Meritz Financi (138040.KS)
Meritz Financial Group Inc., together with its subsidiaries, provides various financial services in South Korea and internationally. It operates through Insurance, Securities, Capital, and Others segments. The company offers various insurance contracts, including general non-life insurance, such as fire, marine, personal accident, engineering, liability, comprehensive, authority, guarantee, and other special types of insurance; and auto insurance which encompasses personal, business, commercial, motorcycle, and others; as well as long-term non-life insurance that include long-term damage, property, personal accident, driver, savings, disease, nursing care, pension savings damage, etc. It engages in undertaking risk through reinsurance cessions and joint underwriting. The company also provides products such as natural disaster insurance. In addition, it engages in merchant banking and security; private equity fund; management trust; financial services; real estate leasing; and SPC for asset securitization businesses. Meritz Financial Group Inc. was founded in 2007 and is headquartered in Seoul, South Korea.
Company Info
Highlights
₩19.83T
₩3.17T
₩71,801.87 - ₩127,400.00
₩134,142.86
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Meritz Financi (138040.KS) returned 8.60% year-to-date (YTD) and 46.87% over the past 12 months. Over the past 10 years, 138040.KS delivered an annualized return of 27.09%, outperforming the S&P 500 benchmark at 10.85%.
138040.KS
8.60%
-8.89%
10.73%
46.87%
53.35%
66.77%
27.09%
^GSPC (Benchmark)
0.51%
3.96%
-2.00%
12.02%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of 138040.KS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 9.81% | 6.96% | 0.99% | 1.72% | -9.99% | 8.60% | |||||||
| 2024 | 15.91% | 21.31% | -1.68% | -2.82% | -3.15% | 2.86% | 6.70% | 8.18% | 6.35% | 5.77% | -0.68% | 1.96% | 75.97% |
| 2023 | 0.59% | 4.77% | -14.22% | 18.91% | -2.07% | -7.68% | 18.55% | 11.18% | 0.91% | -9.06% | 10.56% | 10.91% | 44.15% |
| 2022 | -1.14% | -15.29% | 10.31% | -6.89% | -13.61% | -20.95% | 1.55% | 17.33% | -32.31% | 4.08% | 73.96% | 13.40% | -2.71% |
| 2021 | -2.75% | 28.41% | 40.41% | 4.07% | 4.47% | 13.37% | 18.40% | 14.54% | 17.04% | -1.19% | 3.31% | 28.74% | 350.78% |
| 2020 | -9.32% | -4.67% | 0.98% | -3.59% | 1.21% | -6.47% | -9.57% | 8.59% | -1.30% | 3.40% | 5.20% | 8.27% | -9.07% |
| 2019 | 6.93% | 3.64% | 10.94% | -7.04% | 6.44% | 4.27% | -4.78% | -7.89% | -0.00% | -3.11% | 0.40% | -1.05% | 7.09% |
| 2018 | 9.63% | -4.85% | -5.73% | -5.74% | 2.15% | -5.96% | -6.72% | -1.60% | 2.03% | -17.53% | 10.63% | 4.93% | -20.17% |
| 2017 | -1.35% | 7.31% | 3.40% | 4.53% | 12.20% | 0.00% | 6.67% | 10.20% | -1.79% | -0.91% | -3.37% | -1.11% | 40.32% |
| 2016 | -5.00% | 0.40% | -0.40% | 2.43% | -4.74% | -2.49% | 5.53% | -5.24% | 0.43% | -4.66% | 1.33% | 0.02% | -12.29% |
| 2015 | 8.11% | 21.27% | 16.53% | -0.00% | 3.27% | 11.62% | 0.63% | 2.19% | -11.66% | 1.74% | -7.85% | -2.47% | 46.30% |
| 2014 | 9.57% | -1.21% | 6.67% | -5.23% | -3.77% | 5.03% | 5.73% | 3.45% | 8.21% | 11.73% | -1.27% | -2.41% | 40.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, 138040.KS is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Meritz Financi (138040.KS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Meritz Financi provided a 1.21% dividend yield over the last twelve months, with an annual payout of ₩1,350.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | ₩1,350.00 | ₩0.00 | ₩2,360.00 | ₩105.00 | ₩210.00 | ₩900.00 | ₩550.00 | ₩470.00 | ₩520.00 | ₩300.00 | ₩155.00 | ₩85.00 |
Dividend yield | 1.21% | 0.00% | 3.99% | 0.25% | 0.48% | 9.17% | 4.66% | 4.07% | 3.46% | 2.70% | 1.19% | 0.94% |
Monthly Dividends
The table displays the monthly dividend distributions for Meritz Financi. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | ₩0.00 | ₩1,350.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩1,350.00 | |||||||
| 2024 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 |
| 2023 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩2,360.00 | ₩2,360.00 |
| 2022 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩105.00 | ₩105.00 |
| 2021 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩210.00 | ₩210.00 |
| 2020 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩900.00 | ₩900.00 |
| 2019 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩550.00 | ₩550.00 |
| 2018 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩470.00 | ₩470.00 |
| 2017 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩520.00 | ₩520.00 |
| 2016 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩300.00 | ₩300.00 |
| 2015 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩0.00 | ₩155.00 | ₩155.00 |
| 2014 | ₩85.00 | ₩85.00 |
Dividend Yield & Payout
Dividend Yield
Meritz Financi has a dividend yield of 1.21%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Meritz Financi has a payout ratio of 10.76%, which is below the market average. This means Meritz Financi returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Meritz Financi. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Meritz Financi was 65.28%, occurring on Aug 22, 2011. Recovery took 538 trading sessions.
The current Meritz Financi drawdown is 12.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.28% | May 16, 2011 | 69 | Aug 22, 2011 | 538 | Oct 23, 2013 | 607 |
| -62.66% | Jan 18, 2022 | 180 | Oct 13, 2022 | 221 | Aug 31, 2023 | 401 |
| -62.18% | Feb 6, 2018 | 519 | Mar 19, 2020 | 248 | Mar 23, 2021 | 767 |
| -36.93% | Jul 20, 2015 | 323 | Nov 9, 2016 | 201 | Aug 31, 2017 | 524 |
| -20.05% | May 13, 2021 | 3 | May 17, 2021 | 31 | Jun 30, 2021 | 34 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Meritz Financi over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Meritz Financi, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 4.3% positive surprise.
Valuation
The Valuation section provides an overview of how Meritz Financi is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for 138040.KS compared to other companies in the Asset Management industry. 138040.KS currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for 138040.KS relative to other companies in the Asset Management industry. Currently, 138040.KS has a P/S ratio of 1.4. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for 138040.KS in comparison with other companies in the Asset Management industry. Currently, 138040.KS has a P/B value of 2.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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