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ISA HoldingsJSE:ISA 87 5-Year Yield-on-Cost % is 16.05 as of Jul. 19, 2026, which is 47% below its 10-year median of 30.34. GuruFocus rates JSE:ISA with a GF Score™ of 87/100 and a GF Value™ of R2.25 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,027 Software companies, ISA Holdings ranks better than 94.64% on this metric.
ISA Holdings's yield on cost for the quarter that ended in Feb. 2026 was 16.05.
The historical rank and industry rank for ISA Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
JSE:ISA'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 10.94 Med: 30.34 Max: 170.35
Current: 16.05
During the past 13 years, ISA Holdings's highest Yield on Cost was 170.35. The lowest was 10.94. And the median was 30.34.
JSE:ISA's 5-Year Yield-on-Cost % is ranked better than 94.64% of 1027
companies
in the Software industry
Industry Median: 3.11
vs JSE:ISA: 16.05
ISA Holdings (JSE:ISA) 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.
ISA Holdings 5-Year Yield-on-Cost % Related Terms
JSE:ISA vs MSFT, ORCL, PLTR: 5-Year Yield-on-Cost % Comparison
For the Software - Infrastructure subindustry, ISA 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.
ISA Holdings 5-Year Yield-on-Cost % vs Software Industry
For the Software industry and Technology sector, ISA Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where ISA Holdings'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 ISA Holdings is calculated as
ISA Holdings (JSE:ISA) has a 5-Year Yield-on-Cost % of 16.05 as of Jul. 19, 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 ISA Holdings and its competitors. This is 47% below median its historical median of 30.34. Over the past decade, ISA Holdings' 5-Year Yield-on-Cost % has ranged from 10.94 to 170.35. According to the industry distribution chart, ISA Holdings ranks #55 out of 1027 companies in the Software industry, placing it in the top 5.4%.
Is ISA Holdings' 5-Year Yield-on-Cost % too high?
ISA Holdings' current 5-Year Yield-on-Cost % of 16.05 is 47% below median its 10-year median of 30.34. Over the past 10 years, this metric has ranged from a low of 10.94 to a high of 170.35. The Software industry median 5-Year Yield-on-Cost % is 3.11. ISA Holdings' value of 16.05 is 416.1% above this industry median. Based on the distribution chart, ISA Holdings ranks #55 out of 1027 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, ISA Holdings has a GF Score™ of 87/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does ISA Holdings' 5-Year Yield-on-Cost % compare to MSFT and ORCL?
According to the Software industry distribution chart, ISA Holdings ranks #55 out of 1027 companies for 5-Year Yield-on-Cost %. This places ISA Holdings in the top 5% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.11. ISA Holdings' value of 16.05 is 416.1% above this benchmark. Historically, ISA Holdings' own 5-Year Yield-on-Cost % has ranged from 10.94 to 170.35 over the past decade. While the company's 10-year median is 30.34 vs. the industry median of 3.11, ISA 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 Software company?
The median 5-Year Yield-on-Cost % among Software companies is 3.11, based on 1,027 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. ISA Holdings's current 5-Year Yield-on-Cost % of 16.05 is 416.1% 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 ISA Holdings and its competitors. For the Software industry, the median 5-Year Yield-on-Cost % is 3.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ISA Holdings's current 5-Year Yield-on-Cost % is 16.05, which is 47% below median its own 10-year median of 30.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ISA Holdings stock overvalued right now?
Based on GuruFocus' analysis, ISA Holdings (JSE:ISA) is currently considered Fairly Valued. The stock's GF Value™ is R2.25, compared to a current price of R2.34 — trading 4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 16.05, which is 47% below median its 10-year median of 30.34 and 416.1% above the Software industry median of 3.11. ISA Holdings' overall GF Score™ is 87/100 with 6 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 ISA Holdings (JSE:ISA), the current 5-Year Yield-on-Cost % is 16.05 as of Jul. 19, 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 ISA Holdings (JSE:ISA) Overvalued in 2026?
Based on GuruFocus' analysis, ISA Holdings stock appears to be overvalued.
The current stock price of R2.34 is trading 4% above its estimated GF Value™ of R2.25.
GuruFocus considers ISA Holdings to be Fairly Valued.
Key valuation signals for JSE:ISA:
5-Year Yield-on-Cost %: 16.05 (47% below median its 10-year median of 30.34)
GF Value™: R2.25 vs. price of R2.34 (4% above fair value)
Industry Position: 416.1% above the Software median (#55 of 1027)
No single metric tells the full story. See the JSE:ISA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
ISA Holdings Ltd is an investment holding company. The company, through its subsidiary, provides network, Internet, and information security solutions to the sub-Saharan African market. Its business is to discover, design, deliver, deploy, and manage its bespoke Information and Communication Technology (ICT) security infrastructure. Its technology offerings include firewalls, anti-virus, authentication, remote access, content security, intrusion protection, virtual private networking, vulnerability assessment, messaging and data protection, and identity and access management. The company generates a majority of its revenue from its business in South Africa.
87GF Score
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