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KGI Financial Holding Co., Ltd. (2883) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

KGI Financial Holding Co., Ltd.

2883Market cap $20BPrice $1.2

Country🇹🇼Taiwan

SectorFinancials

IndustryInsurance

KGI Financial Holding runs securities, banking, and insurance businesses across Taiwan, giving everyday investors and companies access to capital markets. It's one of Taiwan's few integrated financial groups where brokerage fees actually rival insurance premiums as a profit driver.

In Bastion Portfolios?

52W Return+129%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+26%9

Revenue Forecast

Rev CAGR (1y)-66%1

Rev CAGR (3y)-31%1

Rev CAGR (5y)-19%1

Earnings Forecast

EPS Growth Y+1+65%10

EPS Growth Y+2-1%3

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin18%7

Net Income Margin25%8

Free Cash Flow Margin-31%1

Debt

Net Debt/EBITDA7.71

Efficiency

ROE25%9

ROA2%4

Earnings Stability44

GEAR+WEAK27

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)136

P/BV1.48

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%10

Dividend Yield2.6%6

Momentum

Short term

1 month return+3%9

3 month return+25%10

YTD return+131%10

Mid term

Price vs 52wHigh92%9

1 year return+166%10

Long term

3 year return+279%10

5 year return+234%9

Risk Shield

Price Risk

Beta0.76

Volatility32%6

Free Cash Flow

Free Cash Flow Margin-31%1

Free Cash Flow Yield0.0%10

Quality

ROCE2%4

Earnings Stability44

Net Debt/EBITDA7.71

02Growth

Is it actually growing, and how fast?

2883KGI Financial Holding Co.

Revenue FY25$4.1B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+26%9

Revenue, next 1Y-66%1

Revenue, next 3Y, CAGR-31%1

Revenue, next 5Y, CAGR-19%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+65%10

EPS growth, FY27E-1%3

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 26%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 2%/yr vs revenue -31%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 31%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 26%/yr over the last 3 years, but it is set to shrink 31%/yr from here.

Over five years revenue is set to shrink 19%/yr, behind 90% of companies worldwide.1/10

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?

2883KGI Financial Holding Co.

Total return Current599%

Price return Current378%

MOMENTUM RATING↗

VERY STRONG98 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+25%10

YTD return+131%10

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+166%10

3-year return+279%10

5-year return+234%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +279% over three years and +234% over five, ahead of 90% of the market.

It's up 166% over the past year, now 8% below 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 (+25%) and so far this year (+131%).

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 KGI Financial Holding Co., Ltd.. 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?

2883KGI Financial Holding Co.

Revenue FY25$4.1B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+26%9

Revenue, next 1Y-66%1

Revenue, next 3Y, CAGR-31%1

Revenue, next 5Y, CAGR-19%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+65%10

EPS growth, FY27E-1%3

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 26%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 2%/yr vs revenue -31%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 31%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 26%/yr over the last 3 years, but it is set to shrink 31%/yr from here.

Over five years revenue is set to shrink 19%/yr, behind 90% of companies worldwide.1/10

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?

2883KGI Financial Holding Co.

Total return Current599%

Price return Current378%

MOMENTUM RATING↗

VERY STRONG98 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+25%10

YTD return+131%10

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+166%10

3-year return+279%10

5-year return+234%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +279% over three years and +234% over five, ahead of 90% of the market.

It's up 166% over the past year, now 8% below 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 (+25%) and so far this year (+131%).

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 KGI Financial Holding Co., Ltd.. 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