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Upturn AI SWOT - About
FRHC 
Freedom Holding Corp (FRHC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/27/2025: FRHC (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $76
Year Target Price $76
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 111.34% | Avg. Invested days 95 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.82B USD | Price to earnings Ratio 102.9 | 1Y Target Price 76 |
Price to earnings Ratio 102.9 | 1Y Target Price 76 | ||
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 71.88 - 185.00 | Updated Date 06/29/2025 |
52 Weeks Range 71.88 - 185.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.4 |
Earnings Date
Report Date 2025-06-16 | When - | Estimate - | Actual -2.3394 |
Profitability
Profit Margin 5.79% | Operating Margin (TTM) -96.16% |
Management Effectiveness
Return on Assets (TTM) 0.93% | Return on Equity (TTM) 7.1% |
Valuation
Trailing PE 102.9 | Forward PE 12.29 | Enterprise Value 7183264385 | Price to Sales(TTM) 6.03 |
Enterprise Value 7183264385 | Price to Sales(TTM) 6.03 | ||
Enterprise Value to Revenue 3.53 | Enterprise Value to EBITDA 10.79 | Shares Outstanding 61205600 | Shares Floating 17989562 |
Shares Outstanding 61205600 | Shares Floating 17989562 | ||
Percent Insiders 70.19 | Percent Institutions 2.04 |
Analyst Ratings
Rating - | Target Price 76 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Freedom Holding Corp
Company Overview
History and Background
Freedom Holding Corp. was founded in 2008. It has grown through acquisitions and organic expansion, becoming a prominent player in brokerage services and investment banking, primarily serving the CIS region and expanding into Europe and the US. Its IPO was in 2018. It has expanded through organic growth and strategic acquistions of smaller brokerage firms.
Core Business Areas
- Brokerage Services: Provides brokerage services to retail and institutional clients, offering access to global equity and fixed-income markets. Includes trading platforms and investment advisory services.
- Investment Banking: Offers investment banking services, including underwriting, M&A advisory, and capital raising for corporations.
- Insurance: Provides insurance products and services, broadening its financial services portfolio.
- Banking: Provides retail banking services.
Leadership and Structure
Timur Turlov is the CEO and major shareholder. The company has a board of directors and operates through various subsidiaries, each focusing on specific business segments.
Top Products and Market Share
Key Offerings
- Trading Platform (Freedom24): A multi-asset trading platform providing access to global markets. While specific market share data is not publicly available, competitors include Interactive Brokers (IBKR), Charles Schwab (SCHW), and Robinhood (HOOD). Revenue from the platform is a significant portion of brokerage service income.
- Investment Banking Services: Underwriting and advisory services for corporate clients. Market share varies by deal size and region, with competition from bulge bracket firms and regional investment banks. The company focuses on serving smaller clients. Revenue dependent on deal flow.
- Insurance Products: Insurance products (mainly in Kazakhstan). Competitors include other major international insurers.
Market Dynamics
Industry Overview
The brokerage and investment banking industry is highly competitive and subject to regulatory changes. Increasing digitization and globalization are key trends. The insurance market is heavily regulated, with a few main players.
Positioning
Freedom Holding Corp positions itself as a bridge between Eastern European/CIS markets and global capital markets. Its competitive advantages include its strong presence in the CIS region, multilingual support, and focus on retail investors.
Total Addressable Market (TAM)
The TAM for brokerage and investment banking services is vast and global. The TAM for Insurance market is equally large. Freedom Holding Corp is well-positioned to capitalize on this expanding market. As the CIS region develops, it could be well placed to take advantage of it.
Upturn SWOT Analysis
Strengths
- Strong Presence in CIS Region
- Multi-lingual Support
- Diversified Revenue Streams
- Experienced Management Team
- Growing brand recognition
Weaknesses
- Geographic Concentration (CIS region vulnerability)
- Regulatory Risks (Emerging markets are more vulnerable to regulatory uncertainty)
- Potential for reputational damage
- Lower overall assets compared to major brokers
Opportunities
- Expansion into new geographic markets
- Acquisition of smaller brokerage firms
- Development of new financial products and services
- Increasing retail investor participation
- Growing brand awareness
Threats
- Increased competition from global brokers
- Economic downturns in the CIS region
- Changes in regulatory environment
- Cybersecurity threats
- Geopolitical risks
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- HOOD
- MS
Competitive Landscape
Freedom Holding Corp benefits from its CIS presence but faces fierce competition from established global brokers with greater resources and brand recognition.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expand market presence in Europe.
Growth Trajectory and Initiatives
Historical Growth: Freedom Holding Corp has experienced significant growth in revenue and assets under management over the past few years, driven by expansion in the CIS region and strategic acquisitions.
Future Projections: Future growth is expected to be driven by further expansion into new markets, increased retail investor participation, and development of new products and services. Analyst estimates suggest continued revenue growth.
Recent Initiatives: Recent initiatives include the expansion of the Freedom24 platform, acquisitions of brokerage firms in Europe, and increased investment in technology.
Summary
Freedom Holding Corp is a growing financial services company with a strong presence in the CIS region. Its diversified revenue streams and focus on retail investors are positive factors. Regulatory and geopolitical risks remain important considerations. Its expansion efforts will determine its future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and competitor market share may vary.
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 Freedom Holding Corp
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2017-10-03 | CEO & Chairman of the Board Mr. Timur Ruslanovich Turlov | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 8691 | |
Full time employees 8691 | |||
Freedom Holding Corp., through its subsidiaries, provides securities brokerage, securities dealing, market making, investment research, investment counseling, retail and commercial banking, and insurance products. It offers retail brokerage services for exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange traded options and futures contracts, government bonds, and mutual funds; securities trading; underwriting services; margin lending services collateralized by securities and cash in the customer's account; various investment education and training courses; investment research services; and commercial banking services, including payment cards, digital mortgages, and digital business and digital auto loans, as well as Freedom Box, a package of payment acquiring services. The company also provides capital raising solutions for corporate clients through initial public offerings and follow-on offerings; and debt capital markets solutions that focuses on structuring and distributing private and public debt for various purposes, including buyouts, acquisitions, growth capital financings, and recapitalizations, as well as information processing services. In addition, it facilitates repurchase and reverse repurchase agreements in proprietary trading activities; and covers short positions and settle other securities obligations to accommodate customers' needs and finance its inventory positions. Further, the company offers proprietary trading and investment services; and Tradernet software platform for client margin risk evaluation and middle office security transfer requests. It operates in Kazakhstan, Armenia, Cyprus, the United States, and internationally. The company is based in New York, New York.
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