Pengana Capital GroupASX:PCG -5.56%60 5-Year Yield-on-Cost % is 2.52 as of Jul. 05, 2026, which is 3% below its 10-year median of 2.61. GuruFocus rates ASX:PCG with a GF Score™ of 60/100 and a GF Value™ of A$0.35 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 1,112 Asset Management companies, Pengana Capital Group ranks worse than 82.55% on this metric.
Pengana Capital Group's yield on cost for the quarter that ended in Dec. 2025 was 2.52.
The historical rank and industry rank for Pengana Capital Group's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:PCG'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.98 Med: 2.61 Max: 8.5
Current: 2.52
During the past 13 years, Pengana Capital Group's highest Yield on Cost was 8.50. The lowest was 0.98. And the median was 2.61.
ASX:PCG's 5-Year Yield-on-Cost % is ranked worse than 82.55% of 1112
companies
in the Asset Management industry
Industry Median: 6.375
vs ASX:PCG: 2.52
Pengana Capital Group (ASX:PCG) 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.
Pengana Capital Group 5-Year Yield-on-Cost % Related Terms
ASX:PCG vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Pengana Capital 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.
Pengana Capital Group 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pengana Capital Group's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Pengana Capital Group's 5-Year Yield-on-Cost % falls into.
Pengana Capital 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.
Pengana Capital Group (ASX:PCG) has a 5-Year Yield-on-Cost % of 2.52 as of Jul. 05, 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 Pengana Capital Group and its competitors. This is near median its historical median of 2.61. Over the past decade, Pengana Capital Group's 5-Year Yield-on-Cost % has ranged from 0.98 to 8.50. According to the industry distribution chart, Pengana Capital Group ranks #918 out of 1112 companies in the Asset Management industry, placing it in the top 82.6%.
Is Pengana Capital Group's 5-Year Yield-on-Cost % too high?
Pengana Capital Group's current 5-Year Yield-on-Cost % of 2.52 is near median its 10-year median of 2.61. Over the past 10 years, this metric has ranged from a low of 0.98 to a high of 8.50. The Asset Management industry median 5-Year Yield-on-Cost % is 6.38. Pengana Capital Group's value of 2.52 is 60.5% below this industry median. Based on the distribution chart, Pengana Capital Group ranks #918 out of 1112 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Pengana Capital Group has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Pengana Capital Group's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pengana Capital Group ranks #918 out of 1112 companies for 5-Year Yield-on-Cost %. This places Pengana Capital Group in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.38. Pengana Capital Group's value of 2.52 is 60.5% below this benchmark. Historically, Pengana Capital Group's own 5-Year Yield-on-Cost % has ranged from 0.98 to 8.50 over the past decade. While the company's 10-year median is 2.61 vs. the industry median of 6.38, Pengana Capital Group 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 6.38, based on 1,112 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. Pengana Capital Group's current 5-Year Yield-on-Cost % of 2.52 is 60.5% 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 Pengana Capital Group and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pengana Capital Group's current 5-Year Yield-on-Cost % is 2.52, which is near median its own 10-year median of 2.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pengana Capital Group stock overvalued right now?
Based on GuruFocus' analysis, Pengana Capital Group (ASX:PCG) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.35, compared to a current price of A$0.85 — trading 142.9% above its estimated fair value. The current 5-Year Yield-on-Cost % is 2.52, which is near median its 10-year median of 2.61 and 60.5% below the Asset Management industry median of 6.38. Pengana Capital Group's overall GF Score™ is 60/100 with 10 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 Pengana Capital Group (ASX:PCG), the current 5-Year Yield-on-Cost % is 2.52 as of Jul. 05, 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 Pengana Capital Group (ASX:PCG) Overvalued in 2026?
Based on GuruFocus' analysis, Pengana Capital Group stock appears to be overvalued.
The current stock price of A$0.85 is trading 142.9% above its estimated GF Value™ of A$0.35.
GuruFocus considers Pengana Capital Group to be Significantly Overvalued.
Key valuation signals for ASX:PCG:
5-Year Yield-on-Cost %: 2.52 (near median its 10-year median of 2.61)
GF Value™: A$0.35 vs. price of A$0.85 (142.9% above fair value)
Industry Position: 60.5% below the Asset Management median (#918 of 1112)
No single metric tells the full story. See the ASX:PCG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Pengana Capital Group Ltd is a diversified fund management company. Its objective is to increase investor wealth by developing, offering, and managing investment funds in Australia and globally as opportunities arise. It operates in one operating segment being the development, offering of, and management of investment funds.
60GF Score
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