Amundi (FRA:ANI) 5-Year Yield-on-Cost %: 4.86 (As of Jul. 16, 2026) — 20% Below Median

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Director of Data and Quant Analytics at GuruFocus
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FRA:ANI Amundi SA FRA:ANI
82 GF Score
Price €88.95
GF Value €52.52
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Amundi 5-Year Yield-on-Cost %?

Amundi FRA:ANI +1.77% 82 5-Year Yield-on-Cost % is 4.86 as of Jul. 16, 2026, which is 20% below its 10-year median of 6.05. GuruFocus rates FRA:ANI with a GF Score™ of 82/100 and a GF Value™ of €52.52 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,115 Asset Management companies, Amundi ranks worse than 64.57% on this metric.

Amundi's yield on cost for the quarter that ended in Dec. 2025 was 4.86.


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

FRA:ANI' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.76   Med: 6.05   Max: 6.8
Current: 4.86


During the past 13 years, Amundi's highest Yield on Cost was 6.80. The lowest was 4.76. And the median was 6.05.


FRA:ANI's 5-Year Yield-on-Cost % is ranked worse than
64.57% of 1115 companies
in the Asset Management industry
Industry Median: 6.45 vs FRA:ANI: 4.86

Amundi  (FRA:ANI) 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.


Amundi 5-Year Yield-on-Cost % Related Terms


FRA:ANI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Amundi'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.


Amundi 5-Year Yield-on-Cost % vs Asset Management Industry

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

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


FRA:ANI
82GF Score
Amundi SA FRA:ANI
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Amundi 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 Amundi 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 4.86 mean?
Amundi (FRA:ANI) has a 5-Year Yield-on-Cost % of 4.86 as of Jul. 16, 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 Amundi and its competitors. This is 20% below median its historical median of 6.05. Over the past decade, Amundi's 5-Year Yield-on-Cost % has ranged from 4.76 to 6.80. According to the industry distribution chart, Amundi ranks #720 out of 1115 companies in the Asset Management industry, placing it in the top 64.6%.
Is Amundi's 5-Year Yield-on-Cost % too high?
Amundi's current 5-Year Yield-on-Cost % of 4.86 is 20% below median its 10-year median of 6.05. Over the past 10 years, this metric has ranged from a low of 4.76 to a high of 6.80. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Amundi's value of 4.86 is 24.7% below this industry median. Based on the distribution chart, Amundi ranks #720 out of 1115 companies in the Asset Management industry, which is below the industry midpoint. Overall, Amundi has a GF Score™ of 82/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Amundi's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Amundi ranks #720 out of 1115 companies for 5-Year Yield-on-Cost %. This places Amundi in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Amundi's value of 4.86 is 24.7% below this benchmark. Historically, Amundi's own 5-Year Yield-on-Cost % has ranged from 4.76 to 6.80 over the past decade. While the company's 10-year median is 6.05 vs. the industry median of 6.45, Amundi 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 1,115 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. Amundi's current 5-Year Yield-on-Cost % of 4.86 is 24.7% 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 Amundi 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. Amundi's current 5-Year Yield-on-Cost % is 4.86, which is 20% below median its own 10-year median of 6.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Amundi stock overvalued right now?
Based on GuruFocus' analysis, Amundi (FRA:ANI) is currently considered Significantly Overvalued. The stock's GF Value™ is €52.52, compared to a current price of €88.95 — trading 69.4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 4.86, which is 20% below median its 10-year median of 6.05 and 24.7% below the Asset Management industry median of 6.45. Amundi's overall GF Score™ is 82/100 with 9 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 Amundi (FRA:ANI), the current 5-Year Yield-on-Cost % is 4.86 as of Jul. 16, 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 Amundi (FRA:ANI) Overvalued in 2026?

Based on GuruFocus' analysis, Amundi stock appears to be overvalued. The current stock price of €88.95 is trading 69.4% above its estimated GF Value™ of €52.52. GuruFocus considers Amundi to be Significantly Overvalued.

Key valuation signals for FRA:ANI:

  • 5-Year Yield-on-Cost %: 4.86 (20% below median its 10-year median of 6.05)
  • GF Value™: €52.52 vs. price of €88.95 (69.4% above fair value)
  • GF Score™: 82/100 with 9 warning signs
  • Industry Position: 24.7% below the Asset Management median (#720 of 1115)

No single metric tells the full story. See the FRA:ANI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Amundi Business Description

Address 91-93, boulevard Pasteur, Paris, FRA, 75015
Amundi resulted from the merger of the asset manager businesses of French banks Credit Agricole and Societe Generale in 2010. In 2017, it expanded into Italy, Germany, and Austria by acquiring Pioneer Investments, which had previously been UniCredit's asset manager. France accounts for just under half of assets under management, while Italy and the rest of Europe contribute about 30% combined. Assets from Asia are growing rapidly and contribute just shy of 20%. Amundi is the largest European asset manager and a top 10 asset manager globally. Credit Agricole remains a controlling shareholder with a 70% stake.
82GF Score

Get the complete analysis for FRA:ANI

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

€88.95
Price
€52.52
GF Value