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SinoPac Financial Holdings (2890) Fair Value & Analysis

Financial Services · TW · Market cap 579B TWD

SF SinoPac Financial Holdings 2890 · TW
Price38.95 TWD
Fair Value23.83 TWD
Upside-38.8%
Quality61/100
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Mixed Growth
Highly profitable · 38.7% net margin
Low debt · generates free cash flow
3.32% dividend yield
Mixed vs. peers (8/15)
Wide moat 67/100
Evidence: High Range 17.88 TWD – 29.79 TWD Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 22 days ago

Share price −7.0% over the past month.

A solid business, but screening 39% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (29.79 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
  • 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)

41.90 TWD 9.58 TWD Fair Value 23.83 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 9.58 TWD – 41.90 TWD · fair‑value band 17.88 TWD – 29.79 TWD · the 38.95 TWD price screens above the 23.83 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

SinoPac Financial Holdings (2890) currently trades at 38.95 TWD, while our model-based Fair Value estimate is 23.83 TWD, implying the stock looks roughly 38.8% overvalued today. We read business quality at 61/100 (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, SinoPac Financial Holdings generated revenue of 78.4B TWD at a net margin of 38.7%. Revenue grew 39.2% year over year. It earns a return on equity of 12.6%. Net debt stands at 223B TWD. Fundamentals as of Jul 16, 2026

Our scenario range runs from 17.88 TWD (bear case) to 29.79 TWD (bull case); at 38.95 TWD, the current price sits above 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 68% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at -39%, 2890 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
Growth DCF 55.65 TWD 108.15 TWD 209.02 TWD 80
Residual Income 15.94 TWD 18.08 TWD 32.14 TWD 76
Rev-Margin DCF 34.63 TWD 53.43 TWD 80.46 TWD 74
All 26 models by family
DCF Models
FCF DCF 57.27 TWD 96.68 TWD 205.46 TWD 38
Owner Earnings 39.53 TWD 76.49 TWD 154.04 TWD 31
5Y Revenue Exit 34.63 TWD 52.91 TWD 80.91 TWD 39
5Y EBITDA Exit 38.94 TWD 62.55 TWD 96.76 TWD 41
5Y P/E Exit 41.75 TWD 70.26 TWD 105.35 TWD 38
10Y Revenue Exit 40.49 TWD 62.98 TWD 94.41 TWD 36
10Y EBITDA Exit 44.21 TWD 70.89 TWD 115.40 TWD 37
10Y P/E Exit 46.20 TWD 76.03 TWD 123.57 TWD 35
Earnings-Based
Graham-Dodd 12.47 TWD 79.77 TWD 111.52 TWD 54
Lynch FV 23.10 TWD 33.00 TWD 42.90 TWD 50
PEG = 1.0 23.10 TWD 33.00 TWD 42.90 TWD 46
EPV 27.56 TWD 30.82 TWD 33.72 TWD 59
Dividend Discount
Gordon GGM 7.66 TWD 16.73 TWD 28.15 TWD 70
DDM Multi-Stage 7.66 TWD 13.70 TWD 17.43 TWD 61
Multiples
P/E Multiple 27.50 TWD 36.67 TWD 45.83 TWD 63
P/S Multiple 17.32 TWD 23.09 TWD 28.87 TWD 58
P/B Multiple 23.38 TWD 31.17 TWD 38.96 TWD 55
EV/EBIT 38.94 TWD 48.89 TWD 58.83 TWD 53
EV/EBITDA 32.59 TWD 40.42 TWD 48.25 TWD 54
EV/Revenue 25.26 TWD 32.19 TWD 39.12 TWD 43
Asset-Based
NCAV (Graham) 8.81 TWD 11.81 TWD 17.63 TWD 50
Growth DCF
Growth DCF 55.65 TWD 108.15 TWD 209.02 TWD 80
Rev-Margin DCF 34.63 TWD 53.43 TWD 80.46 TWD 74
Economic Profit
Residual Income 15.94 TWD 18.08 TWD 32.14 TWD 76
ROIC Compounder 32.01 TWD 42.95 TWD 58.81 TWD 72
Growth Earnings
Growth-Adj P/E 31.98 TWD 45.69 TWD 59.39 TWD 68

