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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Navigator Global InvestmentsASX:NGI +0.85%84 5-Year Yield-on-Cost % is 0.33 as of Jul. 24, 2026, which is 70% below its 10-year median of 1.09. GuruFocus rates ASX:NGI with a GF Score™ of 84/100 and a GF Value™ of A$2.02 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 1,113 Asset Management companies, Navigator Global Investments ranks worse than 97.57% on this metric.
The historical rank and industry rank for Navigator Global Investments's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:NGI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.26 Med: 1.09 Max: 3.63
Current: 0.33
During the past 13 years, Navigator Global Investments's highest Yield on Cost was 3.63. The lowest was 0.26. And the median was 1.09.
ASX:NGI's 5-Year Yield-on-Cost % is ranked worse than 97.57% of 1113
companies
in the Asset Management industry
Industry Median: 6.47
vs ASX:NGI: 0.33
Navigator Global Investments (ASX:NGI) 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.
Navigator Global Investments 5-Year Yield-on-Cost % Related Terms
ASX:NGI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Navigator Global 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.
Navigator Global Investments 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Navigator Global Investments's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Navigator Global Investments's 5-Year Yield-on-Cost % falls into.
Navigator Global 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.
Navigator Global Investments (ASX:NGI) has a 5-Year Yield-on-Cost % of 0.33 as of Jul. 24, 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 Navigator Global Investments and its competitors. This is 70% below median its historical median of 1.09. Over the past decade, Navigator Global Investments' 5-Year Yield-on-Cost % has ranged from 0.26 to 3.63. According to the industry distribution chart, Navigator Global Investments ranks #1086 out of 1113 companies in the Asset Management industry, placing it in the top 97.6%.
Is Navigator Global Investments' 5-Year Yield-on-Cost % too high?
Navigator Global Investments' current 5-Year Yield-on-Cost % of 0.33 is 70% below median its 10-year median of 1.09. Over the past 10 years, this metric has ranged from a low of 0.26 to a high of 3.63. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. Navigator Global Investments' value of 0.33 is 94.9% below this industry median. Based on the distribution chart, Navigator Global Investments ranks #1086 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Navigator Global Investments has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Navigator Global Investments' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Navigator Global Investments ranks #1086 out of 1113 companies for 5-Year Yield-on-Cost %. This places Navigator Global Investments in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.47. Navigator Global Investments' value of 0.33 is 94.9% below this benchmark. Historically, Navigator Global Investments' own 5-Year Yield-on-Cost % has ranged from 0.26 to 3.63 over the past decade. While the company's 10-year median is 1.09 vs. the industry median of 6.47, Navigator Global 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 6.47, 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. Navigator Global Investments's current 5-Year Yield-on-Cost % of 0.33 is 94.9% 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 Navigator Global Investments and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Navigator Global Investments's current 5-Year Yield-on-Cost % is 0.33, which is 70% below median its own 10-year median of 1.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Navigator Global Investments stock overvalued right now?
Based on GuruFocus' analysis, Navigator Global Investments (ASX:NGI) is currently considered Modestly Overvalued. The stock's GF Value™ is A$2.02, compared to a current price of A$2.37 — trading 17.3% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.33, which is 70% below median its 10-year median of 1.09 and 94.9% below the Asset Management industry median of 6.47. Navigator Global Investments' overall GF Score™ is 84/100 with 5 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 Navigator Global Investments (ASX:NGI), the current 5-Year Yield-on-Cost % is 0.33 as of Jul. 24, 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 Navigator Global Investments (ASX:NGI) Overvalued in 2026?
Based on GuruFocus' analysis, Navigator Global Investments stock appears to be overvalued.
The current stock price of A$2.37 is trading 17.3% above its estimated GF Value™ of A$2.02.
GuruFocus considers Navigator Global Investments to be Modestly Overvalued.
Key valuation signals for ASX:NGI:
5-Year Yield-on-Cost %: 0.33 (70% below median its 10-year median of 1.09)
GF Value™: A$2.02 vs. price of A$2.37 (17.3% above fair value)
Industry Position: 94.9% below the Asset Management median (#1086 of 1113)
No single metric tells the full story. See the ASX:NGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Navigator Global Investments Ltd is a holding company. It invests in a range of diversified alternative asset management companies. The group's reportable operating segment includes Lighthouse and NGI Strategic. The company generates maximum revenue from the Lighthouse segment, which operates as an international absolute return funds manager for investment vehicles. The NGI Strategic segment partners with alternative investment management firms and holds several strategic investments on a minority basis. Including the NGI Strategic Portfolio, Marble Capital, Invictus Capital Partners and 1315 Capital investments. Geographically, the group generates revenue from contracts with its customers in the United States of America, Cayman Islands, the United Kingdom, and Australia.
84GF Score
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