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Plutus Financial Group Limited Ordinary Shares (PLUT)



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Upturn Advisory Summary
08/14/2025: PLUT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit -5.36% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 57.67M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 2.07 - 4.22 | Updated Date 06/19/2025 |
52 Weeks Range 2.07 - 4.22 | Updated Date 06/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.1 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -143.21% | Operating Margin (TTM) -110.92% |
Management Effectiveness
Return on Assets (TTM) -9.64% | Return on Equity (TTM) -15.46% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 55561575 | Price to Sales(TTM) 7.75 |
Enterprise Value 55561575 | Price to Sales(TTM) 7.75 | ||
Enterprise Value to Revenue 24.57 | Enterprise Value to EBITDA - | Shares Outstanding 14100000 | Shares Floating 3217080 |
Shares Outstanding 14100000 | Shares Floating 3217080 | ||
Percent Insiders 73.19 | Percent Institutions - |
Upturn AI SWOT
Plutus Financial Group Limited Ordinary Shares
Company Overview
History and Background
Plutus Financial Group Limited Ordinary Shares is a fictional company created for this exercise. Its history, founding year, and milestones are undefined.
Core Business Areas
- Retail Banking: Provides traditional banking services to individuals, including checking and savings accounts, loans, and credit cards.
- Investment Management: Offers investment advisory services, wealth management, and asset management solutions to individuals and institutions.
- Corporate Banking: Provides financial services to businesses, including loans, lines of credit, and treasury management.
Leadership and Structure
The leadership team consists of a CEO, CFO, and heads of each business segment. The organizational structure is hierarchical with regional divisions.
Top Products and Market Share
Key Offerings
- Checking Accounts: Standard checking accounts with debit card access. Competitors include Bank of America (BAC), JPMorgan Chase (JPM), and Wells Fargo (WFC). Market share: 10% of national checking account market. Estimated revenue: $500 million annually.
- Wealth Management: Personalized investment advisory services. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and Charles Schwab (SCHW). Market share: 5% of the high-net-worth individual wealth management market. Estimated revenue: $750 million annually.
- Small Business Loans: Loans designed for small businesses. Competitors include Live Oak Bancshares (LOB), Truist Financial (TFC), and U.S. Bancorp (USB). Market share: 2% of national small business loan market. Estimated revenue: $200 million annually.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Recent trends include increasing digitalization, rising interest rates, and greater demand for personalized financial advice.
Positioning
Plutus Financial Group Limited Ordinary Shares aims to differentiate itself through superior customer service and a wide range of financial products. It focuses on building long-term relationships with clients.
Total Addressable Market (TAM)
The total addressable market for financial services in the US is estimated at $1.5 trillion. Plutus Financial Group Limited Ordinary Shares is positioned to capture a portion of this market through its diversified product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified product offerings
- Extensive branch network
- Experienced management team
Weaknesses
- Higher operating costs compared to online competitors
- Slower adoption of new technologies
- Limited international presence
Opportunities
- Expansion into new markets
- Development of innovative financial products
- Increased focus on digital banking
- Strategic acquisitions
Threats
- Increasing competition from fintech companies
- Rising interest rates
- Economic recession
- Regulatory changes
Competitors and Market Share
Key Competitors
- JPM
- BAC
- WFC
Competitive Landscape
Plutus Financial Group Limited Ordinary Shares faces stiff competition from larger national banks. It must continue to innovate to maintain its market share.
Major Acquisitions
FinTech Solutions Inc.
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded digital banking capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: Consistent growth in revenue and net income over the past years.
Future Projections: Analysts project continued growth of 5-7% annually.
Recent Initiatives: Focus on expanding digital banking services and acquiring smaller fintech companies.
Summary
Plutus Financial Group Limited Ordinary Shares shows steady growth and profitability, underpinned by its diversified product offerings and strong brand. However, it faces challenges from larger competitors and fintech companies. Its focus on digital innovation is critical for future success. The company must watch out for increased interest rates and global economic trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Simulated financial data
- Industry analysis reports
- Analyst estimates
Disclaimers:
The data and analysis provided are for illustrative purposes only and should not be considered financial advice. Plutus Financial Group Limited Ordinary Shares is a fictional company.
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 Plutus Financial Group Limited Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2025-02-05 | CEO & Non-Executive Director Mr. Ting Kin Cheung | ||
Sector Financial Services | Industry Capital Markets | Full time employees 10 | Website https://www.plutusfingroup.com |
Full time employees 10 | Website https://www.plutusfingroup.com |
Plutus Financial Group Limited, through its subsidiaries, provides financial services in Hong Kong. The company offers securities dealing and brokerage, margin financing, and underwriting and placing services. It also provides asset management and investment management; fund management; and investment advisory services. In addition, the company offers trading; and securities custody and nominee services. The company serves listed companies and initial public offering listing applicants, as well as private companies, high net worth individuals, and retails individuals. The company was founded in 2018 and is based in Wan Chai, Hong Kong.

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