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E.SUN Financial Holding Company, Ltd. (2884) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

E.SUN Financial Holding Company, Ltd.

2884Market cap $23BPrice $1.4

Country🇹🇼Taiwan

SectorFinancials

IndustryBanks

Runs one of Taiwan's largest banking and financial services groups, covering commercial banking, insurance, and securities. Known for aggressive overseas expansion across Asia, it's often called the most internationally minded of Taiwan's homegrown banks.

In Bastion Portfolios?

52W Return+33%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+17%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+11%–

Rev CAGR (5y)+6%6

Earnings Forecast

EPS Growth Y+1+17%8

EPS Growth Y+2+15%8

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin0%6

Net Income Margin41%10

Free Cash Flow Margin-564%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE15%6

ROA1%3

Earnings Stability77

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)165

P/E Ratio (Forward 3y)155

P/BV2.65

EV Multiples

EV/EBITDA Fwd05

EV/EBIT Fwd05

Yield

Free Cash Flow Yield0.0%6

Dividend Yield3.1%7

Momentum

Short term

1 month return+0%8

3 month return+32%10

YTD return+41%9

Mid term

Price vs 52wHigh95%10

1 year return+45%9

Long term

3 year return+119%8

5 year return+135%8

Risk Shield

Price Risk

Beta0.39

Volatility22%9

Free Cash Flow

Free Cash Flow Margin-564%1

Free Cash Flow Yield0.0%6

Quality

ROCE9%3

Earnings Stability77

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

2884E.SUN Financial Holding Company

Revenue FY25$2.7B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+11%–

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+15%8

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 11%/yr).

WATCH

Revenue is set to grow 11%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 17%/yr over the last 3 years; forecasts see it cooling to 11%/yr.

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

2884E.SUN Financial Holding Company

Total return Current409%

Price return Current298%

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+32%10

YTD return+41%9

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+45%9

3-year return+119%8

5-year return+135%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +119% over three years and +135% over five, ahead of 70% of the market.

It's up 45% 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 (+0%), over three months (+32%) and so far this year (+41%).

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 E.SUN 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?

2884E.SUN Financial Holding Company

Revenue FY25$2.7B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+11%–

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+15%8

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 11%/yr).

WATCH

Revenue is set to grow 11%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 17%/yr over the last 3 years; forecasts see it cooling to 11%/yr.

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

2884E.SUN Financial Holding Company

Total return Current409%

Price return Current298%

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+32%10

YTD return+41%9

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+45%9

3-year return+119%8

5-year return+135%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +119% over three years and +135% over five, ahead of 70% of the market.

It's up 45% 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 (+0%), over three months (+32%) and so far this year (+41%).

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 E.SUN 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