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Private Equity Holding AGXSWX:PEHN -2.21%31 5-Year Yield-on-Cost % is 1.70 as of Aug. 11, 2026, which is 42% below its 10-year median of 2.94. GuruFocus rates XSWX:PEHN with a GF Score™ of 31/100. The stock has 3 warning signs investors should review. Among 1,109 Asset Management companies, Private Equity Holding AG ranks worse than 88.1% on this metric.
The historical rank and industry rank for Private Equity Holding AG's 5-Year Yield-on-Cost % or its related term are showing as below:
XSWX:PEHN'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.55 Med: 2.94 Max: 4.79
Current: 1.7
During the past 13 years, Private Equity Holding AG's highest Yield on Cost was 4.79. The lowest was 0.55. And the median was 2.94.
XSWX:PEHN's 5-Year Yield-on-Cost % is ranked worse than 88.1% of 1109
companies
in the Asset Management industry
Industry Median: 6.32
vs XSWX:PEHN: 1.70
Private Equity Holding AG (XSWX:PEHN) 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.
Private Equity Holding AG 5-Year Yield-on-Cost % Related Terms
XSWX:PEHN vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Private Equity Holding 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.
Private Equity Holding AG 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Private Equity Holding AG's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Private Equity Holding AG's 5-Year Yield-on-Cost % falls into.
Private Equity Holding 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.
Private Equity Holding AG (XSWX:PEHN) has a 5-Year Yield-on-Cost % of 1.70 as of Aug. 11, 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 Private Equity Holding AG and its competitors. This is 42% below median its historical median of 2.94. Over the past decade, Private Equity Holding AG's 5-Year Yield-on-Cost % has ranged from 0.55 to 4.79. According to the industry distribution chart, Private Equity Holding AG ranks #977 out of 1109 companies in the Asset Management industry, placing it in the top 88.1%.
Is Private Equity Holding AG's 5-Year Yield-on-Cost % too high?
Private Equity Holding AG's current 5-Year Yield-on-Cost % of 1.70 is 42% below median its 10-year median of 2.94. Over the past 10 years, this metric has ranged from a low of 0.55 to a high of 4.79. The Asset Management industry median 5-Year Yield-on-Cost % is 6.32. Private Equity Holding AG's value of 1.70 is 73.1% below this industry median. Based on the distribution chart, Private Equity Holding AG ranks #977 out of 1109 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Private Equity Holding AG has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does Private Equity Holding AG's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Private Equity Holding AG ranks #977 out of 1109 companies for 5-Year Yield-on-Cost %. This places Private Equity Holding AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.32. Private Equity Holding AG's value of 1.70 is 73.1% below this benchmark. Historically, Private Equity Holding AG's own 5-Year Yield-on-Cost % has ranged from 0.55 to 4.79 over the past decade. While the company's 10-year median is 2.94 vs. the industry median of 6.32, Private Equity Holding 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 6.32, based on 1,109 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. Private Equity Holding AG's current 5-Year Yield-on-Cost % of 1.70 is 73.1% 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 Private Equity Holding AG and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Private Equity Holding AG's current 5-Year Yield-on-Cost % is 1.70, which is 42% below median its own 10-year median of 2.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Private Equity Holding AG stock overvalued right now?
Private Equity Holding AG (XSWX:PEHN) has a current 5-Year Yield-on-Cost % of 1.70. The current 5-Year Yield-on-Cost % is 1.70, which is 42% below median its 10-year median of 2.94 and 73.1% below the Asset Management industry median of 6.32. Private Equity Holding AG's overall GF Score™ is 31/100 with 3 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 Private Equity Holding AG (XSWX:PEHN), the current 5-Year Yield-on-Cost % is 1.70 as of Aug. 11, 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.
Private Equity Holding AG offers institutional and private investors the opportunity to invest in a broadly diversified private equity portfolio within a simple legal and tax-optimized structure. The company's investment is managed by Alpha Associates. Their business model consists of Investing in Private Equity Fund, Acquisition of Fund interest on the Secondary markets, and direct co-investments. It has a presence in the United States of America, Europe, and the Rest of the World.
31GF Score
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