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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Value LineVALU +4.51%72 5-Year Yield-on-Cost % is 5.77 as of Aug. 06, 2026, which is 23% above its 10-year median of 4.71. GuruFocus rates VALU with a GF Score™ of 72/100 and a GF Value™ of $36.23 (Fairly Valued). The stock has 3 warning signs investors should review. Among 365 Capital Markets companies, Value Line ranks better than 74.52% on this metric.
Value Line's yield on cost for the quarter that ended in Apr. 2026 was 5.77.
The historical rank and industry rank for Value Line's 5-Year Yield-on-Cost % or its related term are showing as below:
VALU'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.47 Med: 4.71 Max: 6.86
Current: 5.77
During the past 13 years, Value Line's highest Yield on Cost was 6.86. The lowest was 1.47. And the median was 4.71.
VALU's 5-Year Yield-on-Cost % is ranked better than 74.52% of 365
companies
in the Capital Markets industry
Industry Median: 3.3
vs VALU: 5.77
Value Line (NAS:VALU) 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 Line 5-Year Yield-on-Cost % Related Terms
VALU vs DTCX, OTCM, MKTW: 5-Year Yield-on-Cost % Comparison
For the Financial Data & Stock Exchanges subindustry, Value Line'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 Line 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Value Line's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Value Line'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 Value Line is calculated as
Value Line (VALU) has a 5-Year Yield-on-Cost % of 5.77 as of Aug. 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 Value Line and its competitors. This is 23% above median its historical median of 4.71. Over the past decade, Value Line's 5-Year Yield-on-Cost % has ranged from 1.47 to 6.86. According to the industry distribution chart, Value Line ranks #93 out of 365 companies in the Capital Markets industry, placing it in the top 25.5%.
Is Value Line's 5-Year Yield-on-Cost % too high?
Value Line's current 5-Year Yield-on-Cost % of 5.77 is 23% above median its 10-year median of 4.71. Over the past 10 years, this metric has ranged from a low of 1.47 to a high of 6.86. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.30. Value Line's value of 5.77 is 74.8% above this industry median. Based on the distribution chart, Value Line ranks #93 out of 365 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Value Line has a GF Score™ of 72/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Value Line's 5-Year Yield-on-Cost % compare to DTCX and OTCM?
According to the Capital Markets industry distribution chart, Value Line ranks #93 out of 365 companies for 5-Year Yield-on-Cost %. This puts Value Line in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 3.30. Value Line's value of 5.77 is 74.8% above this benchmark. Historically, Value Line's own 5-Year Yield-on-Cost % has ranged from 1.47 to 6.86 over the past decade. While the company's 10-year median is 4.71 vs. the industry median of 3.30, Value Line 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 3.30, based on 365 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 Line's current 5-Year Yield-on-Cost % of 5.77 is 74.8% 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 Value Line and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.30 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Value Line's current 5-Year Yield-on-Cost % is 5.77, which is 23% above median its own 10-year median of 4.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Value Line stock overvalued right now?
Based on GuruFocus' analysis, Value Line (VALU) is currently considered Fairly Valued. The stock's GF Value™ is $36.23, compared to a current price of $36.83 — trading 1.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 5.77, which is 23% above median its 10-year median of 4.71 and 74.8% above the Capital Markets industry median of 3.30. Value Line's overall GF Score™ is 72/100 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 Line (VALU), the current 5-Year Yield-on-Cost % is 5.77 as of Aug. 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 Value Line (VALU) Overvalued in 2026?
Based on GuruFocus' analysis, Value Line stock appears to be overvalued.
The current stock price of $36.83 is trading 1.7% above its estimated GF Value™ of $36.23.
GuruFocus considers Value Line to be Fairly Valued.
Key valuation signals for VALU:
5-Year Yield-on-Cost %: 5.77 (23% above median its 10-year median of 4.71)
GF Value™: $36.23 vs. price of $36.83 (1.7% above fair value)
Industry Position: 74.8% above the Capital Markets median (#93 of 365)
No single metric tells the full story. See the VALU stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Value Line Inc is a U.S based company. It produces investment periodicals based on underlying research and making available copyright data, including ranking system and other information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. The company markets under brands including Value Line, the Value Line logo, The Value Line Investment Survey, Smart Research, Smarter Investing and a trusted name in Investment Research. Its only operating segment being Publishing.
72GF Score
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