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Upturn AI SWOT - About
FRHC 
Freedom Holding Corp (FRHC)
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Upturn Advisory Summary
09/12/2025: FRHC (3-star) is a WEAK-BUY. BUY since 39 days. Simulated Profits (-6.87%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 96.82% | Avg. Invested days 81 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
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 |
Upturn AI SWOT
Freedom Holding Corp
Company Overview
History and Background
Freedom Holding Corp. was founded in 2008 and is headquartered in Almaty, Kazakhstan. It initially focused on providing brokerage services in Central Asia and has since expanded its operations globally, listing on NASDAQ in 2019. The company has grown through acquisitions and organic expansion.
Core Business Areas
- Retail Brokerage: Provides brokerage services to individual investors, including access to various securities exchanges and investment products.
- Investment Banking: Offers investment banking services such as underwriting, mergers and acquisitions advisory, and private placements.
- Asset Management: Manages assets for institutional and individual clients through various investment strategies.
- Insurance: Freedom Finance Insurance JSC offers various insurance products.
Leadership and Structure
Timur Turlov is the CEO. The company operates under a holding structure with various subsidiaries focusing on specific business areas. A board of directors oversees corporate governance.
Top Products and Market Share
Key Offerings
- Competitors: Interactive Brokers, Robinhood, Charles Schwab.
- Freedom24 Trading Platform: A retail trading platform offering access to US, European, and Asian stock markets. Competitors include Interactive Brokers, Robinhood, and Charles Schwab. Estimated market share is difficult to pinpoint due to its international focus and varied regional presence, but its retail clients in Kazakhstan and Central Asia is considered significant. Revenue data is not publicly broken down by product.
- Competitors: Goldman Sachs, Morgan Stanley, JPMorgan Chase.
- Investment Banking Services: Underwriting and advisory services for companies seeking to raise capital or engage in mergers and acquisitions. Competitors include large investment banks like Goldman Sachs, Morgan Stanley, and JPMorgan Chase. Market share varies depending on the specific deals and regions. Revenue from this is not disclosed separately
Market Dynamics
Industry Overview
The financial services industry is highly competitive and regulated, experiencing growth due to increasing investor participation and technological advancements. Trends include the rise of online trading platforms and demand for diverse investment products.
Positioning
Freedom Holding Corp. positions itself as a global investment firm connecting investors to international markets with a strong presence in the CIS region. Its competitive advantage lies in its access to emerging markets and a comprehensive range of financial services.
Total Addressable Market (TAM)
The global financial services market is estimated at trillions of USD. Freedom Holding Corp is positioned to capitalize on growth opportunities in emerging markets and the increasing demand for online brokerage services.
Upturn SWOT Analysis
Strengths
- Strong presence in Central Asia
- Diverse range of financial services
- NASDAQ listing
- Expanding global reach
- Proprietary Trading Platform
Weaknesses
- Reputational issues due to past regulatory issues
- Reliance on emerging markets' economic stability
- Relatively small market share compared to larger competitors
- Complex regulatory environment
Opportunities
- Expanding into new geographic markets
- Increasing demand for online brokerage services
- Growing asset management business
- Strategic acquisitions
- FinTech innovations
Threats
- Increased competition from established players
- Economic downturns in key markets
- Regulatory changes
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- IBKR
- SCHW
- HOOD
- TROW
Competitive Landscape
Freedom Holding Corp faces stiff competition from larger, more established players. Its competitive advantage lies in its presence in emerging markets and its comprehensive range of financial services. However, reputational issues are a barrier for growth.
Major Acquisitions
Prime Executions, Inc.
- Year: 2020
- Acquisition Price (USD millions): 20
- Strategic Rationale: This acquisition gave Freedom Holding Corp. enhanced execution capabilities in the US market.
Growth Trajectory and Initiatives
Historical Growth: Freedom Holding Corp. has experienced significant growth through acquisitions and expansion into new markets. Historical growth rates can be calculated using revenue and asset data from SEC filings.
Future Projections: Analyst estimates for future growth can be found on financial news websites and research reports. These projections are subject to change based on market conditions and company performance.
Recent Initiatives: Recent initiatives include geographic expansion, product development, and strategic acquisitions. Check Freedom Holding Corp's press releases and investor relations materials for details.
Summary
Freedom Holding Corp demonstrates potential with its global expansion and diverse offerings, specifically in Central Asia. However, it faces challenges like intense competition, reputational concerns, and regulatory complexities. Successful execution of its strategic initiatives and mitigation of risks are key to future success, and this makes the company weak overall. It's platform, Freedom24, seems to be working out for them though, as it is competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Press Releases
- Financial News Websites (e.g., Yahoo Finance, Bloomberg)
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Market share information is estimated and may not be precise. Financial data should be verified with official SEC filings.
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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