Patrizia SE (XSWX:PAT) 5-Year Yield-on-Cost %: 5.72 (As of Jun. 26, 2026) — 51% Above Median


XSWX:PAT Patrizia SE XSWX:PAT
66 GF Score
Price CHF7.16
GF Value CHF6.89
! 6 Warning Signs
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What is Patrizia SE 5-Year Yield-on-Cost %?

Patrizia SE XSWX:PAT 66 5-Year Yield-on-Cost % is 5.72 as of Jun. 26, 2026, which is 51% above its 10-year median of 3.80. GuruFocus rates XSWX:PAT with a GF Score™ of 66/100 and a GF Value™ of CHF6.89. The stock has 6 warning signs investors should review. Among 868 Real Estate companies, Patrizia SE ranks better than 65.32% on this metric.

Patrizia SE's yield on cost for the quarter that ended in Dec. 2025 was 5.72.


The historical rank and industry rank for Patrizia SE's 5-Year Yield-on-Cost % or its related term are showing as below:

XSWX:PAT' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.33   Med: 3.8   Max: 10.51
Current: 5.72


During the past 13 years, Patrizia SE's highest Yield on Cost was 10.51. The lowest was 1.33. And the median was 3.80.


XSWX:PAT's 5-Year Yield-on-Cost % is ranked better than
65.32% of 868 companies
in the Real Estate industry
Industry Median: 3.88 vs XSWX:PAT: 5.72

Patrizia SE  (XSWX:PAT) 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.


Patrizia SE 5-Year Yield-on-Cost % Related Terms


XSWX:PAT vs CBRE, BEKE: 5-Year Yield-on-Cost % Comparison

For the Real Estate Services subindustry, Patrizia SE'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.


Patrizia SE 5-Year Yield-on-Cost % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Patrizia SE's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Patrizia SE's 5-Year Yield-on-Cost % falls into.


XSWX:PAT
66GF Score
Patrizia SE XSWX:PAT
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Patrizia SE 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.

Therefore, Yield-on-Cost of Patrizia SE is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 5.72 mean?
Patrizia SE (XSWX:PAT) has a 5-Year Yield-on-Cost % of 5.72 as of Jun. 26, 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 Patrizia SE and its competitors. This is 51% above median its historical median of 3.80. Over the past decade, Patrizia SE's 5-Year Yield-on-Cost % has ranged from 1.33 to 10.51. According to the industry distribution chart, Patrizia SE ranks #301 out of 868 companies in the Real Estate industry, placing it in the top 34.7%.
Is Patrizia SE's 5-Year Yield-on-Cost % too high?
Patrizia SE's current 5-Year Yield-on-Cost % of 5.72 is 51% above median its 10-year median of 3.80. Over the past 10 years, this metric has ranged from a low of 1.33 to a high of 10.51. The Real Estate industry median 5-Year Yield-on-Cost % is 3.88. Patrizia SE's value of 5.72 is 47.4% above this industry median. Based on the distribution chart, Patrizia SE ranks #301 out of 868 companies in the Real Estate industry, which is above the industry midpoint. Overall, Patrizia SE has a GF Score™ of 66/100, reflecting its overall financial health beyond just this single metric.
How does Patrizia SE's 5-Year Yield-on-Cost % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Patrizia SE ranks #301 out of 868 companies for 5-Year Yield-on-Cost %. This puts Patrizia SE in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 3.88. Patrizia SE's value of 5.72 is 47.4% above this benchmark. Historically, Patrizia SE's own 5-Year Yield-on-Cost % has ranged from 1.33 to 10.51 over the past decade. While the company's 10-year median is 3.80 vs. the industry median of 3.88, Patrizia SE 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 Real Estate company?
The median 5-Year Yield-on-Cost % among Real Estate companies is 3.88, based on 868 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. Patrizia SE's current 5-Year Yield-on-Cost % of 5.72 is 47.4% 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 Patrizia SE and its competitors. For the Real Estate industry, the median 5-Year Yield-on-Cost % is 3.88 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patrizia SE's current 5-Year Yield-on-Cost % is 5.72, which is 51% above median its own 10-year median of 3.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patrizia SE stock overvalued right now?
Patrizia SE (XSWX:PAT) has a current 5-Year Yield-on-Cost % of 5.72. The stock's GF Value™ is CHF6.89, compared to a current price of CHF7.16 — trading 3.9% above its estimated fair value. The current 5-Year Yield-on-Cost % is 5.72, which is 51% above median its 10-year median of 3.80 and 47.4% above the Real Estate industry median of 3.88. Patrizia SE's overall GF Score™ is 66/100 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 Patrizia SE (XSWX:PAT), the current 5-Year Yield-on-Cost % is 5.72 as of Jun. 26, 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 Patrizia SE (XSWX:PAT) Overvalued in 2026?

Based on GuruFocus' analysis, Patrizia SE stock appears to be overvalued. The current stock price of CHF7.16 is trading 3.9% above its estimated GF Value™ of CHF6.89.

Key valuation signals for XSWX:PAT:

  • 5-Year Yield-on-Cost %: 5.72 (51% above median its 10-year median of 3.80)
  • GF Value™: CHF6.89 vs. price of CHF7.16 (3.9% above fair value)
  • GF Score™: 66/100 with 6 warning signs
  • Industry Position: 47.4% above the Real Estate median (#301 of 868)

No single metric tells the full story. See the XSWX:PAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Patrizia SE Business Description

Address Fuggerstrasse 20, Augsburg, BY, DEU, 86150
PATRIZIA SE is a European independent real asset investment manager. The company provides investment opportunities in real assets for institutional, semi-professional, and private investors, with a focus on real estate and infrastructure. Its investment activities are aligned with sectors related to digital, urban, energy, and living-related developments and trends.
66GF Score

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF7.16
Price
CHF6.89
GF Value