Yuanta Competitors

6023 Stock

TWD 88.70 0.10 0.11%

Yuanta Futures competes with IBF Financial, Capital Securities, President Securities, China Bills, and Yuanta Futures; as well as few others. The company operates under Financial Services sector and is part of Capital Markets industry. Analyzing Yuanta Futures competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Yuanta Futures to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Yuanta Futures Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Yuanta Futures competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
87.96	88.80	89.64

Details

Intrinsic

Valuation

Low	Real	High
87.81	88.65	89.49

Details

Yuanta Futures Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Yuanta Futures and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Yuanta and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Yuanta Futures does not affect the price movement of the other competitor.

	2889	6005	2855	2820	6023	6024	6016	6020
2889		0.04	-0.31	0.0	-0.37	-0.47	0.29	0.15	2889
6005	0.04		0.32	0.49	0.61	0.68	-0.42	-0.58	6005
2855	-0.31	0.32		0.43	0.52	0.64	0.27	0.01	2855
2820	0.0	0.49	0.43		0.24	0.51	-0.26	-0.46	2820
6023	-0.37	0.61	0.52	0.24		0.71	-0.3	-0.28	6023
6024	-0.47	0.68	0.64	0.51	0.71		-0.33	-0.44	6024
6016	0.29	-0.42	0.27	-0.26	-0.3	-0.33		0.62	6016
6020	0.15	-0.58	0.01	-0.46	-0.28	-0.44	0.62		6020
	2889	6005	2855	2820	6023	6024	6016	6020

Click cells to compare fundamentals

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Backtest Portfolio

High positive correlations

6024	+ 0.71	6023
6024	+ 0.68	6005
6024	+ 0.64	2855
6020	+ 0.62	6016
6023	+ 0.61	6005
6023	+ 0.52	2855

High negative correlations

6020	- 0.58	6005
6024	- 0.47	2889
6020	- 0.46	2820
6020	- 0.44	6024
6016	- 0.42	6005
6023	- 0.37	2889

Risk-Adjusted Indicators

There is a big difference between Yuanta Stock performing well and Yuanta Futures Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Yuanta Futures' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
2889	0.76	(0.01)	0.00	0.60	0.00	0.00	1.73	(1.72)	4.42
6005	0.87	0.20	0.11	(3.34)	0.85	(1.03)	2.39	(1.60)	5.17
2855	0.73	0.02	(0.03)	0.14	0.94	(0.83)	1.71	(1.89)	5.13
2820	0.24	0.02	(0.12)	0.58	0.15	(0.48)	0.67	(0.34)	1.97
6023	0.58	0.10	0.06	0.81	0.42	(0.76)	1.59	(1.00)	4.81
6024	0.65	0.07	0.01	0.39	0.90	(0.73)	1.69	(1.41)	5.85
6016	0.54	(0.03)	0.00	(0.14)	0.00	0.00	1.43	(1.09)	4.72
6020	0.20	(0.05)	0.00	(0.33)	0.00	0.00	0.52	(0.78)	1.85

Unable to evaluate fundamental data of [2889.TW, 6005.TW, 2855.TW, 2820.TW, 6023.TWO, 6024.TW, 6016.TWO, 6020.TWO] at this time. Please try again later

