Yuanta Financial Holdings Co Ltd (2885) fair value: what the stock is really worth
As of Nov 5, 2026: fair value (intrinsic value) of Yuanta Financial Holdings Co Ltd stock TWD 23.12, price TWD 69.10, that is 66.5% below the price, quality 44 out of 100. Rating: strongly overvalued. Calculated from audited financials with 6 of our 26 valuation models and 37 quality factors, updated daily.
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Yuanta Financial Holdings Co Ltd
2885 · TWOur calculation puts a fair price 67% below what the stock costs today.
Risks from the AI analysis
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 5, 2026.
How to read this chart
60‑month range 17.03 TWD – 73.40 TWD · fair‑value band 18.73 TWD – 34.82 TWD · the 69.10 TWD price screens above the 23.12 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 5, 2026.
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Company profile
Yuanta Financial Holding Co., Ltd., together with its subsidiaries, provides financial services in Taiwan.
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The company offers brokerage, investment banking, derivative products, fixed income, institutional brokerage, international finance, strategic trading, overseas business, digital finance, reg and transfer, and wealth management services; corporate, consumer, and digital finance products and services; and life, health, accident, and investment-linked insurance products.
It also provides future brokerage; futures introducing broker; leverage transaction merchant; superior services to foreign institutional investors, including domestic agent services, manual order placement, electronic order placement platforms, and customized report; and domestic and overseas equity, bond, balanced, real estate securitization, index, index stock, futures trust, and discretionary trust investment, as well as ETF products.
In addition, the company offers margin trading, security lending, refinancing, and negotiable securities secured loans; and individual stock investment analysis reports, industry development trends, general economic topics, and news analysis.
Further, it engages in the provision of capital to investment targets, operational and management consulting, and advisory services; loan acquisition from financial institutions; assessment, management, and sale of bad loans and accounts receivable factoring; and management of overdue accounts receivables.
Yuanta Financial Holding Co., Ltd. was founded in 1961 and is based in Taipei, Taiwan.
Stock analysis
Yuanta Financial Holdings Co Ltd (2885) currently trades at 69.10 TWD, while our model-based Fair Value estimate is 23.12 TWD, 67% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of 31.29 TWD per share, and 0 of the 6 models we run sit above the 69.10 TWD price.
Bear case: the Asset-Based group reads lowest at 14.98 TWD, and 6 of the 6 models stay below the price. Data coverage for this calculation is high.
Scenario range: 18.73 TWD (bear) to 34.82 TWD (bull), the price of 69.10 TWD sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 44/100 (below-average quality), in the Financial Services sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Yuanta Financial Holdings Co Ltd reported revenue of 197B TWD in FY2025 versus 126B TWD in FY2021, a compound +11.9%/yr. Reported net income was 36.5B TWD in FY2025, compounding +1.2%/yr from FY2021.
Key figures
Market cap 1.1T TWD (≈ $32.8B) Large · P/E ratio 26.3 · P/S ratio 4.86 · EPS (TTM) 2.63 TWD · Dividend yield 2.5% · Net margin 18.5% · Return on equity 17.2% · Return on assets (EBIT) 1.2%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 71 out of 100 (low confidence).
What moves the price
The share trades about 6% below its 52-week high and 99% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −5% fair-value upside, at −67%, 2885 screens richer than that median.
Fair Value models
All 6 models by family
The fair value above starts from this blend and is adjusted for dilution from new shares.
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Revenue & earnings trend
2885 screens overvalued: fair value 67% below the price. Compare with ORIX Corporation →
Compare Yuanta Financial Holdings Co Ltd with another stock
Price, fair value, quality and upside side by side.
Peer Groupⓘ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.Financial Conglomerates · 49 stocks
Valuation Multiplesvs Financial Conglomerates median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Financials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Debt-to-equity by industry
- Price/FCF by industry
- Piotroski F-Score screener with fair value
- Undervalued stocks: Taiwanese Stocks
- Valuation of the Taiwan market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Financial Conglomerates stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Guosen Securities Co 002736 | ¥9.16 | ¥15.33 | +67% | vs 2885 |
| ORIX Corporation IX | $35.84 | $59.24 | +65% | vs 2885 |
| Guangzhou Yuexiu Capital Holdings 000987 | ¥6.94 | ¥9.19 | +32% | vs 2885 |
| China Galaxy Securities Co 601881 | ¥11.91 | ¥12.36 | +4% | vs 2885 |
| CNPC Capital Company 000617 | ¥6.60 | ¥6.25 | −5% | vs 2885 |
| Voya Financial, Inc VOYA | $98.40 | $60.87 | −38% | vs 2885 |
| Aditya Birla Capital Limited ABCAPITAL | ₹396.10 | ₹217.72 | −45% | vs 2885 |
| Storebrand ASA STB | kr 202.60 | kr 108.73 | −46% | vs 2885 |
| Bajaj Finserv Ltd BAJAJFINSV | ₹1,835 | ₹796.21 | −57% | vs 2885 |
| Freedom Holding FRHC | $177.17 | $23.79 | −87% | vs 2885 |
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Key figures of Yuanta Financial Holdings Co Ltd
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