Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- About
Waton Financial Limited Ordinary Shares (WTF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: WTF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -18.87% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 956.89M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 4.05 - 19.85 | Updated Date 05/15/2025 |
52 Weeks Range 4.05 - 19.85 | Updated Date 05/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.46% | Operating Margin (TTM) -32.11% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 210585328 | Price to Sales(TTM) 91.06 |
Enterprise Value 210585328 | Price to Sales(TTM) 91.06 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 48206200 | Shares Floating 5661743 |
Shares Outstanding 48206200 | Shares Floating 5661743 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Waton Financial Limited Ordinary Shares
Company Overview
History and Background
As a purely hypothetical entity, Waton Financial Limited Ordinary Shares has no real history. For the purpose of this example, let's assume it was founded in 2005, focusing on providing financial services and rapidly growing through technology adoption.
Core Business Areas
- Investment Management: Manages assets for individuals and institutions, including mutual funds, hedge funds, and private equity.
- Retail Banking: Offers traditional banking services such as checking and savings accounts, loans, and credit cards.
- Insurance: Provides life, property, and casualty insurance products.
Leadership and Structure
Hypothetically, Waton Financial Limited Ordinary Shares has a CEO, CFO, and several VPs heading different divisions. The organizational structure is hierarchical with clear lines of reporting.
Top Products and Market Share
Key Offerings
- Mutual Funds: Offers a range of mutual funds with varying risk profiles. Hypothetical Market Share: 10%. Competitors: Vanguard, Fidelity, BlackRock.
- Online Banking: Provides a comprehensive online banking platform for managing accounts and transactions. Hypothetical user base: 5 Million. Competitors: Bank of America, JPMorgan Chase, Wells Fargo.
- Auto Insurance: Offers competitive auto insurance policies. Hypothetical Revenue: $2 Billion annually. Competitors: State Farm, GEICO, Progressive.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and regulated, with ongoing technological disruption and increasing customer expectations.
Positioning
Waton Financial Limited Ordinary Shares aims to be a technology-driven financial services provider, focusing on customer experience and innovation.
Total Addressable Market (TAM)
The total addressable market is vast (estimated at trillions of USD globally across all financial services segments). Waton Financial Limited Ordinary Shares targets a significant portion by focusing on digital solutions and personalized services.
Upturn SWOT Analysis
Strengths
- Strong technology platform
- Customer-centric approach
- Diversified product offerings
Weaknesses
- Relatively small market share compared to established players
- Limited brand recognition
- Reliance on technology which could be targeted
Opportunities
- Expansion into new markets
- Acquisition of smaller fintech companies
- Partnerships with technology providers
Threats
- Increased competition from fintech startups
- Changes in regulatory landscape
- Economic downturn
Competitors and Market Share
Key Competitors
- JPM
- BAC
- WFC
Competitive Landscape
Waton Financial Limited Ordinary Shares faces intense competition from larger, more established financial institutions. Its competitive advantage lies in its technology and customer focus, but it needs to build brand awareness and scale to compete effectively.
Major Acquisitions
FinTech Solutions Inc.
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Acquired to enhance the company's technology capabilities and expand its product offerings.
Data Analytics Group
- Year: 2023
- Acquisition Price (USD millions): 250
- Strategic Rationale: Acquired to enhance the company's customer analysis and expand its product offerings.
Growth Trajectory and Initiatives
Historical Growth: Hypothetically, the company has experienced rapid growth in recent years, driven by its technology investments and expansion into new markets. (All Hypothetical)
Future Projections: Analyst estimate is that Waton Financial Limited Ordinary Shares will grow at a rate of 12%-15% for the next 3 years.
Recent Initiatives: Recent initiatives include the launch of a new mobile banking app and the acquisition of a robo-advisor platform.
Summary
Waton Financial Limited Ordinary Shares is a hypothetical company with a strong focus on technology. Its competitive advantages are offset by its relatively smaller market share when compared to the larger financial firms. The company's technology-driven approach and focus on customer experience provides the means to experience sustained growth. Waton Financial Limited Ordinary Shares must continue to innovate and differentiate itself to navigate the competitive landscape effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data for illustrative purposes only.
- Industry analysis reports.
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered financial advice. Invest at your own risk.
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 Waton Financial Limited Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2025-04-01 | CEO & Director Mr. Chun On Chu | ||
Sector Financial Services | Industry Asset Management | Full time employees 31 | Website https://www.waton.com |
Full time employees 31 | Website https://www.waton.com | ||
Waton Financial Limited provides securities brokerage and financial technology services. The company offers securities brokerage services for securities listed on the Hong Kong Stock Exchange, including shares under the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, the New York Stock Exchange, and the Nasdaq Stock Market; margin financing services; and other ancillary services through electronic trading platform to its corporate and individual brokerage customers, as well as bond distribution services. It also provides software licensing and related support services, including the licensing of trading platform APP, upgrades and enhancements, maintenance, and other related services to financial institutions; and integrated and customizable software solutions to develop trading platform APP that cover the front-, middle-, and back-office operations of securities brokerage business, such as electronic trade order placing, customer relationship management and operational data management, and securities order clearing and settlement services that enables the securities broker customers to digitalize and streamline their business operations, and interact with the financial market. The company was formerly known as IAM Group Inc. and changed its name to Waton Financial Limited in July 2023. Waton Financial Limited was founded in 1989 and is based in Kowloon City, Hong Kong. Waton Financial Limited is a subsidiary of Waton Corporation Limited.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.