Who are Yuanta Financial Holding Co. Lt's main competitors?

Named competitors: Cathay Financial Holding (2882.TW), Fubon Financial Holding (2881.TW), KGI Financial Holding (2883.TW), SinoPac Financial Holdings (2890.TW). The cockpit's measured peer set (industry) also includes Tradeweb Markets (TW), LPL Financial (LPLA), Huatai Securities (601688.SS), Coinbase (COIN), China International Capital (601995.SS), Cboe Global Markets (CBOE).

Is Yuanta Financial Holding Co. Lt expensive compared with its peers?

On forward p/e it trades at 14.2× against a peer median of 11.0×, 10th most expensive of 21 in its peer set.

How has Yuanta Financial Holding Co. Lt stock performed?

Over six months to 6 Nov 2026 the shares returned +28.2% against -3.4% for the median peer; over one year +93.3%.

← CockpitCompetitor Analysis › 2885.TW Yuanta Financial Holding Co. LtOpen in the cockpit ↗

Yuanta Financial Holding Co. Lt2885.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Financials›Investment Banks/Brokers

Taiwan's largest securities brokerage group, also running banking, asset management and futures brokerage.

≈ Taiwan's Charles Schwab, with a large ETF-management arm attachedMomentum leader 89

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$28.1B

US dollars, full cap

Free float

95%

of shares outstanding

$/day

$56.9M

20-day average traded

Fwd P/E

14.2×

forward earnings

ROIC−WACC

n/a

WACC 5.0%

Hurdle

n/a

no reverse DCF

Next earnings

19 days

25 Nov 2026

Close · TWDNT$66.90

1D-3.2%

1W-7.8%

1M-1.9%

3M+6.0%

6M+28.2%

YTD+70.2%

1Y+93.3%

ATR %3.4%

52w lowhigh9.8% off high

What Yuanta Financial Holding Co. Lt does

Taiwan's largest securities brokerage group, also running banking, asset management and futures brokerage.

Earns brokerage commissions on Taiwan share trading, interest on margin loans, and management fees on Yuanta Funds, whose Taiwan Top 50 ETF is among the largest in the market. Its bank adds lending and cards. Overseas, it runs Yuanta Securities Korea, giving it a presence in Korea.

In one line: Taiwan's Charles Schwab, with a large ETF-management arm attached.

Products and services

Securities brokerage (Yuanta Securities)
ETF & asset management (Yuanta Investment Trust)
Banking (Yuanta Bank)
Futures brokerage

Customers

Retail investors
Institutional investors
ETF holders

Where it sits in the supply chain

Financial services
Capital markets
Brokerage / asset management / banking

What could go right

Taiwan market turnover and ETF AUM growth
Wealth-management fee income

What could go wrong

Trading-volume cyclicality
Brokerage fee competition

Moat: narrow (scale, brand, distribution). Largest Taiwan brokerage franchise and dominant local ETF shelf give scale and distribution edge.

Headquarters: Taipei, Taiwan · Founded: 2002 · Employees: 15,646

Named competitors

Yuanta Financial Holding Co. Lt at a glance

Size Yuanta Financial Holding Co. Lt (2885.TW) is a Taiwan Financials company (Investment Banks/Brokers) with a market value of $28.1B, the 17th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$66.90 on 6 Nov 2026.

Performance Over six months the shares gained 28.2%, against -3.4% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 77.8% over the last twelve months (peer median +14.4%); the operating margin is 28.5% (peer median 40.2%).

Valuation It trades at 14.2× forward earnings against a peer median of 11.0× (10th most expensive of 21).

Next results Next results expected around 25 Nov 2026 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Yuanta Financial Holding Co. Lt against the median of its 20 peers (local-currency closes).

Yuanta Financial Holding Co. Lt financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	NT$304B	NT$206B	NT$196B	NT$154B	NT$116B
Revenue growth	—	+5%	+27%	+33%	—
Net income	NT$56.9B	NT$36.5B	NT$35.8B	NT$26.6B	NT$21.5B
Free cash flow	NT$163B	NT$127B	NT$54.0B	NT$20.0B	NT$19.0B
Capital expenditure	NT$3.44B	NT$4.10B	NT$5.80B	NT$3.31B	NT$2.68B
Total debt	NT$773B	NT$680B	NT$611B	NT$507B	NT$466B

Quarterly statements and history in the cockpit →

Yuanta Financial Holding Co. Lt competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. Yuanta Financial Holding Co. Lt is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yuanta Financial Holding Co. Lt is the large dot.

