Alpha Trust Andromeda Investment TrustATH:ANDRO +0.49%76 5-Year Yield-on-Cost % is 11.40 as of Jul. 03, 2026, which is 42% above its 10-year median of 8.04. GuruFocus rates ATH:ANDRO with a GF Score™ of 76/100 and a GF Value™ of €7.39 (Modestly Overvalued). The stock has 4 warning signs investors should review. Among 1,111 Asset Management companies, Alpha Trust Andromeda Investment Trust ranks better than 79.39% on this metric.
ATH:ANDRO's 5-Year Yield-on-Cost % is ranked better than 79.39% of 1111
companies
in the Asset Management industry
Industry Median: 6.45
vs ATH:ANDRO: 11.40
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.
Alpha Trust Andromeda Investment Trust 5-Year Yield-on-Cost % Related Terms
ATH:ANDRO vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Alpha Trust Andromeda Investment Trust'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.
Alpha Trust Andromeda Investment Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Alpha Trust Andromeda Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Alpha Trust Andromeda Investment Trust'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.
Alpha Trust Andromeda Investment Trust (ATH:ANDRO) has a 5-Year Yield-on-Cost % of 11.40 as of Jul. 03, 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 Alpha Trust Andromeda Investment Trust and its competitors. This is 42% above median its historical median of 8.04. Over the past decade, Alpha Trust Andromeda Investment Trust's 5-Year Yield-on-Cost % has ranged from 3.46 to 11.40. According to the industry distribution chart, Alpha Trust Andromeda Investment Trust ranks #229 out of 1111 companies in the Asset Management industry, placing it in the top 20.6%.
Is Alpha Trust Andromeda Investment Trust's 5-Year Yield-on-Cost % too high?
Alpha Trust Andromeda Investment Trust's current 5-Year Yield-on-Cost % of 11.40 is 42% above median its 10-year median of 8.04. Over the past 10 years, this metric has ranged from a low of 3.46 to a high of 11.40. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Alpha Trust Andromeda Investment Trust's value of 11.40 is 76.7% above this industry median. Based on the distribution chart, Alpha Trust Andromeda Investment Trust ranks #229 out of 1111 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Alpha Trust Andromeda Investment Trust has a GF Score™ of 76/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alpha Trust Andromeda Investment Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Alpha Trust Andromeda Investment Trust ranks #229 out of 1111 companies for 5-Year Yield-on-Cost %. This places Alpha Trust Andromeda Investment Trust in the top 21% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.45. Alpha Trust Andromeda Investment Trust's value of 11.40 is 76.7% above this benchmark. Historically, Alpha Trust Andromeda Investment Trust's own 5-Year Yield-on-Cost % has ranged from 3.46 to 11.40 over the past decade. While the company's 10-year median is 8.04 vs. the industry median of 6.45, Alpha Trust Andromeda Investment Trust 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 1,111 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. Alpha Trust Andromeda Investment Trust's current 5-Year Yield-on-Cost % of 11.40 is 76.7% 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 Alpha Trust Andromeda Investment Trust 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. Alpha Trust Andromeda Investment Trust's current 5-Year Yield-on-Cost % is 11.40, which is 42% above median its own 10-year median of 8.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alpha Trust Andromeda Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Alpha Trust Andromeda Investment Trust (ATH:ANDRO) is currently considered Modestly Overvalued. The stock's GF Value™ is €7.39, compared to a current price of €8.28 — trading 12% above its estimated fair value. The current 5-Year Yield-on-Cost % is 11.40, which is 42% above median its 10-year median of 8.04 and 76.7% above the Asset Management industry median of 6.45. Alpha Trust Andromeda Investment Trust's overall GF Score™ is 76/100 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 Alpha Trust Andromeda Investment Trust (ATH:ANDRO), the current 5-Year Yield-on-Cost % is 11.40 as of Jul. 03, 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 Alpha Trust Andromeda Investment Trust (ATH:ANDRO) Overvalued in 2026?
Based on GuruFocus' analysis, Alpha Trust Andromeda Investment Trust stock appears to be overvalued.
The current stock price of €8.28 is trading 12% above its estimated GF Value™ of €7.39.
GuruFocus considers Alpha Trust Andromeda Investment Trust to be Modestly Overvalued.
Key valuation signals for ATH:ANDRO:
5-Year Yield-on-Cost %: 11.40 (42% above median its 10-year median of 8.04)
GF Value™: €7.39 vs. price of €8.28 (12% above fair value)
Industry Position: 76.7% above the Asset Management median (#229 of 1111)
No single metric tells the full story. See the ATH:ANDRO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alpha Trust Andromeda Investment Trust Business Description
Alpha Trust Andromeda Investment Trust SA is a portfolio investment trust based in Greece. It engages in the management of financial assets. The investment portfolio includes listed domestic stock, Greek government bonds, corporate bonds, bonds, and derivatives.
76GF Score
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