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Baronsmead Second Venture TrustLSE:BMD 38 5-Year Yield-on-Cost % is 4.38 as of Aug. 11, 2026, which is 11% below its 10-year median of 4.91. GuruFocus rates LSE:BMD with a GF Score™ of 38/100. The stock has 3 warning signs investors should review. Among 1,109 Asset Management companies, Baronsmead Second Venture Trust ranks worse than 68.26% on this metric.
Baronsmead Second Venture Trust (LSE:BMD) 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.
Baronsmead Second Venture Trust 5-Year Yield-on-Cost % Related Terms
LSE:BMD vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Baronsmead Second Venture Trust'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.
Baronsmead Second Venture Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Baronsmead Second Venture Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Baronsmead Second Venture Trust's 5-Year Yield-on-Cost % falls into.
Baronsmead Second Venture Trust 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.
Baronsmead Second Venture Trust (LSE:BMD) has a 5-Year Yield-on-Cost % of 4.38 as of Aug. 11, 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 Baronsmead Second Venture Trust and its competitors. This is 11% below median its historical median of 4.91. Over the past decade, Baronsmead Second Venture Trust's 5-Year Yield-on-Cost % has ranged from 1.85 to 6.98. According to the industry distribution chart, Baronsmead Second Venture Trust ranks #757 out of 1109 companies in the Asset Management industry, placing it in the top 68.3%.
Is Baronsmead Second Venture Trust's 5-Year Yield-on-Cost % too high?
Baronsmead Second Venture Trust's current 5-Year Yield-on-Cost % of 4.38 is 11% below median its 10-year median of 4.91. Over the past 10 years, this metric has ranged from a low of 1.85 to a high of 6.98. The Asset Management industry median 5-Year Yield-on-Cost % is 6.32. Baronsmead Second Venture Trust's value of 4.38 is 30.7% below this industry median. Based on the distribution chart, Baronsmead Second Venture Trust ranks #757 out of 1109 companies in the Asset Management industry, which is below the industry midpoint. Overall, Baronsmead Second Venture Trust has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Baronsmead Second Venture Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Baronsmead Second Venture Trust ranks #757 out of 1109 companies for 5-Year Yield-on-Cost %. This places Baronsmead Second Venture Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.32. Baronsmead Second Venture Trust's value of 4.38 is 30.7% below this benchmark. Historically, Baronsmead Second Venture Trust's own 5-Year Yield-on-Cost % has ranged from 1.85 to 6.98 over the past decade. While the company's 10-year median is 4.91 vs. the industry median of 6.32, Baronsmead Second Venture Trust has consistently been below 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 6.32, based on 1,109 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. Baronsmead Second Venture Trust's current 5-Year Yield-on-Cost % of 4.38 is 30.7% below 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 Baronsmead Second Venture Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baronsmead Second Venture Trust's current 5-Year Yield-on-Cost % is 4.38, which is 11% below median its own 10-year median of 4.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baronsmead Second Venture Trust stock overvalued right now?
Baronsmead Second Venture Trust (LSE:BMD) has a current 5-Year Yield-on-Cost % of 4.38. The current 5-Year Yield-on-Cost % is 4.38, which is 11% below median its 10-year median of 4.91 and 30.7% below the Asset Management industry median of 6.32. Baronsmead Second Venture Trust's overall GF Score™ is 38/100 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 Baronsmead Second Venture Trust (LSE:BMD), the current 5-Year Yield-on-Cost % is 4.38 as of Aug. 11, 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.
Baronsmead Second Venture Trust PLC is an investment company. The company aims to achieve long-term investment returns for private investors. The company's investment policy is to invest mainly in a diverse portfolio of UK growth businesses, whether unquoted or traded on the Alternative Investment Market. It invests in securities across a range of sectors that have the potential to grow and enhance their value. The company's portfolio includes ordinary and preference shares, loan stocks, convertible securities, permitted non-qualifying investments, and cash. It holds a diversified portfolio of investments across sectors such as Technology, Healthcare and Education, Business Services, and Consumer Markets.
38GF Score
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