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InvestecFRA:IVKA +1.41%76 5-Year Yield-on-Cost % is 32.52 as of Jul. 16, 2026, which is 3% above its 10-year median of 31.56. GuruFocus rates FRA:IVKA with a GF Score™ of 76/100 and a GF Value™ of €7.16 (Fairly Valued). The stock has 2 warning signs investors should review. Among 363 Capital Markets companies, Investec ranks better than 96.14% on this metric.
Investec's yield on cost for the quarter that ended in Mar. 2026 was 32.52.
The historical rank and industry rank for Investec's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:IVKA'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 6.41 Med: 31.56 Max: 109.47
Current: 32.52
During the past 13 years, Investec's highest Yield on Cost was 109.47. The lowest was 6.41. And the median was 31.56.
FRA:IVKA's 5-Year Yield-on-Cost % is ranked better than 96.14% of 363
companies
in the Capital Markets industry
Industry Median: 3.01
vs FRA:IVKA: 32.52
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.
Investec 5-Year Yield-on-Cost % Related Terms
FRA:IVKA vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Investec'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.
Investec 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Investec's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Investec'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 Investec is calculated as
Investec (FRA:IVKA) has a 5-Year Yield-on-Cost % of 32.52 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 Investec and its competitors. This is near median its historical median of 31.56. Over the past decade, Investec's 5-Year Yield-on-Cost % has ranged from 6.41 to 109.47. According to the industry distribution chart, Investec ranks #14 out of 363 companies in the Capital Markets industry, placing it in the top 3.9%.
Is Investec's 5-Year Yield-on-Cost % too high?
Investec's current 5-Year Yield-on-Cost % of 32.52 is near median its 10-year median of 31.56. Over the past 10 years, this metric has ranged from a low of 6.41 to a high of 109.47. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.01. Investec's value of 32.52 is 980.4% above this industry median. Based on the distribution chart, Investec ranks #14 out of 363 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Investec has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Investec's 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Investec ranks #14 out of 363 companies for 5-Year Yield-on-Cost %. This places Investec in the top 4% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.01. Investec's value of 32.52 is 980.4% above this benchmark. Historically, Investec's own 5-Year Yield-on-Cost % has ranged from 6.41 to 109.47 over the past decade. While the company's 10-year median is 31.56 vs. the industry median of 3.01, Investec 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 a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.01, based on 363 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. Investec's current 5-Year Yield-on-Cost % of 32.52 is 980.4% 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 Investec and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investec's current 5-Year Yield-on-Cost % is 32.52, which is near median its own 10-year median of 31.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investec stock overvalued right now?
Based on GuruFocus' analysis, Investec (FRA:IVKA) is currently considered Fairly Valued. The stock's GF Value™ is €7.16, compared to a current price of €7.20 — trading 0.6% above its estimated fair value. The current 5-Year Yield-on-Cost % is 32.52, which is near median its 10-year median of 31.56 and 980.4% above the Capital Markets industry median of 3.01. Investec's overall GF Score™ is 76/100 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 Investec (FRA:IVKA), the current 5-Year Yield-on-Cost % is 32.52 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 Investec (FRA:IVKA) Overvalued in 2026?
Based on GuruFocus' analysis, Investec stock appears to be overvalued.
The current stock price of €7.20 is trading 0.6% above its estimated GF Value™ of €7.16.
GuruFocus considers Investec to be Fairly Valued.
Key valuation signals for FRA:IVKA:
5-Year Yield-on-Cost %: 32.52 (near median its 10-year median of 31.56)
GF Value™: €7.16 vs. price of €7.20 (0.6% above fair value)
Industry Position: 980.4% above the Capital Markets median (#14 of 363)
No single metric tells the full story. See the FRA:IVKA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Investec PLC is part of a dual-listed specialized financial services firm that is the controlling company for the group's non-Southern African businesses. The group reports its operating results and formulates its client plan of action in a consolidated manner. Investor PLC represents just under half of the group's operating profits. The group's operating segments includes Wealth and Investment, Private Banking, Corporate, Investment Banking and Other, and Group Investment. Company operates in UK and Southern Africa.
76GF Score
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