WAM CapitalASX:WAM 33 5-Year Yield-on-Cost % is 9.90 as of Jul. 10, 2026, which is 35% above its 10-year median of 7.34. GuruFocus rates ASX:WAM with a GF Score™ of 33/100 and a GF Value™ of A$0.74 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,113 Asset Management companies, WAM Capital ranks better than 71.79% on this metric.
WAM Capital's yield on cost for the quarter that ended in Dec. 2025 was 9.90.
The historical rank and industry rank for WAM Capital's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:WAM'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.54 Med: 7.34 Max: 10.99
Current: 9.9
During the past 13 years, WAM Capital's highest Yield on Cost was 10.99. The lowest was 5.54. And the median was 7.34.
ASX:WAM's 5-Year Yield-on-Cost % is ranked better than 71.79% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs ASX:WAM: 9.90
WAM Capital (ASX:WAM) 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.
WAM Capital 5-Year Yield-on-Cost % Related Terms
ASX:WAM vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, WAM Capital'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.
WAM Capital 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WAM Capital's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where WAM Capital's 5-Year Yield-on-Cost % falls into.
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 WAM Capital is calculated as
WAM Capital (ASX:WAM) has a 5-Year Yield-on-Cost % of 9.90 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 WAM Capital and its competitors. This is 35% above median its historical median of 7.34. Over the past decade, WAM Capital's 5-Year Yield-on-Cost % has ranged from 5.54 to 10.99. According to the industry distribution chart, WAM Capital ranks #314 out of 1113 companies in the Asset Management industry, placing it in the top 28.2%.
Is WAM Capital's 5-Year Yield-on-Cost % too high?
WAM Capital's current 5-Year Yield-on-Cost % of 9.90 is 35% above median its 10-year median of 7.34. Over the past 10 years, this metric has ranged from a low of 5.54 to a high of 10.99. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. WAM Capital's value of 9.90 is 54.9% above this industry median. Based on the distribution chart, WAM Capital ranks #314 out of 1113 companies in the Asset Management industry, which is above the industry midpoint. Overall, WAM Capital has a GF Score™ of 33/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does WAM Capital's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, WAM Capital ranks #314 out of 1113 companies for 5-Year Yield-on-Cost %. This puts WAM Capital in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. WAM Capital's value of 9.90 is 54.9% above this benchmark. Historically, WAM Capital's own 5-Year Yield-on-Cost % has ranged from 5.54 to 10.99 over the past decade. While the company's 10-year median is 7.34 vs. the industry median of 6.39, WAM Capital 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. WAM Capital's current 5-Year Yield-on-Cost % of 9.90 is 54.9% 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 WAM Capital 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. WAM Capital's current 5-Year Yield-on-Cost % is 9.90, which is 35% above median its own 10-year median of 7.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Capital stock overvalued right now?
Based on GuruFocus' analysis, WAM Capital (ASX:WAM) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.74, compared to a current price of A$1.55 — trading 109.5% above its estimated fair value. The current 5-Year Yield-on-Cost % is 9.90, which is 35% above median its 10-year median of 7.34 and 54.9% above the Asset Management industry median of 6.39. WAM Capital's overall GF Score™ is 33/100 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 WAM Capital (ASX:WAM), the current 5-Year Yield-on-Cost % is 9.90 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 WAM Capital (ASX:WAM) Overvalued in 2026?
Based on GuruFocus' analysis, WAM Capital stock appears to be overvalued.
The current stock price of A$1.55 is trading 109.5% above its estimated GF Value™ of A$0.74.
GuruFocus considers WAM Capital to be Significantly Overvalued.
Key valuation signals for ASX:WAM:
5-Year Yield-on-Cost %: 9.90 (35% above median its 10-year median of 7.34)
GF Value™: A$0.74 vs. price of A$1.55 (109.5% above fair value)
Industry Position: 54.9% above the Asset Management median (#314 of 1113)
No single metric tells the full story. See the ASX:WAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WAM Capital Ltd is a closed-end investment fund, which engages in investing activities, including cash, term deposits, and equity investments. It provides exposure to relative value arbitrage and market mispricing opportunities and manages a diversified portfolio of undervalued growth companies. Its investment objective is to deliver a stream of fully franked dividends, provide capital growth and preserve capital.
33GF Score
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