Yuanta Financial (Taiwan) Performance
| 2885 Stock | TWD 33.50 0.30 0.89% |
Yuanta Financial has a performance score of 5 on a scale of 0 to 100. The firm maintains a market beta of -0.18, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Yuanta Financial are expected to decrease at a much lower rate. During the bear market, Yuanta Financial is likely to outperform the market. Yuanta Financial Holdings right now maintains a risk of 1.25%. Please check out Yuanta Financial Holdings market risk adjusted performance, semi deviation, coefficient of variation, as well as the relationship between the mean deviation and downside deviation , to decide if Yuanta Financial Holdings will be following its historical returns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Yuanta Financial Holdings are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Yuanta Financial is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| Begin Period Cash Flow | 157.8 B | |
| Total Cashflows From Investing Activities | -1.8 B |
Yuanta |
Yuanta Financial Relative Risk vs. Return Landscape
If you would invest 3,200 in Yuanta Financial Holdings on August 24, 2024 and sell it today you would earn a total of 150.00 from holding Yuanta Financial Holdings or generate 4.69% return on investment over 90 days. Yuanta Financial Holdings is generating 0.0804% of daily returns and assumes 1.2479% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Yuanta, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Yuanta Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Yuanta Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Yuanta Financial Holdings, and traders can use it to determine the average amount a Yuanta Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0644
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Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Yuanta Financial is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Yuanta Financial by adding it to a well-diversified portfolio.
Yuanta Financial Fundamentals Growth
Yuanta Stock prices reflect investors' perceptions of the future prospects and financial health of Yuanta Financial, and Yuanta Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Yuanta Stock performance.
| Return On Equity | 0.0976 | |||
| Return On Asset | 0.0037 | |||
| Profit Margin | 0.22 % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 358.62 B | |||
| Shares Outstanding | 12.5 B | |||
| Price To Earning | 9.81 X | |||
| Price To Book | 1.12 X | |||
| Price To Sales | 2.32 X | |||
| Revenue | 119.03 B | |||
| EBITDA | 18.94 B | |||
| Cash And Equivalents | 544.36 B | |||
| Cash Per Share | 43.54 X | |||
| Total Debt | 436.96 B | |||
| Debt To Equity | 1.67 % | |||
| Book Value Per Share | 19.89 X | |||
| Cash Flow From Operations | 38.76 B | |||
| Earnings Per Share | 2.09 X | |||
| Total Asset | 3.02 T | |||
| Retained Earnings | 33.34 B | |||
| Current Asset | 660.57 B | |||
| Current Liabilities | 1.48 T | |||
About Yuanta Financial Performance
Evaluating Yuanta Financial's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Yuanta Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Yuanta Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Yuanta Financial Holding Co., Ltd. operates as a financial services company primarily in Taiwan. Yuanta Financial Holding Co., Ltd. was founded in 1961 and is based in Taipei, Taiwan. YUANTA FINANCIAL operates under BanksRegional classification in Taiwan and is traded on Taiwan Stock Exchange. It employs 14704 people.Things to note about Yuanta Financial Holdings performance evaluation
Checking the ongoing alerts about Yuanta Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Yuanta Financial Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Yuanta Financial has high likelihood to experience some financial distress in the next 2 years | |
| Yuanta Financial Holdings has accumulated 436.96 B in total debt with debt to equity ratio (D/E) of 1.67, which is about average as compared to similar companies. Yuanta Financial Holdings has a current ratio of 0.73, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Yuanta Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Yuanta Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Yuanta Financial Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Yuanta to invest in growth at high rates of return. When we think about Yuanta Financial's use of debt, we should always consider it together with cash and equity. | |
| About 19.0% of Yuanta Financial shares are owned by insiders or employees |
- Analyzing Yuanta Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Yuanta Financial's stock is overvalued or undervalued compared to its peers.
- Examining Yuanta Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Yuanta Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Yuanta Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Yuanta Financial's stock. These opinions can provide insight into Yuanta Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Yuanta Stock Analysis
When running Yuanta Financial's price analysis, check to measure Yuanta Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Yuanta Financial is operating at the current time. Most of Yuanta Financial's value examination focuses on studying past and present price action to predict the probability of Yuanta Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Yuanta Financial's price. Additionally, you may evaluate how the addition of Yuanta Financial to your portfolios can decrease your overall portfolio volatility.