Volta Finance (LSE:VTAS) 5-Year Yield-on-Cost %: 11.15 (As of Jul. 03, 2026) — 11% Above Median


LSE:VTAS Volta Finance Ltd LSE:VTAS
32 GF Score
Price €6.00
GF Value €0.07
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Volta Finance 5-Year Yield-on-Cost %?

Volta Finance LSE:VTAS 32 5-Year Yield-on-Cost % is 11.15 as of Jul. 03, 2026, which is 11% above its 10-year median of 10.09. GuruFocus rates LSE:VTAS with a GF Score™ of 32/100 and a GF Value™ of €0.07 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,111 Asset Management companies, Volta Finance ranks better than 77.32% on this metric.

Volta Finance's yield on cost for the quarter that ended in Jan. 2026 was 11.15.


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

LSE:VTAS' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 8.91   Med: 10.09   Max: 20.06
Current: 11.15


During the past 13 years, Volta Finance's highest Yield on Cost was 20.06. The lowest was 8.91. And the median was 10.09.


LSE:VTAS's 5-Year Yield-on-Cost % is ranked better than
77.32% of 1111 companies
in the Asset Management industry
Industry Median: 6.46 vs LSE:VTAS: 11.15

Volta Finance  (LSE:VTAS) 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.


Volta Finance 5-Year Yield-on-Cost % Related Terms


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

For the Asset Management subindustry, Volta Finance'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.


Volta Finance 5-Year Yield-on-Cost % vs Asset Management Industry

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

* The bar in red indicates where Volta Finance's 5-Year Yield-on-Cost % falls into.


LSE:VTAS
32GF Score
Volta Finance Ltd LSE:VTAS
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Volta Finance 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 Volta Finance 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 11.15 mean?
Volta Finance (LSE:VTAS) has a 5-Year Yield-on-Cost % of 11.15 as of Jul. 03, 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 Volta Finance and its competitors. This is 11% above median its historical median of 10.09. Over the past decade, Volta Finance's 5-Year Yield-on-Cost % has ranged from 8.91 to 20.06. According to the industry distribution chart, Volta Finance ranks #252 out of 1111 companies in the Asset Management industry, placing it in the top 22.7%.
Is Volta Finance's 5-Year Yield-on-Cost % too high?
Volta Finance's current 5-Year Yield-on-Cost % of 11.15 is 11% above median its 10-year median of 10.09. Over the past 10 years, this metric has ranged from a low of 8.91 to a high of 20.06. The Asset Management industry median 5-Year Yield-on-Cost % is 6.46. Volta Finance's value of 11.15 is 72.6% above this industry median. Based on the distribution chart, Volta Finance ranks #252 out of 1111 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Volta Finance has a GF Score™ of 32/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Volta Finance's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Volta Finance ranks #252 out of 1111 companies for 5-Year Yield-on-Cost %. This places Volta Finance in the top 23% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.46. Volta Finance's value of 11.15 is 72.6% above this benchmark. Historically, Volta Finance's own 5-Year Yield-on-Cost % has ranged from 8.91 to 20.06 over the past decade. While the company's 10-year median is 10.09 vs. the industry median of 6.46, Volta Finance 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 6.46, based on 1,111 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. Volta Finance's current 5-Year Yield-on-Cost % of 11.15 is 72.6% 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 Volta Finance and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Volta Finance's current 5-Year Yield-on-Cost % is 11.15, which is 11% above median its own 10-year median of 10.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Volta Finance stock overvalued right now?
Based on GuruFocus' analysis, Volta Finance (LSE:VTAS) is currently considered Significantly Overvalued. The stock's GF Value™ is €0.07, compared to a current price of €6.00 — trading 8471.4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 11.15, which is 11% above median its 10-year median of 10.09 and 72.6% above the Asset Management industry median of 6.46. Volta Finance's overall GF Score™ is 32/100 with 2 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 Volta Finance (LSE:VTAS), the current 5-Year Yield-on-Cost % is 11.15 as of Jul. 03, 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 Volta Finance (LSE:VTAS) Overvalued in 2026?

Based on GuruFocus' analysis, Volta Finance stock appears to be overvalued. The current stock price of €6.00 is trading 8471.4% above its estimated GF Value™ of €0.07. GuruFocus considers Volta Finance to be Significantly Overvalued.

Key valuation signals for LSE:VTAS:

  • 5-Year Yield-on-Cost %: 11.15 (11% above median its 10-year median of 10.09)
  • GF Value™: €0.07 vs. price of €6.00 (8471.4% above fair value)
  • GF Score™: 32/100 with 2 warning signs
  • Industry Position: 72.6% above the Asset Management median (#252 of 1111)

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


Volta Finance Business Description

Other Exchanges VTA:Netherlands
Address BNP Paribas House, St Julian’s Avenue, St Peter Port, GGY, GY1 1WA
Volta Finance Ltd is a closed-ended investment company. It invests in collateralized loan applications, synthetic corporate credit, cash corporate credit, and asset-based security classes. The company's objectives are to preserve capital across the credit cycle and provide returns to shareholders through quarterly dividends from investments in the diversified portfolio of structured finance assets.
32GF 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.

€6.00
Price
€0.07
GF Value