Octopus Renewables Infrastructure Trust (LSE:ORIT) 5-Year Yield-on-Cost %: 9.94 (As of Jul. 17, 2026) — 37% Above Median

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LSE:ORIT Octopus Renewables Infrastructure Trust PLC LSE:ORIT
40 GF Score
Price £0.62
GF Value £0.24
Valuation Significantly Overvalued
! 1 Warning Sign
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What is Octopus Renewables Infrastructure Trust 5-Year Yield-on-Cost %?

Octopus Renewables Infrastructure Trust LSE:ORIT -0.32% 40 5-Year Yield-on-Cost % is 9.94 as of Jul. 17, 2026, which is 37% above its 10-year median of 7.24. GuruFocus rates LSE:ORIT with a GF Score™ of 40/100 and a GF Value™ of £0.24 (Significantly Overvalued). The stock has 1 warning sign investors should review. Among 1,114 Asset Management companies, Octopus Renewables Infrastructure Trust ranks better than 72.53% on this metric.

Octopus Renewables Infrastructure Trust's yield on cost for the quarter that ended in Dec. 2025 was 9.94.


The historical rank and industry rank for Octopus Renewables Infrastructure Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:ORIT' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.14   Med: 7.24   Max: 11.51
Current: 9.94


During the past 6 years, Octopus Renewables Infrastructure Trust's highest Yield on Cost was 11.51. The lowest was 4.14. And the median was 7.24.


LSE:ORIT's 5-Year Yield-on-Cost % is ranked better than
72.53% of 1114 companies
in the Asset Management industry
Industry Median: 6.465 vs LSE:ORIT: 9.94

Octopus Renewables Infrastructure Trust  (LSE:ORIT) 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.


Octopus Renewables Infrastructure Trust 5-Year Yield-on-Cost % Related Terms


LSE:ORIT vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Octopus Renewables Infrastructure 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.


Octopus Renewables Infrastructure Trust 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Octopus Renewables Infrastructure Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Octopus Renewables Infrastructure Trust's 5-Year Yield-on-Cost % falls into.


LSE:ORIT
40GF Score
Octopus Renewables Infrastructure Trust PLC LSE:ORIT
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Octopus Renewables Infrastructure 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.

Therefore, Yield-on-Cost of Octopus Renewables Infrastructure Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 9.94 mean?
Octopus Renewables Infrastructure Trust (LSE:ORIT) has a 5-Year Yield-on-Cost % of 9.94 as of Jul. 17, 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 Octopus Renewables Infrastructure Trust and its competitors. This is 37% above median its historical median of 7.24. Over the past decade, Octopus Renewables Infrastructure Trust's 5-Year Yield-on-Cost % has ranged from 4.14 to 11.51. According to the industry distribution chart, Octopus Renewables Infrastructure Trust ranks #306 out of 1114 companies in the Asset Management industry, placing it in the top 27.5%.
Is Octopus Renewables Infrastructure Trust's 5-Year Yield-on-Cost % too high?
Octopus Renewables Infrastructure Trust's current 5-Year Yield-on-Cost % of 9.94 is 37% above median its 10-year median of 7.24. Over the past 10 years, this metric has ranged from a low of 4.14 to a high of 11.51. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. Octopus Renewables Infrastructure Trust's value of 9.94 is 53.8% above this industry median. Based on the distribution chart, Octopus Renewables Infrastructure Trust ranks #306 out of 1114 companies in the Asset Management industry, which is above the industry midpoint. Overall, Octopus Renewables Infrastructure Trust has a GF Score™ of 40/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Octopus Renewables Infrastructure Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Octopus Renewables Infrastructure Trust ranks #306 out of 1114 companies for 5-Year Yield-on-Cost %. This puts Octopus Renewables Infrastructure Trust in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.47. Octopus Renewables Infrastructure Trust's value of 9.94 is 53.8% above this benchmark. Historically, Octopus Renewables Infrastructure Trust's own 5-Year Yield-on-Cost % has ranged from 4.14 to 11.51 over the past decade. While the company's 10-year median is 7.24 vs. the industry median of 6.47, Octopus Renewables Infrastructure Trust has consistently been above 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 6.47, based on 1,114 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. Octopus Renewables Infrastructure Trust's current 5-Year Yield-on-Cost % of 9.94 is 53.8% above 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 Octopus Renewables Infrastructure Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Octopus Renewables Infrastructure Trust's current 5-Year Yield-on-Cost % is 9.94, which is 37% above median its own 10-year median of 7.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octopus Renewables Infrastructure Trust stock overvalued right now?
Based on GuruFocus' analysis, Octopus Renewables Infrastructure Trust (LSE:ORIT) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.24, compared to a current price of £0.62 — trading 158.3% above its estimated fair value. The current 5-Year Yield-on-Cost % is 9.94, which is 37% above median its 10-year median of 7.24 and 53.8% above the Asset Management industry median of 6.47. Octopus Renewables Infrastructure Trust's overall GF Score™ is 40/100 with 1 warning sign 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 Octopus Renewables Infrastructure Trust (LSE:ORIT), the current 5-Year Yield-on-Cost % is 9.94 as of Jul. 17, 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 Octopus Renewables Infrastructure Trust (LSE:ORIT) Overvalued in 2026?

Based on GuruFocus' analysis, Octopus Renewables Infrastructure Trust stock appears to be overvalued. The current stock price of £0.62 is trading 158.3% above its estimated GF Value™ of £0.24. GuruFocus considers Octopus Renewables Infrastructure Trust to be Significantly Overvalued.

Key valuation signals for LSE:ORIT:

  • 5-Year Yield-on-Cost %: 9.94 (37% above median its 10-year median of 7.24)
  • GF Value™: £0.24 vs. price of £0.62 (158.3% above fair value)
  • GF Score™: 40/100 with 1 warning sign
  • Industry Position: 53.8% above the Asset Management median (#306 of 1114)

No single metric tells the full story. See the LSE:ORIT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Octopus Renewables Infrastructure Trust Business Description

Address 140 Aldersgate Street, 4th Floor, London, GBR, EC1A 4HY
Octopus Renewables Infrastructure Trust PLC is an investment company. The company invests in a diversified portfolio of Renewable Energy Assets in Europe and Australia. The company's investment objective is to provide investors with an attractive and sustainable level of income returns, with an element of capital growth, by investing in a diversified portfolio.
40GF 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.

£0.62
Price
£0.24
GF Value