Widest divergence: DCF Models (70.26 TWD) versus Asset-Based (11.81 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 78.4B TWD
Revenue growth (YoY) +39.2%
Net margin 38.7%
Return on equity 12.6%
Free cash flow 44.1B TWD FY2025
P/E ratio 20.3
More key figures
Operating margin 53.3%
EPS (TTM) 1.97 TWD
Dividend yield 3.3%
EPS growth (YoY) +37.9%
Net debt 223B TWD FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 46 · Market factors (momentum, volatility) 87

Profitability 31
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 95
Earnings quality: real cash, not paper profit
Fin. Strength 16
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 86
Price trend over the last 3–12 months (market factor)
52W Momentum 87
Distance to the 52-week high (market factor)
Net Issuance 26
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

SinoPac Financial Holdings Company Limited, through its subsidiaries, provides banking services worldwide. It operates through Banking, Securities, and Other Business segments.

Full company description

SinoPac Financial Holdings Company Limited, through its subsidiaries, provides banking services worldwide. It operates through Banking, Securities, and Other Business segments. The company offers corporate banking, retail banking, wealth management, financial services, digital banking, and other services; deposits and loans, foreign exchange, trusts, and wealth management services; and broking, proprietary trading, underwriting, international business, fixed income, and new financial products services. It also provides finance leasing services, including installment sale and purchases, leases, real estate leases, and other financing services; mutual funds, discretionary accounts, and private equity products and services; and retirement wealth management fund products. In addition, the company invests in biotechnology and healthcare, circular economy, reentech, semiconductor, and financial technology. SinoPac Financial Holdings Company Limited was founded in 1948 and is based in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SinoPac Financial Holdings reported revenue of 134B TWD in FY2025 versus 53.8B TWD in FY2021, a compound +25.6%/yr. Reported net income was 26.6B TWD in FY2025, compounding +13.1%/yr from FY2021.

Growth Quality 92/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
134B TWD
Latest YoY
+10.0%
Avg. growth/yr (3Y)
+26.2%
Avg. growth/yr (5Y)
+21.0%
Avg. growth/yr (24Y)
+7.1%
Revenue +25.6%/yr
FY21 53.8B TWD
FY22 66.5B TWD
FY23 104B TWD
FY24 122B TWD
FY25 134B TWD
Net income +13.1%/yr
FY21 16.2B TWD
FY22 16.0B TWD
FY23 19.8B TWD
FY24 22.2B TWD
FY25 26.6B TWD

2890 screens 39% overvalued. Compare with PT Bank Central Asia Tbk →

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Cite: Fair Value Calculator (2026). "SinoPac Financial Holdings Fair Value". https://www.fairvalue-calculator.com/stock/2890

Peer Group

Banks - Regional · 1082 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 60 · Above median
Fair Value upside −39% · Bottom 25%
Return on equity (TTM) 13% · Above median
Return on assets 1% · Below median
Net margin (TTM) 39% · Top 25%
Operating margin (TTM) 53% · Top 25%
Revenue growth 39% · Top 25%
Dividend yield (TTM) 3.3% · Above median
Debt / equity 0.18× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 20.3× · Pricier than 75% of peers
P/B 2.27× · Pricier than 75% of peers
P/S (TTM) 7.39× · Pricier than 75% of peers
P/FCF 0.4× · Cheaper than 75% of peers
EV/EBITDA 13.1× · Pricier than median
PEG 2.24× · Pricier 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 0 · sector 39
FUTURE 100 · sector 44
PAST 50 · sector 41
HEALTH 91 · sector 85
DIVIDEND 66 · sector 49

VALUE 0: the price sits above our fair-value range.

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 Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is SinoPac Financial Holdings (2890) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 23.83 TWD versus a price of 38.95 TWD, about −39% (overvalued).
What is the fair value of 2890?
Our model-based fair value for SinoPac Financial Holdings is 23.83 TWD (as of Jul 16, 2026), built from audited fundamentals. The current price is 38.95 TWD.
What is the quality score of 2890?
SinoPac Financial Holdings has a Quality Score of 61/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of SinoPac Financial Holdings (2890)?
SinoPac Financial Holdings reported trailing-twelve-month revenue of about 78.4B TWD (latest available figure, as of Jul 16, 2026).
What is the net profit margin of 2890?
The net profit margin of SinoPac Financial Holdings is about 38.7%, meaning it keeps roughly 38.7% of revenue as net income. Based on the latest reported figures.
Does SinoPac Financial Holdings pay a dividend?
SinoPac Financial Holdings currently shows a dividend yield of about 3.32% relative to its recent price (as of Jul 16, 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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