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Bellevue Group AGXSWX:BBN +0.28%62 5-Year Yield-on-Cost % is 1.18 as of Jul. 14, 2026, which is 61% below its 10-year median of 3.04. GuruFocus rates XSWX:BBN with a GF Score™ of 62/100 and a GF Value™ of CHF9.71 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,114 Asset Management companies, Bellevue Group AG ranks worse than 92.37% on this metric.
Bellevue Group AG's yield on cost for the quarter that ended in Dec. 2025 was 1.18.
The historical rank and industry rank for Bellevue Group AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:BBN'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.18 Med: 3.04 Max: 9.9
Current: 1.18
During the past 13 years, Bellevue Group AG's highest Yield on Cost was 9.90. The lowest was 1.18. And the median was 3.04.
XSWX:BBN's 5-Year Yield-on-Cost % is ranked worse than 92.37% of 1114
companies
in the Asset Management industry
Industry Median: 6.45
vs XSWX:BBN: 1.18
Bellevue Group AG (XSWX:BBN) 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.
Bellevue Group AG 5-Year Yield-on-Cost % Related Terms
XSWX:BBN vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Bellevue Group 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.
Bellevue Group AG 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bellevue Group AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Bellevue Group AG's 5-Year Yield-on-Cost % falls into.
Bellevue Group 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.
Bellevue Group AG (XSWX:BBN) has a 5-Year Yield-on-Cost % of 1.18 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 Bellevue Group AG and its competitors. This is 61% below median its historical median of 3.04. Over the past decade, Bellevue Group AG's 5-Year Yield-on-Cost % has ranged from 1.18 to 9.90. According to the industry distribution chart, Bellevue Group AG ranks #1029 out of 1114 companies in the Asset Management industry, placing it in the top 92.4%.
Is Bellevue Group AG's 5-Year Yield-on-Cost % too high?
Bellevue Group AG's current 5-Year Yield-on-Cost % of 1.18 is 61% below median its 10-year median of 3.04. Over the past 10 years, this metric has ranged from a low of 1.18 to a high of 9.90. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Bellevue Group AG's value of 1.18 is 81.7% below this industry median. Based on the distribution chart, Bellevue Group AG ranks #1029 out of 1114 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Bellevue Group AG has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Bellevue Group AG's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Bellevue Group AG ranks #1029 out of 1114 companies for 5-Year Yield-on-Cost %. This places Bellevue Group AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Bellevue Group AG's value of 1.18 is 81.7% below this benchmark. Historically, Bellevue Group AG's own 5-Year Yield-on-Cost % has ranged from 1.18 to 9.90 over the past decade. While the company's 10-year median is 3.04 vs. the industry median of 6.45, Bellevue Group 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 an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,114 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. Bellevue Group AG's current 5-Year Yield-on-Cost % of 1.18 is 81.7% 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 Bellevue Group AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bellevue Group AG's current 5-Year Yield-on-Cost % is 1.18, which is 61% below median its own 10-year median of 3.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bellevue Group AG stock overvalued right now?
Based on GuruFocus' analysis, Bellevue Group AG (XSWX:BBN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF9.71, compared to a current price of CHF7.28 — trading 25% below its estimated fair value. The current 5-Year Yield-on-Cost % is 1.18, which is 61% below median its 10-year median of 3.04 and 81.7% below the Asset Management industry median of 6.45. Bellevue Group AG's overall GF Score™ is 62/100 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 Bellevue Group AG (XSWX:BBN), the current 5-Year Yield-on-Cost % is 1.18 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 Bellevue Group AG (XSWX:BBN) Overvalued in 2026?
Based on GuruFocus' analysis, Bellevue Group AG stock appears to be undervalued.
The current stock price of CHF7.28 is trading 25% below its estimated GF Value™ of CHF9.71.
GuruFocus considers Bellevue Group AG to be Modestly Undervalued.
Key valuation signals for XSWX:BBN:
5-Year Yield-on-Cost %: 1.18 (61% below median its 10-year median of 3.04)
GF Value™: CHF9.71 vs. price of CHF7.28 (25% below fair value)
Industry Position: 81.7% below the Asset Management median (#1029 of 1114)
No single metric tells the full story. See the XSWX:BBN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bellevue Group AG is a Switzerland-based company operating in the finance industry. It is principally engaged in the field of asset management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital, and Bellevue Private Markets. It focuses on managing equity portfolios for selected sectors and regional strategies.
62GF Score
Get the complete analysis for XSWX:BBN
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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