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Fubon Financial Holding Co., Ltd. (2881) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Fubon Financial Holding Co., Ltd.

2881Market cap $68BPrice $4.9

Country🇹🇼Taiwan

SectorFinancials

IndustryInsurance

Operates Taiwan's second-largest financial conglomerate, providing banking, insurance, and investment services across Asia. Controls over $200 billion in assets and insures one in four Taiwanese households.

In Bastion Portfolios?

52W Return+67%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+19%9

Revenue Forecast

Rev CAGR (1y)-60%1

Rev CAGR (3y)-28%1

Rev CAGR (5y)-18%1

Earnings Forecast

EPS Growth Y+1+33%9

EPS Growth Y+2-5%3

EPS Growth Y+3-1%3

Quality

Margins

EBIT Margin30%9

Net Income Margin28%9

Free Cash Flow Margin-14%2

Debt

Net Debt/EBITDA2.04

Efficiency

ROE26%9

ROA2%4

Earnings Stability44

GEAR+AVERAGE42

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)155

P/BV1.77

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%10

Dividend Yield2.8%7

Momentum

Short term

1 month return+3%9

3 month return+26%10

YTD return+66%10

Mid term

Price vs 52wHigh99%10

1 year return+84%10

Long term

3 year return+206%9

5 year return+196%9

Risk Shield

Price Risk

Beta0.76

Volatility27%8

Free Cash Flow

Free Cash Flow Margin-14%2

Free Cash Flow Yield0.0%10

Quality

ROCE3%4

Earnings Stability44

Net Debt/EBITDA2.04

02Growth

Is it actually growing, and how fast?

2881Fubon Financial Holding Co.

Revenue FY25$30.9B

GROWTH RATING↗

VERY WEAK8 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y-60%1

Revenue, next 3Y, CAGR-28%1

Revenue, next 5Y, CAGR-18%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+33%9

EPS growth, FY27E-5%3

EPS growth, FY28E-1%3

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 92% of companies worldwide.

Revenue is set to shrink 28%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 19%/yr over the last 3 years, but it is set to shrink 28%/yr from here.

Over five years revenue is set to shrink 18%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -1%/yr vs revenue -28%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

2881Fubon Financial Holding Co.

Total return Current478%

Price return Current306%

MOMENTUM RATING↗

VERY STRONG99 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+26%10

YTD return+66%10

MID & LONG-TERM▾SCORE

% of 52-week high99%10

1-year return+84%10

3-year return+206%9

5-year return+196%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +206% over three years and +196% over five, ahead of 80% of the market.

It's up 84% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+26%) and so far this year (+66%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Fubon Financial. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

2881Fubon Financial Holding Co.

Revenue FY25$30.9B

GROWTH RATING↗

VERY WEAK8 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y-60%1

Revenue, next 3Y, CAGR-28%1

Revenue, next 5Y, CAGR-18%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+33%9

EPS growth, FY27E-5%3

EPS growth, FY28E-1%3

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 92% of companies worldwide.

Revenue is set to shrink 28%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 19%/yr over the last 3 years, but it is set to shrink 28%/yr from here.

Over five years revenue is set to shrink 18%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -1%/yr vs revenue -28%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

2881Fubon Financial Holding Co.

Total return Current478%

Price return Current306%

MOMENTUM RATING↗

VERY STRONG99 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+26%10

YTD return+66%10

MID & LONG-TERM▾SCORE

% of 52-week high99%10

1-year return+84%10

3-year return+206%9

5-year return+196%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +206% over three years and +196% over five, ahead of 80% of the market.

It's up 84% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%), over three months (+26%) and so far this year (+66%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Fubon Financial. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community