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PLUT
Upturn stock ratingUpturn stock rating

Plutus Financial Group Limited Ordinary Shares (PLUT)

Upturn stock ratingUpturn stock rating
$3
Last Close (24-hour delay)
Profit since last BUY-5.36%
upturn advisory
Consider higher Upturn Star rating
BUY since 25 days
  • 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

08/14/2025: PLUT (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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

0 Analysts rated it

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

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
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 08/14/2025

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 -

ai summary icon Upturn AI SWOT

Plutus Financial Group Limited Ordinary Shares

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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 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
Full time employees 10

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.