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IPOPEMA SecuritiesWAR:IPE -1.35%57 5-Year Yield-on-Cost % is 8.11 as of Jul. 14, 2026, which is 45% above its 10-year median of 5.60. GuruFocus rates WAR:IPE with a GF Score™ of 57/100 and a GF Value™ of zł3.62 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 363 Capital Markets companies, IPOPEMA Securities ranks better than 84.02% on this metric.
IPOPEMA Securities's yield on cost for the quarter that ended in Mar. 2026 was 8.11.
The historical rank and industry rank for IPOPEMA Securities's 5-Year Yield-on-Cost % or its related term are showing as below:
WAR:IPE'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.61 Med: 5.6 Max: 21.58
Current: 8.11
During the past 13 years, IPOPEMA Securities's highest Yield on Cost was 21.58. The lowest was 1.61. And the median was 5.60.
WAR:IPE's 5-Year Yield-on-Cost % is ranked better than 84.02% of 363
companies
in the Capital Markets industry
Industry Median: 3.11
vs WAR:IPE: 8.11
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.
IPOPEMA Securities 5-Year Yield-on-Cost % Related Terms
WAR:IPE vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, IPOPEMA Securities'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.
IPOPEMA Securities 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, IPOPEMA Securities's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where IPOPEMA Securities'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.
IPOPEMA Securities (WAR:IPE) has a 5-Year Yield-on-Cost % of 8.11 as of Jul. 14, 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 IPOPEMA Securities and its competitors. This is 45% above median its historical median of 5.60. Over the past decade, IPOPEMA Securities' 5-Year Yield-on-Cost % has ranged from 1.61 to 21.58. According to the industry distribution chart, IPOPEMA Securities ranks #58 out of 363 companies in the Capital Markets industry, placing it in the top 16%.
Is IPOPEMA Securities' 5-Year Yield-on-Cost % too high?
IPOPEMA Securities' current 5-Year Yield-on-Cost % of 8.11 is 45% above median its 10-year median of 5.60. Over the past 10 years, this metric has ranged from a low of 1.61 to a high of 21.58. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.11. IPOPEMA Securities' value of 8.11 is 160.8% above this industry median. Based on the distribution chart, IPOPEMA Securities ranks #58 out of 363 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, IPOPEMA Securities has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does IPOPEMA Securities' 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, IPOPEMA Securities ranks #58 out of 363 companies for 5-Year Yield-on-Cost %. This places IPOPEMA Securities in the top 16% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.11. IPOPEMA Securities' value of 8.11 is 160.8% above this benchmark. Historically, IPOPEMA Securities' own 5-Year Yield-on-Cost % has ranged from 1.61 to 21.58 over the past decade. While the company's 10-year median is 5.60 vs. the industry median of 3.11, IPOPEMA Securities 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 3.11, 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. IPOPEMA Securities's current 5-Year Yield-on-Cost % of 8.11 is 160.8% 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 IPOPEMA Securities and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IPOPEMA Securities's current 5-Year Yield-on-Cost % is 8.11, which is 45% above median its own 10-year median of 5.60. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IPOPEMA Securities stock overvalued right now?
Based on GuruFocus' analysis, IPOPEMA Securities (WAR:IPE) is currently considered Significantly Overvalued. The stock's GF Value™ is zł3.62, compared to a current price of zł7.30 — trading 101.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 8.11, which is 45% above median its 10-year median of 5.60 and 160.8% above the Capital Markets industry median of 3.11. IPOPEMA Securities' overall GF Score™ is 57/100 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 IPOPEMA Securities (WAR:IPE), the current 5-Year Yield-on-Cost % is 8.11 as of Jul. 14, 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 IPOPEMA Securities (WAR:IPE) Overvalued in 2026?
Based on GuruFocus' analysis, IPOPEMA Securities stock appears to be overvalued.
The current stock price of zł7.30 is trading 101.7% above its estimated GF Value™ of zł3.62.
GuruFocus considers IPOPEMA Securities to be Significantly Overvalued.
Key valuation signals for WAR:IPE:
5-Year Yield-on-Cost %: 8.11 (45% above median its 10-year median of 5.60)
GF Value™: zł3.62 vs. price of zł7.30 (101.7% above fair value)
Industry Position: 160.8% above the Capital Markets median (#58 of 363)
No single metric tells the full story. See the WAR:IPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
IPOPEMA Securities SA is focused on brokerage activities, Business and management consulting, running an investment fund company and creating and managing investment funds, Management of portfolios of brokerage financial instruments, IT management activities, and IT consulting activities. It specializes in brokerage and company analysis services, investment banking services, as well as the distribution of investment products and investment advisory services addressed to a wide range of individual investors, the creation and management of closed-end and open-end investment funds and asset management, as well as business and IT consulting services.
57GF Score
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