WAM Alternative AssetsASX:WMA 69 5-Year Yield-on-Cost % is 7.02 as of Jul. 12, 2026, which is 18% above its 10-year median of 5.94. GuruFocus rates ASX:WMA with a GF Score™ of 69/100 and a GF Value™ of A$1.07 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,114 Asset Management companies, WAM Alternative Assets ranks better than 54.85% on this metric.
WAM Alternative Assets's yield on cost for the quarter that ended in Dec. 2025 was 7.02.
The historical rank and industry rank for WAM Alternative Assets's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:WMA'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.99 Med: 5.94 Max: 9.19
Current: 7.02
During the past 12 years, WAM Alternative Assets's highest Yield on Cost was 9.19. The lowest was 3.99. And the median was 5.94.
ASX:WMA's 5-Year Yield-on-Cost % is ranked better than 54.85% of 1114
companies
in the Asset Management industry
Industry Median: 6.445
vs ASX:WMA: 7.02
WAM Alternative Assets (ASX:WMA) 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 Alternative Assets 5-Year Yield-on-Cost % Related Terms
ASX:WMA vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, WAM Alternative Assets'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 Alternative Assets 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WAM Alternative Assets's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where WAM Alternative Assets's 5-Year Yield-on-Cost % falls into.
WAM Alternative Assets 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.
WAM Alternative Assets (ASX:WMA) has a 5-Year Yield-on-Cost % of 7.02 as of Jul. 12, 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 Alternative Assets and its competitors. This is 18% above median its historical median of 5.94. Over the past decade, WAM Alternative Assets' 5-Year Yield-on-Cost % has ranged from 3.99 to 9.19. According to the industry distribution chart, WAM Alternative Assets ranks #503 out of 1114 companies in the Asset Management industry, placing it in the top 45.2%.
Is WAM Alternative Assets' 5-Year Yield-on-Cost % too high?
WAM Alternative Assets' current 5-Year Yield-on-Cost % of 7.02 is 18% above median its 10-year median of 5.94. Over the past 10 years, this metric has ranged from a low of 3.99 to a high of 9.19. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. WAM Alternative Assets' value of 7.02 is 8.9% above this industry median. Based on the distribution chart, WAM Alternative Assets ranks #503 out of 1114 companies in the Asset Management industry, which is above the industry midpoint. Overall, WAM Alternative Assets has a GF Score™ of 69/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WAM Alternative Assets' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, WAM Alternative Assets ranks #503 out of 1114 companies for 5-Year Yield-on-Cost %. This puts WAM Alternative Assets in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. WAM Alternative Assets' value of 7.02 is 8.9% above this benchmark. Historically, WAM Alternative Assets' own 5-Year Yield-on-Cost % has ranged from 3.99 to 9.19 over the past decade. While the company's 10-year median is 5.94 vs. the industry median of 6.45, WAM Alternative Assets 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 1,114 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 Alternative Assets's current 5-Year Yield-on-Cost % of 7.02 is 8.9% 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 Alternative Assets 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. WAM Alternative Assets's current 5-Year Yield-on-Cost % is 7.02, which is 18% above median its own 10-year median of 5.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Alternative Assets stock overvalued right now?
Based on GuruFocus' analysis, WAM Alternative Assets (ASX:WMA) is currently considered Fairly Valued. The stock's GF Value™ is A$1.07, compared to a current price of A$1.01 — trading 6.1% below its estimated fair value. The current 5-Year Yield-on-Cost % is 7.02, which is 18% above median its 10-year median of 5.94 and 8.9% above the Asset Management industry median of 6.45. WAM Alternative Assets' overall GF Score™ is 69/100 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 WAM Alternative Assets (ASX:WMA), the current 5-Year Yield-on-Cost % is 7.02 as of Jul. 12, 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 Alternative Assets (ASX:WMA) Overvalued in 2026?
Based on GuruFocus' analysis, WAM Alternative Assets stock appears to be undervalued.
The current stock price of A$1.01 is trading 6.1% below its estimated GF Value™ of A$1.07.
GuruFocus considers WAM Alternative Assets to be Fairly Valued.
Key valuation signals for ASX:WMA:
5-Year Yield-on-Cost %: 7.02 (18% above median its 10-year median of 5.94)
GF Value™: A$1.07 vs. price of A$1.01 (6.1% below fair value)
Industry Position: 8.9% above the Asset Management median (#503 of 1114)
No single metric tells the full story. See the ASX:WMA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WAM Alternative Assets Ltd is an investment company. Its investment objectives are to deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits to shareholders. The company provides investors with exposure to a portfolio of real assets, private equity, infrastructure, real estate, and private debt strategies.
69GF Score
Get the complete analysis for ASX:WMA
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ASX:WMA has been successfully added to your 