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Montanaro European Smaller TrustLSE:MTE -0.56%39 5-Year Yield-on-Cost % is 1.42 as of Aug. 07, 2026, which is 23% above its 10-year median of 1.15. GuruFocus rates LSE:MTE with a GF Score™ of 39/100. The stock has 5 warning signs investors should review. Among 1,110 Asset Management companies, Montanaro European Smaller Trust ranks worse than 90.9% on this metric.
Montanaro European Smaller Trust (LSE:MTE) 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.
Montanaro European Smaller Trust 5-Year Yield-on-Cost % Related Terms
LSE:MTE vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Montanaro European Smaller 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.
Montanaro European Smaller Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Montanaro European Smaller Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Montanaro European Smaller Trust's 5-Year Yield-on-Cost % falls into.
Montanaro European Smaller 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.
Montanaro European Smaller Trust (LSE:MTE) has a 5-Year Yield-on-Cost % of 1.42 as of Aug. 07, 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 Montanaro European Smaller Trust and its competitors. This is 23% above median its historical median of 1.15. Over the past decade, Montanaro European Smaller Trust's 5-Year Yield-on-Cost % has ranged from 0.63 to 2.17. According to the industry distribution chart, Montanaro European Smaller Trust ranks #1009 out of 1110 companies in the Asset Management industry, placing it in the top 90.9%.
Is Montanaro European Smaller Trust's 5-Year Yield-on-Cost % too high?
Montanaro European Smaller Trust's current 5-Year Yield-on-Cost % of 1.42 is 23% above median its 10-year median of 1.15. Over the past 10 years, this metric has ranged from a low of 0.63 to a high of 2.17. The Asset Management industry median 5-Year Yield-on-Cost % is 6.44. Montanaro European Smaller Trust's value of 1.42 is 78% below this industry median. Based on the distribution chart, Montanaro European Smaller Trust ranks #1009 out of 1110 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Montanaro European Smaller Trust has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Montanaro European Smaller Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Montanaro European Smaller Trust ranks #1009 out of 1110 companies for 5-Year Yield-on-Cost %. This places Montanaro European Smaller Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.44. Montanaro European Smaller Trust's value of 1.42 is 78% below this benchmark. Historically, Montanaro European Smaller Trust's own 5-Year Yield-on-Cost % has ranged from 0.63 to 2.17 over the past decade. While the company's 10-year median is 1.15 vs. the industry median of 6.44, Montanaro European Smaller 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 6.44, based on 1,110 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. Montanaro European Smaller Trust's current 5-Year Yield-on-Cost % of 1.42 is 78% 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 Montanaro European Smaller Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Montanaro European Smaller Trust's current 5-Year Yield-on-Cost % is 1.42, which is 23% above median its own 10-year median of 1.15. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Montanaro European Smaller Trust stock overvalued right now?
Montanaro European Smaller Trust (LSE:MTE) has a current 5-Year Yield-on-Cost % of 1.42. The current 5-Year Yield-on-Cost % is 1.42, which is 23% above median its 10-year median of 1.15 and 78% below the Asset Management industry median of 6.44. Montanaro European Smaller Trust's overall GF Score™ is 39/100 with 5 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 Montanaro European Smaller Trust (LSE:MTE), the current 5-Year Yield-on-Cost % is 1.42 as of Aug. 07, 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.
Montanaro European Smaller Companies Trust PLC is an investment trust. The company's investment objective is to achieve capital growth by investing principally in Continental European quoted smaller companies. Its benchmark index is the MSCI Europe SmallCap (ex UK) Index (in sterling terms). It has a presence in Sweden, Germany, Italy, Switzerland, France, Norway, Netherlands, Denmark, Spain, Belgium, Portugal, and Austria. The company invests in Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Communication Services, and Property sectors.
39GF Score
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