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Union Insurance Co (2816) Fair Value & Analysis

Financial Services · TW · Market cap 7.6B TWD

UI Union Insurance Co 2816 · TW
Price33.80 TWD
Fair Value60.58 TWD
Upside+79.2%
Quality59/100
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Mixed Growth
Solidly profitable · 11.4% net margin
generates free cash flow
4.46% dividend yield
Ranks above peers (13/13)
Moderate moat 52/100
Evidence: High Range 45.43 TWD – 75.72 TWD Share as image

Fair value as of: Jul 21, 2026

From 6 valuation models · updated 20 days ago

Share price −1.6% over the past month.

A solid business, screening 79% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (45.43 TWD). The market is more pessimistic than our downside scenario.
  • Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

36.59 TWD 12.44 TWD Fair Value 60.58 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.

How to read this chart

60‑month range 12.44 TWD – 36.59 TWD · fair‑value band 45.43 TWD – 75.72 TWD · the 33.80 TWD price screens below the 60.58 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Union Insurance Co (2816) currently trades at 33.80 TWD, while our model-based Fair Value estimate is 60.58 TWD, implying the stock looks roughly 79.2% undervalued today. The Quality Score stands at 59/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Union Insurance Co generated revenue of 11.0B TWD at a net margin of 11.9%. Revenue grew 20.4% year over year. It earns a return on equity of 16.6%. The balance sheet holds a net cash position of 3.3B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 45.43 TWD (bear case) to 75.72 TWD (bull case); at 33.80 TWD, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 36% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at 79%, 2816 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 33.65 TWD 40.39 TWD 82.39 TWD 76
Gordon GGM 13.17 TWD 26.25 TWD 39.75 TWD 70
P/E Multiple 45.43 TWD 60.58 TWD 75.72 TWD 63
All 6 models by family
Dividend Discount
Gordon GGM 13.17 TWD 26.25 TWD 39.75 TWD 70
DDM Multi-Stage 13.17 TWD 20.48 TWD 27.71 TWD 61
Multiples
P/E Multiple 45.43 TWD 60.58 TWD 75.72 TWD 63
P/B Multiple 37.80 TWD 50.40 TWD 63.00 TWD 55
Asset-Based
NCAV (Graham) 18.00 TWD 24.12 TWD 36.00 TWD 50
Economic Profit
Residual Income 33.65 TWD 40.39 TWD 82.39 TWD 76

Widest divergence: Multiples (50.40 TWD) versus Dividend Discount (20.48 TWD). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 11.5B TWD
Revenue growth (YoY) +14.3%
Net margin 11.4%
Return on equity 16.6%
Free cash flow 1.5B TWD FY2025
P/E ratio 7.3
More key figures
Operating margin 11.8%
EPS (TTM) 4.64 TWD
Dividend yield 4.5%
EPS growth (YoY) +222%
Net cash 3.3B TWD FY2025

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 62 · Market factors (momentum, volatility) 81

Profitability 44
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 71
Earnings quality: real cash, not paper profit
Fin. Strength 77
Balance sheet, leverage, solvency risk
Investment 63
Disciplined investing over empire-building
Low Volatility 95
Calm price path (market factor)
Momentum 72
Price trend over the last 3–12 months (market factor)
52W Momentum 79
Distance to the 52-week high (market factor)
Net Issuance 80
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Union Insurance Co., Ltd. provides insurance products and services in Taiwan. It underwrites fire, marine, automobile, engineering, liability and accident, health, and other insurance products; and reinsurance products. The company was incorporated in 1963 and is headquartered in Taipei, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Union Insurance Co reported revenue of 10.5B TWD in FY2025 versus 8.8B TWD in FY2021, a compound +4.4%/yr. Reported net income was 1.0B TWD in FY2025, compounding +10.6%/yr from FY2021.

Growth Quality 73/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
10.5B TWD
Latest YoY
−5.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.9%
Avg. growth/yr (18Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.5%
Revenue +4.4%/yr
FY21 8.8B TWD
FY22 8.5B TWD
FY23 10.2B TWD
FY24 11.0B TWD
FY25 10.5B TWD
Net income +10.6%/yr
FY21 697M TWD
FY22 −1.3B TWD
FY23 1.2B TWD
FY24 1.2B TWD
FY25 1.0B TWD
Character of growth · EPS growth decomposed (2014-2025) +14.0 % p.a.
Revenue per share +6.5 pp

of which total revenue +6.5 pp · buybacks/dilution +0.0 pp

EBIT margin +9.3 pp
Tax rate −2.0 pp
Residual (interest, one-offs) +0.2 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Union Insurance Co Fair Value". https://www.fairvalue-calculator.com/stock/2816

Peer Group

Insurance - Diversified · 84 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 62 · Above median
Fair Value upside +79% · Top 25%
Return on equity (TTM) 17% · Above median
Return on assets 4% · Top 25%
Net margin (TTM) 11% · Above median
Operating margin (TTM) 12% · Above median
Revenue growth 14% · Above median
Dividend yield (TTM) 4.5% · Above median

Valuation Multiples vs Insurance - Diversified median · lower = cheaper

P/E (TTM) 7.3× · Cheaper than 75% of peers
P/B 0.94× · Cheaper than median
P/S (TTM) 0.66× · Cheaper than median
P/FCF 0.2× · Cheaper than 75% of peers
EV/EBITDA 2.6× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 45
FUTURE 72 · sector 31
PAST 66 · sector 49
HEALTH 0 · sector 89
DIVIDEND 89 · sector 45

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB 8,562 MXN 10,844 MXN +27%
Allianz SE ALV €421.00 €369.31 -12%
Zurich Insurance Group ZURN CHF 624.40 CHF 619.80 -1%
AXA SA AXAN 888.28 MXN 1,249 MXN +41%
Assicurazioni Generali S.p.A G €42.90 €12.18 -72%
Sun Life Financial Inc SLF C$114.20 C$87.83 -23%
BB Seguridade Participações S.A BBSE3 R$40.71 R$60.39 +48%
Tryg A/S TRYG kr 154.00 kr 116.45 -24%
PT Sinar Mas Multiartha Tbk SMMA 20,625 IDR 4,176 IDR -80%
Caixa Seguridade Participações S.A CXSE3 R$21.77 R$18.60 -15%

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Frequently asked questions

Is Union Insurance Co (2816) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 60.58 TWD versus a price of 33.80 TWD, about +79% (undervalued).
What is the fair value of 2816?
Our model-based fair value for Union Insurance Co is 60.58 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 33.80 TWD.
What is the quality score of 2816?
Union Insurance Co has a Quality Score of 59/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Union Insurance Co (2816)?
Union Insurance Co reported trailing-twelve-month revenue of about 11.0B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2816?
The net profit margin of Union Insurance Co is about 11.9%, meaning it keeps roughly 11.9% of revenue as net income. Based on the latest reported figures.
Does Union Insurance Co pay a dividend?
Union Insurance Co currently shows a dividend yield of about 4.49% relative to its recent price (as of Jul 21, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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