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Value-Holdings AGSTU:VHO 76 5-Year Yield-on-Cost % is 0.70 as of Jul. 19, 2026, which is 11% above its 10-year median of 0.63. GuruFocus rates STU:VHO with a GF Score™ of 76/100 and a GF Value™ of €11.17 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 366 Capital Markets companies, Value-Holdings AG ranks worse than 88.25% on this metric.
Value-Holdings AG's yield on cost for the quarter that ended in Dec. 2025 was 0.70.
The historical rank and industry rank for Value-Holdings AG's 5-Year Yield-on-Cost % or its related term are showing as below:
STU:VHO'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.53 Med: 0.63 Max: 0.73
Current: 0.7
During the past 13 years, Value-Holdings AG's highest Yield on Cost was 0.73. The lowest was 0.53. And the median was 0.63.
STU:VHO's 5-Year Yield-on-Cost % is ranked worse than 88.25% of 366
companies
in the Capital Markets industry
Industry Median: 3.075
vs STU:VHO: 0.70
Value-Holdings AG (STU:VHO) 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.
Value-Holdings AG 5-Year Yield-on-Cost % Related Terms
STU:VHO vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Value-Holdings AG'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.
Value-Holdings AG 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Value-Holdings AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Value-Holdings AG's 5-Year Yield-on-Cost % falls into.
Value-Holdings AG 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.
Value-Holdings AG (STU:VHO) has a 5-Year Yield-on-Cost % of 0.70 as of Jul. 19, 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 Value-Holdings AG and its competitors. This is 11% above median its historical median of 0.63. Over the past decade, Value-Holdings AG's 5-Year Yield-on-Cost % has ranged from 0.53 to 0.73. According to the industry distribution chart, Value-Holdings AG ranks #323 out of 366 companies in the Capital Markets industry, placing it in the top 88.3%.
Is Value-Holdings AG's 5-Year Yield-on-Cost % too high?
Value-Holdings AG's current 5-Year Yield-on-Cost % of 0.70 is 11% above median its 10-year median of 0.63. Over the past 10 years, this metric has ranged from a low of 0.53 to a high of 0.73. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.08. Value-Holdings AG's value of 0.70 is 77.2% below this industry median. Based on the distribution chart, Value-Holdings AG ranks #323 out of 366 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Value-Holdings AG has a GF Score™ of 76/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Value-Holdings AG's 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Value-Holdings AG ranks #323 out of 366 companies for 5-Year Yield-on-Cost %. This places Value-Holdings AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.08. Value-Holdings AG's value of 0.70 is 77.2% below this benchmark. Historically, Value-Holdings AG's own 5-Year Yield-on-Cost % has ranged from 0.53 to 0.73 over the past decade. While the company's 10-year median is 0.63 vs. the industry median of 3.08, Value-Holdings AG has consistently been below 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. Value-Holdings AG's current 5-Year Yield-on-Cost % of 0.70 is 77.2% 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 Value-Holdings AG 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. Value-Holdings AG's current 5-Year Yield-on-Cost % is 0.70, which is 11% above median its own 10-year median of 0.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Value-Holdings AG stock overvalued right now?
Based on GuruFocus' analysis, Value-Holdings AG (STU:VHO) is currently considered Significantly Undervalued. The stock's GF Value™ is €11.17, compared to a current price of €7.15 — trading 36% below its estimated fair value. The current 5-Year Yield-on-Cost % is 0.70, which is 11% above median its 10-year median of 0.63 and 77.2% below the Capital Markets industry median of 3.08. Value-Holdings AG's overall GF Score™ is 76/100 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 Value-Holdings AG (STU:VHO), the current 5-Year Yield-on-Cost % is 0.70 as of Jul. 19, 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 Value-Holdings AG (STU:VHO) Overvalued in 2026?
Based on GuruFocus' analysis, Value-Holdings AG stock appears to be undervalued.
The current stock price of €7.15 is trading 36% below its estimated GF Value™ of €11.17.
GuruFocus considers Value-Holdings AG to be Significantly Undervalued.
Key valuation signals for STU:VHO:
5-Year Yield-on-Cost %: 0.70 (11% above median its 10-year median of 0.63)
GF Value™: €11.17 vs. price of €7.15 (36% below fair value)
Industry Position: 77.2% below the Capital Markets median (#323 of 366)
No single metric tells the full story. See the STU:VHO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Value-Holdings AG is a German investment company that acquires shareholdings in listed medium-sized companies. It invests in its own portfolio, as well as managing third-party investment funds. The company along with its subsidiaries also advises institutional investors on investing as per the value-investing strategies. It manages two funds namely Value Holdings Germany Fund and Value Holdings Europe Fund.
76GF 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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