Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
Fubon Financial Holdings Co does not have enough data to calculate 5-Year ROIIC %.
Fubon Financial Holdings Co (TPE:2881) 5-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.
Fubon Financial Holdings Co 5-Year ROIIC % Related Terms
Fubon Financial Holdings Co 5-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:2881 vs MET, AFL, PRU: 5-Year ROIIC % Comparison
For the Insurance - Life subindustry, Fubon Financial Holdings Co's 5-Year ROIIC %, along with its competitors' market caps and 5-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.
Fubon Financial Holdings Co 5-Year ROIIC % vs Insurance Industry
For the Insurance industry and Financial Services sector, Fubon Financial Holdings Co's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Fubon Financial Holdings Co's 5-Year ROIIC % falls into.
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( (Dec. 2025) - (Dec. 2020) )
/
( (Dec. 2025) - (Dec. 2020) )
=
/
=
N/A%***
* 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 5-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.
Fubon Financial Holdings Co (TPE:2881) has a 5-Year ROIIC % of 0.00 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Fubon Financial Holdings Co and its competitors. According to the industry distribution chart, Fubon Financial Holdings Co ranks #999999 out of 305 companies in the Insurance industry.
Is Fubon Financial Holdings Co's 5-Year ROIIC % too high?
Fubon Financial Holdings Co's current 5-Year ROIIC % is 0.00. Based on the distribution chart, Fubon Financial Holdings Co ranks #999999 out of 305 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Fubon Financial Holdings Co has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Fubon Financial Holdings Co's 5-Year ROIIC % compare to MET and AFL?
According to the Insurance industry distribution chart, Fubon Financial Holdings Co ranks #999999 out of 305 companies for 5-Year ROIIC %. This places Fubon Financial Holdings Co in the lower half of its industry. The industry median 5-Year ROIIC % is 3.46. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for an Insurance company?
The median 5-Year ROIIC % among Insurance companies is 3.46, based on 305 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Fubon Financial Holdings Co and its competitors. For the Insurance industry, the median 5-Year ROIIC % is 3.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fubon Financial Holdings Co's current 5-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fubon Financial Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Fubon Financial Holdings Co (TPE:2881) is currently considered Significantly Overvalued. The stock's GF Value™ is NT$107.85, compared to a current price of NT$154.50 — trading 43.3% above its estimated fair value. The current 5-Year ROIIC % is 0.00. Fubon Financial Holdings Co's overall GF Score™ is 57/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For Fubon Financial Holdings Co (TPE:2881), the current 5-Year ROIIC % is 0.00 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 Fubon Financial Holdings Co (TPE:2881) Overvalued in 2026?
Based on GuruFocus' analysis, Fubon Financial Holdings Co stock appears to be overvalued.
The current stock price of NT$154.50 is trading 43.3% above its estimated GF Value™ of NT$107.85.
GuruFocus considers Fubon Financial Holdings Co to be Significantly Overvalued.
Key valuation signals for TPE:2881:
5-Year ROIIC %: 0.00
GF Value™: NT$107.85 vs. price of NT$154.50 (43.3% above fair value)
No single metric tells the full story. See the TPE:2881 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Fubon Financial Holdings Co Ltd is a full-service financial holding company. Along with its subsidiaries, the company operates in the following reportable segments: Bank business, Insurance business, Life insurance business, Securities business, and Others. It generates maximum revenue from the Life Insurance business segment, which provides a variety of life and property insurance services. In addition to its reportable businesses, the group is also engaged in financial holding, venture capital, and asset management businesses. Geographically, it generates maximum revenue from Taiwan, followed by other Asian regions, and other markets.
57GF Score
Get the complete analysis for TPE:2881
5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
TPE:2881 has been successfully added to your 
