Perpetual Equity Investment CoASX:PIC -0.42%61 5-Year Yield-on-Cost % is 9.28 as of Jul. 11, 2026, which is 28% above its 10-year median of 7.24. GuruFocus rates ASX:PIC with a GF Score™ of 61/100 and a GF Value™ of A$1.47 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,113 Asset Management companies, Perpetual Equity Investment Co ranks better than 68.82% on this metric.
The historical rank and industry rank for Perpetual Equity Investment Co's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:PIC'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.34 Med: 7.24 Max: 12.27
Current: 9.28
During the past 10 years, Perpetual Equity Investment Co's highest Yield on Cost was 12.27. The lowest was 3.34. And the median was 7.24.
ASX:PIC's 5-Year Yield-on-Cost % is ranked better than 68.82% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs ASX:PIC: 9.28
Perpetual Equity Investment Co (ASX:PIC) 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.
Perpetual Equity Investment Co 5-Year Yield-on-Cost % Related Terms
ASX:PIC vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Perpetual Equity Investment Co'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.
Perpetual Equity Investment Co 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Perpetual Equity Investment Co's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Perpetual Equity Investment Co's 5-Year Yield-on-Cost % falls into.
Perpetual Equity Investment Co 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.
Perpetual Equity Investment Co (ASX:PIC) has a 5-Year Yield-on-Cost % of 9.28 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 Perpetual Equity Investment Co and its competitors. This is 28% above median its historical median of 7.24. Over the past decade, Perpetual Equity Investment Co's 5-Year Yield-on-Cost % has ranged from 3.34 to 12.27. According to the industry distribution chart, Perpetual Equity Investment Co ranks #347 out of 1113 companies in the Asset Management industry, placing it in the top 31.2%.
Is Perpetual Equity Investment Co's 5-Year Yield-on-Cost % too high?
Perpetual Equity Investment Co's current 5-Year Yield-on-Cost % of 9.28 is 28% above median its 10-year median of 7.24. Over the past 10 years, this metric has ranged from a low of 3.34 to a high of 12.27. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Perpetual Equity Investment Co's value of 9.28 is 45.2% above this industry median. Based on the distribution chart, Perpetual Equity Investment Co ranks #347 out of 1113 companies in the Asset Management industry, which is above the industry midpoint. Overall, Perpetual Equity Investment Co has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Perpetual Equity Investment Co's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Perpetual Equity Investment Co ranks #347 out of 1113 companies for 5-Year Yield-on-Cost %. This puts Perpetual Equity Investment Co in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Perpetual Equity Investment Co's value of 9.28 is 45.2% above this benchmark. Historically, Perpetual Equity Investment Co's own 5-Year Yield-on-Cost % has ranged from 3.34 to 12.27 over the past decade. While the company's 10-year median is 7.24 vs. the industry median of 6.39, Perpetual Equity Investment Co 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. Perpetual Equity Investment Co's current 5-Year Yield-on-Cost % of 9.28 is 45.2% 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 Perpetual Equity Investment Co 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. Perpetual Equity Investment Co's current 5-Year Yield-on-Cost % is 9.28, which is 28% above median its own 10-year median of 7.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perpetual Equity Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Perpetual Equity Investment Co (ASX:PIC) is currently considered Modestly Undervalued. The stock's GF Value™ is A$1.47, compared to a current price of A$1.18 — trading 20.1% below its estimated fair value. The current 5-Year Yield-on-Cost % is 9.28, which is 28% above median its 10-year median of 7.24 and 45.2% above the Asset Management industry median of 6.39. Perpetual Equity Investment Co's overall GF Score™ is 61/100 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 Perpetual Equity Investment Co (ASX:PIC), the current 5-Year Yield-on-Cost % is 9.28 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 Perpetual Equity Investment Co (ASX:PIC) Overvalued in 2026?
Based on GuruFocus' analysis, Perpetual Equity Investment Co stock appears to be undervalued.
The current stock price of A$1.18 is trading 20.1% below its estimated GF Value™ of A$1.47.
GuruFocus considers Perpetual Equity Investment Co to be Modestly Undervalued.
Key valuation signals for ASX:PIC:
5-Year Yield-on-Cost %: 9.28 (28% above median its 10-year median of 7.24)
GF Value™: A$1.47 vs. price of A$1.18 (20.1% below fair value)
Industry Position: 45.2% above the Asset Management median (#347 of 1113)
No single metric tells the full story. See the ASX:PIC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Perpetual Equity Investment Co Business Description
Perpetual Equity Investment Co Ltd is an investment company. Its investment objective is to provide investors with an income stream and long-term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over a minimum 5-year investment period. The company invests in a concentrated and actively managed portfolio of Australian-listed securities with a mid-cap focus and cash, deposit products, and senior debt, together with opportunistic allocations to globally listed securities.
61GF Score
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