (PFOF)
- Heavily reliant on PFOF
- Limited Account Types (no retirement accounts)
Opportunities
- Expand product offerings (e.g., retirement accounts)
- International expansion
- Partnerships with financial institutions
- Increase educational resources
- Attract more sophisticated traders
Threats
- Increased competition from established brokers and new entrants
- Regulatory changes affecting PFOF
- Market volatility impacting trading volumes
- Cybersecurity risks
- Economic downturn reducing investor activity
Competitors and Market Share
Key Competitors
- HOOD
- SCHW
- IBKR
- COIN
- TD (Now SCHW)
Competitive Landscape
Webull excels with its mobile platform and advanced tools, but trails in research and retirement accounts. HOOD has name recognition. SCHW and IBKR offer more comprehensive services but may be perceived as less user-friendly. COIN focuses on cryptocurrency trading.
Growth Trajectory and Initiatives
Historical Growth: Webull has experienced rapid growth in user base and trading volume since its launch, driven by its commission-free trading model and mobile-first approach.
Future Projections: Future growth depends on its ability to attract and retain users, expand its product offerings, and navigate the evolving regulatory landscape.
Recent Initiatives: Webull has focused on expanding its cryptocurrency offerings and adding new features to its trading platform.
Summary
Webull has grown rapidly by offering a commission-free, mobile-first trading platform that attracts young investors. While its user base is impressive, it faces stiff competition from established brokers and is reliant on payment for order flow, which is under regulatory scrutiny. Expanding product offerings and diversifying revenue streams will be crucial for sustainable growth. Customer service and educational resources need improvement to retain its user base.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company websites
- Third-party market research reports
- SEC filings of publicly traded competitors
- News articles and press releases
Disclaimers:
This analysis is based on publicly available information and estimates. Financial data for Webull is limited as it is a private company. Market share data is approximate and may vary depending on the source. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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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