2885 (Yuanta Financial Holding Co Ltd) vs Taiwan Weighted Index Comparison

2885

Taiwan Weighted Index

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2885

Taiwan Weighted Index

Difference

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2885

Taiwan Weighted Index

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Taiwan Weighted Index

2885

APO

BAJAJFINSV

8591

EQH

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Yuanta Financial Holding Co Ltd
Glance View

Market Cap

463.4B TWD

Industry

Financial Services

Yuanta Financial Holding Co., Ltd., headquartered in Taiwan, stands out as a prominent player in the financial services landscape of Asia. Born from a merger of Yuanta Securities and Fuhwa Financial Holding Company in 2007, it has since carved a distinct niche with its diverse financial solutions. The company's operational framework is structured around several core segments, including securities, banking, and insurance, all meticulously threaded together to form a comprehensive financial network. At the heart of Yuanta's strategy lies its securities business, which not only represents a significant revenue stream but also positions it as a leader in brokerage services across Taiwan. With a robust infrastructure supporting everything from trading to underwriting, Yuanta maximizes its market presence by leveraging scale and expertise. In addition to securities, Yuanta Financial's banking segment provides traditional banking products alongside wealth management services, catering to a broad spectrum of clients from retail to corporate. The synergy created by its banking operations allows Yuanta to expand its footprint and cross-sell services, enhancing both customer loyalty and profitability. Their insurance business, though a smaller piece of the puzzle, complements the financial ecosystem by providing risk management solutions and stability, further diversifying the company's income streams. The seamless integration of these segments enables Yuanta to harness operational efficiencies and foster innovation, making it a formidable entity in Taiwan’s financial sector. Through strategic expansions and a focus on technological advancements, Yuanta aims to maintain its competitive edge in the ever-evolving financial markets.

View Yuanta Financial Holding Co Ltd Analysis

Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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JP		Orix Corp TSE:8591	Add
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ZA	F	FirstRand Ltd JSE:FSR	Select
US		Apollo Global Management Inc NYSE:APO	Select
IN		Housing Development Finance Corporation Ltd NSE:HDFC	Select
IN		Bajaj Finserv Ltd NSE:BAJAJFINSV	Select
JP		Orix Corp TSE:8591	Select
US		Equitable Holdings Inc NYSE:EQH	Select
KR		Meritz Financial Group Inc KRX:138040	Select
IT		Banca Mediolanum SpA MIL:BMED	Select
US		Voya Financial Inc NYSE:VOYA	Select
US		Jackson Financial Inc NYSE:JXN	Select

ZA	F	FirstRand Ltd JSE:FSR	Add
US		Apollo Global Management Inc NYSE:APO	Add
IN		Housing Development Finance Corporation Ltd NSE:HDFC	Add
IN		Bajaj Finserv Ltd NSE:BAJAJFINSV	Add
JP		Orix Corp TSE:8591	Add
US		Equitable Holdings Inc NYSE:EQH	Add
KR		Meritz Financial Group Inc KRX:138040	Add
IT		Banca Mediolanum SpA MIL:BMED	Add
US		Voya Financial Inc NYSE:VOYA	Add
US		Jackson Financial Inc NYSE:JXN	Add

MX	M	Mexico S&P/BMV IPC INDX:MXX	Add
PK	K	Karachi 100 INDX:KSE100	Add
SA	T	Tadawul All Share INDX:TASI	Add
TH	S	SET Index INDX:SET	Add
ID	J	Jakarta Composite Index INDX:JKSE	Add
GR	A	Athens General Composite INDX:ATG	Add
BR	B	BOVESPA INDX:BVSP	Add
AR	S	S&P Merval INDX:MERV	Add
CZ	P	PX Prague Stock Index INDX:PX	Add
RU	M	MOEX Russia INDX:IMOEX	Add

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2885

vs

Taiwan Weighted Index

Stocks Performance
2885 vs Taiwan Weighted Index

Performance Gap
2885 vs Taiwan Weighted Index

Performance By Year
2885 vs Taiwan Weighted Index

Competitors Performance
Yuanta Financial Holding Co Ltd vs Peers

Yuanta Financial Holding Co Ltd
Glance View

Company

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2885 vs Taiwan Weighted Index

Stocks Performance 2885 vs Taiwan Weighted Index

Performance Gap 2885 vs Taiwan Weighted Index

Performance By Year 2885 vs Taiwan Weighted Index

Competitors Performance Yuanta Financial Holding Co Ltd vs Peers

Yuanta Financial Holding Co Ltd Glance View

Company

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Tools

Stocks

2885

vs

Taiwan Weighted Index

Stocks Performance
2885 vs Taiwan Weighted Index

Performance Gap
2885 vs Taiwan Weighted Index

Performance By Year
2885 vs Taiwan Weighted Index

Competitors Performance
Yuanta Financial Holding Co Ltd vs Peers

Yuanta Financial Holding Co Ltd
Glance View