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Castle Private Equity AG (XSWX:CPEN) 5-Year Yield-on-Cost % : 40.00 (As of May. 10, 2024)


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What is Castle Private Equity AG 5-Year Yield-on-Cost %?

Castle Private Equity AG's yield on cost for the quarter that ended in Dec. 2023 was 40.00.


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: 30.69   Max: 57.58
Current: 40


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 30.69.


XSWX:CPEN's 5-Year Yield-on-Cost % is ranked better than
97.86% of 1213 companies
in the Asset Management industry
Industry Median: 5.92 vs XSWX:CPEN: 40.00

Competitive Comparison of Castle Private Equity AG's 5-Year Yield-on-Cost %

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's 5-Year Yield-on-Cost % Distribution in the 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.

Therefore, Yield-on-Cost of Castle Private Equity AG is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

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

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Castle Private Equity AG (XSWX:CPEN) Business Description

Traded in Other Exchanges
N/A
Address
Schutzenstrasse 6, Pfaffikon, CHE, CH-8808
Castle Private Equity AG is engaged in private equity investments. It offers its shareholders the benefits of private equity by investing in an actively managed portfolio of high quality private equity transactions. The company has its geographic presence in India, USA, United Kingdom, China, Israel, Portugal and Others.

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