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Casa De Bolsa FinamexB De CVMEX:FINAMEXO 66 5-Year Yield-on-Cost % is 2.95 as of Jul. 18, 2026, which is 35% below its 10-year median of 4.51. GuruFocus rates MEX:FINAMEXO with a GF Score™ of 66/100 and a GF Value™ of MXN49.86 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 364 Capital Markets companies, Casa De Bolsa FinamexB De CV ranks worse than 50.82% on this metric.
The historical rank and industry rank for Casa De Bolsa FinamexB De CV's 5-Year Yield-on-Cost % or its related term are showing as below:
MEX:FINAMEXO'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.48 Med: 4.51 Max: 102.15
Current: 2.95
During the past 13 years, Casa De Bolsa FinamexB De CV's highest Yield on Cost was 102.15. The lowest was 1.48. And the median was 4.51.
MEX:FINAMEXO's 5-Year Yield-on-Cost % is ranked worse than 50.82% of 364
companies
in the Capital Markets industry
Industry Median: 2.985
vs MEX:FINAMEXO: 2.95
Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) 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.
Casa De Bolsa FinamexB De CV 5-Year Yield-on-Cost % Related Terms
MEX:FINAMEXO vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Casa De Bolsa FinamexB De CV'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.
Casa De Bolsa FinamexB De CV 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Casa De Bolsa FinamexB De CV's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Casa De Bolsa FinamexB De CV's 5-Year Yield-on-Cost % falls into.
Casa De Bolsa FinamexB De CV 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.
Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) has a 5-Year Yield-on-Cost % of 2.95 as of Jul. 18, 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 Casa De Bolsa FinamexB De CV and its competitors. This is 35% below median its historical median of 4.51. Over the past decade, Casa De Bolsa FinamexB De CV's 5-Year Yield-on-Cost % has ranged from 1.48 to 102.15. According to the industry distribution chart, Casa De Bolsa FinamexB De CV ranks #185 out of 364 companies in the Capital Markets industry, placing it in the top 50.8%.
Is Casa De Bolsa FinamexB De CV's 5-Year Yield-on-Cost % too high?
Casa De Bolsa FinamexB De CV's current 5-Year Yield-on-Cost % of 2.95 is 35% below median its 10-year median of 4.51. Over the past 10 years, this metric has ranged from a low of 1.48 to a high of 102.15. The Capital Markets industry median 5-Year Yield-on-Cost % is 2.99. Casa De Bolsa FinamexB De CV's value of 2.95 is 1.2% below this industry median. Based on the distribution chart, Casa De Bolsa FinamexB De CV ranks #185 out of 364 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Casa De Bolsa FinamexB De CV has a GF Score™ of 66/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Casa De Bolsa FinamexB De CV's 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Casa De Bolsa FinamexB De CV ranks #185 out of 364 companies for 5-Year Yield-on-Cost %. This places Casa De Bolsa FinamexB De CV in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 2.99. Casa De Bolsa FinamexB De CV's value of 2.95 is 1.2% below this benchmark. Historically, Casa De Bolsa FinamexB De CV's own 5-Year Yield-on-Cost % has ranged from 1.48 to 102.15 over the past decade. While the company's 10-year median is 4.51 vs. the industry median of 2.99, Casa De Bolsa FinamexB De CV 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 a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 2.99, based on 364 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. Casa De Bolsa FinamexB De CV's current 5-Year Yield-on-Cost % of 2.95 is 1.2% 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 Casa De Bolsa FinamexB De CV and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 2.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Casa De Bolsa FinamexB De CV's current 5-Year Yield-on-Cost % is 2.95, which is 35% below median its own 10-year median of 4.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Casa De Bolsa FinamexB De CV stock overvalued right now?
Based on GuruFocus' analysis, Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN49.86, compared to a current price of MXN40.75 — trading 18.3% below its estimated fair value. The current 5-Year Yield-on-Cost % is 2.95, which is 35% below median its 10-year median of 4.51 and 1.2% below the Capital Markets industry median of 2.99. Casa De Bolsa FinamexB De CV's overall GF Score™ is 66/100 with 3 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 Casa De Bolsa FinamexB De CV (MEX:FINAMEXO), the current 5-Year Yield-on-Cost % is 2.95 as of Jul. 18, 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 Casa De Bolsa FinamexB De CV (MEX:FINAMEXO) Overvalued in 2026?
Based on GuruFocus' analysis, Casa De Bolsa FinamexB De CV stock appears to be undervalued.
The current stock price of MXN40.75 is trading 18.3% below its estimated GF Value™ of MXN49.86.
GuruFocus considers Casa De Bolsa FinamexB De CV to be Modestly Undervalued.
Key valuation signals for MEX:FINAMEXO:
5-Year Yield-on-Cost %: 2.95 (35% below median its 10-year median of 4.51)
GF Value™: MXN49.86 vs. price of MXN40.75 (18.3% below fair value)
Industry Position: 1.2% below the Capital Markets median (#185 of 364)
No single metric tells the full story. See the MEX:FINAMEXO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Casa De Bolsa Finamex SAB De CV is a Mexican brokerage company engaged in providing multi-asset market access. The company offers its products and services to individual, corporate and professional investors on money, derivatives and equity markets and Foreign Exchange.
66GF Score
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