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Tatton Asset ManagementCHIX:TAML +3.64%80 5-Year Yield-on-Cost % is 8.25 as of Jul. 15, 2026, which is 42% above its 10-year median of 5.79. GuruFocus rates CHIX:TAML with a GF Score™ of 80/100 and a GF Value™ of £8.48 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 1,115 Asset Management companies, Tatton Asset Management ranks better than 62.96% on this metric.
The historical rank and industry rank for Tatton Asset Management's 5-Year Yield-on-Cost % or its related term are showing as below:
CHIX:TAMl'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.66 Med: 5.79 Max: 10.13
Current: 8.25
During the past 12 years, Tatton Asset Management's highest Yield on Cost was 10.13. The lowest was 1.66. And the median was 5.79.
CHIX:TAMl's 5-Year Yield-on-Cost % is ranked better than 62.96% of 1115
companies
in the Asset Management industry
Industry Median: 6.44
vs CHIX:TAMl: 8.25
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.
Tatton Asset Management 5-Year Yield-on-Cost % Related Terms
CHIX:TAML vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Tatton Asset Management'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.
Tatton Asset Management 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Tatton Asset Management's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Tatton Asset Management'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.
Tatton Asset Management (CHIX:TAML) has a 5-Year Yield-on-Cost % of 8.25 as of Jul. 15, 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 Tatton Asset Management and its competitors. This is 42% above median its historical median of 5.79. Over the past decade, Tatton Asset Management's 5-Year Yield-on-Cost % has ranged from 1.66 to 10.13. According to the industry distribution chart, Tatton Asset Management ranks #413 out of 1115 companies in the Asset Management industry, placing it in the top 37%.
Is Tatton Asset Management's 5-Year Yield-on-Cost % too high?
Tatton Asset Management's current 5-Year Yield-on-Cost % of 8.25 is 42% above median its 10-year median of 5.79. Over the past 10 years, this metric has ranged from a low of 1.66 to a high of 10.13. The Asset Management industry median 5-Year Yield-on-Cost % is 6.44. Tatton Asset Management's value of 8.25 is 28.1% above this industry median. Based on the distribution chart, Tatton Asset Management ranks #413 out of 1115 companies in the Asset Management industry, which is above the industry midpoint. Overall, Tatton Asset Management has a GF Score™ of 80/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tatton Asset Management ranks #413 out of 1115 companies for 5-Year Yield-on-Cost %. This puts Tatton Asset Management in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.44. Tatton Asset Management's value of 8.25 is 28.1% above this benchmark. Historically, Tatton Asset Management's own 5-Year Yield-on-Cost % has ranged from 1.66 to 10.13 over the past decade. While the company's 10-year median is 5.79 vs. the industry median of 6.44, Tatton Asset Management 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 6.44, based on 1,115 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. Tatton Asset Management's current 5-Year Yield-on-Cost % of 8.25 is 28.1% 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 Tatton Asset Management and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Tatton Asset Management's current 5-Year Yield-on-Cost % is 8.25, which is 42% above median its own 10-year median of 5.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (CHIX:TAML) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.48, compared to a current price of £7.40 — trading 12.7% below its estimated fair value. The current 5-Year Yield-on-Cost % is 8.25, which is 42% above median its 10-year median of 5.79 and 28.1% above the Asset Management industry median of 6.44. Tatton Asset Management's overall GF Score™ is 80/100 with 1 warning sign 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 Tatton Asset Management (CHIX:TAML), the current 5-Year Yield-on-Cost % is 8.25 as of Jul. 15, 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 Tatton Asset Management (CHIX:TAML) Overvalued in 2026?
Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued.
The current stock price of £7.40 is trading 12.7% below its estimated GF Value™ of £8.48.
GuruFocus considers Tatton Asset Management to be Modestly Undervalued.
Key valuation signals for CHIX:TAML:
5-Year Yield-on-Cost %: 8.25 (42% above median its 10-year median of 5.79)
GF Value™: £8.48 vs. price of £7.40 (12.7% below fair value)
Industry Position: 28.1% above the Asset Management median (#413 of 1115)
No single metric tells the full story. See the CHIX:TAML stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
80GF Score
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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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