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Market Cap

NT$64.5b

Last Updated

2021/04/17 08:55 UTC

Data Sources

Company Financials +

Executive Summary

YFY Inc. manufactures and sells papers in Taiwan, Mainland China, and internationally. More Details


Snowflake Analysis

Solid track record with adequate balance sheet.


Similar Companies

Share Price & News

How has YFY's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: 1907 is not significantly more volatile than the rest of TW stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: 1907's weekly volatility (6%) has been stable over the past year.


Market Performance


7 Day Return

23.3%

1907

16.1%

TW Forestry

1.4%

TW Market


1 Year Return

223.7%

1907

145.2%

TW Forestry

62.2%

TW Market

Return vs Industry: 1907 exceeded the TW Forestry industry which returned 145.2% over the past year.

Return vs Market: 1907 exceeded the TW Market which returned 62.2% over the past year.


Shareholder returns

1907IndustryMarket
7 Day23.3%16.1%1.4%
30 Day34.0%27.1%5.8%
90 Day53.3%45.1%10.5%
1 Year240.4%223.7%151.5%145.2%67.8%62.2%
3 Year242.3%194.3%56.2%40.3%77.2%56.9%
5 Year359.3%282.8%186.3%143.6%141.8%98.7%

Long-Term Price Volatility Vs. Market

How volatile is YFY's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is YFY undervalued compared to its fair value and its price relative to the market?

12.38x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: 1907 (NT$38.85) is trading above our estimate of fair value (NT$12.9)

Significantly Below Fair Value: 1907 is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: 1907 is good value based on its PE Ratio (12.4x) compared to the XA Forestry industry average (18.2x).

PE vs Market: 1907 is good value based on its PE Ratio (12.4x) compared to the TW market (20.7x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate 1907's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: 1907 is good value based on its PB Ratio (1.4x) compared to the TW Forestry industry average (1.5x).


Future Growth

How is YFY forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?

25.2%

Forecasted Materials industry annual growth in earnings


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if 1907's forecast earnings growth is above the savings rate (0.8%).

Earnings vs Market: Insufficient data to determine if 1907's earnings are forecast to grow faster than the TW market

High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: Insufficient data to determine if 1907's revenue is forecast to grow faster than the TW market.

High Growth Revenue: Insufficient data to determine if 1907's revenue is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if 1907's Return on Equity is forecast to be high in 3 years time


Past Performance

How has YFY performed over the past 5 years?

47.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: 1907 has high quality earnings.

Growing Profit Margin: 1907's current net profit margins (7.1%) are higher than last year (3.1%).


Past Earnings Growth Analysis

Earnings Trend: 1907's earnings have grown significantly by 47.5% per year over the past 5 years.

Accelerating Growth: 1907's earnings growth over the past year (127.3%) exceeds its 5-year average (47.5% per year).

Earnings vs Industry: 1907 earnings growth over the past year (127.3%) exceeded the Forestry industry 4.7%.


Return on Equity

High ROE: 1907's Return on Equity (11.3%) is considered low.


Financial Health

How is YFY's financial position?


Financial Position Analysis

Short Term Liabilities: 1907's short term assets (NT$47.1B) exceed its short term liabilities (NT$34.2B).

Long Term Liabilities: 1907's short term assets (NT$47.1B) exceed its long term liabilities (NT$31.3B).


Debt to Equity History and Analysis

Debt Level: 1907's debt to equity ratio (73.8%) is considered high.

Reducing Debt: 1907's debt to equity ratio has reduced from 110.9% to 73.8% over the past 5 years.

Debt Coverage: 1907's debt is not well covered by operating cash flow (18.7%).

Interest Coverage: 1907 earns more interest than it pays, so coverage of interest payments is not a concern.


Balance Sheet


Dividend

What is YFY current dividend yield, its reliability and sustainability?

3.86%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: 1907's dividend (3.86%) is higher than the bottom 25% of dividend payers in the TW market (1.94%).

High Dividend: 1907's dividend (3.86%) is low compared to the top 25% of dividend payers in the TW market (4.78%).


Stability and Growth of Payments

Stable Dividend: 1907's dividend payments have been volatile in the past 10 years.

Growing Dividend: 1907's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (47.8%), 1907's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.9yrs

Average management tenure


CEO

Willie Tsai

2.17yrs

Tenure

Mr. Wei Li Tsai, also known as Willie, has been Chairman of YFY Paradigm Investment Co., Ltd. since August 8, 2020. He has been President of YFY Inc. since February 19, 2019 and also has been its General M...


Leadership Team

Experienced Management: 1907's management team is considered experienced (3.9 years average tenure).


Board Members

Experienced Board: 1907's board of directors are considered experienced (5.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

YFY Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: YFY Inc.
  • Ticker: 1907
  • Exchange: TSEC
  • Founded: 1924
  • Industry: Paper Products
  • Sector: Materials
  • Market Cap: NT$64.505b
  • Shares outstanding: 1.66b
  • Website: https://www.yfy.com

Location

  • YFY Inc.
  • No. 51, Chung Ching South Road
  • Section 2
  • Taipei
  • 100
  • Taiwan

Listings


Biography

YFY Inc. manufactures and sells papers in Taiwan, Mainland China, and internationally. The company offers pulp, premium, Kraft, corrugated, and fine papers; cardboards, paper and pulp products, cardboard a...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/04/17 08:55
End of Day Share Price2021/04/16 00:00
Earnings2020/12/31
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.