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Yuanta Futures CoROCO:6023 -0.61%71 5-Year Yield-on-Cost % is 8.44 as of Aug. 30, 2026, which is 14% below its 10-year median of 9.82. GuruFocus rates ROCO:6023 with a GF Score™ of 71/100 and a GF Value™ of NT$83.66 (Fairly Valued). The stock has 6 warning signs investors should review. Among 363 Capital Markets companies, Yuanta Futures Co ranks better than 84.3% on this metric.
Yuanta Futures Co's yield on cost for the quarter that ended in Jun. 2026 was 8.44.
The historical rank and industry rank for Yuanta Futures Co's 5-Year Yield-on-Cost % or its related term are showing as below:
ROCO:6023'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.71 Med: 9.82 Max: 19.7
Current: 8.44
During the past 13 years, Yuanta Futures Co's highest Yield on Cost was 19.70. The lowest was 4.71. And the median was 9.82.
ROCO:6023's 5-Year Yield-on-Cost % is ranked better than 84.3% of 363
companies
in the Capital Markets industry
Industry Median: 3.21
vs ROCO:6023: 8.44
Yuanta Futures Co (ROCO:6023) 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.
Yuanta Futures Co 5-Year Yield-on-Cost % Related Terms
ROCO:6023 vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Yuanta Futures Co'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.
Yuanta Futures Co 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Yuanta Futures Co's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Yuanta Futures Co's 5-Year Yield-on-Cost % falls into.
Yuanta Futures Co 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.
Yuanta Futures Co (ROCO:6023) has a 5-Year Yield-on-Cost % of 8.44 as of Aug. 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 Yuanta Futures Co and its competitors. This is 14% below median its historical median of 9.82. Over the past decade, Yuanta Futures Co's 5-Year Yield-on-Cost % has ranged from 4.71 to 19.70. According to the industry distribution chart, Yuanta Futures Co ranks #57 out of 363 companies in the Capital Markets industry, placing it in the top 15.7%.
Is Yuanta Futures Co's 5-Year Yield-on-Cost % too high?
Yuanta Futures Co's current 5-Year Yield-on-Cost % of 8.44 is 14% below median its 10-year median of 9.82. Over the past 10 years, this metric has ranged from a low of 4.71 to a high of 19.70. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.21. Yuanta Futures Co's value of 8.44 is 162.9% above this industry median. Based on the distribution chart, Yuanta Futures Co ranks #57 out of 363 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Yuanta Futures Co has a GF Score™ of 71/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Yuanta Futures Co's 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Yuanta Futures Co ranks #57 out of 363 companies for 5-Year Yield-on-Cost %. This places Yuanta Futures Co in the top 16% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.21. Yuanta Futures Co's value of 8.44 is 162.9% above this benchmark. Historically, Yuanta Futures Co's own 5-Year Yield-on-Cost % has ranged from 4.71 to 19.70 over the past decade. While the company's 10-year median is 9.82 vs. the industry median of 3.21, Yuanta Futures Co 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 3.21, based on 363 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. Yuanta Futures Co's current 5-Year Yield-on-Cost % of 8.44 is 162.9% 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 Yuanta Futures Co and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yuanta Futures Co's current 5-Year Yield-on-Cost % is 8.44, which is 14% below median its own 10-year median of 9.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yuanta Futures Co stock overvalued right now?
Based on GuruFocus' analysis, Yuanta Futures Co (ROCO:6023) is currently considered Fairly Valued. The stock's GF Value™ is NT$83.66, compared to a current price of NT$82.00 — trading 2% below its estimated fair value. The current 5-Year Yield-on-Cost % is 8.44, which is 14% below median its 10-year median of 9.82 and 162.9% above the Capital Markets industry median of 3.21. Yuanta Futures Co's overall GF Score™ is 71/100 with 6 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 Yuanta Futures Co (ROCO:6023), the current 5-Year Yield-on-Cost % is 8.44 as of Aug. 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 Yuanta Futures Co (ROCO:6023) Overvalued in 2026?
Based on GuruFocus' analysis, Yuanta Futures Co stock appears to be undervalued.
The current stock price of NT$82.00 is trading 2% below its estimated GF Value™ of NT$83.66.
GuruFocus considers Yuanta Futures Co to be Fairly Valued.
Key valuation signals for ROCO:6023:
5-Year Yield-on-Cost %: 8.44 (14% below median its 10-year median of 9.82)
GF Value™: NT$83.66 vs. price of NT$82.00 (2% below fair value)
Industry Position: 162.9% above the Capital Markets median (#57 of 363)
No single metric tells the full story. See the ROCO:6023 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Yuanta Futures Co Ltd is Taiwan's futures company. The company is engaged in onshore and offshore futures brokerage business, futures dealing, futures consulting, futures business management, securities dealing, leverage transaction merchant, and a variety of futures-related businesses. Its operating segments include: Brokerage segment, Dealing segment, and Other segment. The company derives maximum revenue from Brokerage segment. Geographically, the company has its presence in Taiwan, Asia (excluding Taiwan), Europe, America and Other.
71GF Score
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