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Patria Private Equity TrustLSE:PPET -4.17%54 5-Year Yield-on-Cost % is 3.96 as of Aug. 13, 2026, which is 2% below its 10-year median of 4.06. GuruFocus rates LSE:PPET with a GF Score™ of 54/100 and a GF Value™ of £11.38 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 1,107 Asset Management companies, Patria Private Equity Trust ranks worse than 71.45% on this metric.
The historical rank and industry rank for Patria Private Equity Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:PPET'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.1 Med: 4.06 Max: 7.7
Current: 3.96
During the past 13 years, Patria Private Equity Trust's highest Yield on Cost was 7.70. The lowest was 2.10. And the median was 4.06.
LSE:PPET's 5-Year Yield-on-Cost % is ranked worse than 71.45% of 1107
companies
in the Asset Management industry
Industry Median: 6.29
vs LSE:PPET: 3.96
Patria Private Equity Trust (LSE:PPET) 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.
Patria Private Equity Trust 5-Year Yield-on-Cost % Related Terms
LSE:PPET vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Patria Private Equity 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.
Patria Private Equity Trust 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Patria Private Equity Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Patria Private Equity Trust's 5-Year Yield-on-Cost % falls into.
Patria Private Equity 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.
Patria Private Equity Trust (LSE:PPET) has a 5-Year Yield-on-Cost % of 3.96 as of Aug. 13, 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 Patria Private Equity Trust and its competitors. This is near median its historical median of 4.06. Over the past decade, Patria Private Equity Trust's 5-Year Yield-on-Cost % has ranged from 2.10 to 7.70. According to the industry distribution chart, Patria Private Equity Trust ranks #791 out of 1107 companies in the Asset Management industry, placing it in the top 71.5%.
Is Patria Private Equity Trust's 5-Year Yield-on-Cost % too high?
Patria Private Equity Trust's current 5-Year Yield-on-Cost % of 3.96 is near median its 10-year median of 4.06. Over the past 10 years, this metric has ranged from a low of 2.10 to a high of 7.70. The Asset Management industry median 5-Year Yield-on-Cost % is 6.29. Patria Private Equity Trust's value of 3.96 is 37% below this industry median. Based on the distribution chart, Patria Private Equity Trust ranks #791 out of 1107 companies in the Asset Management industry, which is below the industry midpoint. Overall, Patria Private Equity Trust has a GF Score™ of 54/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Patria Private Equity Trust's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Patria Private Equity Trust ranks #791 out of 1107 companies for 5-Year Yield-on-Cost %. This places Patria Private Equity Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.29. Patria Private Equity Trust's value of 3.96 is 37% below this benchmark. Historically, Patria Private Equity Trust's own 5-Year Yield-on-Cost % has ranged from 2.10 to 7.70 over the past decade. While the company's 10-year median is 4.06 vs. the industry median of 6.29, Patria Private Equity 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 6.29, 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. Patria Private Equity Trust's current 5-Year Yield-on-Cost % of 3.96 is 37% 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 Patria Private Equity Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.29 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patria Private Equity Trust's current 5-Year Yield-on-Cost % is 3.96, which is near median its own 10-year median of 4.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Private Equity Trust stock overvalued right now?
Based on GuruFocus' analysis, Patria Private Equity Trust (LSE:PPET) is currently considered Possible Value Trap. The stock's GF Value™ is £11.38, compared to a current price of £5.98 — trading 47.5% below its estimated fair value. The current 5-Year Yield-on-Cost % is 3.96, which is near median its 10-year median of 4.06 and 37% below the Asset Management industry median of 6.29. Patria Private Equity Trust's overall GF Score™ is 54/100 with 7 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 Patria Private Equity Trust (LSE:PPET), the current 5-Year Yield-on-Cost % is 3.96 as of Aug. 13, 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 Patria Private Equity Trust (LSE:PPET) Overvalued in 2026?
Based on GuruFocus' analysis, Patria Private Equity Trust stock appears to be undervalued.
The current stock price of £5.98 is trading 47.5% below its estimated GF Value™ of £11.38.
GuruFocus considers Patria Private Equity Trust to be Possible Value Trap.
Key valuation signals for LSE:PPET:
5-Year Yield-on-Cost %: 3.96 (near median its 10-year median of 4.06)
GF Value™: £11.38 vs. price of £5.98 (47.5% below fair value)
Industry Position: 37% below the Asset Management median (#791 of 1107)
No single metric tells the full story. See the LSE:PPET stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Patria Private Equity Trust PLC is a UK-based investment trust company. The company's provides investors with exposure to private equity funds and private companies, mainly in Europe. Its investment objective is long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers, a majority of which will have a European mid-market focus.
54GF 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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