Castle Private Equity AGXSWX:CPEN 32 5-Year Yield-on-Cost % is 11.73 as of Jul. 08, 2026, which is 63% below its 10-year median of 31.32. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review. Among 1,112 Asset Management companies, Castle Private Equity AG ranks better than 81.12% on this metric.
The historical rank and industry rank for Castle Private Equity AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:CPEN'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.97 Med: 31.32 Max: 57.58
Current: 11.73
During the past 13 years, Castle Private Equity AG's highest Yield on Cost was 57.58. The lowest was 5.97. And the median was 31.32.
XSWX:CPEN's 5-Year Yield-on-Cost % is ranked better than 81.12% of 1112
companies
in the Asset Management industry
Industry Median: 6.39
vs XSWX:CPEN: 11.73
Castle Private Equity AG (XSWX:CPEN) 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.
Castle Private Equity AG 5-Year Yield-on-Cost % Related Terms
XSWX:CPEN vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Castle Private Equity 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.
Castle Private Equity AG 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Castle Private Equity AG's 5-Year Yield-on-Cost % falls into.
Castle Private Equity 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.
Castle Private Equity AG (XSWX:CPEN) has a 5-Year Yield-on-Cost % of 11.73 as of Jul. 08, 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 Castle Private Equity AG and its competitors. This is 63% below median its historical median of 31.32. Over the past decade, Castle Private Equity AG's 5-Year Yield-on-Cost % has ranged from 5.97 to 57.58. According to the industry distribution chart, Castle Private Equity AG ranks #210 out of 1112 companies in the Asset Management industry, placing it in the top 18.9%.
Is Castle Private Equity AG's 5-Year Yield-on-Cost % too high?
Castle Private Equity AG's current 5-Year Yield-on-Cost % of 11.73 is 63% below median its 10-year median of 31.32. Over the past 10 years, this metric has ranged from a low of 5.97 to a high of 57.58. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Castle Private Equity AG's value of 11.73 is 83.6% above this industry median. Based on the distribution chart, Castle Private Equity AG ranks #210 out of 1112 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Castle Private Equity AG has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #210 out of 1112 companies for 5-Year Yield-on-Cost %. This places Castle Private Equity AG in the top 19% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.39. Castle Private Equity AG's value of 11.73 is 83.6% above this benchmark. Historically, Castle Private Equity AG's own 5-Year Yield-on-Cost % has ranged from 5.97 to 57.58 over the past decade. While the company's 10-year median is 31.32 vs. the industry median of 6.39, Castle Private Equity AG 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 an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,112 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. Castle Private Equity AG's current 5-Year Yield-on-Cost % of 11.73 is 83.6% 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 Castle Private Equity AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Castle Private Equity AG's current 5-Year Yield-on-Cost % is 11.73, which is 63% below median its own 10-year median of 31.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Castle Private Equity AG stock overvalued right now?
Castle Private Equity AG (XSWX:CPEN) has a current 5-Year Yield-on-Cost % of 11.73. The current 5-Year Yield-on-Cost % is 11.73, which is 63% below median its 10-year median of 31.32 and 83.6% above the Asset Management industry median of 6.39. Castle Private Equity AG's overall GF Score™ is 32/100 with 2 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 Castle Private Equity AG (XSWX:CPEN), the current 5-Year Yield-on-Cost % is 11.73 as of Jul. 08, 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.
Castle Private Equity AG is engaged in private equity investments. Its investment policy aims at maximization of the long-term value advancement by way of realizing the Group's funds by harvesting the portfolio of private equity investments as their underlying assets are realized. The company has a geographic presence in Asia, Europe, North America, and Others.
32GF Score
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