Zug Estates Holding AG (XSWX:ZUGN) 5-Year Yield-on-Cost %: 3.46 (As of Jul. 15, 2026) — 39% Above Median

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XSWX:ZUGN Zug Estates Holding AG XSWX:ZUGN
65 GF Score
Price CHF2,150.00
GF Value CHF1,989.06
Valuation Fairly Valued
! 3 Warning Signs
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What is Zug Estates Holding AG 5-Year Yield-on-Cost %?

Zug Estates Holding AG XSWX:ZUGN -0.46% 65 5-Year Yield-on-Cost % is 3.46 as of Jul. 15, 2026, which is 39% above its 10-year median of 2.49. GuruFocus rates XSWX:ZUGN with a GF Score™ of 65/100 and a GF Value™ of CHF1,989.06 (Fairly Valued). The stock has 3 warning signs investors should review. Among 880 Real Estate companies, Zug Estates Holding AG ranks worse than 53.41% on this metric.

Zug Estates Holding AG's yield on cost for the quarter that ended in Dec. 2025 was 3.46.


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

XSWX:ZUGN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.65   Med: 2.49   Max: 3.84
Current: 3.46


During the past 13 years, Zug Estates Holding AG's highest Yield on Cost was 3.84. The lowest was 1.65. And the median was 2.49.


XSWX:ZUGN's 5-Year Yield-on-Cost % is ranked worse than
53.41% of 880 companies
in the Real Estate industry
Industry Median: 3.81 vs XSWX:ZUGN: 3.46

Zug Estates Holding AG  (XSWX:ZUGN) 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.


Zug Estates Holding AG 5-Year Yield-on-Cost % Related Terms


Zug Estates Holding AG 5-Year Yield-on-Cost % Competitor Comparison

For the Real Estate - Diversified subindustry, Zug Estates 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.


Zug Estates Holding AG 5-Year Yield-on-Cost % vs Real Estate Industry

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

* The bar in red indicates where Zug Estates Holding AG's 5-Year Yield-on-Cost % falls into.


XSWX:ZUGN
65GF Score
Zug Estates Holding AG XSWX:ZUGN
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Zug Estates 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.

Therefore, Yield-on-Cost of Zug Estates Holding AG 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 3.46 mean?
Zug Estates Holding AG (XSWX:ZUGN) has a 5-Year Yield-on-Cost % of 3.46 as of Jul. 15, 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 Zug Estates Holding AG and its competitors. This is 39% above median its historical median of 2.49. Over the past decade, Zug Estates Holding AG's 5-Year Yield-on-Cost % has ranged from 1.65 to 3.84. According to the industry distribution chart, Zug Estates Holding AG ranks #470 out of 880 companies in the Real Estate industry, placing it in the top 53.4%.
Is Zug Estates Holding AG's 5-Year Yield-on-Cost % too high?
Zug Estates Holding AG's current 5-Year Yield-on-Cost % of 3.46 is 39% above median its 10-year median of 2.49. Over the past 10 years, this metric has ranged from a low of 1.65 to a high of 3.84. The Real Estate industry median 5-Year Yield-on-Cost % is 3.81. Zug Estates Holding AG's value of 3.46 is 9.2% below this industry median. Based on the distribution chart, Zug Estates Holding AG ranks #470 out of 880 companies in the Real Estate industry, which is below the industry midpoint. Overall, Zug Estates Holding AG has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Zug Estates Holding AG's 5-Year Yield-on-Cost % compare to competitors?
According to the Real Estate industry distribution chart, Zug Estates Holding AG ranks #470 out of 880 companies for 5-Year Yield-on-Cost %. This places Zug Estates Holding AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.81. Zug Estates Holding AG's value of 3.46 is 9.2% below this benchmark. Historically, Zug Estates Holding AG's own 5-Year Yield-on-Cost % has ranged from 1.65 to 3.84 over the past decade. While the company's 10-year median is 2.49 vs. the industry median of 3.81, Zug Estates 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 a Real Estate company?
The median 5-Year Yield-on-Cost % among Real Estate companies is 3.81, based on 880 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. Zug Estates Holding AG's current 5-Year Yield-on-Cost % of 3.46 is 9.2% 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 Zug Estates Holding AG and its competitors. For the Real Estate industry, the median 5-Year Yield-on-Cost % is 3.81 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Zug Estates Holding AG's current 5-Year Yield-on-Cost % is 3.46, which is 39% above median its own 10-year median of 2.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Zug Estates Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Zug Estates Holding AG (XSWX:ZUGN) is currently considered Fairly Valued. The stock's GF Value™ is CHF1,989.06, compared to a current price of CHF2,150.00 — trading 8.1% above its estimated fair value. The current 5-Year Yield-on-Cost % is 3.46, which is 39% above median its 10-year median of 2.49 and 9.2% below the Real Estate industry median of 3.81. Zug Estates Holding AG's overall GF Score™ is 65/100 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 Zug Estates Holding AG (XSWX:ZUGN), the current 5-Year Yield-on-Cost % is 3.46 as of Jul. 15, 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 Zug Estates Holding AG (XSWX:ZUGN) Overvalued in 2026?

Based on GuruFocus' analysis, Zug Estates Holding AG stock appears to be overvalued. The current stock price of CHF2,150.00 is trading 8.1% above its estimated GF Value™ of CHF1,989.06. GuruFocus considers Zug Estates Holding AG to be Fairly Valued.

Key valuation signals for XSWX:ZUGN:

  • 5-Year Yield-on-Cost %: 3.46 (39% above median its 10-year median of 2.49)
  • GF Value™: CHF1,989.06 vs. price of CHF2,150.00 (8.1% above fair value)
  • GF Score™: 65/100 with 3 warning signs
  • Industry Position: 9.2% below the Real Estate median (#470 of 880)

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


Zug Estates Holding AG Business Description

Other Exchanges ZUGNz:UK0QPW:UK
Address Industriestrasse 12, Zug, CHE, CH-6300
Zug Estates Holding AG develops, markets and manages properties in the Zug region. The business activities are functioned through Real Estate and hotel and catering segments. It generates maximum revenue from the Real Estate segment. The real estate segment operates primarily in the areas of product development and management. The project development department develops and oversees its own construction projects, mainly for the Group portfolio. Its management department provides property management services for third parties and the Group portfolio.
65GF Score

Get the complete analysis for XSWX:ZUGN

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

CHF2,150.00
Price
CHF1,989.06
GF Value