Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
IntegraFin HoldingsCHIX:IHPL +0.78%89 5-Year Yield-on-Cost % is 4.00 as of Jul. 20, 2026, which is 5% above its 10-year median of 3.80. GuruFocus rates CHIX:IHPL with a GF Score™ of 89/100 and a GF Value™ of £3.76 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,116 Asset Management companies, IntegraFin Holdings ranks worse than 70.61% on this metric.
IntegraFin Holdings's yield on cost for the quarter that ended in Mar. 2026 was 4.00.
The historical rank and industry rank for IntegraFin Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
CHIX:IHPl'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.75 Med: 3.8 Max: 6.36
Current: 4
During the past 11 years, IntegraFin Holdings's highest Yield on Cost was 6.36. The lowest was 1.75. And the median was 3.80.
CHIX:IHPl's 5-Year Yield-on-Cost % is ranked worse than 70.61% of 1116
companies
in the Asset Management industry
Industry Median: 6.45
vs CHIX:IHPl: 4.00
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.
IntegraFin Holdings 5-Year Yield-on-Cost % Related Terms
CHIX:IHPL vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, IntegraFin Holdings'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.
IntegraFin Holdings 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, IntegraFin Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where IntegraFin Holdings'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.
IntegraFin Holdings (CHIX:IHPL) has a 5-Year Yield-on-Cost % of 4.00 as of Jul. 20, 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 IntegraFin Holdings and its competitors. This is near median its historical median of 3.80. Over the past decade, IntegraFin Holdings' 5-Year Yield-on-Cost % has ranged from 1.75 to 6.36. According to the industry distribution chart, IntegraFin Holdings ranks #788 out of 1116 companies in the Asset Management industry, placing it in the top 70.6%.
Is IntegraFin Holdings' 5-Year Yield-on-Cost % too high?
IntegraFin Holdings' current 5-Year Yield-on-Cost % of 4.00 is near median its 10-year median of 3.80. Over the past 10 years, this metric has ranged from a low of 1.75 to a high of 6.36. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. IntegraFin Holdings' value of 4.00 is 38% below this industry median. Based on the distribution chart, IntegraFin Holdings ranks #788 out of 1116 companies in the Asset Management industry, which is below the industry midpoint. Overall, IntegraFin Holdings has a GF Score™ of 89/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does IntegraFin Holdings' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, IntegraFin Holdings ranks #788 out of 1116 companies for 5-Year Yield-on-Cost %. This places IntegraFin Holdings in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. IntegraFin Holdings' value of 4.00 is 38% below this benchmark. Historically, IntegraFin Holdings' own 5-Year Yield-on-Cost % has ranged from 1.75 to 6.36 over the past decade. While the company's 10-year median is 3.80 vs. the industry median of 6.45, IntegraFin Holdings has consistently been below 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. IntegraFin Holdings's current 5-Year Yield-on-Cost % of 4.00 is 38% below 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 IntegraFin Holdings 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. IntegraFin Holdings's current 5-Year Yield-on-Cost % is 4.00, which is near median its own 10-year median of 3.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IntegraFin Holdings stock overvalued right now?
Based on GuruFocus' analysis, IntegraFin Holdings (CHIX:IHPL) is currently considered Fairly Valued. The stock's GF Value™ is £3.76, compared to a current price of £3.89 — trading 3.5% above its estimated fair value. The current 5-Year Yield-on-Cost % is 4.00, which is near median its 10-year median of 3.80 and 38% below the Asset Management industry median of 6.45. IntegraFin Holdings' overall GF Score™ is 89/100 with 7 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 IntegraFin Holdings (CHIX:IHPL), the current 5-Year Yield-on-Cost % is 4.00 as of Jul. 20, 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 IntegraFin Holdings (CHIX:IHPL) Overvalued in 2026?
Based on GuruFocus' analysis, IntegraFin Holdings stock appears to be overvalued.
The current stock price of £3.89 is trading 3.5% above its estimated GF Value™ of £3.76.
GuruFocus considers IntegraFin Holdings to be Fairly Valued.
Key valuation signals for CHIX:IHPL:
5-Year Yield-on-Cost %: 4.00 (near median its 10-year median of 3.80)
GF Value™: £3.76 vs. price of £3.89 (3.5% above fair value)
Industry Position: 38% below the Asset Management median (#788 of 1116)
No single metric tells the full story. See the CHIX:IHPL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
IntegraFin Holdings PLC is a United Kingdom-based holding company providing platform services to clients and financial advisers. Its segments include Investment administration services performed by IFAL, the provider of the Transact wrap service, offering general investment accounts (GIA), acting as a SIPP operator and ISA manager, and serving as custodian for platform assets, which generates the majority of revenue. The Insurance and life assurance business comprises ILUK and ILInt, which provide pension and bond products on the Transact platform, and Adviser back-office technology includes T4A, which provides financial planning technology through the CURO adviser support system. The company derives the majority of its revenue from the United Kingdom.
89GF Score
Get the complete analysis for CHIX:IHPL
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
CHIX:IHPL has been successfully added to your 
