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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.
Netwealth GroupASX:NWL -2.21%86 5-Year Yield-on-Cost % is 4.04 as of Jul. 20, 2026, which is 49% above its 10-year median of 2.71. GuruFocus rates ASX:NWL with a GF Score™ of 86/100 and a GF Value™ of A$35.71 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 1,027 Software companies, Netwealth Group ranks better than 59.2% on this metric.
Netwealth Group's yield on cost for the quarter that ended in Dec. 2025 was 4.04.
The historical rank and industry rank for Netwealth Group's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:NWL'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.69 Med: 2.71 Max: 4.04
Current: 4.04
During the past 8 years, Netwealth Group's highest Yield on Cost was 4.04. The lowest was 1.69. And the median was 2.71.
ASX:NWL's 5-Year Yield-on-Cost % is ranked better than 59.2% of 1027
companies
in the Software industry
Industry Median: 3.11
vs ASX:NWL: 4.04
Netwealth Group (ASX:NWL) 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.
Netwealth Group 5-Year Yield-on-Cost % Related Terms
ASX:NWL vs UBER, SHOP, CRM: 5-Year Yield-on-Cost % Comparison
For the Software - Application subindustry, Netwealth Group'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.
Netwealth Group 5-Year Yield-on-Cost % vs Software Industry
For the Software industry and Technology sector, Netwealth Group's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Netwealth Group's 5-Year Yield-on-Cost % falls into.
Netwealth Group 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 Netwealth Group is calculated as
Netwealth Group (ASX:NWL) has a 5-Year Yield-on-Cost % of 4.04 as of Jul. 20, 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 Netwealth Group and its competitors. This is 49% above median its historical median of 2.71. Over the past decade, Netwealth Group's 5-Year Yield-on-Cost % has ranged from 1.69 to 4.04. According to the industry distribution chart, Netwealth Group ranks #419 out of 1027 companies in the Software industry, placing it in the top 40.8%.
Is Netwealth Group's 5-Year Yield-on-Cost % too high?
Netwealth Group's current 5-Year Yield-on-Cost % of 4.04 is 49% above median its 10-year median of 2.71. Over the past 10 years, this metric has ranged from a low of 1.69 to a high of 4.04. The Software industry median 5-Year Yield-on-Cost % is 3.11. Netwealth Group's value of 4.04 is 29.9% above this industry median. Based on the distribution chart, Netwealth Group ranks #419 out of 1027 companies in the Software industry, which is above the industry midpoint. Overall, Netwealth Group has a GF Score™ of 86/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Netwealth Group's 5-Year Yield-on-Cost % compare to UBER and SHOP?
According to the Software industry distribution chart, Netwealth Group ranks #419 out of 1027 companies for 5-Year Yield-on-Cost %. This puts Netwealth Group in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 3.11. Netwealth Group's value of 4.04 is 29.9% above this benchmark. Historically, Netwealth Group's own 5-Year Yield-on-Cost % has ranged from 1.69 to 4.04 over the past decade. While the company's 10-year median is 2.71 vs. the industry median of 3.11, Netwealth Group 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 a Software company?
The median 5-Year Yield-on-Cost % among Software companies is 3.11, based on 1,027 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. Netwealth Group's current 5-Year Yield-on-Cost % of 4.04 is 29.9% 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 Netwealth Group and its competitors. For the Software industry, the median 5-Year Yield-on-Cost % is 3.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Netwealth Group's current 5-Year Yield-on-Cost % is 4.04, which is 49% above median its own 10-year median of 2.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Netwealth Group stock overvalued right now?
Based on GuruFocus' analysis, Netwealth Group (ASX:NWL) is currently considered Significantly Undervalued. The stock's GF Value™ is A$35.71, compared to a current price of A$22.96 — trading 35.7% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.04, which is 49% above median its 10-year median of 2.71 and 29.9% above the Software industry median of 3.11. Netwealth Group's overall GF Score™ is 86/100 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 Netwealth Group (ASX:NWL), the current 5-Year Yield-on-Cost % is 4.04 as of Jul. 20, 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 Netwealth Group (ASX:NWL) Overvalued in 2026?
Based on GuruFocus' analysis, Netwealth Group stock appears to be undervalued.
The current stock price of A$22.96 is trading 35.7% below its estimated GF Value™ of A$35.71.
GuruFocus considers Netwealth Group to be Significantly Undervalued.
Key valuation signals for ASX:NWL:
5-Year Yield-on-Cost %: 4.04 (49% above median its 10-year median of 2.71)
GF Value™: A$35.71 vs. price of A$22.96 (35.7% below fair value)
Industry Position: 29.9% above the Software median (#419 of 1027)
No single metric tells the full story. See the ASX:NWL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Netwealth provides cloud-based investment administration software as a service in Australia via its proprietary platform. Netwealth's platform provides portfolio administration, investment management tools, and investment and managed account services to financial intermediaries and directly to clients. The company charges SaaS fees based on funds under administration and management on its platform. Netwealth also offers Netwealth-branded investment products on its platform, which are managed by third-party investment managers.
86GF Score
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