All Fundamental Data

Yuanta Futures Competitive Analysis

The better you understand Yuanta Futures competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Yuanta Futures' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Yuanta Futures' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	6023	2889	6005	2855	2820	6024	6016	6020
	0.11 88.70 Yuanta	0.66 15.20 IBF	0.21 23.65 Capital	0.38 26.05 President	0.33 15.25 China	1.03 57.60 Capital	0.37 13.45 Concord	0.53 18.80 Tachan
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Weak	Good	Weak	Modest	Insignificant	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Above Average	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Hold	Strong Hold	Strong Buy	Buy	Strong Buy	Buy	Buy
Current Ratio	1.08 X	0.81 X	1.24 X	1.33 X	1.15 X	1.15 X	1.12 X	N/A
Net Asset	97.98 B	349.89 B	203.69 B	117.69 B	228.73 B	46.61 B	39.39 B	7.78 B
Profit Margin	0.25 %	0.29 %	0.18 %	0.17 %	0.73 %	0.25 %	0.14 %	0.01 %
EBITDA	1.2 B	N/A	6.89 B	5 B	N/A	677.77 M	1.72 B	976.57 M
Operating Margin	0.08 %	0.43 %	0.20 %	0.15 %	0.74 %	0.18 %	0.11 %	(0.09) %
Current Valuation	5.38 B	179.41 B	16.39 B	8.83 B	3.23 B	2.02 B	2.8 B	1.86 B
Price To Book	1.13 X	1.20 X	0.72 X	0.80 X	0.90 X	1.24 X	0.80 X	1.16 X
Five Year Return	8.23 %	4.92 %	4.39 %	N/A	5.83 %	6.02 %	N/A	N/A
Retained Earnings	N/A	3.5 B	4.86 B	8.95 B	8.49 B	N/A	N/A	N/A
Current Asset	N/A	135.35 B	72.61 B	75.65 B	197.21 B	N/A	N/A	N/A
Beta	0.25	0.45	0.81	0.77	0.24	0.41	0.81	0.47
Number Of Employees	457	1.58 K	46	1.72 K	161	23	71	23
Shares Outstanding	289.98 M	3.45 B	2.17 B	1.46 B	1.34 B	210.44 M	594.45 M	252.35 M
Cash Flow From Operations	1.69 B	(7.02 B)	(998.35 M)	2.29 B	(1.54 B)	443.99 M	747.6 M	1.05 B
Annual Yield	0.05 %	0.05 %	0.14 %	0.11 %	0.06 %	0.04 %	0.15 %	0.13 %
Total Debt	1.5 B	264.36 B	47.01 B	34.45 B	155.73 B	138.35 M	16.18 B	N/A
Return On Equity	0.0772	0.0628	0.0498	0.0382	0.057	0.0998	0.0484	3.0E-4
Z Score	5.4	N/A	N/A	N/A	N/A	35.4	N/A	N/A
Return On Asset	0.0091	0.0073	0.01	0.0109	0.0061	0.013	0.0109	2.0E-4
Book Value Per Share	43.34 X	10.39 X	15.96 X	20.20 X	16.10 X	31.18 X	12.62 X	16.02 X
Current Liabilities	N/A	208.86 B	63.95 B	58.51 B	182.31 B	N/A	N/A	N/A
Total Asset	97.98 B	349.89 B	203.69 B	117.69 B	228.73 B	46.61 B	39.39 B	7.78 B
Debt To Equity	1.00 %	6.16 %	130.60 %	130.00 %	672.30 %	0.02 %	1.80 %	N/A
Last Dividend Paid	2.3	0.62	1.65	1.89	0.9	1.6	1.55	2.38
Target Price	N/A	11.98	12.5	22.91	12.0	N/A	N/A	N/A
Shares Owned By Institutions	9.82 %	12.40 %	13.49 %	5.64 %	51.06 %	3.71 %	1.73 %	N/A
Market Capitalization	14.51 B	43.95 B	26.05 B	25.26 B	20.75 B	8.16 B	6.3 B	4.77 B
Price To Earning	11.08 X	9.88 X	20.73 X	8.76 X	16.03 X	12.61 X	4.75 X	N/A
Price To Sales	3.76 X	5.68 X	2.74 X	3.49 X	10.58 X	3.03 X	2.24 X	22.84 X
Net Income	860.28 M	3.88 B	5.25 B	4.01 B	1.86 B	490.04 M	1.39 B	857.51 M
Earnings Per Share	3.28 X	0.63 X	0.76 X	0.78 X	0.99 X	3.03 X	0.63 X	0.74 X
Shares Owned By Insiders	73.81 %	24.03 %	26.53 %	45.28 %	6.77 %	60.71 %	25.10 %	95.21 %
Revenue	3.89 B	10.22 B	15 B	15.64 B	2.84 B	2.22 B	4.46 B	1.15 B
Working Capital	N/A	(73.51 B)	8.66 B	17.15 B	14.89 B	N/A	N/A	N/A
Cash And Equivalents	5.94 B	142.4 B	55.77 B	21.33 B	194.53 B	5.9 B	11.75 B	N/A
Cash Per Share	25.58 X	47.51 X	23.27 X	15.55 X	146.84 X	28.02 X	19.76 X	N/A
