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Bellevue Group AG (XSWX:BBN) 5-Year Yield-on-Cost % : 13.94 (As of Apr. 29, 2024)


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What is Bellevue Group AG 5-Year Yield-on-Cost %?

Bellevue Group AG's yield on cost for the quarter that ended in Dec. 2023 was 13.94.


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

XSWX:BBN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 6.39   Med: 13.73   Max: 47.69
Current: 13.94

During the past 13 years, Bellevue Group AG's highest Yield on Cost was 47.69. The lowest was 6.39. And the median was 13.73.


XSWX:BBN's 5-Year Yield-on-Cost % is ranked better than
90.84% of 1212 companies
in the Asset Management industry
Industry Median: 6 vs XSWX:BBN: 13.94

Competitive Comparison of Bellevue Group AG's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Bellevue Group 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.

Bellevue Group AG's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Bellevue Group AG's 5-Year Yield-on-Cost % distribution charts can be found below:

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


Bellevue Group 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 Bellevue Group AG is calculated as

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

Bellevue Group AG  (XSWX:BBN) 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.

Bellevue Group AG 5-Year Yield-on-Cost % Related Terms

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Bellevue Group AG (XSWX:BBN) Business Description

Industry
GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Bellevue Group AG (XSWX:BBN) » Definitions » 5-Year Yield-on-Cost %
Comparable Companies
XSWX:PEHN XSWX:LEON XSWX:ALPN XSWX:NBEN XSWX:CPEN XSWX:GAM XSWX:EEII XSWX:HBMNE BLK BX KKR OSTO:INVE A APO TSX:BN AMP BK OSTO:EQT XSWX:PGHN LSE:III TROW
Traded in Other Exchanges
BBNz:UK
Address
Seestrasse 16, Kusnacht, Zurich, CHE, CH-8700
Website
https://www.bellevue.ch
Bellevue Group AG is a Switzerland based company operating in the finance industry. It is principally engaged in the field of asset management and wealth management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital and Bellevue Private Markets. It has a clear focus on managing equity portfolios for selected sector and regional strategies. Bellevue Asset Management has a clear focus on managing equity portfolios for selected sector and regional strategies, based on a fundamental and research-driven stock picking approach («bottom up»). A small part of the product range pursues a holistic asset management approach based on quantitative and experience-driven investment approaches with pronounced anti-cyclicality.