WAM Leaders (ASX:WLE) 5-Year Yield-on-Cost %: 10.68 (As of Jul. 06, 2026) — 37% Above Median


ASX:WLE WAM Leaders Ltd ASX:WLE
73 GF Score
Price A$1.40
GF Value A$2.31
Valuation Significantly Undervalued
! 3 Warning Signs
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What is WAM Leaders 5-Year Yield-on-Cost %?

WAM Leaders ASX:WLE +1.09% 73 5-Year Yield-on-Cost % is 10.68 as of Jul. 06, 2026, which is 37% above its 10-year median of 7.78. GuruFocus rates ASX:WLE with a GF Score™ of 73/100 and a GF Value™ of A$2.31 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, WAM Leaders ranks better than 77.36% on this metric.

WAM Leaders's yield on cost for the quarter that ended in Dec. 2025 was 10.68.


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

ASX:WLE' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.57   Med: 7.78   Max: 12.24
Current: 10.68


During the past 8 years, WAM Leaders's highest Yield on Cost was 12.24. The lowest was 5.57. And the median was 7.78.


ASX:WLE's 5-Year Yield-on-Cost % is ranked better than
77.36% of 1113 companies
in the Asset Management industry
Industry Median: 6.39 vs ASX:WLE: 10.68

WAM Leaders  (ASX:WLE) 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 Leaders 5-Year Yield-on-Cost % Related Terms


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

For the Asset Management subindustry, WAM Leaders'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 Leaders 5-Year Yield-on-Cost % vs Asset Management Industry

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

* The bar in red indicates where WAM Leaders's 5-Year Yield-on-Cost % falls into.


ASX:WLE
73GF Score
WAM Leaders Ltd ASX:WLE
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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WAM Leaders 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 WAM Leaders 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 10.68 mean?
WAM Leaders (ASX:WLE) has a 5-Year Yield-on-Cost % of 10.68 as of Jul. 06, 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 Leaders and its competitors. This is 37% above median its historical median of 7.78. Over the past decade, WAM Leaders' 5-Year Yield-on-Cost % has ranged from 5.57 to 12.24. According to the industry distribution chart, WAM Leaders ranks #252 out of 1113 companies in the Asset Management industry, placing it in the top 22.6%.
Is WAM Leaders' 5-Year Yield-on-Cost % too high?
WAM Leaders' current 5-Year Yield-on-Cost % of 10.68 is 37% above median its 10-year median of 7.78. Over the past 10 years, this metric has ranged from a low of 5.57 to a high of 12.24. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. WAM Leaders' value of 10.68 is 67.1% above this industry median. Based on the distribution chart, WAM Leaders ranks #252 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, WAM Leaders has a GF Score™ of 73/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does WAM Leaders' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, WAM Leaders ranks #252 out of 1113 companies for 5-Year Yield-on-Cost %. This places WAM Leaders in the top 23% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.39. WAM Leaders' value of 10.68 is 67.1% above this benchmark. Historically, WAM Leaders' own 5-Year Yield-on-Cost % has ranged from 5.57 to 12.24 over the past decade. While the company's 10-year median is 7.78 vs. the industry median of 6.39, WAM Leaders 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 Leaders's current 5-Year Yield-on-Cost % of 10.68 is 67.1% 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 Leaders 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 Leaders's current 5-Year Yield-on-Cost % is 10.68, which is 37% above median its own 10-year median of 7.78. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Leaders stock overvalued right now?
Based on GuruFocus' analysis, WAM Leaders (ASX:WLE) is currently considered Significantly Undervalued. The stock's GF Value™ is A$2.31, compared to a current price of A$1.40 — trading 39.6% below its estimated fair value. The current 5-Year Yield-on-Cost % is 10.68, which is 37% above median its 10-year median of 7.78 and 67.1% above the Asset Management industry median of 6.39. WAM Leaders' overall GF Score™ is 73/100 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 WAM Leaders (ASX:WLE), the current 5-Year Yield-on-Cost % is 10.68 as of Jul. 06, 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 Leaders (ASX:WLE) Overvalued in 2026?

Based on GuruFocus' analysis, WAM Leaders stock appears to be undervalued. The current stock price of A$1.40 is trading 39.6% below its estimated GF Value™ of A$2.31. GuruFocus considers WAM Leaders to be Significantly Undervalued.

Key valuation signals for ASX:WLE:

  • 5-Year Yield-on-Cost %: 10.68 (37% above median its 10-year median of 7.78)
  • GF Value™: A$2.31 vs. price of A$1.40 (39.6% below fair value)
  • GF Score™: 73/100 with 3 warning signs
  • Industry Position: 67.1% above the Asset Management median (#252 of 1113)

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


WAM Leaders Business Description

Address 1 Farrer Place, Level 26, Governor Phillip Tower, GPO Box 4658, Sydney, NSW, AUS, 2000
WAM Leaders Ltd is an investment company. The company's investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term, and preserve capital. The company currently engages in investing activities, including cash, term deposits, and equity investments in listed companies. Its portfolio consists of securities of companies from various sectors such as Communication services, Financials, Consumer staples, Health care, and Information technology, among others.
73GF Score

Get the complete analysis for ASX:WLE

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

A$1.40
Price
A$2.31
GF Value