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HTCR
Upturn stock ratingUpturn stock rating

HeartCore Enterprises Inc (HTCR)

Upturn stock ratingUpturn stock rating
$0.57
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
  • ALL
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Upturn Advisory Summary

06/10/2025: HTCR (4-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type Stock
Historic Profit 104.26%
Avg. Invested days 48
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/10/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 12.28M USD
Price to earnings Ratio -
1Y Target Price 2.75
Price to earnings Ratio -
1Y Target Price 2.75
Volume (30-day avg) 1692270
Beta 2.06
52 Weeks Range 0.51 - 3.38
Updated Date 06/10/2025
52 Weeks Range 0.51 - 3.38
Updated Date 06/10/2025
Dividends yield (FY) 14.38%
Basic EPS (TTM) -0.15

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-05-15
When -
Estimate -0.01
Actual -0.14

Profitability

Profit Margin -11.18%
Operating Margin (TTM) -34.69%

Management Effectiveness

Return on Assets (TTM) 25.57%
Return on Equity (TTM) -197.53%

Valuation

Trailing PE -
Forward PE 2.55
Enterprise Value 13106070
Price to Sales(TTM) 0.42
Enterprise Value 13106070
Price to Sales(TTM) 0.42
Enterprise Value to Revenue 0.45
Enterprise Value to EBITDA -3.02
Shares Outstanding 22075300
Shares Floating 6453503
Shares Outstanding 22075300
Shares Floating 6453503
Percent Insiders 70.46
Percent Institutions 2.77

Analyst Ratings

Rating -
Target Price 6
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

HeartCore Enterprises Inc

stock logo

Company Overview

overview logo History and Background

HeartCore Enterprises, Inc., formerly known as Software Research Associates, Inc., was founded in 2009. It evolved into a global SaaS provider specializing in customer experience management and digital transformation solutions.

business area logo Core Business Areas

  • CXM Platform: Provides an integrated suite of tools for customer experience management, including content management, digital marketing automation, and data analytics. This includes product offerings such as HeartCore CXM.
  • Digital Transformation Services: Offers consulting, implementation, and support services to help organizations adopt and optimize digital technologies for business process automation and improvement. These services work closely with their CXM Platform.

leadership logo Leadership and Structure

The company is led by Sumit Kanodia (CEO). The organizational structure involves departments focused on sales, marketing, product development, and customer support.

Top Products and Market Share

overview logo Key Offerings

  • HeartCore CXM: A customer experience management platform. No specific market share data available. Competitors include Salesforce, Adobe, and Oracle. This platform is HeartCore's main product.
  • HeartCore Communicate: A communication platform for marketing and internal communications. No specific market share data is available. Competitors include Slack, Microsoft Teams and Zoom.

Market Dynamics

industry overview logo Industry Overview

The CXM market is experiencing substantial growth driven by the increasing importance of customer experience. Businesses are investing in technologies to improve customer engagement and retention.

Positioning

HeartCore positions itself as a provider of comprehensive and integrated CXM solutions, targeting mid-sized to large enterprises. Their competitive advantage lies in its unified platform and focus on digital transformation.

Total Addressable Market (TAM)

The global CXM market is projected to reach hundreds of billions of dollars. HeartCore is positioned to capture a share of this market by offering tailored solutions.

Upturn SWOT Analysis

Strengths

  • Integrated CXM Platform
  • Strong Focus on Digital Transformation
  • Experienced Leadership Team
  • Global Presence

Weaknesses

  • Limited Brand Recognition Compared to Larger Competitors
  • Relatively Small Market Share
  • Reliance on Specific Industries
  • Financial instability/Stock Volatility

Opportunities

  • Expansion into New Geographies
  • Strategic Partnerships with Technology Providers
  • Adoption of AI and Machine Learning in CXM
  • Increasing Demand for Personalized Customer Experiences

Threats

  • Intense Competition from Established CXM Vendors
  • Rapid Technological Changes
  • Economic Downturns
  • Data Security and Privacy Concerns

Competitors and Market Share

competitor logo Key Competitors

  • CRM
  • ADBE
  • ORCL
  • SAP

Competitive Landscape

HeartCore faces intense competition from larger, more established CXM vendors. Its advantages lie in its integrated platform and focus on digital transformation, but it needs to increase brand awareness and market share to compete effectively.

Major Acquisitions

SigmaQuest

  • Year: 2022
  • Acquisition Price (USD millions): 1.9
  • Strategic Rationale: SigmaQuest provided software solutions to optimize product development, which HeartCore needed.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been inconsistent due to the fluctuations and volatility in revenue and net profit. The company is struggling to produce consistent quarterly revenue increases.

Future Projections: Future projections are subject to uncertainty due to the inconsistent business model. Analysts have a wide range of opinions on the company's future prospects.

Recent Initiatives: Recent initiatives include expanding sales and marketing efforts and developing new product features for the HeartCore CXM platform.

Summary

HeartCore Enterprises Inc. is a small player in the competitive CXM market. Its integrated platform and digital transformation focus provide some advantages, but it faces challenges related to brand recognition, and market share. Financials highlight inconsistencies and volatility. The company needs to expand its market presence to compete with industry leaders and increase its revenue.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • SEC Filings
  • Market Research Reports
  • Analyst Estimates

Disclaimers:

This analysis is based on publicly available information and analyst estimates. It is not financial advice, and readers should conduct their own research before making investment decisions. Market share percentages are approximations based on available data.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About HeartCore Enterprises Inc

Exchange NASDAQ
Headquaters -
IPO Launch date 2022-02-10
President, CEO & Chairman Mr. Sumitaka Yamamoto
Sector Technology
Industry Software - Application
Full time employees 91
Full time employees 91

HeartCore Enterprises, Inc., a software development company, provides software as a service solutions to enterprise customers in Japan, the United States, and internationally. Its customer experience management platform includes marketing, sales, service, and content management systems, as well as other tools and integrations that enable companies to attract and engage customers throughout the customer experience. The company also operates a digital transformation business that provides customers with robotics process automation, process mining, and task mining to accelerate the digital transformation of enterprises. In addition, it offers education, services, and support solutions; Go IPO consulting services; and Robot Automation portal, a web portal that allows customers to monitor and manage automation with RPA over a TCP/IP network. The company serves customers in various industries, such as consumer and retail, energy, financial services, healthcare/pharmaceuticals, insurance, manufacturing, technology, telecommunications, and others. HeartCore Enterprises, Inc. was founded in 2009 and is headquartered in Tokyo, Japan.