K2 Asset Management HoldingsASX:KAM +1.82% 5-Year Yield-on-Cost % is 9.09 as of Jul. 04, 2026, which is 33% below its 10-year median of 13.61. The stock has 2 warning signs investors should review. Among 1,111 Asset Management companies, K2 Asset Management Holdings ranks better than 68.05% on this metric.
The historical rank and industry rank for K2 Asset Management Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:KAM'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.33 Med: 13.61 Max: 23.81
Current: 9.09
During the past 13 years, K2 Asset Management Holdings's highest Yield on Cost was 23.81. The lowest was 5.33. And the median was 13.61.
ASX:KAM's 5-Year Yield-on-Cost % is ranked better than 68.05% of 1111
companies
in the Asset Management industry
Industry Median: 6.45
vs ASX:KAM: 9.09
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.
K2 Asset Management Holdings 5-Year Yield-on-Cost % Related Terms
ASX:KAM vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, K2 Asset Management Holdings'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.
K2 Asset Management Holdings 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, K2 Asset Management Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where K2 Asset Management Holdings's 5-Year Yield-on-Cost % falls into.
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.
K2 Asset Management Holdings (ASX:KAM) has a 5-Year Yield-on-Cost % of 9.09 as of Jul. 04, 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 K2 Asset Management Holdings and its competitors. This is 33% below median its historical median of 13.61. Over the past decade, K2 Asset Management Holdings' 5-Year Yield-on-Cost % has ranged from 5.33 to 23.81. According to the industry distribution chart, K2 Asset Management Holdings ranks #355 out of 1111 companies in the Asset Management industry, placing it in the top 32%.
Is K2 Asset Management Holdings' 5-Year Yield-on-Cost % too high?
K2 Asset Management Holdings' current 5-Year Yield-on-Cost % of 9.09 is 33% below median its 10-year median of 13.61. Over the past 10 years, this metric has ranged from a low of 5.33 to a high of 23.81. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. K2 Asset Management Holdings' value of 9.09 is 40.9% above this industry median. Based on the distribution chart, K2 Asset Management Holdings ranks #355 out of 1111 companies in the Asset Management industry, which is above the industry midpoint.
How does K2 Asset Management Holdings' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, K2 Asset Management Holdings ranks #355 out of 1111 companies for 5-Year Yield-on-Cost %. This puts K2 Asset Management Holdings in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. K2 Asset Management Holdings' value of 9.09 is 40.9% above this benchmark. Historically, K2 Asset Management Holdings' own 5-Year Yield-on-Cost % has ranged from 5.33 to 23.81 over the past decade. While the company's 10-year median is 13.61 vs. the industry median of 6.45, K2 Asset Management Holdings has consistently been above 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 1,111 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. K2 Asset Management Holdings's current 5-Year Yield-on-Cost % of 9.09 is 40.9% above 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 K2 Asset Management Holdings 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. K2 Asset Management Holdings's current 5-Year Yield-on-Cost % is 9.09, which is 33% below median its own 10-year median of 13.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is K2 Asset Management Holdings stock overvalued right now?
Based on GuruFocus' analysis, K2 Asset Management Holdings (ASX:KAM) is currently considered Significantly Undervalued. The stock's GF Value™ is A$0.09, compared to a current price of A$0.06 — trading 37.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 9.09, which is 33% below median its 10-year median of 13.61 and 40.9% above the Asset Management industry median of 6.45. 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 K2 Asset Management Holdings (ASX:KAM), the current 5-Year Yield-on-Cost % is 9.09 as of Jul. 04, 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.
K2 Asset Management Holdings Ltd is a fund holding company specialising in managing funds for retail, wholesale, and institutional investors. The firm invests in the public equity markets across the globe. It manages equity mutual funds for its clients. The company gets a majority of its revenue from management and performance fees.
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