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Yuanta Financial Holdings CoTPE:2885 +2.54%75 5-Year Yield-on-Cost % is 5.14 as of Jul. 28, 2026, which is 16% below its 10-year median of 6.11. 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 47 Diversified Financial Services companies, Yuanta Financial Holdings Co ranks better than 61.7% on this metric.
The historical rank and industry rank for Yuanta Financial Holdings Co's 5-Year Yield-on-Cost % or its related term are showing as below:
TPE:2885'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.96 Med: 6.11 Max: 25.9
Current: 5.14
During the past 13 years, Yuanta Financial Holdings Co's highest Yield on Cost was 25.90. The lowest was 3.96. And the median was 6.11.
TPE:2885's 5-Year Yield-on-Cost % is ranked better than 61.7% of 47
companies
in the Diversified Financial Services industry
Industry Median: 4.24
vs TPE:2885: 5.14
Yuanta Financial Holdings Co (TPE:2885) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Yuanta Financial Holdings Co 5-Year Yield-on-Cost % Related Terms
TPE:2885 vs FRHC, VOYA, HTH: 5-Year Yield-on-Cost % Comparison
For the Financial Conglomerates subindustry, Yuanta Financial Holdings Co's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Yuanta Financial Holdings Co's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Yuanta Financial Holdings Co's 5-Year Yield-on-Cost % falls into.
Yuanta Financial Holdings Co 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Yuanta Financial Holdings Co (TPE:2885) has a 5-Year Yield-on-Cost % of 5.14 as of Jul. 28, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Yuanta Financial Holdings Co and its competitors. This is 16% below median its historical median of 6.11. Over the past decade, Yuanta Financial Holdings Co's 5-Year Yield-on-Cost % has ranged from 3.96 to 25.90. According to the industry distribution chart, Yuanta Financial Holdings Co ranks #18 out of 47 companies in the Diversified Financial Services industry, placing it in the top 38.3%.
Is Yuanta Financial Holdings Co's 5-Year Yield-on-Cost % too high?
Yuanta Financial Holdings Co's current 5-Year Yield-on-Cost % of 5.14 is 16% below median its 10-year median of 6.11. Over the past 10 years, this metric has ranged from a low of 3.96 to a high of 25.90. The Diversified Financial Services industry median 5-Year Yield-on-Cost % is 4.24. Yuanta Financial Holdings Co's value of 5.14 is 21.2% above this industry median. Based on the distribution chart, Yuanta Financial Holdings Co ranks #18 out of 47 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 5-Year Yield-on-Cost % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, Yuanta Financial Holdings Co ranks #18 out of 47 companies for 5-Year Yield-on-Cost %. This puts Yuanta Financial Holdings Co in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 4.24. Yuanta Financial Holdings Co's value of 5.14 is 21.2% above this benchmark. Historically, Yuanta Financial Holdings Co's own 5-Year Yield-on-Cost % has ranged from 3.96 to 25.90 over the past decade. While the company's 10-year median is 6.11 vs. the industry median of 4.24, 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 5-Year Yield-on-Cost % for a Diversified Financial Services company?
The median 5-Year Yield-on-Cost % among Diversified Financial Services companies is 4.24, based on 47 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yuanta Financial Holdings Co's current 5-Year Yield-on-Cost % of 5.14 is 21.2% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Yuanta Financial Holdings Co and its competitors. For the Diversified Financial Services industry, the median 5-Year Yield-on-Cost % is 4.24 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yuanta Financial Holdings Co's current 5-Year Yield-on-Cost % is 5.14, which is 16% below median its own 10-year median of 6.11. 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$64.70 — trading 49.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 5.14, which is 16% below median its 10-year median of 6.11 and 21.2% above the Diversified Financial Services industry median of 4.24. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Yuanta Financial Holdings Co (TPE:2885), the current 5-Year Yield-on-Cost % is 5.14 as of Jul. 28, 2026. 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$64.70 is trading 49.1% 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:
5-Year Yield-on-Cost %: 5.14 (16% below median its 10-year median of 6.11)
GF Value™: NT$43.38 vs. price of NT$64.70 (49.1% above fair value)
Industry Position: 21.2% above the Diversified Financial Services median (#18 of 47)
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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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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