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Taiwan Fire & Marine Insurance Co (2832) Fair Value & Analysis

Financial Services · TW · Market cap 14.4B TWD

TF Taiwan Fire & Marine Insurance Co 2832 · TW
Price58.50 TWD
Fair Value63.71 TWD
Upside+8.9%
Quality61/100
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Expensive Growth
Solidly profitable · 17.7% net margin
Low debt · generates free cash flow
Mixed vs. peers (8/14)
Moderate moat 59/100
Evidence: High Range 47.78 TWD – 79.64 TWD Share as image

Fair value as of: Jul 21, 2026

From 6 valuation models · updated 20 days ago

Share price +3.9% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • 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)

59.40 TWD 0.1027 TWD Fair Value 63.71 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 0.1027 TWD – 59.40 TWD · fair‑value band 47.78 TWD – 79.64 TWD · the 58.50 TWD price screens below the 63.71 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

Taiwan Fire & Marine Insurance Co (2832) currently trades at 58.50 TWD, while our model-based Fair Value estimate is 63.71 TWD, implying the stock looks roughly 8.9% fairly valued today. The Quality Score stands at 61/100 (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, Taiwan Fire & Marine Insurance Co generated revenue of 7.4B TWD at a net margin of 17.7%. Revenue grew 36.6% year over year. It earns a return on equity of 10.5%. The balance sheet holds a net cash position of 3.2B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 47.78 TWD (bear case) to 79.64 TWD (bull case); at 58.50 TWD, the current price sits within 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 near its 52-week high, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 8% fair-value upside, at 9%, 2832 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 41.78 TWD 46.69 TWD 71.70 TWD 76
Gordon GGM 26.23 TWD 42.63 TWD 61.36 TWD 70
P/E Multiple 47.78 TWD 63.71 TWD 79.64 TWD 63
All 6 models by family
Dividend Discount
Gordon GGM 26.23 TWD 42.63 TWD 61.36 TWD 70
DDM Multi-Stage 26.23 TWD 38.28 TWD 51.74 TWD 61
Multiples
P/E Multiple 47.78 TWD 63.71 TWD 79.64 TWD 63
P/B Multiple 49.04 TWD 65.38 TWD 81.73 TWD 55
Asset-Based
NCAV (Graham) 23.35 TWD 31.29 TWD 46.70 TWD 50
Economic Profit
Residual Income 41.78 TWD 46.69 TWD 71.70 TWD 76

Widest divergence: Multiples (63.71 TWD) versus Asset-Based (31.29 TWD). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 7.4B TWD
Revenue growth (YoY) +36.6%
Net margin 17.7%
Return on equity 10.5%
Free cash flow 508M TWD FY2025
P/E ratio 14.2
More key figures
Operating margin 19.8%
EPS (TTM) 3.90 TWD
EPS growth (YoY) -25.5%
Net cash 3.2B TWD FY2025

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

Quality Score breakdown

Overall quality 61/100

Of which business quality 63 · Market factors (momentum, volatility) 75

Profitability 43
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 60
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 53
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 79
Price trend over the last 3–12 months (market factor)
52W Momentum 97
Distance to the 52-week high (market factor)
Net Issuance 100
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

Taiwan Fire & Marine Insurance Co., Ltd. provides property and casualty insurance products and services in Taiwan. It provides fire insurance products, such as residential fire and earthquake, fire and allied perils, commercial fire, household, and fire and property all risks insurance; marine insurance, including marine cargo, inland transit, marine hull, …

