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Yuanta Financial Holdings CoTPE:2885 -2.55%75 3-Year ROIIC % is 1.53 as of Dec. 2025, which is at its 10-year median of 1.53. GuruFocus rates TPE:2885 with a GF Score™ of 75/100 and a GF Value™ of NT$42.27 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 161 Diversified Financial Services companies, Yuanta Financial Holdings Co ranks better than 61.49% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Yuanta Financial Holdings Co's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 1.53%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
TPE:2885's 3-Year ROIIC % is ranked better than 61.49% of 161
companies
in the Diversified Financial Services industry
Industry Median: 0.11
vs TPE:2885: 1.53
Yuanta Financial Holdings Co (TPE:2885) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Yuanta Financial Holdings Co 3-Year ROIIC % Related Terms
Yuanta Financial Holdings Co 3-Year ROIIC % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
TPE:2885 vs VOYA, FRHC, HTH: 3-Year ROIIC % Comparison
For the Financial Conglomerates subindustry, Yuanta Financial Holdings Co's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Yuanta Financial Holdings Co 3-Year ROIIC % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Yuanta Financial Holdings Co's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Yuanta Financial Holdings Co's 3-Year ROIIC % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Yuanta Financial Holdings Co (TPE:2885) has a 3-Year ROIIC % of 1.53 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Yuanta Financial Holdings Co and its competitors. This is near median its historical median of 1.53. Over the past decade, Yuanta Financial Holdings Co's 3-Year ROIIC % has ranged from 1.53 to 1.53. According to the industry distribution chart, Yuanta Financial Holdings Co ranks #62 out of 161 companies in the Diversified Financial Services industry, placing it in the top 38.5%.
Is Yuanta Financial Holdings Co's 3-Year ROIIC % too high?
Yuanta Financial Holdings Co's current 3-Year ROIIC % of 1.53 is near median its 10-year median of 1.53. Over the past 10 years, this metric has ranged from a low of 1.53 to a high of 1.53. The Diversified Financial Services industry median 3-Year ROIIC % is 0.11. Yuanta Financial Holdings Co's value of 1.53 is 1290.9% above this industry median. Based on the distribution chart, Yuanta Financial Holdings Co ranks #62 out of 161 companies in the Diversified Financial Services industry, which is above the industry midpoint. Overall, Yuanta Financial Holdings Co has a GF Score™ of 75/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Yuanta Financial Holdings Co's 3-Year ROIIC % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, Yuanta Financial Holdings Co ranks #62 out of 161 companies for 3-Year ROIIC %. This puts Yuanta Financial Holdings Co in the upper half of its industry. The industry median 3-Year ROIIC % is 0.11. Yuanta Financial Holdings Co's value of 1.53 is 1290.9% above this benchmark. Historically, Yuanta Financial Holdings Co's own 3-Year ROIIC % has ranged from 1.53 to 1.53 over the past decade. While the company's 10-year median is 1.53 vs. the industry median of 0.11, Yuanta Financial Holdings Co has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for a Diversified Financial Services company?
The median 3-Year ROIIC % among Diversified Financial Services companies is 0.11, based on 161 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yuanta Financial Holdings Co's current 3-Year ROIIC % of 1.53 is 1290.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Yuanta Financial Holdings Co and its competitors. For the Diversified Financial Services industry, the median 3-Year ROIIC % is 0.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yuanta Financial Holdings Co's current 3-Year ROIIC % is 1.53, which is near median its own 10-year median of 1.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yuanta Financial Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Yuanta Financial Holdings Co (TPE:2885) is currently considered Significantly Overvalued. The stock's GF Value™ is NT$42.27, compared to a current price of NT$65.00 — trading 53.8% above its estimated fair value. The current 3-Year ROIIC % is 1.53, which is near median its 10-year median of 1.53 and 1290.9% above the Diversified Financial Services industry median of 0.11. Yuanta Financial Holdings Co's overall GF Score™ is 75/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Yuanta Financial Holdings Co (TPE:2885), the current 3-Year ROIIC % is 1.53 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Yuanta Financial Holdings Co (TPE:2885) Overvalued in 2026?
Based on GuruFocus' analysis, Yuanta Financial Holdings Co stock appears to be overvalued.
The current stock price of NT$65.00 is trading 53.8% above its estimated GF Value™ of NT$42.27.
GuruFocus considers Yuanta Financial Holdings Co to be Significantly Overvalued.
Key valuation signals for TPE:2885:
3-Year ROIIC %: 1.53 (near median its 10-year median of 1.53)
GF Value™: NT$42.27 vs. price of NT$65.00 (53.8% above fair value)
Industry Position: 1290.9% above the Diversified Financial Services median (#62 of 161)
No single metric tells the full story. See the TPE:2885 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Yuanta Financial Holdings Co Ltd is engaged in the business of a financial holding company and its operations are limited to investing and investment management.
75GF Score
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3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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