Prime Financial Group (ASX:PFG) 5-Year Yield-on-Cost %: 35.77 (As of Jul. 11, 2026) — 27% Above Median


ASX:PFG Prime Financial Group Ltd ASX:PFG
60 GF Score
Price A$0.23
GF Value A$0.29
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Prime Financial Group 5-Year Yield-on-Cost %?

Prime Financial Group ASX:PFG +4.65% 60 5-Year Yield-on-Cost % is 35.77 as of Jul. 11, 2026, which is 27% above its 10-year median of 28.08. GuruFocus rates ASX:PFG with a GF Score™ of 60/100 and a GF Value™ of A$0.29 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, Prime Financial Group ranks better than 97.93% on this metric.

Prime Financial Group's yield on cost for the quarter that ended in Dec. 2025 was 35.77.


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

ASX:PFG' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 11.7   Med: 28.08   Max: 68.49
Current: 35.77


During the past 13 years, Prime Financial Group's highest Yield on Cost was 68.49. The lowest was 11.70. And the median was 28.08.


ASX:PFG's 5-Year Yield-on-Cost % is ranked better than
97.93% of 1113 companies
in the Asset Management industry
Industry Median: 6.39 vs ASX:PFG: 35.77

Prime Financial Group  (ASX:PFG) 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.


Prime Financial Group 5-Year Yield-on-Cost % Related Terms


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

For the Asset Management subindustry, Prime Financial 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.


Prime Financial Group 5-Year Yield-on-Cost % vs Asset Management Industry

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

* The bar in red indicates where Prime Financial Group's 5-Year Yield-on-Cost % falls into.


ASX:PFG
60GF Score
Prime Financial Group Ltd ASX:PFG
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Prime Financial 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 Prime Financial Group 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 35.77 mean?
Prime Financial Group (ASX:PFG) has a 5-Year Yield-on-Cost % of 35.77 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 Prime Financial Group and its competitors. This is 27% above median its historical median of 28.08. Over the past decade, Prime Financial Group's 5-Year Yield-on-Cost % has ranged from 11.70 to 68.49. According to the industry distribution chart, Prime Financial Group ranks #23 out of 1113 companies in the Asset Management industry, placing it in the top 2.1%.
Is Prime Financial Group's 5-Year Yield-on-Cost % too high?
Prime Financial Group's current 5-Year Yield-on-Cost % of 35.77 is 27% above median its 10-year median of 28.08. Over the past 10 years, this metric has ranged from a low of 11.70 to a high of 68.49. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Prime Financial Group's value of 35.77 is 459.8% above this industry median. Based on the distribution chart, Prime Financial Group ranks #23 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Prime Financial Group has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Prime Financial Group's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Prime Financial Group ranks #23 out of 1113 companies for 5-Year Yield-on-Cost %. This places Prime Financial Group in the top 2% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.39. Prime Financial Group's value of 35.77 is 459.8% above this benchmark. Historically, Prime Financial Group's own 5-Year Yield-on-Cost % has ranged from 11.70 to 68.49 over the past decade. While the company's 10-year median is 28.08 vs. the industry median of 6.39, Prime Financial 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 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. Prime Financial Group's current 5-Year Yield-on-Cost % of 35.77 is 459.8% 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 Prime Financial Group 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. Prime Financial Group's current 5-Year Yield-on-Cost % is 35.77, which is 27% above median its own 10-year median of 28.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Prime Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Prime Financial Group (ASX:PFG) is currently considered Modestly Undervalued. The stock's GF Value™ is A$0.29, compared to a current price of A$0.23 — trading 22.4% below its estimated fair value. The current 5-Year Yield-on-Cost % is 35.77, which is 27% above median its 10-year median of 28.08 and 459.8% above the Asset Management industry median of 6.39. Prime Financial Group's overall GF Score™ is 60/100 with 3 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 Prime Financial Group (ASX:PFG), the current 5-Year Yield-on-Cost % is 35.77 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 Prime Financial Group (ASX:PFG) Overvalued in 2026?

Based on GuruFocus' analysis, Prime Financial Group stock appears to be undervalued. The current stock price of A$0.23 is trading 22.4% below its estimated GF Value™ of A$0.29. GuruFocus considers Prime Financial Group to be Modestly Undervalued.

Key valuation signals for ASX:PFG:

  • 5-Year Yield-on-Cost %: 35.77 (27% above median its 10-year median of 28.08)
  • GF Value™: A$0.29 vs. price of A$0.23 (22.4% below fair value)
  • GF Score™: 60/100 with 3 warning signs
  • Industry Position: 459.8% above the Asset Management median (#23 of 1113)

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


Prime Financial Group Business Description

Address 40 City Road, Level 17, HWT Tower, Southbank, Melbourne, VIC, AUS, 3006
Prime Financial Group Ltd is an integrated accounting and business advisory, wealth management, and capital advisory company for business owners and family groups. It offers services accounting and tax compliance, start-up services, SME advisory, director and board services, life insurance, estate planning, lending and finance, transaction and restructuring services, superannuation, and others. Its segments are Business Segment and the other to Wealth Management segment. The company generates the majority of its revenue from the Wealth Management segment.
60GF Score

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

A$0.23
Price
A$0.29
GF Value