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  3. •

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Yuanta Financial Holding Co. Ltd.

Yuanta Financial Holding Co. Ltd.

TTWSE:2885
72.40
TWD
+1.10
(+1.54%)
3.34EPS
13.53P/E
503.76BMarket Cap
Nov 25Next Earn
Yuanta Financial Holding Co. Ltd.
TWSE:2885
(Taiwan Stock Exchange)

Recent

price

72.40

P/E

ratio

13.53

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
TWD
2.21
2.6
2.38
2.35
4.05
5.72
6.17
6.78
7.58
8.06
8.76
8.93
6.87
7.36
9.06
9.27
9.12
Revenue per Share
0.77
1.22
0.52
0.65
1.39
0.9
1.01
1.2
1.39
1.53
1.81
2.62
1.7
2.14
2.87
2.84
2.79
Basic EPS, GAAP
-1.07
2.85
-2.22
0.91
-2.2
-6.32
1.19
-8.83
0.63
3.44
1.38
2.76
0.39
-2.91
-8.49
-3.92
-3.85
Free Cash Flow per Basic Share
0.69
- -
0.17
0.46
0.59
0.53
0.33
0.4
0.48
0.79
0.57
1.09
1.37
- -
- -
- -
- -
Dividend per Share
10.94
12.76
13.19
13.32
14.28
14.9
14.85
15.55
16.43
17.42
19
20.18
19.23
21.53
23.57
25.54
25.54
Book Value per Share
9.97
10.5
10.98
11.18
12
12.76
12.15
12.9
13.9
14.93
16.64
17.85
16.91
19.22
21.28
23.25
23.25
Tangible Book Value per Share
10,590
10,961
12,028
11,892
11,888
12,083
13,265
13,552
13,390
13,331
13,331
13,331
13,331
13,331
13,331
13,864
14,095
Basic Weighted Avg Shares
23,364
28,445
28,666
28,005
48,160
69,066
81,894
91,819
101,509
107,483
116,758
119,027
91,553
98,103
120,783
128,508
128,508
Sales/Revenue/Turnover
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
31.09
34.66
37.95
36.73
36.73
Operating Margin (%)
1,139
1,431
2,133
2,038
2,340
2,152
2,302
2,327
2,336
3,274
3,138
3,107
3,162
3,269
3,736
3,922
3,922
Depreciation Expense
8,160
13,382
6,310
7,710
16,474
10,818
13,414
16,205
18,679
20,446
24,105
34,866
22,710
28,528
38,312
39,363
39,363
Net Income, GAAP
16.51
10.22
22.86
11.21
8.18
8.53
14.71
12.54
15.3
13.31
15.57
15.75
20.07
- -
- -
- -
- -
Effective Tax Rate (%)
34.93
47.04
22.01
27.53
34.21
15.66
16.38
17.65
18.4
19.02
20.64
29.29
24.81
29.08
31.72
30.63
30.63
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
-916,878
-1,090,655
-1,170,820
-1,341,361
-1,341,361
Working Capital
52,414
42,994
38,606
40,618
78,759
91,973
143,314
182,350
167,045
173,847
170,373
198,242
150,948
153,344
174,618
217,510
217,510
LT Debt
116,860
156,425
161,046
161,614
185,038
197,364
219,795
228,098
236,844
250,206
273,617
289,080
277,383
308,376
335,853
368,227
368,227
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
4.64
6.53
7.43
6.59
6.59
Return on Invested Capital (%)
5.19
7.15
2.95
3.65
7.09
3.48
3.84
3.85
4.14
4.53
5.12
6.99
4.43
5.53
6.27
5.53
5.53
Return on Capital (%)
7.05
9.92
4.05
4.87
10.04
6.15
7
7.85
8.68
9.06
9.93
13.35
8.64
10.5
12.74
12.03
12.03
Return on Common Equity (%)

Capital Structure

TWD

•

in mil. unless spec.
Jun'25
Sep'25
Dec'25
ST Debt
130,548
124,866
165,584
LT Borrowings
188,100
191,627
217,510
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
13,331
13,331
13,331
Market Capitalization
424,999
446,722
503,764

Working Capital

TWD

•

in mil. unless spec.
Jun'25
Sep'25
Dec'25
Total Current Assets
897,588
993,501
1,013,835
Cash, Cash Equivalents & STI
526,621
574,009
574,033
Accounts Receivable, Net
368,127
416,806
437,181
Inventories
- -
- -
- -
Total Current Liabilities
2,161,483
2,298,617
2,355,196
Payables & Accruals
- -
- -
- -
ST Debt
130,548
124,866
165,584
Deferred Revenue
- -
- -
- -

Growth Rates

TWD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
6.53%
6.26%
9.64%
Free Cash Flow
-138.58%
-136.81%
-52.04%
Net Income, GAAP
15.99%
14.49%
2.74%
Sales/Revenue/Turnover
7.13%
3.11%
6.4%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

TWD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
23,593
26,522
27,687
20,302
98,103
2024
31,039
27,975
31,005
30,764
120,783
2025
31,228
23,739
34,832
38,708
128,508

Quarterly Earnings Per Share

TWD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
0.48
0.68
0.64
0.26
2.14
2024
0.75
0.61
0.71
0.67
2.87
2025
0.62
0.62
0.79
0.77
2.84

Quarterly Dividends Per Share

TWD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
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Business
Yuanta Financial Holding Co., Ltd. (2885.TW) operates as a comprehensive financial services group primarily in Taiwan, offering banking, securities, futures, insurance, and asset management products and services through its subsidiaries. Founded in 1961 and headquartered in Taipei, Taiwan, the company provides personal and corporate banking including credit cards, personal loans, corporate finance, wealth management, and digital banking via Yuanta Bank; securities brokerage, margin trading, security lending, refinancing, investment banking, derivative products, and overseas trading through Yuanta Securities; futures and options trading, leveraged transactions, advisory services, and international futures via Yuanta Futures; life insurance products focused on retirement planning, medical and health protection, health promotion, and estate planning through Yuanta Life; equity funds, bond funds, dividend funds, ETFs, index funds, balanced funds, and money market funds via Yuanta Funds; as well as research reports from Yuanta Securities Investment Consulting, margin finance and stock secured loans from Yuanta Securities Finance, venture capital investment management from Yuanta Venture Capital, and distressed debt management from Yuanta AMC. Yuanta maintains leading market shares in Taiwan's securities brokerage at 12% and margin lending at 20%, with Yuanta Bank ranking as the seventh-largest private bank following its merger with Ta Chong Bank, total assets around NTD 1.3 trillion, and a robust international presence in Greater China, northeast Asia, Hong Kong, and ASEAN countries including preparations for a new Yuanta Futures subsidiary in Singapore. Recent developments include a Series C investment in Inventera on October 29, 2024, via its venture capital arm; acquisition of privately placed bonds from Mastern Investment Management Co. Ltd. by Yuanta Savings Bank (Korea) in November 2025; significant profitability growth at Yuanta Securities with net profit up 53.40% to NT$21.158 billion in 2024; and ongoing expansions in overseas securities integration and urban renewal projects involving construction contracts for Yuanta Securities Finance and Yuanta Bank.