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Pinnacle Investment Management GroupASX:PNI -1.01%90 5-Year Yield-on-Cost % is 10.23 as of Jul. 19, 2026, which is 49% above its 10-year median of 6.87. GuruFocus rates ASX:PNI with a GF Score™ of 90/100 and a GF Value™ of A$24.17 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,116 Asset Management companies, Pinnacle Investment Management Group ranks better than 73.84% on this metric.
ASX:PNI's 5-Year Yield-on-Cost % is ranked better than 73.84% of 1116
companies
in the Asset Management industry
Industry Median: 6.45
vs ASX:PNI: 10.23
Pinnacle Investment Management Group (ASX:PNI) 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.
Pinnacle Investment Management Group 5-Year Yield-on-Cost % Related Terms
ASX:PNI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Pinnacle Investment Management 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.
Pinnacle Investment Management Group 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pinnacle Investment Management Group's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Pinnacle Investment Management Group's 5-Year Yield-on-Cost % falls into.
Pinnacle Investment Management 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.
Pinnacle Investment Management Group (ASX:PNI) has a 5-Year Yield-on-Cost % of 10.23 as of Jul. 19, 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 Pinnacle Investment Management Group and its competitors. This is 49% above median its historical median of 6.87. Over the past decade, Pinnacle Investment Management Group's 5-Year Yield-on-Cost % has ranged from 1.58 to 16.20. According to the industry distribution chart, Pinnacle Investment Management Group ranks #292 out of 1116 companies in the Asset Management industry, placing it in the top 26.2%.
Is Pinnacle Investment Management Group's 5-Year Yield-on-Cost % too high?
Pinnacle Investment Management Group's current 5-Year Yield-on-Cost % of 10.23 is 49% above median its 10-year median of 6.87. Over the past 10 years, this metric has ranged from a low of 1.58 to a high of 16.20. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Pinnacle Investment Management Group's value of 10.23 is 58.6% above this industry median. Based on the distribution chart, Pinnacle Investment Management Group ranks #292 out of 1116 companies in the Asset Management industry, which is above the industry midpoint. Overall, Pinnacle Investment Management Group has a GF Score™ of 90/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Pinnacle Investment Management Group's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pinnacle Investment Management Group ranks #292 out of 1116 companies for 5-Year Yield-on-Cost %. This puts Pinnacle Investment Management Group in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Pinnacle Investment Management Group's value of 10.23 is 58.6% above this benchmark. Historically, Pinnacle Investment Management Group's own 5-Year Yield-on-Cost % has ranged from 1.58 to 16.20 over the past decade. While the company's 10-year median is 6.87 vs. the industry median of 6.45, Pinnacle Investment Management 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 6.45, based on 1,116 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. Pinnacle Investment Management Group's current 5-Year Yield-on-Cost % of 10.23 is 58.6% 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 Pinnacle Investment Management Group and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pinnacle Investment Management Group's current 5-Year Yield-on-Cost % is 10.23, which is 49% above median its own 10-year median of 6.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pinnacle Investment Management Group stock overvalued right now?
Based on GuruFocus' analysis, Pinnacle Investment Management Group (ASX:PNI) is currently considered Modestly Undervalued. The stock's GF Value™ is A$24.17, compared to a current price of A$17.66 — trading 26.9% below its estimated fair value. The current 5-Year Yield-on-Cost % is 10.23, which is 49% above median its 10-year median of 6.87 and 58.6% above the Asset Management industry median of 6.45. Pinnacle Investment Management Group's overall GF Score™ is 90/100 with 4 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 Pinnacle Investment Management Group (ASX:PNI), the current 5-Year Yield-on-Cost % is 10.23 as of Jul. 19, 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 Pinnacle Investment Management Group (ASX:PNI) Overvalued in 2026?
Based on GuruFocus' analysis, Pinnacle Investment Management Group stock appears to be undervalued.
The current stock price of A$17.66 is trading 26.9% below its estimated GF Value™ of A$24.17.
GuruFocus considers Pinnacle Investment Management Group to be Modestly Undervalued.
Key valuation signals for ASX:PNI:
5-Year Yield-on-Cost %: 10.23 (49% above median its 10-year median of 6.87)
GF Value™: A$24.17 vs. price of A$17.66 (26.9% below fair value)
Industry Position: 58.6% above the Asset Management median (#292 of 1116)
No single metric tells the full story. See the ASX:PNI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Pinnacle Investment Management Group Business Description
Pinnacle Investment Management Group is an Australia-based multiaffiliate investment management firm. The principal activities of the firm are equity, seed capital, and working capital, and providing distribution services, business support, and responsible entity services to a network of boutique asset managers, termed as "affiliates." Apart from deriving revenue from its services, Pinnacle also earns a share of profits from its affiliates by holding equity interests in them. The business is growing rapidly, with the number of boutiques and FUM growing to 18 and around AUD 208 billion in March 2026, respectively, from seven and AUD 23 billion in December 2016.
90GF Score
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