Yuanta Financial Holding Co. Lt competitors and peer comparison

Head to head with its named competitors (2885.TW vs 2882.TW vs 2881.TW vs 2883.TW)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Yuanta Financial Holding Co. Lt 2885.TW	$28.1B	+28%	+78%	28%	14.2×	n/a
Cathay Financial Hldg 2882.TW	$47.0B	+42%	-16%	21%	12.4×	n/a
Fubon Financial Hldg 2881.TW	$62.7B	+66%	+12%	30%	15.0×	n/a
Kgi Financial 2883.TW	$17.3B	+60%	+32%	15%	12.3×	n/a
Sinopac Financial Hldgs 2890.TW	$19.3B	+36%	+31%	41%	14.5×	n/a

How Yuanta Financial Holding Co. Lt compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Yuanta Financial Holding Co. Lt against its 20 peers (data as of 6 Nov 2026)
Measure	2885.TW	Peer median	Rank in peer set
1-month return	-1.9%	+0.1%	9th lowest of 21
6-month return	+28.2%	-3.4%	highest of 21
Distance from 52-week high	-9.8%	-17.9%	5th highest of 21
Revenue growth (TTM)	+77.8%	+14.4%	2nd highest of 21
Operating margin	28.5%	40.2%	5th lowest of 21
Forward P/E	14.2×	11.0×	10th most expensive of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Yuanta Financial Holding Co. Lt 2885.TW	Taiwan	$28.1B	+28%	+78%	28%	14.2×	n/a	n/a
Tradeweb Markets TW	United States	$29.7B	+17%	+14%	44%	27.9×	n/a	n/a
LPL Financial LPLA	United States	$23.0B	-3%	+31%	13%	10.5×	n/a	n/a
Huatai Securities 601688.SS	China	$22.7B	-7%	-6%	38%	8.3×	n/a	n/a
Coinbase COIN	United States	$35.7B	-33%	-48%	-33%	99.3×	n/a	n/a
China International Capital 601995.SS	China	$21.6B	-18%	-20%	55%	10.0×	n/a	n/a
Cboe Global Markets CBOE	United States	$36.9B	+2%	+14%	36%	23.4×	n/a	n/a
GF Securities 000776.SZ	China	$20.9B	-10%	+37%	42%	7.8×	n/a	n/a
Euronext ENX.PA	France	$18.8B	+21%	+14%	52%	19.7×	n/a	n/a
State Street STT	United States	$45.0B	+11%	+2%	33%	11.1×	n/a	n/a
Singapore Exchange S68.SI	Singapore	$17.2B	-2%	+14%	57%	27.0×	n/a	n/a
BSE BSE.NS	India	$16.4B	-4%	+58%	65%	47.0×	n/a	n/a
China Galaxy Securities 601881.SS	China	$16.1B	-8%	-20%	37%	9.5×	n/a	n/a
Meritz Financial 138040.KS	South Korea	$15.7B	+18%	+31%	49%	8.6×	n/a	n/a
Shenwan Hongyuan 000166.SZ	China	$15.5B	-8%	-26%	31%	10.9×	n/a	n/a
CITIC Securities 6030.HK	Hong Kong	$56.2B	-23%	+102%	22%	7.1×	n/a	n/a
Daiwa Securities 8601.T	Japan	$14.0B	+11%	+18%	17%	10.8×	n/a	n/a
Futu Holdings Ltd. Sponsored ADR FUTU	United States	$13.7B	-32%	+44%	69%	6.8×	n/a	n/a
Japan Exchange 8697.T	Japan	$13.4B	+11%	+40%	61%	19.7×	n/a	n/a
Nasdaq NDAQ	United States	$59.4B	+21%	+12%	31%	23.4×	n/a	n/a
HKEX 0388.HK	Hong Kong	$62.2B	-10%	+23%	75%	24.6×	n/a	n/a

Questions

Who are Yuanta Financial Holding Co. Lt's main competitors?: Named competitors: Cathay Financial Holding (2882.TW), Fubon Financial Holding (2881.TW), KGI Financial Holding (2883.TW), SinoPac Financial Holdings (2890.TW). The cockpit's measured peer set (industry) also includes Tradeweb Markets (TW), LPL Financial (LPLA), Huatai Securities (601688.SS), Coinbase (COIN), China International Capital (601995.SS), Cboe Global Markets (CBOE).
Is Yuanta Financial Holding Co. Lt expensive compared with its peers?: On forward p/e it trades at 14.2× against a peer median of 11.0×, 10th most expensive of 21 in its peer set.
How has Yuanta Financial Holding Co. Lt stock performed?: Over six months to 6 Nov 2026 the shares returned +28.2% against -3.4% for the median peer; over one year +93.3%.