Polar Capital HoldingsPLRRF +16.32%83 5-Year Yield-on-Cost % is 7.16 as of Jul. 06, 2026, which is 17% below its 10-year median of 8.58. GuruFocus rates PLRRF with a GF Score™ of 83/100 and a GF Value™ of $9.46 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,113 Asset Management companies, Polar Capital Holdings ranks worse than 53.73% on this metric.
Polar Capital Holdings's yield on cost for the quarter that ended in Mar. 2026 was 7.16.
The historical rank and industry rank for Polar Capital Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
PLRRF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.42 Med: 8.58 Max: 15.8
Current: 7.16
During the past 13 years, Polar Capital Holdings's highest Yield on Cost was 15.80. The lowest was 4.42. And the median was 8.58.
PLRRF's 5-Year Yield-on-Cost % is ranked worse than 53.73% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs PLRRF: 7.16
Polar Capital Holdings (OTCPK:PLRRF) 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.
Polar Capital Holdings 5-Year Yield-on-Cost % Related Terms
PLRRF vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Polar Capital Holdings'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.
Polar Capital Holdings 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Polar Capital Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Polar Capital Holdings's 5-Year Yield-on-Cost % falls into.
Polar Capital Holdings 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.
Polar Capital Holdings (PLRRF) has a 5-Year Yield-on-Cost % of 7.16 as of Jul. 06, 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 Polar Capital Holdings and its competitors. This is 17% below median its historical median of 8.58. Over the past decade, Polar Capital Holdings' 5-Year Yield-on-Cost % has ranged from 4.42 to 15.80. According to the industry distribution chart, Polar Capital Holdings ranks #598 out of 1113 companies in the Asset Management industry, placing it in the top 53.7%.
Is Polar Capital Holdings' 5-Year Yield-on-Cost % too high?
Polar Capital Holdings' current 5-Year Yield-on-Cost % of 7.16 is 17% below median its 10-year median of 8.58. Over the past 10 years, this metric has ranged from a low of 4.42 to a high of 15.80. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Polar Capital Holdings' value of 7.16 is 12.1% above this industry median. Based on the distribution chart, Polar Capital Holdings ranks #598 out of 1113 companies in the Asset Management industry, which is below the industry midpoint. Overall, Polar Capital Holdings has a GF Score™ of 83/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Holdings' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Holdings ranks #598 out of 1113 companies for 5-Year Yield-on-Cost %. This places Polar Capital Holdings in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.39. Polar Capital Holdings' value of 7.16 is 12.1% above this benchmark. Historically, Polar Capital Holdings' own 5-Year Yield-on-Cost % has ranged from 4.42 to 15.80 over the past decade. While the company's 10-year median is 8.58 vs. the industry median of 6.39, Polar Capital Holdings 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 6.39, based on 1,113 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. Polar Capital Holdings's current 5-Year Yield-on-Cost % of 7.16 is 12.1% 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 Polar Capital Holdings and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Polar Capital Holdings's current 5-Year Yield-on-Cost % is 7.16, which is 17% below median its own 10-year median of 8.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Holdings stock overvalued right now?
Based on GuruFocus' analysis, Polar Capital Holdings (PLRRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $9.46, compared to a current price of $10.76 — trading 13.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 7.16, which is 17% below median its 10-year median of 8.58 and 12.1% above the Asset Management industry median of 6.39. Polar Capital Holdings' overall GF Score™ is 83/100 with 8 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 Polar Capital Holdings (PLRRF), the current 5-Year Yield-on-Cost % is 7.16 as of Jul. 06, 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 Polar Capital Holdings (PLRRF) Overvalued in 2026?
Based on GuruFocus' analysis, Polar Capital Holdings stock appears to be overvalued.
The current stock price of $10.76 is trading 13.7% above its estimated GF Value™ of $9.46.
GuruFocus considers Polar Capital Holdings to be Modestly Overvalued.
Key valuation signals for PLRRF:
5-Year Yield-on-Cost %: 7.16 (17% below median its 10-year median of 8.58)
GF Value™: $9.46 vs. price of $10.76 (13.7% above fair value)
Industry Position: 12.1% above the Asset Management median (#598 of 1113)
No single metric tells the full story. See the PLRRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Polar Capital Holdings PLC is a specialist investment management company. It offers professional and institutional investors a range of geographical and sector funds. The company has long-only and absolute return funds in its product range. The company offers fundamental funds that are diversified by asset class, geography, sector, and structure. The company has one operating segment, which is investment management. It operates in the United Kingdom, Ireland, Cayman Islands, Rest of Europe, United States of America, and Rest of the world. The group's revenue-generating operations are in London and Zurich.
83GF Score
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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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