Case Group AB (OSTO:CASE) Earnings Yield (Joel Greenblatt) %: 7.34% (As of Mar. 2026) — 73% Above Median

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OSTO:CASE Case Group AB OSTO:CASE
73 GF Score
Price kr21.80
GF Value kr21.25
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is Case Group AB Earnings Yield (Joel Greenblatt) %?

Case Group AB OSTO:CASE +3.81% 73 Earnings Yield (Joel Greenblatt) % is 7.34% as of Mar. 2026, which is 73% above its 10-year median of 4.25. GuruFocus rates OSTO:CASE with a GF Score™ of 73/100 and a GF Value™ of kr21.25 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,633 Asset Management companies, Case Group AB ranks better than 82.79% on this metric.

Case Group AB's Enterprise Value for the quarter that ended in Mar. 2026 was kr677.4 Mil. Case Group AB's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was kr49.7 Mil. Case Group AB's Earnings Yield (Joel Greenblatt) for the quarter that ended in Mar. 2026 was 7.34%.

The historical rank and industry rank for Case Group AB's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:

OSTO:CASE' s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -0.84   Med: 4.25   Max: 10.84
Current: 7.7

During the past 7 years, the highest Earnings Yield (Joel Greenblatt) of Case Group AB was 10.84%. The lowest was -0.84%. And the median was 4.25%.

OSTO:CASE's Earnings Yield (Joel Greenblatt) % is ranked better than
82.79% of 1633 companies
in the Asset Management industry
Industry Median: 0 vs OSTO:CASE: 7.70

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Case Group AB's Forward Rate of Return (Yacktman) % for the quarter that ended in Mar. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Case Group AB  (OSTO:CASE) Earnings Yield (Joel Greenblatt) % Explanation

Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.

Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.


Be Aware

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

Forward Rate of Return (Yacktman) % based on Don Yacktman's definition is a better measure of the expected rate of return for a stock.


Case Group AB Earnings Yield (Joel Greenblatt) % Related Terms


Case Group AB Earnings Yield (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Case Group AB's Earnings Yield (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Case Group AB Earnings Yield (Joel Greenblatt) % Chart

Case Group AB Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Earnings Yield (Joel Greenblatt) %
Get a 7-Day Free Trial 4.46 -0.78 1.05 4.49 7.68

Case Group AB Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Earnings Yield (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.37 8.43 6.37 7.68 7.34

OSTO:CASE vs BLK, BX, KKR: Earnings Yield (Joel Greenblatt) % Comparison

For the Asset Management subindustry, Case Group AB's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Case Group AB Earnings Yield (Joel Greenblatt) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Case Group AB's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Case Group AB's Earnings Yield (Joel Greenblatt) % falls into.


OSTO:CASE
73GF Score
Case Group AB OSTO:CASE
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Case Group AB Earnings Yield (Joel Greenblatt) % Calculation

In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.

Case Group ABs Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as

Earnings Yield (Joel Greenblatt)=EBIT/Enterprise Value
=54.463/709.3352
=7.68 %

Case Group AB's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was kr49.7 Mil.


What does a Earnings Yield (Joel Greenblatt) % of 7.34% mean?
Case Group AB (OSTO:CASE) has a Earnings Yield (Joel Greenblatt) % of 7.34% as of Mar. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Case Group AB and its competitors. This is 73% above median its historical median of 4.25. According to the industry distribution chart, Case Group AB ranks #281 out of 1633 companies in the Asset Management industry, placing it in the top 17.2%.
Is Case Group AB's Earnings Yield (Joel Greenblatt) % too high?
Case Group AB's current Earnings Yield (Joel Greenblatt) % of 7.34% is 73% above median its 10-year median of 4.25. Based on the distribution chart, Case Group AB ranks #281 out of 1633 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Case Group AB has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Case Group AB's Earnings Yield (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Case Group AB ranks #281 out of 1633 companies for Earnings Yield (Joel Greenblatt) %. This places Case Group AB in the top 17% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Asset Management company?
A good Earnings Yield (Joel Greenblatt) % depends on the Asset Management industry context. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Case Group AB and its competitors. Case Group AB's current Earnings Yield (Joel Greenblatt) % is 7.34%, which is 73% above median its own 10-year median of 4.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Case Group AB stock overvalued right now?
Based on GuruFocus' analysis, Case Group AB (OSTO:CASE) is currently considered Fairly Valued. The stock's GF Value™ is kr21.25, compared to a current price of kr21.80 — trading 2.6% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 7.34%, which is 73% above median its 10-year median of 4.25. Case Group AB's overall GF Score™ is 73/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Case Group AB (OSTO:CASE), the current Earnings Yield (Joel Greenblatt) % is 7.34% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Case Group AB (OSTO:CASE) Overvalued in 2026?

Based on GuruFocus' analysis, Case Group AB stock appears to be overvalued. The current stock price of kr21.80 is trading 2.6% above its estimated GF Value™ of kr21.25. GuruFocus considers Case Group AB to be Fairly Valued.

Key valuation signals for OSTO:CASE:

  • Earnings Yield (Joel Greenblatt) %: 7.34% (73% above median its 10-year median of 4.25)
  • GF Value™: kr21.25 vs. price of kr21.80 (2.6% above fair value)
  • GF Score™: 73/100 with 3 warning signs

No single metric tells the full story. See the OSTO:CASE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Case Group AB Business Description

Other Exchanges V9E:Germany
Address Norrlandsgatan 10 c, Stockholm, SWE, 102 49
Case Group AB is an independent fund manager. Its business concept is to offer wealth-creating asset management with the goal of offering savers a good risk-adjusted return.
73GF Score

Get the complete analysis for OSTO:CASE

Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

kr21.80
Price
kr21.25
GF Value