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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.
Barita InvestmentsXJAM:BIL -0.21%61 5-Year Yield-on-Cost % is 2.80 as of Jul. 18, 2026, which is 26% above its 10-year median of 2.23. GuruFocus rates XJAM:BIL with a GF Score™ of 61/100 and a GF Value™ of JMD17,077.51 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 364 Capital Markets companies, Barita Investments ranks worse than 54.4% on this metric.
Barita Investments's yield on cost for the quarter that ended in Mar. 2026 was 2.80.
The historical rank and industry rank for Barita Investments's 5-Year Yield-on-Cost % or its related term are showing as below:
XJAM:BIL'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.41 Med: 2.23 Max: 3.89
Current: 2.8
During the past 13 years, Barita Investments's highest Yield on Cost was 3.89. The lowest was 0.41. And the median was 2.23.
XJAM:BIL's 5-Year Yield-on-Cost % is ranked worse than 54.4% of 364
companies
in the Capital Markets industry
Industry Median: 2.985
vs XJAM:BIL: 2.80
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.
Barita Investments 5-Year Yield-on-Cost % Related Terms
XJAM:BIL vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Barita Investments'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.
Barita Investments 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Barita Investments's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Barita Investments'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.
Barita Investments (XJAM:BIL) has a 5-Year Yield-on-Cost % of 2.80 as of Jul. 18, 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 Barita Investments and its competitors. This is 26% above median its historical median of 2.23. Over the past decade, Barita Investments' 5-Year Yield-on-Cost % has ranged from 0.41 to 3.89. According to the industry distribution chart, Barita Investments ranks #198 out of 364 companies in the Capital Markets industry, placing it in the top 54.4%.
Is Barita Investments' 5-Year Yield-on-Cost % too high?
Barita Investments' current 5-Year Yield-on-Cost % of 2.80 is 26% above median its 10-year median of 2.23. Over the past 10 years, this metric has ranged from a low of 0.41 to a high of 3.89. The Capital Markets industry median 5-Year Yield-on-Cost % is 2.99. Barita Investments' value of 2.80 is 6.2% below this industry median. Based on the distribution chart, Barita Investments ranks #198 out of 364 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #198 out of 364 companies for 5-Year Yield-on-Cost %. This places Barita Investments in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 2.99. Barita Investments' value of 2.80 is 6.2% below this benchmark. Historically, Barita Investments' own 5-Year Yield-on-Cost % has ranged from 0.41 to 3.89 over the past decade. While the company's 10-year median is 2.23 vs. the industry median of 2.99, Barita Investments 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 2.99, based on 364 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. Barita Investments's current 5-Year Yield-on-Cost % of 2.80 is 6.2% 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 Barita Investments and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 2.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barita Investments's current 5-Year Yield-on-Cost % is 2.80, which is 26% above median its own 10-year median of 2.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,077.51, compared to a current price of JMD68.08 — trading 99.6% below its estimated fair value. The current 5-Year Yield-on-Cost % is 2.80, which is 26% above median its 10-year median of 2.23 and 6.2% below the Capital Markets industry median of 2.99. Barita Investments' overall GF Score™ is 61/100 with 5 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 Barita Investments (XJAM:BIL), the current 5-Year Yield-on-Cost % is 2.80 as of Jul. 18, 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 Barita Investments (XJAM:BIL) Overvalued in 2026?
Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued.
The current stock price of JMD68.08 is trading 99.6% below its estimated GF Value™ of JMD17,077.51.
GuruFocus considers Barita Investments to be Possible Value Trap.
Key valuation signals for XJAM:BIL:
5-Year Yield-on-Cost %: 2.80 (26% above median its 10-year median of 2.23)
GF Value™: JMD17,077.51 vs. price of JMD68.08 (99.6% below fair value)
Industry Position: 6.2% below the Capital Markets median (#198 of 364)
No single metric tells the full story. See the XJAM:BIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barita Investments Ltd is a licensed securities dealer, investment manager, pension administrator and cambio operator and has primary dealer status from Bank of Jamaica. The principal activities of company are securities brokerage, money market activities, cambio operations, investment banking, and fund management. Its products are Unit Trust Funds, Barita GPS, FX Income Accumulator, Capital Growth Fund, Money Market Fund, FX Growth Portfolio, FX Bond Portfolio, Real Estate Portfolio, Income Portfolio, Pension Management Fund, Individual Retirement Scheme, Fixed Income, Stocks and Research, etc. The company has three segments Fixed Income, Fund Management, and Other operations. The majority of revenue comes from Fixed Income which includes money market activities and securities broking.
61GF Score
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