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ADF GroupADFJF +0.74%73 Forward Rate of Return (Yacktman) % is 25.53% as of Jul. 2026, which is 100% above its 10-year median of 12.77. GuruFocus rates ADFJF with a GF Score™ of 73/100 and a GF Value™ of $8.20 (Modestly Overvalued). Among 2,156 Industrial Products companies, ADF Group ranks better than 96.8% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. ADF Group's forward rate of return for was 25.53%.
The historical rank and industry rank for ADF Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:
ADFJF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -21.99 Med: 12.77 Max: 33.09
Current: 26.98
During the past 13 years, ADF Group's highest Forward Rate of Return was 33.09. The lowest was -21.99. And the median was 12.77.
ADFJF's Forward Rate of Return (Yacktman) % is ranked better than 96.8% of 2156
companies
in the Industrial Products industry
Industry Median: 7.135
vs ADFJF: 26.98
Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
ADF Group (OTCPK:ADFJF) Forward Rate of Return (Yacktman) % Explanation
Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.
Be Aware
In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.
ADF Group Forward Rate of Return (Yacktman) % Related Terms
ADF Group Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for ADF Group's Forward Rate of Return (Yacktman) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
ADF Group Forward Rate of Return (Yacktman) % Chart
ADFJF vs ATI, CRS, MLI: Forward Rate of Return (Yacktman) % Comparison
For the Metal Fabrication subindustry, ADF Group's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % 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.
ADF Group Forward Rate of Return (Yacktman) % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, ADF Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where ADF Group's Forward Rate of Return (Yacktman) % falls into.
ADF Group Forward Rate of Return (Yacktman) % Calculation
Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):
If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.
The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).
ADF Group's Forward Rate of Return of Jul. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
0.62780952
/
11.36
+
0.2
=
25.53 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Forward Rate of Return (Yacktman) % of 25.53% mean?
ADF Group (ADFJF) has a Forward Rate of Return (Yacktman) % of 25.53% as of Jul. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on ADF Group and its competitors. This is 100% above median its historical median of 12.77. According to the industry distribution chart, ADF Group ranks #69 out of 2156 companies in the Industrial Products industry, placing it in the top 3.2%.
Is ADF Group's Forward Rate of Return (Yacktman) % too high?
ADF Group's current Forward Rate of Return (Yacktman) % of 25.53% is 100% above median its 10-year median of 12.77. The Industrial Products industry median Forward Rate of Return (Yacktman) % is 7.14. ADF Group's value of 25.53% is 257.8% above this industry median. Based on the distribution chart, ADF Group ranks #69 out of 2156 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, ADF Group has a GF Score™ of 73/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ADF Group's Forward Rate of Return (Yacktman) % compare to ATI and CRS?
According to the Industrial Products industry distribution chart, ADF Group ranks #69 out of 2156 companies for Forward Rate of Return (Yacktman) %. This places ADF Group in the top 3% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 7.14. ADF Group's value of 25.53% is 257.8% above this benchmark. While the company's 10-year median is 12.77 vs. the industry median of 7.14, ADF Group 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 Forward Rate of Return (Yacktman) % for an Industrial Products company?
The median Forward Rate of Return (Yacktman) % among Industrial Products companies is 7.14, based on 2,156 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ADF Group's current Forward Rate of Return (Yacktman) % of 25.53% is 257.8% 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 Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on ADF Group and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ADF Group's current Forward Rate of Return (Yacktman) % is 25.53%, which is 100% above median its own 10-year median of 12.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ADF Group stock overvalued right now?
Based on GuruFocus' analysis, ADF Group (ADFJF) is currently considered Modestly Overvalued. The stock's GF Value™ is $8.20, compared to a current price of $9.85 — trading 20.1% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 25.53%, which is 100% above median its 10-year median of 12.77 and 257.8% above the Industrial Products industry median of 7.14. ADF Group's overall GF Score™ is 73/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For ADF Group (ADFJF), the current Forward Rate of Return (Yacktman) % is 25.53% as of Jul. 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 ADF Group (ADFJF) Overvalued in 2026?
Based on GuruFocus' analysis, ADF Group stock appears to be overvalued.
The current stock price of $9.85 is trading 20.1% above its estimated GF Value™ of $8.20.
GuruFocus considers ADF Group to be Modestly Overvalued.
Key valuation signals for ADFJF:
Forward Rate of Return (Yacktman) %: 25.53% (100% above median its 10-year median of 12.77)
GF Value™: $8.20 vs. price of $9.85 (20.1% above fair value)
Industry Position: 257.8% above the Industrial Products median (#69 of 2156)
No single metric tells the full story. See the ADFJF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
ADF Group Inc involves in the design and engineering of connections, fabrication, including industrial coating, and the installation of steel structures and steel built-ups, as well as miscellaneous and architectural metalwork. The company's products and services are intended for the five principal segments of the non-residential construction industry: Office towers and high-rises, Commercial and recreational buildings, Airport facilities, Industrial complexes, and Transport infrastructures and energy. It serves the client base in the non-residential construction industry, such as general contractors, project owners, engineering firms and project architects, and other steel structure fabricators in the United States and Canada.
73GF Score
Get the complete analysis for ADFJF
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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