B

메리츠금융지주

138040KOSPI

59.1 / 100

Reference Date: 2026-09-08

Financial Score17.0 / 40
News Sentiment15.1 / 25
Momentum13.0 / 20
Disclosure14.0 / 15
AI Analysis: ROE significantly exceeds the industry average but PBR raises overvaluation concerns. Rose 5.9% over the past month, and news sentiment is negative.

Company InformationBased on 2025 Annual Report(Summary based on 2024)

Business Overview

Meritz Financial Holdings operates as a financial holding company, conducting various financial services such as insurance, financial investment, and specialized credit finance through its subsidiaries. The company's primary revenue source is its financial investment sector, with a significant contribution from the insurance sector. In 2024, the financial investment segment accounted for 72.87% of total operating revenue and contributed 27.12% to operating profit.

Number of Employees

38people

Average Salary

250.2M KRW

Score Calculation Basis

Detailed Financial Score

PER
9.52Industry Average 8.773.0Point

Higher than industry avg (caution)

PBR
1.99Industry Average 0.870.0Point

2.3x industry avg (risky)

ROE
21.18Industry Average 8.907.0Point

2.4x industry avg (excellent)

Debt Ratio
1102.87Industry Average 1206.844.0Point

In line with industry avg

Trend 2023~20253.0 / 10 points
Revenue Growth Rate
0.0 / 3

Avg ▼57.0% (2-year basis)

Operating Profit Growth Rate
0.5 / 3

Avg ▼0.6% (2-year basis)

ROE Trend
2.5 / 4

Avg ROE 22.1% (declining, 3yr)

Detailed News Sentiment

52 totalPositive 15Neutral 19Negative 18Average Sentiment Score 60.6

Detailed Momentum

52-week position6.0Point

52w upper range (72%)

Current 133,700Won52-week high 146,20052-week low 100,600
1-month return4.0Point

1m +5.86% (slight rise)

Volume trend3.0Point

Volume flat

Detailed Disclosure

12 totalPositive 2Neutral 10Negative 0
  • Neutral최대주주등소유주식변동신고서2026-09-04
  • Neutral주식등의대량보유상황보고서(일반)2026-09-04
  • Positive주요사항보고서(자기주식취득신탁계약체결결정)2026-08-28
  • Positive주요사항보고서(자기주식취득신탁계약해지결정)2026-08-28
  • Neutral신탁계약해지결과보고서2026-08-28