Pengana International Equities LimitedASX:PIA +1.14%38 5-Year Yield-on-Cost % is 3.59 as of Jul. 10, 2026, which is 19% below its 10-year median of 4.41. GuruFocus rates ASX:PIA with a GF Score™ of 38/100 and a GF Value™ of A$0.34 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,113 Asset Management companies, Pengana International Equities Limited ranks worse than 74.21% on this metric.
ASX:PIA's 5-Year Yield-on-Cost % is ranked worse than 74.21% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs ASX:PIA: 3.59
Pengana International Equities Limited (ASX:PIA) 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 International Equities Limited 5-Year Yield-on-Cost % Related Terms
ASX:PIA vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Pengana International Equities Limited'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 International Equities Limited 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pengana International Equities Limited's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Pengana International Equities Limited's 5-Year Yield-on-Cost % falls into.
Pengana International Equities Limited 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 International Equities Limited (ASX:PIA) has a 5-Year Yield-on-Cost % of 3.59 as of Jul. 10, 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 International Equities Limited and its competitors. This is 19% below median its historical median of 4.41. Over the past decade, Pengana International Equities Limited's 5-Year Yield-on-Cost % has ranged from 1.78 to 7.06. According to the industry distribution chart, Pengana International Equities Limited ranks #826 out of 1113 companies in the Asset Management industry, placing it in the top 74.2%.
Is Pengana International Equities Limited's 5-Year Yield-on-Cost % too high?
Pengana International Equities Limited's current 5-Year Yield-on-Cost % of 3.59 is 19% below median its 10-year median of 4.41. Over the past 10 years, this metric has ranged from a low of 1.78 to a high of 7.06. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Pengana International Equities Limited's value of 3.59 is 43.8% below this industry median. Based on the distribution chart, Pengana International Equities Limited ranks #826 out of 1113 companies in the Asset Management industry, which is below the industry midpoint. Overall, Pengana International Equities Limited has a GF Score™ of 38/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Pengana International Equities Limited's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pengana International Equities Limited ranks #826 out of 1113 companies for 5-Year Yield-on-Cost %. This places Pengana International Equities Limited in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Pengana International Equities Limited's value of 3.59 is 43.8% below this benchmark. Historically, Pengana International Equities Limited's own 5-Year Yield-on-Cost % has ranged from 1.78 to 7.06 over the past decade. While the company's 10-year median is 4.41 vs. the industry median of 6.39, Pengana International Equities Limited 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. Pengana International Equities Limited's current 5-Year Yield-on-Cost % of 3.59 is 43.8% 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 International Equities Limited 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. Pengana International Equities Limited's current 5-Year Yield-on-Cost % is 3.59, which is 19% below median its own 10-year median of 4.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pengana International Equities Limited stock overvalued right now?
Based on GuruFocus' analysis, Pengana International Equities Limited (ASX:PIA) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.34, compared to a current price of A$1.34 — trading 292.6% above its estimated fair value. The current 5-Year Yield-on-Cost % is 3.59, which is 19% below median its 10-year median of 4.41 and 43.8% below the Asset Management industry median of 6.39. Pengana International Equities Limited's overall GF Score™ is 38/100 with 7 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 International Equities Limited (ASX:PIA), the current 5-Year Yield-on-Cost % is 3.59 as of Jul. 10, 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 International Equities Limited (ASX:PIA) Overvalued in 2026?
Based on GuruFocus' analysis, Pengana International Equities Limited stock appears to be overvalued.
The current stock price of A$1.34 is trading 292.6% above its estimated GF Value™ of A$0.34.
GuruFocus considers Pengana International Equities Limited to be Significantly Overvalued.
Key valuation signals for ASX:PIA:
5-Year Yield-on-Cost %: 3.59 (19% below median its 10-year median of 4.41)
GF Value™: A$0.34 vs. price of A$1.34 (292.6% above fair value)
Industry Position: 43.8% below the Asset Management median (#826 of 1113)
No single metric tells the full story. See the ASX:PIA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Pengana International Equities Limited Business Description
Pengana International Equities Limited is an Australian-listed investment company whose operating activity involves investing its Australian capital into businesses operating globally. Its investment objective is to provide shareholders with regular, reliable, and fully franked dividends as well as capital growth. The company invests in high-quality, ethically screened, growing businesses at reasonable prices, focusing on superior risk-adjusted returns over the long term. It operates in one business segment, being investment in securities.
38GF Score
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