Yuanta Financial Holdings Co (TPE:2885) 10-Year RORE % : 16.72% (As of Dec. 2025)

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TPE:2885 Yuanta Financial Holdings Co Ltd TPE:2885
75 GF Score
Price NT$63.10
GF Value NT$43.38
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Yuanta Financial Holdings Co 10-Year RORE %?

Yuanta Financial Holdings Co TPE:2885 -0.32% 75 10-Year RORE % is 16.72 as of Dec. 2025. GuruFocus rates TPE:2885 with a GF Score™ of 75/100 and a GF Value™ of NT$43.38 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 104 Diversified Financial Services companies, Yuanta Financial Holdings Co ranks better than 79.81% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Yuanta Financial Holdings Co's 10-Year RORE % for the quarter that ended in Dec. 2025 was 16.72%.

The industry rank for Yuanta Financial Holdings Co's 10-Year RORE % or its related term are showing as below:

TPE:2885's 10-Year RORE % is ranked better than
79.81% of 104 companies
in the Diversified Financial Services industry
Industry Median: 0.97 vs TPE:2885: 16.72

Yuanta Financial Holdings Co  (TPE:2885) 10-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 10-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Yuanta Financial Holdings Co 10-Year RORE % Related Terms


Yuanta Financial Holdings Co 10-Year RORE % Historical Data

* Premium members only.

The historical data trend for Yuanta Financial Holdings Co's 10-Year RORE % can be seen below:

* 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.

Yuanta Financial Holdings Co 10-Year RORE % Chart

Yuanta Financial Holdings Co Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
10-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 27.78 12.94 7.39 19.20 16.72

Yuanta Financial Holdings Co Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
10-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 19.20 18.25 21.75 19.27 16.72

TPE:2885 vs FRHC, VOYA, HTH: 10-Year RORE % Comparison

For the Financial Conglomerates subindustry, Yuanta Financial Holdings Co's 10-Year RORE %, along with its competitors' market caps and 10-Year RORE % 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 10-Year RORE % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Yuanta Financial Holdings Co's 10-Year RORE % distribution charts can be found below:

* The bar in red indicates where Yuanta Financial Holdings Co's 10-Year RORE % falls into.


TPE:2885
75GF Score
Yuanta Financial Holdings Co Ltd TPE:2885
10-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Yuanta Financial Holdings Co 10-Year RORE % Calculation

Yuanta Financial Holdings Co's 10-Year RORE % for the quarter that ended in Dec. 2025 is calculated as:

10-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 10-year -Cumulative Dividends per Share for 10-year )
=( 2.724-1.024 )/( 18.482-8.313 )
=1.7/10.169
=16.72 %

* 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.

In the calculation of 10-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2025 and 10-year before.

Frequently Asked Questions Learn more about 10-Year RORE % →
What does a 10-Year RORE % of 16.72 mean?
Yuanta Financial Holdings Co (TPE:2885) has a 10-Year RORE % of 16.72 as of Dec. 2025. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Yuanta Financial Holdings Co and its competitors. According to the industry distribution chart, Yuanta Financial Holdings Co ranks #21 out of 104 companies in the Diversified Financial Services industry, placing it in the top 20.2%.
Is Yuanta Financial Holdings Co's 10-Year RORE % too high?
Yuanta Financial Holdings Co's current 10-Year RORE % is 16.72. The Diversified Financial Services industry median 10-Year RORE % is 0.97. Yuanta Financial Holdings Co's value of 16.72 is 1623.7% above this industry median. Based on the distribution chart, Yuanta Financial Holdings Co ranks #21 out of 104 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. 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 10-Year RORE % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, Yuanta Financial Holdings Co ranks #21 out of 104 companies for 10-Year RORE %. This places Yuanta Financial Holdings Co in the top 20% of its industry — outperforming the majority of peers. The industry median 10-Year RORE % is 0.97. Yuanta Financial Holdings Co's value of 16.72 is 1623.7% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year RORE % for a Diversified Financial Services company?
The median 10-Year RORE % among Diversified Financial Services companies is 0.97, based on 104 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yuanta Financial Holdings Co's current 10-Year RORE % of 16.72 is 1623.7% 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 10-Year RORE % mean?
A high 10-Year RORE % can signal that a stock is expensive relative to its fundamentals. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Yuanta Financial Holdings Co and its competitors. For the Diversified Financial Services industry, the median 10-Year RORE % is 0.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yuanta Financial Holdings Co's current 10-Year RORE % is 16.72. 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$43.38, compared to a current price of NT$63.10 — trading 45.5% above its estimated fair value. The current 10-Year RORE % is 16.72 and 1623.7% above the Diversified Financial Services industry median of 0.97. Yuanta Financial Holdings Co's overall GF Score™ is 75/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year RORE % calculated?
10-Year RORE % is calculated from a company's financial statements. For Yuanta Financial Holdings Co (TPE:2885), the current 10-Year RORE % is 16.72 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$63.10 is trading 45.5% above its estimated GF Value™ of NT$43.38. GuruFocus considers Yuanta Financial Holdings Co to be Significantly Overvalued.

Key valuation signals for TPE:2885:

  • 10-Year RORE %: 16.72
  • GF Value™: NT$43.38 vs. price of NT$63.10 (45.5% above fair value)
  • GF Score™: 75/100 with 8 warning signs
  • Industry Position: 1623.7% above the Diversified Financial Services median (#21 of 104)

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 Business Description

Address No. 157, Section 3, Ren-ai Road, 6th, 8th, 10th, 13th, 16-20F, Floors, Da-an District, Taipei, TWN, 105
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

Get the complete analysis for TPE:2885

10-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

NT$63.10
Price
NT$43.38
GF Value