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Wendel SEFRA:WIS +1.99%81 5-Year Yield-on-Cost % is 12.98 as of Jul. 28, 2026, which is 111% above its 10-year median of 6.14. GuruFocus rates FRA:WIS with a GF Score™ of 81/100 and a GF Value™ of €99.82. The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, Wendel SE ranks better than 83.38% on this metric.
Wendel SE's yield on cost for the quarter that ended in Dec. 2025 was 12.98.
The historical rank and industry rank for Wendel SE's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:WIS'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.99 Med: 6.14 Max: 17.03
Current: 12.98
During the past 13 years, Wendel SE's highest Yield on Cost was 17.03. The lowest was 2.99. And the median was 6.14.
FRA:WIS's 5-Year Yield-on-Cost % is ranked better than 83.38% of 1113
companies
in the Asset Management industry
Industry Median: 6.5
vs FRA:WIS: 12.98
Wendel SE (FRA:WIS) 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.
Wendel SE 5-Year Yield-on-Cost % Related Terms
FRA:WIS vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Wendel SE'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.
Wendel SE 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Wendel SE's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Wendel SE'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 Wendel SE is calculated as
Wendel SE (FRA:WIS) has a 5-Year Yield-on-Cost % of 12.98 as of Jul. 28, 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 Wendel SE and its competitors. This is 111% above median its historical median of 6.14. Over the past decade, Wendel SE's 5-Year Yield-on-Cost % has ranged from 2.99 to 17.03. According to the industry distribution chart, Wendel SE ranks #185 out of 1113 companies in the Asset Management industry, placing it in the top 16.6%.
Is Wendel SE's 5-Year Yield-on-Cost % too high?
Wendel SE's current 5-Year Yield-on-Cost % of 12.98 is 111% above median its 10-year median of 6.14. Over the past 10 years, this metric has ranged from a low of 2.99 to a high of 17.03. The Asset Management industry median 5-Year Yield-on-Cost % is 6.50. Wendel SE's value of 12.98 is 99.7% above this industry median. Based on the distribution chart, Wendel SE ranks #185 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Wendel SE has a GF Score™ of 81/100, reflecting its overall financial health beyond just this single metric.
How does Wendel SE's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Wendel SE ranks #185 out of 1113 companies for 5-Year Yield-on-Cost %. This places Wendel SE in the top 17% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.50. Wendel SE's value of 12.98 is 99.7% above this benchmark. Historically, Wendel SE's own 5-Year Yield-on-Cost % has ranged from 2.99 to 17.03 over the past decade. While the company's 10-year median is 6.14 vs. the industry median of 6.50, Wendel SE 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 6.50, 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. Wendel SE's current 5-Year Yield-on-Cost % of 12.98 is 99.7% 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 Wendel SE and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wendel SE's current 5-Year Yield-on-Cost % is 12.98, which is 111% above median its own 10-year median of 6.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wendel SE stock overvalued right now?
Wendel SE (FRA:WIS) has a current 5-Year Yield-on-Cost % of 12.98. The stock's GF Value™ is €99.82, compared to a current price of €82.00 — trading 17.9% below its estimated fair value. The current 5-Year Yield-on-Cost % is 12.98, which is 111% above median its 10-year median of 6.14 and 99.7% above the Asset Management industry median of 6.50. Wendel SE's overall GF Score™ is 81/100 with 3 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 Wendel SE (FRA:WIS), the current 5-Year Yield-on-Cost % is 12.98 as of Jul. 28, 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 Wendel SE (FRA:WIS) Overvalued in 2026?
Based on GuruFocus' analysis, Wendel SE stock appears to be undervalued.
The current stock price of €82.00 is trading 17.9% below its estimated GF Value™ of €99.82.
Key valuation signals for FRA:WIS:
5-Year Yield-on-Cost %: 12.98 (111% above median its 10-year median of 6.14)
GF Value™: €99.82 vs. price of €82.00 (17.9% below fair value)
Industry Position: 99.7% above the Asset Management median (#185 of 1113)
No single metric tells the full story. See the FRA:WIS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wendel SE is a long-term, private equity investment firm that focuses on Africa, North America, and Europe. Over a third of the company's outstanding shares are concentrated in family wealth, which shares its name with the company. Its principal investments are in mobile telephone infrastructure, packaging and labels, paints, coatings and finishing products, and security services. It has two operating segments principal investments portfolio and private asset management platform which includes IK Partners - European private equity firm. The principal investments portfolio includes Bureau Veritas, Stahl, Scalian, CPI, ACAMS, Tarkett and Globeducate.
81GF 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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