Katana Capital (ASX:KAT) 5-Year Yield-on-Cost %: 1.85 (As of Jul. 11, 2026) — 20% Below Median


ASX:KAT Katana Capital Ltd ASX:KAT
65 GF Score
Price A$1.37
GF Value A$3.97
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Katana Capital 5-Year Yield-on-Cost %?

Katana Capital ASX:KAT 65 5-Year Yield-on-Cost % is 1.85 as of Jul. 11, 2026, which is 20% below its 10-year median of 2.30. GuruFocus rates ASX:KAT with a GF Score™ of 65/100 and a GF Value™ of A$3.97 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 1,113 Asset Management companies, Katana Capital ranks worse than 86.97% on this metric.

Katana Capital's yield on cost for the quarter that ended in Dec. 2025 was 1.85.


The historical rank and industry rank for Katana Capital's 5-Year Yield-on-Cost % or its related term are showing as below:

ASX:KAT' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.8   Med: 2.3   Max: 11.39
Current: 1.85


During the past 13 years, Katana Capital's highest Yield on Cost was 11.39. The lowest was 1.80. And the median was 2.30.


ASX:KAT's 5-Year Yield-on-Cost % is ranked worse than
86.97% of 1113 companies
in the Asset Management industry
Industry Median: 6.39 vs ASX:KAT: 1.85

Katana Capital  (ASX:KAT) 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.


Katana Capital 5-Year Yield-on-Cost % Related Terms


ASX:KAT vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Katana Capital'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.


Katana Capital 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Katana Capital's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Katana Capital's 5-Year Yield-on-Cost % falls into.


ASX:KAT
65GF Score
Katana Capital Ltd ASX:KAT
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Katana Capital 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.

Therefore, Yield-on-Cost of Katana Capital is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 1.85 mean?
Katana Capital (ASX:KAT) has a 5-Year Yield-on-Cost % of 1.85 as of Jul. 11, 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 Katana Capital and its competitors. This is 20% below median its historical median of 2.30. Over the past decade, Katana Capital's 5-Year Yield-on-Cost % has ranged from 1.80 to 11.39. According to the industry distribution chart, Katana Capital ranks #968 out of 1113 companies in the Asset Management industry, placing it in the top 87%.
Is Katana Capital's 5-Year Yield-on-Cost % too high?
Katana Capital's current 5-Year Yield-on-Cost % of 1.85 is 20% below median its 10-year median of 2.30. Over the past 10 years, this metric has ranged from a low of 1.80 to a high of 11.39. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Katana Capital's value of 1.85 is 71% below this industry median. Based on the distribution chart, Katana Capital ranks #968 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Katana Capital has a GF Score™ of 65/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Katana Capital's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Katana Capital ranks #968 out of 1113 companies for 5-Year Yield-on-Cost %. This places Katana Capital in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Katana Capital's value of 1.85 is 71% below this benchmark. Historically, Katana Capital's own 5-Year Yield-on-Cost % has ranged from 1.80 to 11.39 over the past decade. While the company's 10-year median is 2.30 vs. the industry median of 6.39, Katana Capital 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 6.39, based on 1,113 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. Katana Capital's current 5-Year Yield-on-Cost % of 1.85 is 71% 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 Katana Capital and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Katana Capital's current 5-Year Yield-on-Cost % is 1.85, which is 20% below median its own 10-year median of 2.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Katana Capital stock overvalued right now?
Based on GuruFocus' analysis, Katana Capital (ASX:KAT) is currently considered Significantly Undervalued. The stock's GF Value™ is A$3.97, compared to a current price of A$1.37 — trading 65.5% below its estimated fair value. The current 5-Year Yield-on-Cost % is 1.85, which is 20% below median its 10-year median of 2.30 and 71% below the Asset Management industry median of 6.39. Katana Capital's overall GF Score™ is 65/100 with 2 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 Katana Capital (ASX:KAT), the current 5-Year Yield-on-Cost % is 1.85 as of Jul. 11, 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 Katana Capital (ASX:KAT) Overvalued in 2026?

Based on GuruFocus' analysis, Katana Capital stock appears to be undervalued. The current stock price of A$1.37 is trading 65.5% below its estimated GF Value™ of A$3.97. GuruFocus considers Katana Capital to be Significantly Undervalued.

Key valuation signals for ASX:KAT:

  • 5-Year Yield-on-Cost %: 1.85 (20% below median its 10-year median of 2.30)
  • GF Value™: A$3.97 vs. price of A$1.37 (65.5% below fair value)
  • GF Score™: 65/100 with 2 warning signs
  • Industry Position: 71% below the Asset Management median (#968 of 1113)

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


Katana Capital Business Description

Address 1 William Street, Level 9, The Quadrant Building, Perth, WA, AUS, 6000
Katana Capital Ltd is an investment company. It is engaged in investing in equity securities, debt instruments and related derivatives. Its objective is to maximize risk-adjusted returns to shareholders throughout all economic and market cycles.
65GF Score

Get the complete analysis for ASX:KAT

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$1.37
Price
A$3.97
GF Value