CION InvtCION -1.84%34 5-Year Yield-on-Cost % is 20.65 as of Jul. 03, 2026, which is 64% above its 10-year median of 12.62. GuruFocus rates CION with a GF Score™ of 34/100 and a GF Value™ of $1.91 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,111 Asset Management companies, CION Invt ranks better than 93.97% on this metric.
CION Invt's yield on cost for the quarter that ended in Mar. 2026 was 20.65.
The historical rank and industry rank for CION Invt's 5-Year Yield-on-Cost % or its related term are showing as below:
CION'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.42 Med: 12.62 Max: 22.55
Current: 20.65
During the past 13 years, CION Invt's highest Yield on Cost was 22.55. The lowest was 2.42. And the median was 12.62.
CION's 5-Year Yield-on-Cost % is ranked better than 93.97% of 1111
companies
in the Asset Management industry
Industry Median: 6.45
vs CION: 20.65
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.
CION Invt 5-Year Yield-on-Cost % Related Terms
CION vs RFI, CFNBD, DSM: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, CION Invt'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.
CION Invt 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, CION Invt's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where CION Invt'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.
Therefore, Yield-on-Cost of CION Invt is calculated as
CION Invt (CION) has a 5-Year Yield-on-Cost % of 20.65 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 CION Invt and its competitors. This is 64% above median its historical median of 12.62. Over the past decade, CION Invt's 5-Year Yield-on-Cost % has ranged from 2.42 to 22.55. According to the industry distribution chart, CION Invt ranks #67 out of 1111 companies in the Asset Management industry, placing it in the top 6%.
Is CION Invt's 5-Year Yield-on-Cost % too high?
CION Invt's current 5-Year Yield-on-Cost % of 20.65 is 64% above median its 10-year median of 12.62. Over the past 10 years, this metric has ranged from a low of 2.42 to a high of 22.55. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. CION Invt's value of 20.65 is 220.2% above this industry median. Based on the distribution chart, CION Invt ranks #67 out of 1111 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, CION Invt has a GF Score™ of 34/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does CION Invt's 5-Year Yield-on-Cost % compare to RFI and CFNBD?
According to the Asset Management industry distribution chart, CION Invt ranks #67 out of 1111 companies for 5-Year Yield-on-Cost %. This places CION Invt in the top 6% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.45. CION Invt's value of 20.65 is 220.2% above this benchmark. Historically, CION Invt's own 5-Year Yield-on-Cost % has ranged from 2.42 to 22.55 over the past decade. While the company's 10-year median is 12.62 vs. the industry median of 6.45, CION Invt 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. CION Invt's current 5-Year Yield-on-Cost % of 20.65 is 220.2% 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 CION Invt 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. CION Invt's current 5-Year Yield-on-Cost % is 20.65, which is 64% above median its own 10-year median of 12.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CION Invt stock overvalued right now?
Based on GuruFocus' analysis, CION Invt (CION) is currently considered Significantly Overvalued. The stock's GF Value™ is $1.91, compared to a current price of $6.39 — trading 234.6% above its estimated fair value. The current 5-Year Yield-on-Cost % is 20.65, which is 64% above median its 10-year median of 12.62 and 220.2% above the Asset Management industry median of 6.45. CION Invt's overall GF Score™ is 34/100 with 2 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 CION Invt (CION), the current 5-Year Yield-on-Cost % is 20.65 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 CION Invt (CION) Overvalued in 2026?
Based on GuruFocus' analysis, CION Invt stock appears to be overvalued.
The current stock price of $6.39 is trading 234.6% above its estimated GF Value™ of $1.91.
GuruFocus considers CION Invt to be Significantly Overvalued.
Key valuation signals for CION:
5-Year Yield-on-Cost %: 20.65 (64% above median its 10-year median of 12.62)
GF Value™: $1.91 vs. price of $6.39 (234.6% above fair value)
Industry Position: 220.2% above the Asset Management median (#67 of 1111)
No single metric tells the full story. See the CION stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CION Invt Corp is an externally managed, non-diversified, closed-end management investment company that has elected to be regulated as a business development company. The Companies portfolio is comprised of investments in senior secured debt, including first lien loans, second lien loans, and unitranche loans, and, to a lesser extent, collateralized securities, structured products and other similar securities, unsecured debt, and equity, of private and thinly-traded U.S. middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation for investors.
34GF Score
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