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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Opal Balance InvestmentsXTAE:OPAL -4.55%91 5-Year Yield-on-Cost % is 12.63 as of Aug. 26, 2026, which is 33% above its 10-year median of 9.47. GuruFocus rates XTAE:OPAL with a GF Score™ of 91/100 and a GF Value™ of ₪3.13 (Fairly Valued). The stock has 1 warning sign investors should review. Among 364 Capital Markets companies, Opal Balance Investments ranks better than 91.76% on this metric.
The historical rank and industry rank for Opal Balance Investments's 5-Year Yield-on-Cost % or its related term are showing as below:
XTAE:OPAL'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.01 Med: 9.47 Max: 26.87
Current: 12.63
During the past 13 years, Opal Balance Investments's highest Yield on Cost was 26.87. The lowest was 5.01. And the median was 9.47.
XTAE:OPAL's 5-Year Yield-on-Cost % is ranked better than 91.76% of 364
companies
in the Capital Markets industry
Industry Median: 3.275
vs XTAE:OPAL: 12.63
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.
Opal Balance Investments 5-Year Yield-on-Cost % Related Terms
XTAE:OPAL vs MS, GS, SCHW: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Opal Balance Investments'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.
Opal Balance Investments 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Opal Balance Investments's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Opal Balance Investments's 5-Year Yield-on-Cost % falls into.
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.
Opal Balance Investments (XTAE:OPAL) has a 5-Year Yield-on-Cost % of 12.63 as of Aug. 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 Opal Balance Investments and its competitors. This is 33% above median its historical median of 9.47. Over the past decade, Opal Balance Investments' 5-Year Yield-on-Cost % has ranged from 5.01 to 26.87. According to the industry distribution chart, Opal Balance Investments ranks #30 out of 364 companies in the Capital Markets industry, placing it in the top 8.2%.
Is Opal Balance Investments' 5-Year Yield-on-Cost % too high?
Opal Balance Investments' current 5-Year Yield-on-Cost % of 12.63 is 33% above median its 10-year median of 9.47. Over the past 10 years, this metric has ranged from a low of 5.01 to a high of 26.87. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.28. Opal Balance Investments' value of 12.63 is 285.6% above this industry median. Based on the distribution chart, Opal Balance Investments ranks #30 out of 364 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Opal Balance Investments has a GF Score™ of 91/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Opal Balance Investments' 5-Year Yield-on-Cost % compare to MS and GS?
According to the Capital Markets industry distribution chart, Opal Balance Investments ranks #30 out of 364 companies for 5-Year Yield-on-Cost %. This places Opal Balance Investments in the top 8% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.28. Opal Balance Investments' value of 12.63 is 285.6% above this benchmark. Historically, Opal Balance Investments' own 5-Year Yield-on-Cost % has ranged from 5.01 to 26.87 over the past decade. While the company's 10-year median is 9.47 vs. the industry median of 3.28, Opal Balance Investments 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 Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.28, based on 364 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. Opal Balance Investments's current 5-Year Yield-on-Cost % of 12.63 is 285.6% 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 Opal Balance Investments and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Opal Balance Investments's current 5-Year Yield-on-Cost % is 12.63, which is 33% above median its own 10-year median of 9.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Opal Balance Investments stock overvalued right now?
Based on GuruFocus' analysis, Opal Balance Investments (XTAE:OPAL) is currently considered Fairly Valued. The stock's GF Value™ is ₪3.13, compared to a current price of ₪3.00 — trading 4.1% below its estimated fair value. The current 5-Year Yield-on-Cost % is 12.63, which is 33% above median its 10-year median of 9.47 and 285.6% above the Capital Markets industry median of 3.28. Opal Balance Investments' overall GF Score™ is 91/100 with 1 warning sign 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 Opal Balance Investments (XTAE:OPAL), the current 5-Year Yield-on-Cost % is 12.63 as of Aug. 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 Opal Balance Investments (XTAE:OPAL) Overvalued in 2026?
Based on GuruFocus' analysis, Opal Balance Investments stock appears to be undervalued.
The current stock price of ₪3.00 is trading 4.1% below its estimated GF Value™ of ₪3.13.
GuruFocus considers Opal Balance Investments to be Fairly Valued.
Key valuation signals for XTAE:OPAL:
5-Year Yield-on-Cost %: 12.63 (33% above median its 10-year median of 9.47)
GF Value™: ₪3.13 vs. price of ₪3.00 (4.1% below fair value)
Industry Position: 285.6% above the Capital Markets median (#30 of 364)
No single metric tells the full story. See the XTAE:OPAL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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