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JPMorgan European Growth &omeLSE:JEGI +0.27%59 5-Year Yield-on-Cost % is 4.47 as of Sep. 08, 2026, which is 11% above its 10-year median of 4.04. GuruFocus rates LSE:JEGI with a GF Score™ of 59/100 and a GF Value™ of £1.62 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,107 Asset Management companies, JPMorgan European Growth &ome ranks worse than 67.39% on this metric.
The historical rank and industry rank for JPMorgan European Growth &ome's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:JEGI'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.14 Med: 4.04 Max: 7.2
Current: 4.47
During the past 13 years, JPMorgan European Growth &ome's highest Yield on Cost was 7.20. The lowest was 1.14. And the median was 4.04.
LSE:JEGI's 5-Year Yield-on-Cost % is ranked worse than 67.39% of 1107
companies
in the Asset Management industry
Industry Median: 6.37
vs LSE:JEGI: 4.47
JPMorgan European Growth &ome (LSE:JEGI) 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.
JPMorgan European Growth &ome 5-Year Yield-on-Cost % Related Terms
LSE:JEGI vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, JPMorgan European Growth &ome'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.
JPMorgan European Growth &ome 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan European Growth &ome's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where JPMorgan European Growth &ome's 5-Year Yield-on-Cost % falls into.
JPMorgan European Growth &ome 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.
JPMorgan European Growth &ome (LSE:JEGI) has a 5-Year Yield-on-Cost % of 4.47 as of Sep. 08, 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 JPMorgan European Growth &ome and its competitors. This is 11% above median its historical median of 4.04. Over the past decade, JPMorgan European Growth &ome's 5-Year Yield-on-Cost % has ranged from 1.14 to 7.20. According to the industry distribution chart, JPMorgan European Growth &ome ranks #746 out of 1107 companies in the Asset Management industry, placing it in the top 67.4%.
Is JPMorgan European Growth &ome's 5-Year Yield-on-Cost % too high?
JPMorgan European Growth &ome's current 5-Year Yield-on-Cost % of 4.47 is 11% above median its 10-year median of 4.04. Over the past 10 years, this metric has ranged from a low of 1.14 to a high of 7.20. The Asset Management industry median 5-Year Yield-on-Cost % is 6.37. JPMorgan European Growth &ome's value of 4.47 is 29.8% below this industry median. Based on the distribution chart, JPMorgan European Growth &ome ranks #746 out of 1107 companies in the Asset Management industry, which is below the industry midpoint. Overall, JPMorgan European Growth &ome has a GF Score™ of 59/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does JPMorgan European Growth &ome's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan European Growth &ome ranks #746 out of 1107 companies for 5-Year Yield-on-Cost %. This places JPMorgan European Growth &ome in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.37. JPMorgan European Growth &ome's value of 4.47 is 29.8% below this benchmark. Historically, JPMorgan European Growth &ome's own 5-Year Yield-on-Cost % has ranged from 1.14 to 7.20 over the past decade. While the company's 10-year median is 4.04 vs. the industry median of 6.37, JPMorgan European Growth &ome 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 6.37, based on 1,107 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. JPMorgan European Growth &ome's current 5-Year Yield-on-Cost % of 4.47 is 29.8% 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 JPMorgan European Growth &ome and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan European Growth &ome's current 5-Year Yield-on-Cost % is 4.47, which is 11% above median its own 10-year median of 4.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan European Growth &ome stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan European Growth &ome (LSE:JEGI) is currently considered Modestly Undervalued. The stock's GF Value™ is £1.62, compared to a current price of £1.47 — trading 9.5% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.47, which is 11% above median its 10-year median of 4.04 and 29.8% below the Asset Management industry median of 6.37. JPMorgan European Growth &ome's overall GF Score™ is 59/100 with 4 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 JPMorgan European Growth &ome (LSE:JEGI), the current 5-Year Yield-on-Cost % is 4.47 as of Sep. 08, 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 JPMorgan European Growth &ome (LSE:JEGI) Overvalued in 2026?
Based on GuruFocus' analysis, JPMorgan European Growth &ome stock appears to be undervalued.
The current stock price of £1.47 is trading 9.5% below its estimated GF Value™ of £1.62.
GuruFocus considers JPMorgan European Growth &ome to be Modestly Undervalued.
Key valuation signals for LSE:JEGI:
5-Year Yield-on-Cost %: 4.47 (11% above median its 10-year median of 4.04)
GF Value™: £1.62 vs. price of £1.47 (9.5% below fair value)
Industry Position: 29.8% below the Asset Management median (#746 of 1107)
No single metric tells the full story. See the LSE:JEGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
JPMorgan European Growth & Income PLC is a trust that invests in a region of well governed companies which is managed by experienced fund managers with a successful European stock picking track record aiming to outperform in different economic, market and style environments. Its investment objective is that it aims o provide capital growth and a rising share price over the longer term from Continental European investments by taking carefully controlled risks through an investment method that is clearly communicated to shareholders. Currency exposure is predominantly hedged back towards the benchmark.
59GF Score
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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