Gross Profit	1.78 B	9.36 B	11.45 B	10.22 B	2.88 B	1.38 B	3.8 B	1.24 B
Day Typical Price	88.83	15.1	23.52	26.1	15.28	57.87	13.47	18.77
Accumulation Distribution	376.92	288182.0	135098.0	59514.06	2884.98	4361.23	6475.7	15.96
Daily Balance Of Power	(0.17)	0.3333	0.125	(0.22)	(0.50)	(0.75)	0.3333	1.0
Period Momentum Indicator	(0.10)	0.1	0.05	(0.10)	(0.05)	(0.60)	0.05	0.1
Rate Of Daily Change	1.0	1.01	1.0	1.0	1.0	0.99	1.0	1.01
Day Median Price	88.9	15.05	23.45	26.13	15.3	58.0	13.48	18.75
Price Action Indicator	(0.25)	0.2	0.22	(0.12)	(0.07)	(0.70)	N/A	0.1
Coefficient Of Variation	676.28	(22,676)	562.63	1926.53	979.21	983.68	(9,183)	(1,182)
Mean Deviation	0.5755	0.7638	0.8739	0.7347	0.2432	0.6549	0.5362	0.2027
Jensen Alpha	0.1036	(0.01)	0.2038	0.0191	0.0224	0.069	(0.03)	(0.05)
Total Risk Alpha	0.0266	(0.12)	0.0765	(0.06)	(0.01)	(0.01)	(0.1)	(0.07)
Sortino Ratio	0.0558	N/A	0.1072	(0.03)	(0.12)	0.0087	N/A	N/A
Downside Variance	0.4862	N/A	1.34	1.4	0.183	1.41	N/A	N/A
Standard Deviation	0.8401	1.05	1.18	1.0	0.3504	0.9405	0.7684	0.3259
Kurtosis	3.39	0.5801	0.6449	0.5771	1.99	2.4	2.76	2.12
Potential Upside	1.59	1.73	2.39	1.71	0.6711	1.69	1.43	0.5236
Treynor Ratio	0.8067	0.6037	(3.34)	0.138	0.5795	0.3886	(0.14)	(0.33)
Maximum Drawdown	4.81	4.42	5.17	5.13	1.97	5.85	4.72	1.85
Variance	0.7058	1.09	1.39	1.01	0.1228	0.8846	0.5905	0.1062
Market Risk Adjusted Performance	0.8167	0.6137	(3.33)	0.148	0.5895	0.3986	(0.13)	(0.32)
Risk Adjusted Performance	0.1082	(0.000092)	0.1322	0.0403	0.0631	0.0757	(0.01)	(0.07)
Skewness	1.34	(0.22)	0.5726	(0.21)	0.7602	(0.51)	0.8295	(0.59)
Semi Deviation	0.4161	N/A	0.8486	0.9445	0.1478	0.899	N/A	N/A
Information Ratio	0.0463	(0.09)	0.1053	(0.03)	(0.14)	0.0109	(0.12)	(0.35)
Value At Risk	(1.00)	(1.72)	(1.60)	(1.89)	(0.34)	(1.41)	(1.09)	(0.78)
Expected Short fall	(0.76)	N/A	(1.03)	(0.83)	(0.48)	(0.73)	N/A	N/A
Downside Deviation	0.6973	N/A	1.16	1.18	0.4278	1.19	N/A	N/A
Semi Variance	0.1732	N/A	0.7202	0.8921	0.0219	0.8082	N/A	N/A

Yuanta Futures Competition Performance Charts

Five steps to successful analysis of Yuanta Futures Competition

Yuanta Futures' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Yuanta Futures in relation to its competition. Yuanta Futures' competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Yuanta Futures in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Yuanta Futures' competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Yuanta Futures, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Yuanta Futures position

In addition to having Yuanta Futures in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Additional Tools for Yuanta Stock Analysis

When running Yuanta Futures' price analysis, check to measure Yuanta Futures' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Yuanta Futures is operating at the current time. Most of Yuanta Futures' value examination focuses on studying past and present price action to predict the probability of Yuanta Futures' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Yuanta Futures' price. Additionally, you may evaluate how the addition of Yuanta Futures to your portfolios can decrease your overall portfolio volatility.

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