Australian United Investment CoASX:AUI +0.36%62 5-Year Yield-on-Cost % is 3.47 as of Jul. 05, 2026, which is 8% below its 10-year median of 3.76. GuruFocus rates ASX:AUI with a GF Score™ of 62/100 and a GF Value™ of A$10.81 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,112 Asset Management companies, Australian United Investment Co ranks worse than 75.27% on this metric.
The historical rank and industry rank for Australian United Investment Co's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:AUI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.82 Med: 3.76 Max: 5.32
Current: 3.47
During the past 13 years, Australian United Investment Co's highest Yield on Cost was 5.32. The lowest was 1.82. And the median was 3.76.
ASX:AUI's 5-Year Yield-on-Cost % is ranked worse than 75.27% of 1112
companies
in the Asset Management industry
Industry Median: 6.375
vs ASX:AUI: 3.47
Australian United Investment Co (ASX:AUI) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Australian United Investment Co 5-Year Yield-on-Cost % Related Terms
ASX:AUI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Australian United Investment Co's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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.
Australian United Investment Co 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian United Investment Co's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Australian United Investment Co's 5-Year Yield-on-Cost % falls into.
Australian United Investment Co 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Australian United Investment Co (ASX:AUI) has a 5-Year Yield-on-Cost % of 3.47 as of Jul. 05, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Australian United Investment Co and its competitors. This is near median its historical median of 3.76. Over the past decade, Australian United Investment Co's 5-Year Yield-on-Cost % has ranged from 1.82 to 5.32. According to the industry distribution chart, Australian United Investment Co ranks #837 out of 1112 companies in the Asset Management industry, placing it in the top 75.3%.
Is Australian United Investment Co's 5-Year Yield-on-Cost % too high?
Australian United Investment Co's current 5-Year Yield-on-Cost % of 3.47 is near median its 10-year median of 3.76. Over the past 10 years, this metric has ranged from a low of 1.82 to a high of 5.32. The Asset Management industry median 5-Year Yield-on-Cost % is 6.38. Australian United Investment Co's value of 3.47 is 45.6% below this industry median. Based on the distribution chart, Australian United Investment Co ranks #837 out of 1112 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Australian United Investment Co has a GF Score™ of 62/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian United Investment Co's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian United Investment Co ranks #837 out of 1112 companies for 5-Year Yield-on-Cost %. This places Australian United Investment Co in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.38. Australian United Investment Co's value of 3.47 is 45.6% below this benchmark. Historically, Australian United Investment Co's own 5-Year Yield-on-Cost % has ranged from 1.82 to 5.32 over the past decade. While the company's 10-year median is 3.76 vs. the industry median of 6.38, Australian United Investment Co has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.38, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian United Investment Co's current 5-Year Yield-on-Cost % of 3.47 is 45.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Australian United Investment Co and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian United Investment Co's current 5-Year Yield-on-Cost % is 3.47, which is near median its own 10-year median of 3.76. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian United Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian United Investment Co (ASX:AUI) is currently considered Fairly Valued. The stock's GF Value™ is A$10.81, compared to a current price of A$11.04 — trading 2.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 3.47, which is near median its 10-year median of 3.76 and 45.6% below the Asset Management industry median of 6.38. Australian United Investment Co's overall GF Score™ is 62/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Australian United Investment Co (ASX:AUI), the current 5-Year Yield-on-Cost % is 3.47 as of Jul. 05, 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 Australian United Investment Co (ASX:AUI) Overvalued in 2026?
Based on GuruFocus' analysis, Australian United Investment Co stock appears to be overvalued.
The current stock price of A$11.04 is trading 2.1% above its estimated GF Value™ of A$10.81.
GuruFocus considers Australian United Investment Co to be Fairly Valued.
Key valuation signals for ASX:AUI:
5-Year Yield-on-Cost %: 3.47 (near median its 10-year median of 3.76)
GF Value™: A$10.81 vs. price of A$11.04 (2.1% above fair value)
Industry Position: 45.6% below the Asset Management median (#837 of 1112)
No single metric tells the full story. See the ASX:AUI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian United Investment Co Business Description
Australian United Investment Co Ltd (AUI) is an investment company. The company's objective is to take a medium to long-term view and to invest in a diversified portfolio of Australian equities that have the potential to provide income and capital appreciation over the longer term. AUI's funds are invested predominantly in shares of companies listed on the ASX.
62GF Score
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