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Yuanta Financial Holding Co., Ltd. (2885.TW)
Taipei, TW
Yuanta Financial Holding Co., Ltd. is a leading financial services conglomerate primarily based in Taiwan. Its comprehensive operations are organized into five distinct divisions: Banking, Securities, Futures, Insurance, and other diverse ventures. The company provides a full spectrum of banking solutions for both individual and corporate clients. Its robust securities arm offers services such as brokerage, lending, trading, dealing, underwriting, financing, refinancing, trading support, and investment consultation, alongside managing securities investment trusts. In the futures market, Yuanta provides management, advisory, and contract trading services, including agency financing. The firm is also a key issuer of various financial and derivative instruments. Beyond core financial activities, Yuanta offers extensive asset management services and oversees a range of funds, including mutual, private, and venture capital. Its advisory capabilities span investment, management, financial planning, enterprise management, business intelligence, and economic and trade consultancy. Furthermore, it delivers marketing strategy development, technical promotion, and related support services. Within the insurance sector, the company functions as an agency and distributes a variety of products, such as life, medical, accident injury, and investment-oriented policies. It also provides specialized financial intermediary, trust, financial advisory, investment consultancy, and discretionary account services. Yuanta's interests extend to real estate investment, investment trusts, and leasing. It also manages monetary debt for financial institutions and offers information services. Founded in 1961, Yuanta Financial Holding Co., Ltd. maintains its headquarters in Taipei, Taiwan.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.36% | +0.18% | +9.91% | +15.70% | +52.29% | +39.69% | +75.06% | +148.53% | +141.21% | +505.96% | +190.32% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | -1 |
| Strong Sell | 0 | 0 |
-
Revenue growth+63.4% Q1'26: -40.0% (vs Q1'25)
-
EPS growth+1.9% Q1'26: +83.1% (vs Q1'25)
-
FCF margin— Q1'26: -65.1% (vs Q1'25)
-
EBIT margin— Q1'26: +100.0% (vs Q1'25)
-
ROIC— Q1'26: +7.2% (vs Q1'25)
-
Share dilution+3.0% Q1'26: +11.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 9.09× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
77.86B
est: 61.49B (+26.6%)
|
93.04B
est: 42.75B (+117.6%)
|
104.13B
est: 87.17B (+19.5%)
|
115.77B
est: 99.23B (+16.7%)
|
122.36B
est: 99.35B (+23.2%)
|
126.21B
est: 110.43B (+14.3%)
|
126.04B
est: 74.46B (+69.3%)
|
91.55B
est: 78.51B (+16.6%)
|
98.10B
est: 162.05B (-39.5%)
|
120.78B
est: 104.43B (+15.7%)
|
197.38B
est: 123.31B (+60.1%)
|
137.69B
128.98B – 146.40B
+11.7% YoY
|
138.90B
122.68B – 155.13B
+0.9% YoY
|
133.42B
124.99B – 141.86B
-3.9% YoY
|
| EBITDA |
24.06B
est: 23.49B (+2.5%)
|
30.30B
est: 16.33B (+85.6%)
|
35.06B
est: 33.29B (+5.3%)
|
40.79B
est: 37.90B (+7.6%)
|
43.69B
est: 37.95B (+15.1%)
