Apax Global Alpha's yield on cost for the quarter that ended in Jun. 2025 was 8.62.
The historical rank and industry rank for Apax Global Alpha's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:APAX'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.5 Med: 7.72 Max: 13.22
Current: 8.62
During the past 13 years, Apax Global Alpha's highest Yield on Cost was 13.22. The lowest was 5.50. And the median was 7.72.
LSE:APAX's 5-Year Yield-on-Cost % is not ranked
in the Asset Management industry.
Industry Median: 6.39
vs LSE:APAX: 8.62
Apax Global Alpha (LSE:APAX) 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.
Apax Global Alpha 5-Year Yield-on-Cost % Related Terms
LSE:APAX vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Apax Global Alpha'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.
Apax Global Alpha 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Apax Global Alpha's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Apax Global Alpha's 5-Year Yield-on-Cost % falls into.
Apax Global Alpha 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.
Apax Global Alpha (LSE:APAX) has a 5-Year Yield-on-Cost % of 8.62 as of Jul. 09, 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 Apax Global Alpha and its competitors. This is 12% above median its historical median of 7.72. Over the past decade, Apax Global Alpha's 5-Year Yield-on-Cost % has ranged from 5.50 to 13.22.
Is Apax Global Alpha's 5-Year Yield-on-Cost % too high?
Apax Global Alpha's current 5-Year Yield-on-Cost % of 8.62 is 12% above median its 10-year median of 7.72. Over the past 10 years, this metric has ranged from a low of 5.50 to a high of 13.22. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Apax Global Alpha's value of 8.62 is 34.9% above this industry median. Overall, Apax Global Alpha has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does Apax Global Alpha's 5-Year Yield-on-Cost % compare to BLK and BX?
Apax Global Alpha's 5-Year Yield-on-Cost % of 8.62 can be compared against companies in the Asset Management industry. The industry median 5-Year Yield-on-Cost % is 6.39. Apax Global Alpha's value of 8.62 is 34.9% above this benchmark. Historically, Apax Global Alpha's own 5-Year Yield-on-Cost % has ranged from 5.50 to 13.22 over the past decade. While the company's 10-year median is 7.72 vs. the industry median of 6.39, Apax Global Alpha 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 6.39, based on 1,112 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. Apax Global Alpha's current 5-Year Yield-on-Cost % of 8.62 is 34.9% 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 Apax Global Alpha and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Apax Global Alpha's current 5-Year Yield-on-Cost % is 8.62, which is 12% above median its own 10-year median of 7.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Apax Global Alpha stock overvalued right now?
Apax Global Alpha (LSE:APAX) has a current 5-Year Yield-on-Cost % of 8.62. The current 5-Year Yield-on-Cost % is 8.62, which is 12% above median its 10-year median of 7.72 and 34.9% above the Asset Management industry median of 6.39. Apax Global Alpha's overall GF Score™ is 8/100 with 7 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 Apax Global Alpha (LSE:APAX), the current 5-Year Yield-on-Cost % is 8.62 as of Jul. 09, 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.
Apax Global Alpha Ltd is a closed-ended investment company that invests in a diversified portfolio of private equity funds and Derived Investments. The company's investment objective is to provide shareholders with capital appreciation from its investment portfolio and regular dividends. The segments of the company are Private Equity Investments, Debt Investments, Derived Equity, and Central Functions. Geographically, it derives a majority of its revenue from North America.
8GF Score
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