Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Catella ABLTS:0RL4 69 5-Year Yield-on-Cost % is 4.48 as of Aug. 02, 2026, which is 35% above its 10-year median of 3.31. GuruFocus rates LTS:0RL4 with a GF Score™ of 69/100 and a GF Value™ of kr23.06 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,113 Asset Management companies, Catella AB ranks worse than 66.94% on this metric.
Catella AB's yield on cost for the quarter that ended in Mar. 2026 was 4.48.
The historical rank and industry rank for Catella AB's 5-Year Yield-on-Cost % or its related term are showing as below:
LTS:0RL4'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.88 Med: 3.31 Max: 7.89
Current: 4.48
During the past 13 years, Catella AB's highest Yield on Cost was 7.89. The lowest was 1.88. And the median was 3.31.
LTS:0RL4's 5-Year Yield-on-Cost % is ranked worse than 66.94% of 1113
companies
in the Asset Management industry
Industry Median: 6.5
vs LTS:0RL4: 4.48
Catella AB (LTS:0RL4) 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.
Catella AB 5-Year Yield-on-Cost % Related Terms
LTS:0RL4 vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Catella AB'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.
Catella AB 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Catella AB's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Catella AB's 5-Year Yield-on-Cost % falls into.
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 Catella AB is calculated as
Catella AB (LTS:0RL4) has a 5-Year Yield-on-Cost % of 4.48 as of Aug. 02, 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 Catella AB and its competitors. This is 35% above median its historical median of 3.31. Over the past decade, Catella AB's 5-Year Yield-on-Cost % has ranged from 1.88 to 7.89. According to the industry distribution chart, Catella AB ranks #745 out of 1113 companies in the Asset Management industry, placing it in the top 66.9%.
Is Catella AB's 5-Year Yield-on-Cost % too high?
Catella AB's current 5-Year Yield-on-Cost % of 4.48 is 35% above median its 10-year median of 3.31. Over the past 10 years, this metric has ranged from a low of 1.88 to a high of 7.89. The Asset Management industry median 5-Year Yield-on-Cost % is 6.50. Catella AB's value of 4.48 is 31.1% below this industry median. Based on the distribution chart, Catella AB ranks #745 out of 1113 companies in the Asset Management industry, which is below the industry midpoint. Overall, Catella AB has a GF Score™ of 69/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Catella AB's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Catella AB ranks #745 out of 1113 companies for 5-Year Yield-on-Cost %. This places Catella AB in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.50. Catella AB's value of 4.48 is 31.1% below this benchmark. Historically, Catella AB's own 5-Year Yield-on-Cost % has ranged from 1.88 to 7.89 over the past decade. While the company's 10-year median is 3.31 vs. the industry median of 6.50, Catella AB 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 6.50, based on 1,113 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. Catella AB's current 5-Year Yield-on-Cost % of 4.48 is 31.1% 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 Catella AB and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Catella AB's current 5-Year Yield-on-Cost % is 4.48, which is 35% above median its own 10-year median of 3.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Catella AB stock overvalued right now?
Based on GuruFocus' analysis, Catella AB (LTS:0RL4) is currently considered Modestly Undervalued. The stock's GF Value™ is kr23.06, compared to a current price of kr20.10 — trading 12.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.48, which is 35% above median its 10-year median of 3.31 and 31.1% below the Asset Management industry median of 6.50. Catella AB's overall GF Score™ is 69/100 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 Catella AB (LTS:0RL4), the current 5-Year Yield-on-Cost % is 4.48 as of Aug. 02, 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 Catella AB (LTS:0RL4) Overvalued in 2026?
Based on GuruFocus' analysis, Catella AB stock appears to be undervalued.
The current stock price of kr20.10 is trading 12.8% below its estimated GF Value™ of kr23.06.
GuruFocus considers Catella AB to be Modestly Undervalued.
Key valuation signals for LTS:0RL4:
5-Year Yield-on-Cost %: 4.48 (35% above median its 10-year median of 3.31)
GF Value™: kr23.06 vs. price of kr20.10 (12.8% below fair value)
Industry Position: 31.1% below the Asset Management median (#745 of 1113)
No single metric tells the full story. See the LTS:0RL4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Catella AB is a Swedish financial firm specializing in property investments, fund management, and corporate finance advisory services across Europe. The group consists of a number of companies that conduct operations in three business areas: i) Investment Management: It offers regulated fund products, regional asset management services and project management of real estate developments. ii) Principal Investments: It makes direct investments and co-investments with partners in real estate projects. iii) Corporate Finance: It is a European advisor within real estate related corporate finance services such as real estate transactions, M&A, debt and equity capital markets advisory. The majority of revenue is derived from the Investment Management segment.
69GF Score
Get the complete analysis for LTS:0RL4
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LTS:0RL4 has been successfully added to your 
