Hearts And Minds InvestmentsASX:HM1 +1.00%45 5-Year Yield-on-Cost % is 6.19 as of Jul. 13, 2026, which is 19% above its 10-year median of 5.21. GuruFocus rates ASX:HM1 with a GF Score™ of 45/100 and a GF Value™ of A$1.51 (Significantly Overvalued). The stock has 1 warning sign investors should review. Among 1,114 Asset Management companies, Hearts And Minds Investments ranks worse than 51.97% on this metric.
The historical rank and industry rank for Hearts And Minds Investments's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:HM1'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.61 Med: 5.21 Max: 6.49
Current: 6.19
During the past 7 years, Hearts And Minds Investments's highest Yield on Cost was 6.49. The lowest was 2.61. And the median was 5.21.
ASX:HM1's 5-Year Yield-on-Cost % is ranked worse than 51.97% of 1114
companies
in the Asset Management industry
Industry Median: 6.445
vs ASX:HM1: 6.19
Hearts And Minds Investments (ASX:HM1) 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.
Hearts And Minds Investments 5-Year Yield-on-Cost % Related Terms
ASX:HM1 vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Hearts And Minds Investments'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.
Hearts And Minds Investments 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Hearts And Minds Investments's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Hearts And Minds Investments's 5-Year Yield-on-Cost % falls into.
Hearts And Minds Investments 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.
Hearts And Minds Investments (ASX:HM1) has a 5-Year Yield-on-Cost % of 6.19 as of Jul. 13, 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 Hearts And Minds Investments and its competitors. This is 19% above median its historical median of 5.21. Over the past decade, Hearts And Minds Investments' 5-Year Yield-on-Cost % has ranged from 2.61 to 6.49. According to the industry distribution chart, Hearts And Minds Investments ranks #579 out of 1114 companies in the Asset Management industry, placing it in the top 52%.
Is Hearts And Minds Investments' 5-Year Yield-on-Cost % too high?
Hearts And Minds Investments' current 5-Year Yield-on-Cost % of 6.19 is 19% above median its 10-year median of 5.21. Over the past 10 years, this metric has ranged from a low of 2.61 to a high of 6.49. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Hearts And Minds Investments' value of 6.19 is 4% below this industry median. Based on the distribution chart, Hearts And Minds Investments ranks #579 out of 1114 companies in the Asset Management industry, which is below the industry midpoint. Overall, Hearts And Minds Investments has a GF Score™ of 45/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hearts And Minds Investments' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Hearts And Minds Investments ranks #579 out of 1114 companies for 5-Year Yield-on-Cost %. This places Hearts And Minds Investments in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Hearts And Minds Investments' value of 6.19 is 4% below this benchmark. Historically, Hearts And Minds Investments' own 5-Year Yield-on-Cost % has ranged from 2.61 to 6.49 over the past decade. While the company's 10-year median is 5.21 vs. the industry median of 6.45, Hearts And Minds Investments 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 6.45, based on 1,114 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. Hearts And Minds Investments's current 5-Year Yield-on-Cost % of 6.19 is 4% 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 Hearts And Minds Investments and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hearts And Minds Investments's current 5-Year Yield-on-Cost % is 6.19, which is 19% above median its own 10-year median of 5.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hearts And Minds Investments stock overvalued right now?
Based on GuruFocus' analysis, Hearts And Minds Investments (ASX:HM1) is currently considered Significantly Overvalued. The stock's GF Value™ is A$1.51, compared to a current price of A$3.02 — trading 100% above its estimated fair value. The current 5-Year Yield-on-Cost % is 6.19, which is 19% above median its 10-year median of 5.21 and 4% below the Asset Management industry median of 6.45. Hearts And Minds Investments' overall GF Score™ is 45/100 with 1 warning sign 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 Hearts And Minds Investments (ASX:HM1), the current 5-Year Yield-on-Cost % is 6.19 as of Jul. 13, 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 Hearts And Minds Investments (ASX:HM1) Overvalued in 2026?
Based on GuruFocus' analysis, Hearts And Minds Investments stock appears to be overvalued.
The current stock price of A$3.02 is trading 100% above its estimated GF Value™ of A$1.51.
GuruFocus considers Hearts And Minds Investments to be Significantly Overvalued.
Key valuation signals for ASX:HM1:
5-Year Yield-on-Cost %: 6.19 (19% above median its 10-year median of 5.21)
GF Value™: A$1.51 vs. price of A$3.02 (100% above fair value)
Industry Position: 4% below the Asset Management median (#579 of 1114)
No single metric tells the full story. See the ASX:HM1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Hearts And Minds Investments Ltd is a listed investment company. The company strives to deliver attractive equity investment returns for shareholders while providing funding for Australian medical research. It derives revenue from dividend income, interest income, and the sale of its investments. Geographically, the company has investments in the United States, Australia, Hong Kong, Germany, Canada, and the United Kingdom.
45GF Score
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