Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Alexander Forbes Group HoldingsJSE:AFH -5.37%68 5-Year Yield-on-Cost % is 21.19 as of Jul. 22, 2026, which is 21% above its 10-year median of 17.56. GuruFocus rates JSE:AFH with a GF Score™ of 68/100 and a GF Value™ of R8.68 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 47 Diversified Financial Services companies, Alexander Forbes Group Holdings ranks better than 91.49% on this metric.
The historical rank and industry rank for Alexander Forbes Group Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
JSE:AFH'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 9.42 Med: 17.56 Max: 33.24
Current: 21.19
During the past 13 years, Alexander Forbes Group Holdings's highest Yield on Cost was 33.24. The lowest was 9.42. And the median was 17.56.
JSE:AFH's 5-Year Yield-on-Cost % is ranked better than 91.49% of 47
companies
in the Diversified Financial Services industry
Industry Median: 4.18
vs JSE:AFH: 21.19
Alexander Forbes Group Holdings (JSE:AFH) 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.
Alexander Forbes Group Holdings 5-Year Yield-on-Cost % Related Terms
JSE:AFH vs VOYA, FRHC: 5-Year Yield-on-Cost % Comparison
For the Financial Conglomerates subindustry, Alexander Forbes Group Holdings'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.
Alexander Forbes Group Holdings 5-Year Yield-on-Cost % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Alexander Forbes Group Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Alexander Forbes Group Holdings's 5-Year Yield-on-Cost % falls into.
Alexander Forbes Group Holdings 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.
Alexander Forbes Group Holdings (JSE:AFH) has a 5-Year Yield-on-Cost % of 21.19 as of Jul. 22, 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 Alexander Forbes Group Holdings and its competitors. This is 21% above median its historical median of 17.56. Over the past decade, Alexander Forbes Group Holdings' 5-Year Yield-on-Cost % has ranged from 9.42 to 33.24. According to the industry distribution chart, Alexander Forbes Group Holdings ranks #4 out of 47 companies in the Diversified Financial Services industry, placing it in the top 8.5%.
Is Alexander Forbes Group Holdings' 5-Year Yield-on-Cost % too high?
Alexander Forbes Group Holdings' current 5-Year Yield-on-Cost % of 21.19 is 21% above median its 10-year median of 17.56. Over the past 10 years, this metric has ranged from a low of 9.42 to a high of 33.24. The Diversified Financial Services industry median 5-Year Yield-on-Cost % is 4.18. Alexander Forbes Group Holdings' value of 21.19 is 406.9% above this industry median. Based on the distribution chart, Alexander Forbes Group Holdings ranks #4 out of 47 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, Alexander Forbes Group Holdings has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Alexander Forbes Group Holdings' 5-Year Yield-on-Cost % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, Alexander Forbes Group Holdings ranks #4 out of 47 companies for 5-Year Yield-on-Cost %. This places Alexander Forbes Group Holdings in the top 9% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 4.18. Alexander Forbes Group Holdings' value of 21.19 is 406.9% above this benchmark. Historically, Alexander Forbes Group Holdings' own 5-Year Yield-on-Cost % has ranged from 9.42 to 33.24 over the past decade. While the company's 10-year median is 17.56 vs. the industry median of 4.18, Alexander Forbes Group Holdings 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 Diversified Financial Services company?
The median 5-Year Yield-on-Cost % among Diversified Financial Services companies is 4.18, based on 47 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. Alexander Forbes Group Holdings's current 5-Year Yield-on-Cost % of 21.19 is 406.9% 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 Alexander Forbes Group Holdings and its competitors. For the Diversified Financial Services industry, the median 5-Year Yield-on-Cost % is 4.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alexander Forbes Group Holdings's current 5-Year Yield-on-Cost % is 21.19, which is 21% above median its own 10-year median of 17.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alexander Forbes Group Holdings stock overvalued right now?
Based on GuruFocus' analysis, Alexander Forbes Group Holdings (JSE:AFH) is currently considered Modestly Undervalued. The stock's GF Value™ is R8.68, compared to a current price of R7.05 — trading 18.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 21.19, which is 21% above median its 10-year median of 17.56 and 406.9% above the Diversified Financial Services industry median of 4.18. Alexander Forbes Group Holdings' overall GF Score™ is 68/100 with 4 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 Alexander Forbes Group Holdings (JSE:AFH), the current 5-Year Yield-on-Cost % is 21.19 as of Jul. 22, 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 Alexander Forbes Group Holdings (JSE:AFH) Overvalued in 2026?
Based on GuruFocus' analysis, Alexander Forbes Group Holdings stock appears to be undervalued.
The current stock price of R7.05 is trading 18.8% below its estimated GF Value™ of R8.68.
GuruFocus considers Alexander Forbes Group Holdings to be Modestly Undervalued.
Key valuation signals for JSE:AFH:
5-Year Yield-on-Cost %: 21.19 (21% above median its 10-year median of 17.56)
GF Value™: R8.68 vs. price of R7.05 (18.8% below fair value)
Industry Position: 406.9% above the Diversified Financial Services median (#4 of 47)
No single metric tells the full story. See the JSE:AFH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alexander Forbes Group Holdings Business Description
Alexander Forbes Group Holdings Ltd is a South Africa-based diversified financial services company. The company operates through seven segments: Retirement consulting, Healthcare consulting, Investments, Individual consulting, Multinational consulting, Solutions & Enablement, and Client Services & Business Optimization. Its services include Retirement consulting, Investments, Healthcare, Preservation funds, and Others. The company also offers online services.
68GF Score
Get the complete analysis for JSE:AFH
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
JSE:AFH has been successfully added to your 
