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Caledonian HoldingsLSE:CHP 5-Year Yield-on-Cost % is 0.00 as of Jul. 28, 2026. The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, Caledonian Holdings ranks worse than 89847.17% on this metric.
Caledonian Holdings's yield on cost for the quarter that ended in Sep. 2025 was 0.00.
The historical rank and industry rank for Caledonian Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:CHP's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.5 * Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
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.
Caledonian Holdings 5-Year Yield-on-Cost % Related Terms
LSE:CHP vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Caledonian 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.
Caledonian Holdings 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonian Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Caledonian 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.
Caledonian Holdings (LSE:CHP) has a 5-Year Yield-on-Cost % of 0.00 as of Jul. 28, 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 Caledonian Holdings and its competitors. According to the industry distribution chart, Caledonian Holdings ranks #999999 out of 1113 companies in the Asset Management industry.
Is Caledonian Holdings' 5-Year Yield-on-Cost % too high?
Caledonian Holdings' current 5-Year Yield-on-Cost % is 0.00. Based on the distribution chart, Caledonian Holdings ranks #999999 out of 1113 companies in the Asset Management industry, which is in the bottom quartile relative to peers.
How does Caledonian Holdings' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonian Holdings ranks #999999 out of 1113 companies for 5-Year Yield-on-Cost %. This places Caledonian Holdings in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.50. 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 6.50, 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. 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 Caledonian Holdings and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonian Holdings's current 5-Year Yield-on-Cost % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonian Holdings stock overvalued right now?
Caledonian Holdings (LSE:CHP) has a current 5-Year Yield-on-Cost % of 0.00. The current 5-Year Yield-on-Cost % is 0.00. 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 Caledonian Holdings (LSE:CHP), the current 5-Year Yield-on-Cost % is 0.00 as of Jul. 28, 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.
Caledonian Holdings PLC is an investment company based in the United Kingdom. It is focused on investing in companies operating within the financial services and associated markets. The company targets businesses that demonstrate growth potential, financial solutions, and scalable business models. Its primary areas of interest include fintech, asset management, insurance, and banking, with an emphasis on companies that leverage technology to enhance efficiency, accessibility, and financial inclusion. The company focuses on having a mix of private and publicly traded investments. It has only one identifiable operating segment, being the purchase, holding, and sale of investments. Geographically, the company operates only in the United Kingdom.
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