Full company description

Taiwan Fire & Marine Insurance Co., Ltd. provides property and casualty insurance products and services in Taiwan. It provides fire insurance products, such as residential fire and earthquake, fire and allied perils, commercial fire, household, and fire and property all risks insurance; marine insurance, including marine cargo, inland transit, marine hull, commercial property floater, and fishing vessel insurance; aviation insurance; and automobile insurance comprising physical damage automobile, compulsory automobile liability, theft automobile, automobile insurance and allied perils, and third-party liability automobile insurance. The company also offers engineering insurance products, such as civil engineering completed risks, erection all risks, boiler and pressure vessel, contractors' plant and machinery, electronic equipment, contractors' all risks, and machinery breakdown insurance; and bond and credit insurances that include fidelity bond, maintenance bond, performance bond, travel agents performance bond, and advance payment bond insurance. In addition, it provides accident and health insurance products comprising Individual personal accident, group personal accident, travel accident, and health insurance; and miscellaneous insurances, including money, glass, burglary, cancellation of events, fine arts comprehensive, liquefied petroleum gas comprehensive, and bankers blanket bond insurance. Further, the company liability insurance and reinsurance products. Taiwan Fire & Marine Insurance Co., Ltd. was founded in 1948 and is headquartered in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Taiwan Fire & Marine Insurance Co reported revenue of 6.9B TWD in FY2025 versus 7.5B TWD in FY2021, a compound −1.9%/yr. Reported net income was 1.2B TWD in FY2025, compounding +35.1%/yr from FY2021.

Growth Quality 49/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
6.9B TWD
Latest YoY
−4.6%
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.
+4.4%
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.
+5.3%
Avg. growth/yr (24Y) 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.
+2.8%
Revenue −1.9%/yr
FY21 7.5B TWD
FY22 6.1B TWD
FY23 6.8B TWD
FY24 7.3B TWD
FY25 6.9B TWD
Net income +35.1%/yr
FY21 373M TWD
FY22 672M TWD
FY23 978M TWD
FY24 1.2B TWD
FY25 1.2B TWD
Character of growth · EPS growth decomposed (2014-2025) +5.2 % p.a.
Revenue per share +5.4 pp

of which total revenue +4.9 pp · buybacks/dilution +0.5 pp

EBIT margin +0.3 pp
Tax rate −0.6 pp
Residual (interest, one-offs) +0.0 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). "Taiwan Fire & Marine Insurance Co Fair Value". https://www.fairvalue-calculator.com/stock/2832

Peer Group

Insurance - Property & Casualty · 120 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 63 · Above median
Fair Value upside +9% · Above median
Return on equity (TTM) 11% · Below median
Return on assets 4% · Above median
Net margin (TTM) 18% · Top 25%
Operating margin (TTM) 20% · Top 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.18× · Higher than median

Valuation Multiples vs Insurance - Property & Casualty median · lower = cheaper

P/E (TTM) 14.6× · Pricier than median
P/B 1.22× · Cheaper than median
P/S (TTM) 1.95× · Pricier than 75% of peers
P/FCF 0.9× · Cheaper than median
EV/EBITDA 7.6× · Cheaper than median

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 45 · sector 42
FUTURE 6 · sector 31
PAST 42 · sector 56
HEALTH 91 · sector 92
DIVIDEND 0 · sector 48

Insider activity: 40/100

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 - Property & Casualty stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
The Progressive Corporation PGR $234.48 $252.50 +8%
Chubb Limited CB $337.44 $345.56 +2%
The Travelers Companies, Inc TRV $368.98 $384.42 +4%
The Allstate Corporation ALL $251.61 $503.22 +100%
The People's Insurance Company 601319 ¥7.06 ¥13.71 +94%
Intact Financial Corporation IFC C$294.02 C$247.44 -16%
Fairfax Financial Holdings FFH C$2,327 C$3,252 +40%
QBE Insurance Group QBE A$25.47 A$19.42 -24%
Samsung Fire & Marine Insurance Co 000810 648,000 KRW 658,771 KRW +2%
Powszechny Zaklad Ubezpieczen SA PZU 69.80 PLN 100.85 PLN +44%

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Frequently asked questions

Is Taiwan Fire & Marine Insurance Co (2832) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 63.71 TWD versus a price of 58.50 TWD, about +9% (fairly valued).
What is the fair value of 2832?
Our model-based fair value for Taiwan Fire & Marine Insurance Co is 63.71 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 58.50 TWD.
What is the quality score of 2832?
Taiwan Fire & Marine Insurance Co has a Quality Score of 61/100. 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 Taiwan Fire & Marine Insurance Co (2832)?
Taiwan Fire & Marine Insurance Co reported trailing-twelve-month revenue of about 7.4B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2832?
The net profit margin of Taiwan Fire & Marine Insurance Co is about 17.7%, meaning it keeps roughly 17.7% of revenue as net income. Based on the latest reported figures.

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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