|
43.35B
est: 42.18B (+2.8%)
|
54.26B
est: 28.44B (+90.8%)
|
31.63B
est: 29.99B (+5.5%)
|
37.27B
est: 58.99B (-36.8%)
|
49.57B
est: 38.01B (+30.4%)
|
50.08B
est: 44.88B (+11.6%)
|
50.12B
46.95B – 53.29B
+11.7% YoY
|
50.56B
44.66B – 56.47B
+0.9% YoY
|
48.57B
45.50B – 51.64B
-3.9% YoY
|
| EBIT |
21.91B
est: 21.66B (+1.1%)
|
28.00B
est: 15.06B (+85.9%)
|
32.73B
est: 30.71B (+6.6%)
|
38.46B
est: 34.96B (+10.0%)
|
40.41B
est: 35.00B (+15.5%)
|
40.22B
est: 38.90B (+3.4%)
|
51.15B
est: 26.23B (+95.0%)
|
28.47B
est: 27.66B (+2.9%)
|
34.00B
est: 54.47B (-37.6%)
|
45.84B
est: 35.10B (+30.6%)
|
46.93B
est: 41.45B (+13.2%)
|
46.28B
43.35B – 49.21B
+11.7% YoY
|
46.69B
41.23B – 52.14B
+0.9% YoY
|
44.85B
42.01B – 47.68B
-3.9% YoY
|
| Net Income |
10.82B
est: 12.01B (-9.9%)
|
13.41B
est: 12.72B (+5.5%)
|
16.20B
est: 15.19B (+6.7%)
|
18.68B
est: 18.30B (+2.1%)
|
20.45B
est: 19.76B (+3.5%)
|
24.10B
est: 23.50B (+2.6%)
|
34.87B
est: 33.61B (+3.7%)
|
21.46B
est: 21.26B (+0.9%)
|
28.53B
est: 29.26B (-2.5%)
|
38.31B
est: 34.40B (+11.4%)
|
36.52B
est: 36.06B (+1.3%)
|
58.49B
55.52B – 61.47B
+62.2% YoY
|
57.78B
54.01B – 61.54B
-1.2% YoY
|
49.36B
45.30B – 53.42B
-14.6% YoY
|
| SGA |
10.71B
est: 8.87B (+20.7%)
|
14.28B
est: 6.17B (+131.6%)
|
13.33B
est: 12.58B (+6.0%)
|
13.61B
est: 14.32B (-4.9%)
|
11.72B
est: 14.33B (-18.2%)
|
12.66B
est: 15.93B (-20.5%)
|
16.20B
est: 10.74B (+50.8%)
|
14.65B
est: 11.33B (+29.3%)
|
16.13B
est: 26.38B (-38.9%)
|
20.31B
est: 17.00B (+19.4%)
|
38.08B
est: 20.07B (+89.7%)
|
22.42B
21.00B – 23.83B
+11.7% YoY
|
22.61B
19.97B – 25.25B
+0.9% YoY
|
21.72B
20.35B – 23.10B
-3.9% YoY
|
| EPS |
0.95
est: 0.93 (+2.4%)
|
1.08
est: 0.98 (+9.9%)
|
1.28
est: 1.17 (+9.1%)
|
1.49
est: 1.41 (+5.4%)
|
1.61
est: 1.53 (+5.5%)
|
1.90
est: 1.82 (+4.6%)
|
2.75
est: 2.60 (+5.9%)
|
1.69
est: 1.65 (+2.6%)
|
2.05
est: 2.26 (-9.3%)
|
2.69
est: 2.69 (-0.2%)
|
2.74
est: 2.70 (+1.3%)
|
4.39
4.16 – 4.61
+62.2% YoY
|
4.40
4.05 – 4.62
+0.3% YoY
|
3.70
3.40 – 4.01
-15.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-13 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-12 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-11 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Chieh Wu | Senior Vice President | — | male |
| Chien-Hua Wu | Chief Channel Business Officer | — | male |
| Chih Peng Lo | Senior Vice President | — | male |
| Ching Sun Yang | SVP, Chief Sustainability Officer & Chief Administration Officer | — | male |
| Chu Su Yung | SVP & Chief Legal Officer | — | female |
| Fang-Ming Lo | Vice President & Chief Information Officer | — | male |
| Hsiao Keng Chang | Senior Vice President | — | female |
| Hsu-Shu Mai | Senior Vice President & Chief Financial Officer | — | male |
| Hui-Jung Lu | Senior Vice President & Chief Accounting Officer | — | female |
| Huirong Lu | Accounting Supervisor | — | — |
| Jing-Fang Lin | Vice President & Chief Human Resource Officer | — | female |
| Kuo-Chun Hsu | Director & President of Yuanta Futures | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 2885.TW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
