Vantage EquitiesPHS:V +1.19%67 5-Year Yield-on-Cost % is 9.52 as of Jun. 30, 2026, which is 13% above its 10-year median of 8.42. GuruFocus rates PHS:V with a GF Score™ of 67/100 and a GF Value™ of ₱0.57 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 366 Capital Markets companies, Vantage Equities ranks better than 87.16% on this metric.
Vantage Equities's yield on cost for the quarter that ended in Mar. 2026 was 9.52.
The historical rank and industry rank for Vantage Equities's 5-Year Yield-on-Cost % or its related term are showing as below:
PHS:V'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 7.69 Med: 8.42 Max: 9.52
Current: 9.52
During the past 13 years, Vantage Equities's highest Yield on Cost was 9.52. The lowest was 7.69. And the median was 8.42.
PHS:V's 5-Year Yield-on-Cost % is ranked better than 87.16% of 366
companies
in the Capital Markets industry
Industry Median: 3.08
vs PHS:V: 9.52
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.
Vantage Equities 5-Year Yield-on-Cost % Related Terms
PHS:V vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Vantage Equities'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.
Vantage Equities 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Vantage Equities's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Vantage Equities'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.
Vantage Equities (PHS:V) has a 5-Year Yield-on-Cost % of 9.52 as of Jun. 30, 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 Vantage Equities and its competitors. This is 13% above median its historical median of 8.42. Over the past decade, Vantage Equities' 5-Year Yield-on-Cost % has ranged from 7.69 to 9.52. According to the industry distribution chart, Vantage Equities ranks #47 out of 366 companies in the Capital Markets industry, placing it in the top 12.8%.
Is Vantage Equities' 5-Year Yield-on-Cost % too high?
Vantage Equities' current 5-Year Yield-on-Cost % of 9.52 is 13% above median its 10-year median of 8.42. Over the past 10 years, this metric has ranged from a low of 7.69 to a high of 9.52. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.08. Vantage Equities' value of 9.52 is 209.1% above this industry median. Based on the distribution chart, Vantage Equities ranks #47 out of 366 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Vantage Equities has a GF Score™ of 67/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vantage Equities' 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Vantage Equities ranks #47 out of 366 companies for 5-Year Yield-on-Cost %. This places Vantage Equities in the top 13% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.08. Vantage Equities' value of 9.52 is 209.1% above this benchmark. Historically, Vantage Equities' own 5-Year Yield-on-Cost % has ranged from 7.69 to 9.52 over the past decade. While the company's 10-year median is 8.42 vs. the industry median of 3.08, Vantage Equities 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 3.08, based on 366 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. Vantage Equities's current 5-Year Yield-on-Cost % of 9.52 is 209.1% 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 Vantage Equities and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vantage Equities's current 5-Year Yield-on-Cost % is 9.52, which is 13% above median its own 10-year median of 8.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vantage Equities stock overvalued right now?
Based on GuruFocus' analysis, Vantage Equities (PHS:V) is currently considered Significantly Overvalued. The stock's GF Value™ is ₱0.57, compared to a current price of ₱0.85 — trading 49.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 9.52, which is 13% above median its 10-year median of 8.42 and 209.1% above the Capital Markets industry median of 3.08. Vantage Equities' overall GF Score™ is 67/100 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 Vantage Equities (PHS:V), the current 5-Year Yield-on-Cost % is 9.52 as of Jun. 30, 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 Vantage Equities (PHS:V) Overvalued in 2026?
Based on GuruFocus' analysis, Vantage Equities stock appears to be overvalued.
The current stock price of ₱0.85 is trading 49.1% above its estimated GF Value™ of ₱0.57.
GuruFocus considers Vantage Equities to be Significantly Overvalued.
Key valuation signals for PHS:V:
5-Year Yield-on-Cost %: 9.52 (13% above median its 10-year median of 8.42)
GF Value™: ₱0.57 vs. price of ₱0.85 (49.1% above fair value)
Industry Position: 209.1% above the Capital Markets median (#47 of 366)
No single metric tells the full story. See the PHS:V stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Vantage Equities Inc is a Philippines-based investment and financial holding company. The company operates business into three segments as follows: Investment holdings segment deals in the acquisition and sale of financial instruments; Remittance services segment provides the infrastructure and services as the direct agent for money transfer of Overseas Filipino Workers; and Mutual fund management segment deals in the management of mutual funds. Subject to the management agreements with the respective funds, PEMI shall manage the resources and operations of the funds. Key revenue is generated from Investment Holdings segment.
67GF Score
Get the complete analysis for PHS:V
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
PHS:V has been successfully added to your 