Alpha Associates AG (CHIX:PEHNZ) 5-Year Yield-on-Cost %: 1.63 (As of Sep. 20, 2026)

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CHIX:PEHNZ Alpha Associates AG CHIX:PEHNZ
13 GF Score
Price CHF61.20
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What is Alpha Associates AG 5-Year Yield-on-Cost %?

Alpha Associates AG CHIX:PEHNZ 13 5-Year Yield-on-Cost % is 1.63 as of Sep. 20, 2026. GuruFocus rates CHIX:PEHNZ with a GF Score™ of 13/100. Among 1,106 Asset Management companies, Alpha Associates AG ranks worse than 88.79% on this metric.

Alpha Associates AG's yield on cost for the quarter that ended in . 20 was 1.63.


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

CHIX:PEHNz' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0   Med: 0   Max: 1.71
Current: 1.63


During the past 0 years, Alpha Associates AG's highest Yield on Cost was 1.71. The lowest was 0.00. And the median was 0.00.


CHIX:PEHNz's 5-Year Yield-on-Cost % is ranked worse than
88.79% of 1106 companies
in the Asset Management industry
Industry Median: 6.455 vs CHIX:PEHNz: 1.63

Alpha Associates AG  (CHIX:PEHNz) 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.


Alpha Associates AG 5-Year Yield-on-Cost % Related Terms


CHIX:PEHNZ vs : 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Alpha Associates AG'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 Associates AG 5-Year Yield-on-Cost % vs Asset Management Industry

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

* The bar in red indicates where Alpha Associates AG's 5-Year Yield-on-Cost % falls into.


CHIX:PEHNZ
13GF Score
Alpha Associates AG CHIX:PEHNZ
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Alpha Associates AG 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 Alpha Associates AG 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 1.63 mean?
Alpha Associates AG (CHIX:PEHNZ) has a 5-Year Yield-on-Cost % of 1.63 as of Sep. 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 Alpha Associates AG and its competitors. According to the industry distribution chart, Alpha Associates AG ranks #982 out of 1106 companies in the Asset Management industry, placing it in the top 88.8%.
Is Alpha Associates AG's 5-Year Yield-on-Cost % too high?
Alpha Associates AG's current 5-Year Yield-on-Cost % is 1.63. The Asset Management industry median 5-Year Yield-on-Cost % is 6.46. Alpha Associates AG's value of 1.63 is 74.7% below this industry median. Based on the distribution chart, Alpha Associates AG ranks #982 out of 1106 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Alpha Associates AG has a GF Score™ of 13/100, reflecting its overall financial health beyond just this single metric.
How does Alpha Associates AG's 5-Year Yield-on-Cost % compare to ?
According to the Asset Management industry distribution chart, Alpha Associates AG ranks #982 out of 1106 companies for 5-Year Yield-on-Cost %. This places Alpha Associates AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.46. Alpha Associates AG's value of 1.63 is 74.7% below this benchmark. 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 6.46, based on 1,106 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 Associates AG's current 5-Year Yield-on-Cost % of 1.63 is 74.7% 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 Alpha Associates AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alpha Associates AG's current 5-Year Yield-on-Cost % is 1.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alpha Associates AG stock overvalued right now?
Alpha Associates AG (CHIX:PEHNZ) has a current 5-Year Yield-on-Cost % of 1.63. The current 5-Year Yield-on-Cost % is 1.63 and 74.7% below the Asset Management industry median of 6.46. Alpha Associates AG's overall GF Score™ is 13/100. 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 Associates AG (CHIX:PEHNZ), the current 5-Year Yield-on-Cost % is 1.63 as of Sep. 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.

Alpha Associates AG Business Description

Comparable Companies
Address Talstrasse 80, P.O. Box 8021 Zurich 1, Zurich, CHE, 8021
Alpha Associates AG is a financial services provider. It is an independent manager and advisor for investments in private equity, private debt, and infrastructure. It makes primary fund investments, buys mature fund interests in secondary transactions, and makes direct co-investments.
13GF Score

Get the complete analysis for CHIX:PEHNZ

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

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