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PEH Wertpapier AGFRA:PEH +0.65%77 5-Year Yield-on-Cost % is 16.80 as of Aug. 01, 2026, which is 13% above its 10-year median of 14.85. GuruFocus rates FRA:PEH with a GF Score™ of 77/100 and a GF Value™ of €58.40 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 1,113 Asset Management companies, PEH Wertpapier AG ranks better than 90.84% on this metric.
PEH Wertpapier AG's yield on cost for the quarter that ended in Dec. 2025 was 16.80.
The historical rank and industry rank for PEH Wertpapier AG's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:PEH'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.99 Med: 14.85 Max: 27.89
Current: 16.8
During the past 13 years, PEH Wertpapier AG's highest Yield on Cost was 27.89. The lowest was 5.99. And the median was 14.85.
FRA:PEH's 5-Year Yield-on-Cost % is ranked better than 90.84% of 1113
companies
in the Asset Management industry
Industry Median: 6.48
vs FRA:PEH: 16.80
PEH Wertpapier AG (FRA:PEH) 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.
PEH Wertpapier AG 5-Year Yield-on-Cost % Related Terms
FRA:PEH vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, PEH Wertpapier 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.
PEH Wertpapier AG 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PEH Wertpapier AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where PEH Wertpapier AG's 5-Year Yield-on-Cost % falls into.
PEH Wertpapier 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.
PEH Wertpapier AG (FRA:PEH) has a 5-Year Yield-on-Cost % of 16.80 as of Aug. 01, 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 PEH Wertpapier AG and its competitors. This is 13% above median its historical median of 14.85. Over the past decade, PEH Wertpapier AG's 5-Year Yield-on-Cost % has ranged from 5.99 to 27.89. According to the industry distribution chart, PEH Wertpapier AG ranks #102 out of 1113 companies in the Asset Management industry, placing it in the top 9.2%.
Is PEH Wertpapier AG's 5-Year Yield-on-Cost % too high?
PEH Wertpapier AG's current 5-Year Yield-on-Cost % of 16.80 is 13% above median its 10-year median of 14.85. Over the past 10 years, this metric has ranged from a low of 5.99 to a high of 27.89. The Asset Management industry median 5-Year Yield-on-Cost % is 6.48. PEH Wertpapier AG's value of 16.80 is 159.3% above this industry median. Based on the distribution chart, PEH Wertpapier AG ranks #102 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, PEH Wertpapier AG has a GF Score™ of 77/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PEH Wertpapier AG's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, PEH Wertpapier AG ranks #102 out of 1113 companies for 5-Year Yield-on-Cost %. This places PEH Wertpapier AG in the top 9% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.48. PEH Wertpapier AG's value of 16.80 is 159.3% above this benchmark. Historically, PEH Wertpapier AG's own 5-Year Yield-on-Cost % has ranged from 5.99 to 27.89 over the past decade. While the company's 10-year median is 14.85 vs. the industry median of 6.48, PEH Wertpapier AG 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 6.48, based on 1,113 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. PEH Wertpapier AG's current 5-Year Yield-on-Cost % of 16.80 is 159.3% 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 PEH Wertpapier AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PEH Wertpapier AG's current 5-Year Yield-on-Cost % is 16.80, which is 13% above median its own 10-year median of 14.85. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PEH Wertpapier AG stock overvalued right now?
Based on GuruFocus' analysis, PEH Wertpapier AG (FRA:PEH) is currently considered Significantly Undervalued. The stock's GF Value™ is €58.40, compared to a current price of €31.20 — trading 46.6% below its estimated fair value. The current 5-Year Yield-on-Cost % is 16.80, which is 13% above median its 10-year median of 14.85 and 159.3% above the Asset Management industry median of 6.48. PEH Wertpapier AG's overall GF Score™ is 77/100 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 PEH Wertpapier AG (FRA:PEH), the current 5-Year Yield-on-Cost % is 16.80 as of Aug. 01, 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 PEH Wertpapier AG (FRA:PEH) Overvalued in 2026?
Based on GuruFocus' analysis, PEH Wertpapier AG stock appears to be undervalued.
The current stock price of €31.20 is trading 46.6% below its estimated GF Value™ of €58.40.
GuruFocus considers PEH Wertpapier AG to be Significantly Undervalued.
Key valuation signals for FRA:PEH:
5-Year Yield-on-Cost %: 16.80 (13% above median its 10-year median of 14.85)
GF Value™: €58.40 vs. price of €31.20 (46.6% below fair value)
Industry Position: 159.3% above the Asset Management median (#102 of 1113)
No single metric tells the full story. See the FRA:PEH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PEH Wertpapier AG is an independent financial service provider in German-speaking countries. It offers asset management for private clients as well as special products and investment solutions for institutional investors. The various services offered by the company include asset management, wealth planning, general consultation, and foundation management. Additionally, it also operates various investment funds to cater to the demands of long-term investors who want to benefit from the growth opportunities of equity markets. The group is divided into three segments: PEH Asset Management, PEH Administration/Service segment, which generates maximum revenue, and PEH Sales. Geographically, it derives maximum revenue from Luxembourg, and the rest from Germany.
77GF 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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