Baronsmead Venture TrustLSE:BVT 37 5-Year Yield-on-Cost % is 2.06 as of Jul. 11, 2026, which is 57% below its 10-year median of 4.79. GuruFocus rates LSE:BVT with a GF Score™ of 37/100. The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, Baronsmead Venture Trust ranks worse than 85.89% on this metric.
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 Venture Trust 5-Year Yield-on-Cost % Related Terms
LSE:BVT vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Baronsmead 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 Venture Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Baronsmead Venture Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Baronsmead Venture Trust'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.
Baronsmead Venture Trust (LSE:BVT) has a 5-Year Yield-on-Cost % of 2.06 as of Jul. 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 Venture Trust and its competitors. This is 57% below median its historical median of 4.79. Over the past decade, Baronsmead Venture Trust's 5-Year Yield-on-Cost % has ranged from 1.84 to 12.21. According to the industry distribution chart, Baronsmead Venture Trust ranks #956 out of 1113 companies in the Asset Management industry, placing it in the top 85.9%.
Is Baronsmead Venture Trust's 5-Year Yield-on-Cost % too high?
Baronsmead Venture Trust's current 5-Year Yield-on-Cost % of 2.06 is 57% below median its 10-year median of 4.79. Over the past 10 years, this metric has ranged from a low of 1.84 to a high of 12.21. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Baronsmead Venture Trust's value of 2.06 is 67.8% below this industry median. Based on the distribution chart, Baronsmead Venture Trust ranks #956 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Baronsmead Venture Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Baronsmead Venture Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Baronsmead Venture Trust ranks #956 out of 1113 companies for 5-Year Yield-on-Cost %. This places Baronsmead Venture Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Baronsmead Venture Trust's value of 2.06 is 67.8% below this benchmark. Historically, Baronsmead Venture Trust's own 5-Year Yield-on-Cost % has ranged from 1.84 to 12.21 over the past decade. While the company's 10-year median is 4.79 vs. the industry median of 6.39, Baronsmead 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 6.39, 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. Baronsmead Venture Trust's current 5-Year Yield-on-Cost % of 2.06 is 67.8% 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 Venture Trust 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. Baronsmead Venture Trust's current 5-Year Yield-on-Cost % is 2.06, which is 57% below median its own 10-year median of 4.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baronsmead Venture Trust stock overvalued right now?
Baronsmead Venture Trust (LSE:BVT) has a current 5-Year Yield-on-Cost % of 2.06. The current 5-Year Yield-on-Cost % is 2.06, which is 57% below median its 10-year median of 4.79 and 67.8% below the Asset Management industry median of 6.39. Baronsmead Venture Trust's overall GF Score™ is 37/100 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 Venture Trust (LSE:BVT), the current 5-Year Yield-on-Cost % is 2.06 as of Jul. 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 Venture Trust PLC is a UK-based investment company. Its objective is to achieve long-term positive investment returns for private investors, including tax-free dividends. The company focuses on investing in a diverse portfolio of UK growth businesses, whether unquoted or traded on the Alternative Investment Market. Its investment portfolio consists of securities across a range of sectors, including technology, Healthcare and education, Business services, and consumer markets. The company invests in a range of securities including, but not limited to, ordinary and preference shares, loan stocks, convertible securities, permitted nonqualifying investments, and cash. Its revenue consists of interest and dividend income from investments made.
37GF Score
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