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Yuanta Financial Holding Co., Ltd. (2885) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Yuanta Financial Holding Co., Ltd.

2885Market cap $30BPrice $2.1

Country🇹🇼Taiwan

SectorFinancials

Runs Taiwan's largest securities brokerage and asset management empire, giving millions of investors their gateway to stock trading, futures, and wealth management. One in every few Taiwanese equity trades likely passes through its books.

In Bastion Portfolios?

52W Return+93%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+49%10

Rev CAGR (3y)+23%9

Rev CAGR (5y)+20%9

Earnings Forecast

EPS Growth Y+1+64%10

EPS Growth Y+2-17%2

EPS Growth Y+3+13%7

Quality

Margins

EBIT Marginna–

Net Income Margin35%9

Free Cash Flow Margin-66%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE17%7

ROA1%3

Earnings Stability55

GEAR+AVERAGE59

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)175

P/E Ratio (Forward 3y)164

P/BV2.56

EV Multiples

EV/EBITDA Fwd05

EV/EBIT Fwd05

Yield

Free Cash Flow Yield0.0%7

Dividend Yield2.5%6

Momentum

Short term

1 month return-1%7

3 month return+5%8

YTD return+91%10

Mid term

Price vs 52wHigh95%10

1 year return+118%10

Long term

3 year return+244%9

5 year return+303%10

Risk Shield

Price Risk

Beta0.85

Volatility29%7

Free Cash Flow

Free Cash Flow Margin-66%1

Free Cash Flow Yield0.0%7

Quality

ROCE2%3

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

2885Yuanta Financial Holding Co.

Revenue FY25$4.3B

GROWTH RATING↗

VERY STRONG88 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+49%10

Revenue, next 3Y, CAGR+23%9

Revenue, next 5Y, CAGR+20%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+64%10

EPS growth, FY27E-17%2

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 88% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 23%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 10%/yr over the last 3 years and is set to grow 23%/yr from here.

The runway holds up: revenue is set to grow 20%/yr over five years.9/10

WATCH

Earnings are set to grow slower than sales (EPS about 13%/yr vs revenue 23%/yr), so margins are under pressure. One year dips: EPS falls 17% in year 2.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A top-tier grower that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

2885Yuanta Financial Holding Co.

Total return Current837%

Price return Current561%

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return+5%8

YTD return+91%10

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+118%10

3-year return+244%9

5-year return+303%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +244% over three years and +303% over five, ahead of 90% of the market.

It's up 118% 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 (-1%), over three months (+5%) and so far this year (+91%).

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 Yuanta 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?

2885Yuanta Financial Holding Co.

Revenue FY25$4.3B

GROWTH RATING↗

VERY STRONG88 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+49%10

Revenue, next 3Y, CAGR+23%9

Revenue, next 5Y, CAGR+20%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+64%10

EPS growth, FY27E-17%2

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 88% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 23%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 10%/yr over the last 3 years and is set to grow 23%/yr from here.

The runway holds up: revenue is set to grow 20%/yr over five years.9/10

WATCH

Earnings are set to grow slower than sales (EPS about 13%/yr vs revenue 23%/yr), so margins are under pressure. One year dips: EPS falls 17% in year 2.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A top-tier grower that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

2885Yuanta Financial Holding Co.

Total return Current837%

Price return Current561%

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return+5%8

YTD return+91%10

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+118%10

3-year return+244%9

5-year return+303%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +244% over three years and +303% over five, ahead of 90% of the market.

It's up 118% 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 (-1%), over three months (+5%) and so far this year (+91%).

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 Yuanta 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