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Case Group AB's yield on cost for the quarter that ended in Mar. 2026 was 3.54.
The historical rank and industry rank for Case Group AB's 5-Year Yield-on-Cost % or its related term are showing as below:
OSTO:CASE'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0 Med: 0 Max: 3.54
Current: 3.54
During the past 7 years, Case Group AB's highest Yield on Cost was 3.54. The lowest was 0.00. And the median was 0.00.
OSTO:CASE's 5-Year Yield-on-Cost % is ranked worse than 74.64% of 1116
companies
in the Asset Management industry
Industry Median: 6.45
vs OSTO:CASE: 3.54
Case Group AB (OSTO:CASE) 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.
Case Group AB 5-Year Yield-on-Cost % Related Terms
OSTO:CASE vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Case Group 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.
Case Group AB 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Case Group AB's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Case Group 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 Case Group AB is calculated as
Case Group AB (OSTO:CASE) has a 5-Year Yield-on-Cost % of 3.54 as of Jul. 21, 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 Case Group AB and its competitors. According to the industry distribution chart, Case Group AB ranks #833 out of 1116 companies in the Asset Management industry, placing it in the top 74.6%.
Is Case Group AB's 5-Year Yield-on-Cost % too high?
Case Group AB's current 5-Year Yield-on-Cost % is 3.54. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Case Group AB's value of 3.54 is 45.1% below this industry median. Based on the distribution chart, Case Group AB ranks #833 out of 1116 companies in the Asset Management industry, which is below the industry midpoint. Overall, Case Group AB has a GF Score™ of 83/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Case Group AB's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Case Group AB ranks #833 out of 1116 companies for 5-Year Yield-on-Cost %. This places Case Group AB in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Case Group AB's value of 3.54 is 45.1% below this benchmark. 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 6.45, based on 1,116 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. Case Group AB's current 5-Year Yield-on-Cost % of 3.54 is 45.1% 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 Case Group AB and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Case Group AB's current 5-Year Yield-on-Cost % is 3.54. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Case Group AB stock overvalued right now?
Based on GuruFocus' analysis, Case Group AB (OSTO:CASE) is currently considered Fairly Valued. The stock's GF Value™ is kr21.14, compared to a current price of kr20.90 — trading 1.1% below its estimated fair value. The current 5-Year Yield-on-Cost % is 3.54 and 45.1% below the Asset Management industry median of 6.45. Case Group AB's overall GF Score™ is 83/100 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 Case Group AB (OSTO:CASE), the current 5-Year Yield-on-Cost % is 3.54 as of Jul. 21, 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 Case Group AB (OSTO:CASE) Overvalued in 2026?
Based on GuruFocus' analysis, Case Group AB stock appears to be undervalued.
The current stock price of kr20.90 is trading 1.1% below its estimated GF Value™ of kr21.14.
GuruFocus considers Case Group AB to be Fairly Valued.
Key valuation signals for OSTO:CASE:
5-Year Yield-on-Cost %: 3.54
GF Value™: kr21.14 vs. price of kr20.90 (1.1% below fair value)
Industry Position: 45.1% below the Asset Management median (#833 of 1116)
No single metric tells the full story. See the OSTO:CASE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Case Group AB is an independent fund manager. Its business concept is to offer wealth-creating asset management with the goal of offering savers a good risk-adjusted return.
83GF Score
Get the complete analysis for OSTO:CASE
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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