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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.
Wealth First Portfolio ManagersNSE:WEALTH -0.68%57 5-Year Yield-on-Cost % is 36.68 as of Sep. 05, 2026, which is 49% above its 10-year median of 24.59. GuruFocus rates NSE:WEALTH with a GF Score™ of 57/100 and a GF Value™ of ₹144.85 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 365 Capital Markets companies, Wealth First Portfolio Managers ranks better than 96.99% on this metric.
The historical rank and industry rank for Wealth First Portfolio Managers's 5-Year Yield-on-Cost % or its related term are showing as below:
NSE:WEALTH'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 8.59 Med: 24.59 Max: 85.86
Current: 36.68
During the past 12 years, Wealth First Portfolio Managers's highest Yield on Cost was 85.86. The lowest was 8.59. And the median was 24.59.
NSE:WEALTH's 5-Year Yield-on-Cost % is ranked better than 96.99% of 365
companies
in the Capital Markets industry
Industry Median: 3.26
vs NSE:WEALTH: 36.68
Wealth First Portfolio Managers (NSE:WEALTH) 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.
Wealth First Portfolio Managers 5-Year Yield-on-Cost % Related Terms
NSE:WEALTH vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Wealth First Portfolio Managers's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Wealth First Portfolio Managers's 5-Year Yield-on-Cost % falls into.
Wealth First Portfolio Managers 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.
Wealth First Portfolio Managers (NSE:WEALTH) has a 5-Year Yield-on-Cost % of 36.68 as of Sep. 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 Wealth First Portfolio Managers and its competitors. This is 49% above median its historical median of 24.59. Over the past decade, Wealth First Portfolio Managers' 5-Year Yield-on-Cost % has ranged from 8.59 to 85.86. According to the industry distribution chart, Wealth First Portfolio Managers ranks #11 out of 365 companies in the Capital Markets industry, placing it in the top 3%.
Is Wealth First Portfolio Managers' 5-Year Yield-on-Cost % too high?
Wealth First Portfolio Managers' current 5-Year Yield-on-Cost % of 36.68 is 49% above median its 10-year median of 24.59. Over the past 10 years, this metric has ranged from a low of 8.59 to a high of 85.86. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.26. Wealth First Portfolio Managers' value of 36.68 is 1025.2% above this industry median. Based on the distribution chart, Wealth First Portfolio Managers ranks #11 out of 365 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Wealth First Portfolio Managers has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth First Portfolio Managers' 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Wealth First Portfolio Managers ranks #11 out of 365 companies for 5-Year Yield-on-Cost %. This places Wealth First Portfolio Managers in the top 3% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.26. Wealth First Portfolio Managers' value of 36.68 is 1025.2% above this benchmark. Historically, Wealth First Portfolio Managers' own 5-Year Yield-on-Cost % has ranged from 8.59 to 85.86 over the past decade. While the company's 10-year median is 24.59 vs. the industry median of 3.26, Wealth First Portfolio Managers 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 a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.26, based on 365 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. Wealth First Portfolio Managers's current 5-Year Yield-on-Cost % of 36.68 is 1025.2% 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 Wealth First Portfolio Managers and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wealth First Portfolio Managers's current 5-Year Yield-on-Cost % is 36.68, which is 49% above median its own 10-year median of 24.59. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth First Portfolio Managers stock overvalued right now?
Based on GuruFocus' analysis, Wealth First Portfolio Managers (NSE:WEALTH) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹144.85, compared to a current price of ₹841.70 — trading 481.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 36.68, which is 49% above median its 10-year median of 24.59 and 1025.2% above the Capital Markets industry median of 3.26. Wealth First Portfolio Managers' overall GF Score™ is 57/100 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 Wealth First Portfolio Managers (NSE:WEALTH), the current 5-Year Yield-on-Cost % is 36.68 as of Sep. 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 Wealth First Portfolio Managers (NSE:WEALTH) Overvalued in 2026?
Based on GuruFocus' analysis, Wealth First Portfolio Managers stock appears to be overvalued.
The current stock price of ₹841.70 is trading 481.1% above its estimated GF Value™ of ₹144.85.
GuruFocus considers Wealth First Portfolio Managers to be Significantly Overvalued.
Key valuation signals for NSE:WEALTH:
5-Year Yield-on-Cost %: 36.68 (49% above median its 10-year median of 24.59)
GF Value™: ₹144.85 vs. price of ₹841.70 (481.1% above fair value)
Industry Position: 1025.2% above the Capital Markets median (#11 of 365)
No single metric tells the full story. See the NSE:WEALTH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wealth First Portfolio Managers Ltd is a financial service provider for various types of financial products available in the Indian market. The company offers research for products that deliver compatible performance in terms of yield. The product portfolio of the company consists of government bonds and securities, direct equity, cash management services, derivative products, mutual funds, insurance products, commodities, and market-making services. The mutual fund brokerage generates maximum revenue for the company. It offers its services only to the Indian market.
57GF Score
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