Barings Participation InvestorsMPV -0.27%65 5-Year Yield-on-Cost % is 19.36 as of Jul. 05, 2026, which is 26% above its 10-year median of 15.34. GuruFocus rates MPV with a GF Score™ of 65/100 and a GF Value™ of $14.49 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 1,112 Asset Management companies, Barings Participation Investors ranks better than 93.17% on this metric.
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.
Barings Participation Investors 5-Year Yield-on-Cost % Related Terms
MPV vs EHI, EDF, ECF: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Barings Participation Investors'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.
Barings Participation Investors 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Barings Participation Investors's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Barings Participation Investors'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.
Barings Participation Investors (MPV) has a 5-Year Yield-on-Cost % of 19.36 as of Jul. 05, 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 Barings Participation Investors and its competitors. This is 26% above median its historical median of 15.34. Over the past decade, Barings Participation Investors' 5-Year Yield-on-Cost % has ranged from 11.33 to 24.17. According to the industry distribution chart, Barings Participation Investors ranks #76 out of 1112 companies in the Asset Management industry, placing it in the top 6.8%.
Is Barings Participation Investors' 5-Year Yield-on-Cost % too high?
Barings Participation Investors' current 5-Year Yield-on-Cost % of 19.36 is 26% above median its 10-year median of 15.34. Over the past 10 years, this metric has ranged from a low of 11.33 to a high of 24.17. The Asset Management industry median 5-Year Yield-on-Cost % is 6.38. Barings Participation Investors' value of 19.36 is 203.7% above this industry median. Based on the distribution chart, Barings Participation Investors ranks #76 out of 1112 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Barings Participation Investors has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Barings Participation Investors' 5-Year Yield-on-Cost % compare to EHI and EDF?
According to the Asset Management industry distribution chart, Barings Participation Investors ranks #76 out of 1112 companies for 5-Year Yield-on-Cost %. This places Barings Participation Investors in the top 7% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.38. Barings Participation Investors' value of 19.36 is 203.7% above this benchmark. Historically, Barings Participation Investors' own 5-Year Yield-on-Cost % has ranged from 11.33 to 24.17 over the past decade. While the company's 10-year median is 15.34 vs. the industry median of 6.38, Barings Participation Investors 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 6.38, based on 1,112 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. Barings Participation Investors's current 5-Year Yield-on-Cost % of 19.36 is 203.7% 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 Barings Participation Investors and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barings Participation Investors's current 5-Year Yield-on-Cost % is 19.36, which is 26% above median its own 10-year median of 15.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Participation Investors stock overvalued right now?
Based on GuruFocus' analysis, Barings Participation Investors (MPV) is currently considered Modestly Overvalued. The stock's GF Value™ is $14.49, compared to a current price of $16.33 — trading 12.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 19.36, which is 26% above median its 10-year median of 15.34 and 203.7% above the Asset Management industry median of 6.38. Barings Participation Investors' overall GF Score™ is 65/100 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 Barings Participation Investors (MPV), the current 5-Year Yield-on-Cost % is 19.36 as of Jul. 05, 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 Barings Participation Investors (MPV) Overvalued in 2026?
Based on GuruFocus' analysis, Barings Participation Investors stock appears to be overvalued.
The current stock price of $16.33 is trading 12.7% above its estimated GF Value™ of $14.49.
GuruFocus considers Barings Participation Investors to be Modestly Overvalued.
Key valuation signals for MPV:
5-Year Yield-on-Cost %: 19.36 (26% above median its 10-year median of 15.34)
GF Value™: $14.49 vs. price of $16.33 (12.7% above fair value)
Industry Position: 203.7% above the Asset Management median (#76 of 1112)
No single metric tells the full story. See the MPV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barings Participation Investors Business Description
Barings Participation Investors is a diversified closed-ended management investment company. The Trust's investment objective is to maintain a portfolio of securities providing a current yield and an opportunity for capital gains. Its principal investments are privately placed, below-investment grade, long-term debt obligations including bank loans and mezzanine debt instruments. The company invests in various sectors such as aerospace and defense; automotive; building materials; consumer products and others.
65GF Score
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