profit from every NT$100 of sales.
NT$0NT$100
Yuanta Financial
NT$72.70+1.11% today
+92.6% in 1 year
1-year low NT$37.551-year high NT$77.00
Trading close to its highest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay NT$25.61 for every NT$1 of profit it makes in a year.
CheapExpensive
Not measured for banks and insurers: deposits and policy reserves count as debt, so the usual debt test says nothing about them.
Money in, money out
What Yuanta Financial sold, what it kept, and what it did with the cash.
Sales went from NT$91.6 billion in 2022 to NT$129 billion in 2025, with NT$39.4 billion of profit last year.
SalesProfit
Yuanta Financial vs. similar companies
Yuanta Financial grows in the middle of these 5 and is priced in the middle for its profits.
| Company | Profit from NT$100 of sales | Sales growth a year | Price per NT$1 of profit |
|---|---|---|---|
| Yuanta Financial | 25.6× · Fair price | ||
 ORIX | 16.8× · Fair price | ||
 Bajaj Finserv | 30.5× · Expensive | ||
 China Galaxy Securities | 10.1× · Cheap | ||
 Guosen Securities | 8.1× · Cheap |
AI analysis
An AI analyst reads Yuanta Financial's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of TWD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 91,553 | 98,103 | 120,783 | 128,508 | |
| 88,073 | 94,361 | 114,873 | 122,531 | |
| 28,465 | 33,998 | 45,836 | 47,203 | |
| 31,627 | 37,268 | 49,572 | 51,125 | |
| 22,710 | 28,528 | 38,312 | 39,363 | |
| 1.61 | 1.99 | 2.69 | – | |
| 96.2% | 96.2% | 95.1% | 95.3% | |
| 31.1% | 34.7% | 37.9% | 36.7% | |
| 24.8% | 29.1% | 31.7% | 30.6% |
Balance sheet
| In millions of TWD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 3,016,119 | 3,298,660 | 3,715,730 | 4,292,144 |
| Cash | 156,028 | 164,980 | 182,217 | 209,851 |
| Total debt | 203,496 | 242,690 | 335,179 | 383,094 |
| Total liabilities | 2,738,736 | 2,990,284 | 3,379,876 | 3,923,918 |
| 256,368 | 287,007 | 314,239 | 340,417 | |
| 13,331 | 13,331 | 13,331 | – | |
| 5.0% | 5.1% | 5.6% | 5.2% | |
| 8.9% | 9.9% | 12.2% | 11.6% |
Cash flow
| In millions of TWD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 7,927 | -35,467 | -107,366 | -50,175 | |
| 2,676 | 3,308 | 5,804 | 4,104 | |
| 5,251 | -38,775 | -113,170 | -54,279 | |
| Dividends paid | 18,206 | – | – | – |
| – | – | – | – | |
| – | – | – | – |
This is a bank or insurer, so cash-flow and debt ratios are left out: borrowing and lending is the business itself. Price to book and return on equity are the measures that matter here.
Valuation
- 25.6×
- –
- –
- 2.4×
- 7.8×
- 3.9%
- –
Profitability
- 30.6%
- 5.2%
- 5.2%
- –
- –
Growth
- +12.0%
- –
- –
- +0.0%
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 45%of 854
Top 22%of 733
Bottom 19%of 876
Top 37%of 878
Bottom 12%of 929
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
1/7Passes 1 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
41No pass
Benjamin Graham
45No pass
Philip Fisher
58No pass
Peter Lynch
69Pass
Joel Greenblatt
15No pass
Charlie Munger
40No pass
Terry Smith
38No pass
Questions about Yuanta Financial
Is Yuanta Financial a good stock to buy?
A strong, very profitable business at a fair price. 1 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Yuanta Financial AI analysis
What does Yuanta Financial do?
Yuanta Financial Holding Co., Ltd., together with its subsidiaries, provides financial services in Taiwan. It is in Financial Conglomerates, based in Taipei, Taiwan, with 15,791 employees.
Is Yuanta Financial stock halal?
No. Yuanta Financial does not pass our halal screen: its main business, financial services, is not permitted. How we check
How has Yuanta Financial stock done over the past year?
Up 92.6% over the past twelve months, to NT$72.70. It traded between NT$37.55 and NT$77.00 and is 5.6% below its high.
Who are Yuanta Financial's competitors?
The largest listed companies in the same industry are ORIX, Bajaj Finserv, China Galaxy Securities and Guosen Securities. The peers table on this page compares their profit, growth and price with Yuanta Financial's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.