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Shinkong Insurance Co (2850) Fair Value & Analysis

Financial Services · TW · Market cap 46.4B TWD

SI Shinkong Insurance Co 2850 · TW
Price163.00 TWD
Fair Value159.58 TWD
Upside-2.1%
Quality52/100
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Expensive Growth
Highly profitable · 21.5% net margin
generates free cash flow
4.93% dividend yield
Ranks above peers (9/14)
Wide moat 71/100
Evidence: High Range 119.69 TWD – 199.48 TWD Share as image

Fair value as of: Jul 23, 2026

From 4 valuation models · updated 18 days ago

Share price +11.6% 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)

163.00 TWD 32.78 TWD Fair Value 159.58 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.

How to read this chart

60‑month range 32.78 TWD – 163.00 TWD · fair‑value band 119.69 TWD – 199.48 TWD · the 163.00 TWD price screens above the 159.58 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Shinkong Insurance Co (2850) currently trades at 163.00 TWD, while our model-based Fair Value estimate is 159.58 TWD, implying the stock looks roughly 2.1% fairly valued today. The Quality Score stands at 52/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Shinkong Insurance Co generated revenue of 19.4B TWD at a net margin of 24.9%. Revenue grew 6.9% year over year. It earns a return on equity of 23.3%. The balance sheet holds a net cash position of 12.8B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 119.69 TWD (bear case) to 199.48 TWD (bull case); at 163.00 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 and 73% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 8% fair-value upside, at -2%, 2850 screens richer 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 BearBaseBull Evidence
Highest evidence
Residual Income 80.18 TWD 105.68 TWD 376.92 TWD 76
P/E Multiple 119.69 TWD 159.58 TWD 199.48 TWD 63
P/B Multiple 68.93 TWD 91.91 TWD 114.89 TWD 55
All 4 models by family
Multiples
P/E Multiple 119.69 TWD 159.58 TWD 199.48 TWD 63
P/B Multiple 68.93 TWD 91.91 TWD 114.89 TWD 55
Asset-Based
NCAV (Graham) 32.83 TWD 43.99 TWD 65.65 TWD 50
Economic Profit
Residual Income 80.18 TWD 105.68 TWD 376.92 TWD 76

Widest divergence: Economic Profit (105.68 TWD) versus Asset-Based (43.99 TWD). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 22.4B TWD
Revenue growth (YoY) +11.2%
Net margin 21.5%
Return on equity 23.3%
Free cash flow 19.4M TWD FY2025
P/E ratio 12.0
More key figures
Operating margin 21.6%
EPS (TTM) 12.29 TWD
Dividend yield 4.9%
EPS growth (YoY) +310%
Net cash 12.8B TWD FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 50 · Market factors (momentum, volatility) 91

Profitability 49
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 8
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 61
Disciplined investing over empire-building
Low Volatility 90
Calm price path (market factor)
Momentum 88
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 82
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

Shinkong Insurance Co., Ltd. provides property insurance to individuals and corporates in Taiwan. It offers motor insurance, such as voluntary physical damage and automobile liability, and compulsory motor motorcycle liability; fire insurance, including residential fire, earthquake pool, commercial, typhoon, and flood; and marine insurance comprising marine …

Full company description

Shinkong Insurance Co., Ltd. provides property insurance to individuals and corporates in Taiwan. It offers motor insurance, such as voluntary physical damage and automobile liability, and compulsory motor motorcycle liability; fire insurance, including residential fire, earthquake pool, commercial, typhoon, and flood; and marine insurance comprising marine cargo and hull, fishing vessel, aviation, commercial property floater, carriers liability, and forwarders liability. The company also provides engineering insurance, such as contractors and erection all risks, contractors plant and machinery, boiler pressure vessel, machinery breakdown, and electronic equipment insurance; liability insurance, including general and professional liability, bond, personal and commercial comprehensive, and miscellaneous; as well as group and individual personal accident insurance. Shinkong Insurance Co., Ltd. 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

Shinkong Insurance Co reported revenue of 20.8B TWD in FY2025 versus 18.5B TWD in FY2021, a compound +3.1%/yr. Reported net income was 3.9B TWD in FY2025, compounding +14.5%/yr from FY2021.

Growth Quality 52/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
20.8B TWD
Latest YoY
−0.1%
Avg. growth/yr (3Y)
+3.2%
Avg. growth/yr (5Y)
+4.8%
Avg. growth/yr (20Y)
+5.5%
Revenue +3.1%/yr
FY21 18.5B TWD
FY22 18.9B TWD
FY23 19.9B TWD
FY24 20.9B TWD
FY25 20.8B TWD
Net income +14.5%/yr
FY21 2.3B TWD
FY22 2.0B TWD
FY23 2.9B TWD
FY24 3.3B TWD
FY25 3.9B TWD

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Cite: Fair Value Calculator (2026). "Shinkong Insurance Co Fair Value". https://www.fairvalue-calculator.com/stock/2850

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 55 · Below median
Fair Value upside −2% · Below median
Return on equity (TTM) 23% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 22% · Top 25%
Operating margin (TTM) 22% · Top 25%
Revenue growth 11% · Above median
Dividend yield (TTM) 4.9% · Top 25%

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

P/E (TTM) 12.0× · Cheaper than median
P/B 2.24× · Pricier than 75% of peers
P/S (TTM) 2.07× · Pricier than 75% of peers
P/FCF 74.3× · Pricier than 75% of peers
EV/EBITDA 5.5× · Cheaper than median
PEG 0.47× · 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 31 · sector 44
FUTURE 56 · sector 31
PAST 93 · sector 56
HEALTH 0 · sector 92
DIVIDEND 99 · sector 48

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 23, 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 Shinkong Insurance Co (2850) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 159.58 TWD versus a price of 163.00 TWD, about −2% (fairly valued).
What is the fair value of 2850?
Our model-based fair value for Shinkong Insurance Co is 159.58 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 163.00 TWD.
What is the quality score of 2850?
Shinkong Insurance Co has a Quality Score of 52/100. 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 Shinkong Insurance Co (2850)?
Shinkong Insurance Co reported trailing-twelve-month revenue of about 19.4B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 2850?
The net profit margin of Shinkong Insurance Co is about 24.9%, meaning it keeps roughly 24.9% of revenue as net income. Based on the latest reported figures.
Does Shinkong Insurance Co pay a dividend?
Shinkong Insurance Co currently shows a dividend yield of about 4.93% relative to its recent price (as of Jul 23, 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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