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LICN
Upturn stock ratingUpturn stock rating

Lichen China Limited Class A Ordinary Shares (LICN)

Upturn stock ratingUpturn stock rating
$4.13
Last Close (24-hour delay)
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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
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: LICN (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$4.13
high$

Analysis of Past Performance

Type Stock
Historic Profit -6.72%
Avg. Invested days 43
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 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 3.24M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) -
Beta 1.23
52 Weeks Range 2.60 - 488.00
Updated Date 06/29/2025
52 Weeks Range 2.60 - 488.00
Updated Date 06/29/2025
Dividends yield (FY) -
Basic EPS (TTM) -34.79

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -14.8%
Operating Margin (TTM) -26.74%

Management Effectiveness

Return on Assets (TTM) -3.91%
Return on Equity (TTM) -8.94%

Valuation

Trailing PE -
Forward PE -
Enterprise Value -23375153
Price to Sales(TTM) 0.08
Enterprise Value -23375153
Price to Sales(TTM) 0.08
Enterprise Value to Revenue 1.15
Enterprise Value to EBITDA 3
Shares Outstanding 716825
Shares Floating 693725
Shares Outstanding 716825
Shares Floating 693725
Percent Insiders 5.45
Percent Institutions 3.32

Analyst Ratings

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

ai summary icon Upturn AI SWOT

Lichen China Limited Class A Ordinary Shares

stock logo

Company Overview

overview logo History and Background

Lichen China Limited, an investment holding company, has been offering comprehensive financial services in China, including wealth management, investment advisory, and asset allocation. Founded in 2009, it initially focused on providing financial planning solutions. Over time, it expanded its service offerings and geographical presence.

business area logo Core Business Areas

  • Wealth Management: Offers personalized financial planning and wealth management services to high-net-worth individuals.
  • Investment Advisory: Provides investment advice and portfolio management services.
  • Asset Allocation: Assists clients in allocating their assets across various investment options.
  • Insurance Brokerage: Provides insurance products and solutions through partnership with insurance providers.

leadership logo Leadership and Structure

The leadership team consists of experienced professionals in the financial services industry. The organizational structure includes departments for wealth management, investment advisory, asset management, and compliance.

Top Products and Market Share

overview logo Key Offerings

  • High-Net-Worth Wealth Management: Provides customized financial planning and investment solutions to high-net-worth individuals. Revenue is mainly generated from management fees and performance-based incentives. Competitors include Noah Holdings (NOAH) and Jupai Holdings (JP).
  • Insurance Brokerage: Offers a range of insurance products from various providers, earning commissions on policy sales. This contributes significantly to overall revenue. Competitors include Waterdrop Inc. (WDH) and Huize Holding Limited (HUIZ).
  • Investment Advisory Services: Advises clients on investment strategies and portfolio construction, earning advisory fees. Competitors include independent financial advisors and wealth management divisions of large financial institutions.

Market Dynamics

industry overview logo Industry Overview

The financial services industry in China is experiencing rapid growth, driven by increasing wealth and demand for sophisticated investment products and services. Regulatory changes and economic conditions are shaping the competitive landscape.

Positioning

Lichen China Limited is positioned as a provider of comprehensive financial solutions, focusing on high-net-worth individuals and offering a range of wealth management and investment advisory services. Their competitive advantage lies in their personalized service and local expertise.

Total Addressable Market (TAM)

The TAM for wealth management in China is estimated to be in the trillions of USD and expected to grow considerably. Lichen is positioned to capture a portion of the growing market with its wealth management offerings.

Upturn SWOT Analysis

Strengths

  • Established brand reputation in China
  • Comprehensive range of financial services
  • Experienced management team
  • Strong network of partners and clients

Weaknesses

  • Reliance on the Chinese market
  • Susceptibility to regulatory changes in China
  • Relatively small scale compared to larger competitors
  • Potential for increased competition in the wealth management space

Opportunities

  • Expanding into new geographical markets in China
  • Offering new and innovative financial products
  • Leveraging technology to enhance service delivery
  • Acquiring smaller financial advisory firms

Threats

  • Increased competition from domestic and international players
  • Changes in regulatory environment
  • Economic downturn in China
  • Fluctuations in financial markets

Competitors and Market Share

competitor logo Key Competitors

  • NOAH
  • JP
  • WDH
  • HUIZ

Competitive Landscape

Lichen faces competition from both domestic and international financial service providers. Key competitive factors include brand reputation, service quality, product offerings, and pricing.

Growth Trajectory and Initiatives

Historical Growth: Lichen's historical growth trajectory has been influenced by the growth of the Chinese wealth management market and its ability to attract and retain clients.

Future Projections: Future growth projections depend on factors such as expansion into new markets, the introduction of new products, and the overall economic conditions in China. Analyst estimates should be reviewed for accurate financial projections.

Recent Initiatives: Recent strategic initiatives include expanding service offerings, strengthening partnerships, and investing in technology to improve client experience.

Summary

Lichen China Limited operates in a competitive financial services market in China. The company has a comprehensive service offering and focuses on high-net-worth individuals. Key challenges include regulatory changes, competition, and economic conditions. Lichen needs to capitalize on expansion opportunities and strengthen its partnerships to sustain growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • Market Research Reports
  • Analyst Reports

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available data. Actual financial performance may vary.

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 Lichen China Limited Class A Ordinary Shares

Exchange NASDAQ
Headquaters -
IPO Launch date 2023-02-06
Chairman of the Board & CEO Mr. Ya Li
Sector Industrials
Industry Specialty Business Services
Full time employees 452
Full time employees 452

Lichen International Limited, an investment holding company, provides financial and taxation, education support, and software and maintenance services in the People's Republic of China. It offers financial and taxation-related management consultation, internal control management consultation, annual or regular consultation, and internal training and general consultation services; and education support services, including marketing, operational, and technical support, as well as the sale of teaching and learning materials. The company also provides software and maintenance services, including the sale of financial and taxation analysis software, and financial and taxation training software, as well as offers software installation, training, and after-sales technical and maintenance support services. It serves listed companies, state-owned enterprises, government authorities, and other business enterprises, including small and medium-sized enterprises. The company was formerly known as Lichen China Limited and changed its name to Lichen International Limited in March 2025. Lichen International Limited was incorporated in 2016 and is based in Xiamen, China.