AEPLF (AEP Plantations) Forward Rate of Return (Yacktman) %: 13.73% (As of Dec. 2025) — 279% Above Median

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Director of Data and Quant Analytics at GuruFocus
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AEPLF AEP Plantations PLC AEPLF
77 GF Score
Price $2.17
GF Value $1.04
Valuation Significantly Overvalued
! 3 Warning Signs
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What is AEP Plantations Forward Rate of Return (Yacktman) %?

AEP Plantations AEPLF 77 Forward Rate of Return (Yacktman) % is 13.73% as of Dec. 2025, which is 279% above its 10-year median of 3.62. GuruFocus rates AEPLF with a GF Score™ of 77/100 and a GF Value™ of $1.04 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 1,398 Consumer Packaged Goods companies, AEP Plantations ranks better than 58.87% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. AEP Plantations's forward rate of return for was 13.73%.

The historical rank and industry rank for AEP Plantations's Forward Rate of Return (Yacktman) % or its related term are showing as below:

AEPLF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -13.42   Med: 3.62   Max: 30.75
Current: 11.66

During the past 13 years, AEP Plantations's highest Forward Rate of Return was 30.75. The lowest was -13.42. And the median was 3.62.

AEPLF's Forward Rate of Return (Yacktman) % is ranked better than
58.87% of 1398 companies
in the Consumer Packaged Goods industry
Industry Median: 8.585 vs AEPLF: 11.66

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.


AEP Plantations  (OTCPK:AEPLF) 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.


AEP Plantations Forward Rate of Return (Yacktman) % Related Terms


AEP Plantations Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for AEP Plantations'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.

AEP Plantations Forward Rate of Return (Yacktman) % Chart

AEP Plantations Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.49 29.44 30.07 32.79 13.73

AEP Plantations Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 30.07 0.00 32.79 0.00 13.73

AEPLF vs ADM, BG, TSN: Forward Rate of Return (Yacktman) % Comparison

For the Farm Products subindustry, AEP Plantations'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.


AEP Plantations Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, AEP Plantations's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where AEP Plantations's Forward Rate of Return (Yacktman) % falls into.


AEPLF
77GF Score
AEP Plantations PLC AEPLF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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AEP Plantations 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).

AEP Plantations's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.15383333/1.76+0.0464
=13.38 %

* 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 13.73% mean?
AEP Plantations (AEPLF) has a Forward Rate of Return (Yacktman) % of 13.73% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on AEP Plantations and its competitors. This is 279% above median its historical median of 3.62. According to the industry distribution chart, AEP Plantations ranks #575 out of 1398 companies in the Consumer Packaged Goods industry, placing it in the top 41.1%.
Is AEP Plantations' Forward Rate of Return (Yacktman) % too high?
AEP Plantations' current Forward Rate of Return (Yacktman) % of 13.73% is 279% above median its 10-year median of 3.62. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.59. AEP Plantations' value of 13.73% is 59.9% above this industry median. Based on the distribution chart, AEP Plantations ranks #575 out of 1398 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, AEP Plantations has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AEP Plantations' Forward Rate of Return (Yacktman) % compare to ADM and BG?
According to the Consumer Packaged Goods industry distribution chart, AEP Plantations ranks #575 out of 1398 companies for Forward Rate of Return (Yacktman) %. This puts AEP Plantations in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 8.59. AEP Plantations' value of 13.73% is 59.9% above this benchmark. While the company's 10-year median is 3.62 vs. the industry median of 8.59, AEP Plantations 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 a Consumer Packaged Goods company?
The median Forward Rate of Return (Yacktman) % among Consumer Packaged Goods companies is 8.59, based on 1,398 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. AEP Plantations's current Forward Rate of Return (Yacktman) % of 13.73% is 59.9% 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 AEP Plantations and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AEP Plantations's current Forward Rate of Return (Yacktman) % is 13.73%, which is 279% above median its own 10-year median of 3.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AEP Plantations stock overvalued right now?
Based on GuruFocus' analysis, AEP Plantations (AEPLF) is currently considered Significantly Overvalued. The stock's GF Value™ is $1.04, compared to a current price of $2.17 — trading 108.5% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 13.73%, which is 279% above median its 10-year median of 3.62 and 59.9% above the Consumer Packaged Goods industry median of 8.59. AEP Plantations' overall GF Score™ is 77/100 with 3 warning signs to review. 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 AEP Plantations (AEPLF), the current Forward Rate of Return (Yacktman) % is 13.73% as of Dec. 2025. 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 AEP Plantations (AEPLF) Overvalued in 2026?

Based on GuruFocus' analysis, AEP Plantations stock appears to be overvalued. The current stock price of $2.17 is trading 108.5% above its estimated GF Value™ of $1.04. GuruFocus considers AEP Plantations to be Significantly Overvalued.

Key valuation signals for AEPLF:

  • Forward Rate of Return (Yacktman) %: 13.73% (279% above median its 10-year median of 3.62)
  • GF Value™: $1.04 vs. price of $2.17 (108.5% above fair value)
  • GF Score™: 77/100 with 3 warning signs
  • Industry Position: 59.9% above the Consumer Packaged Goods median (#575 of 1398)

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


AEP Plantations Business Description

Other Exchanges AEPl:UKAEP:UK
Address 4 Thomas More Square, 6th Floor, Quadrant House, London, GBR, E1W 1YW
AEP Plantations PLC, formerly Anglo-Eastern Plantations PLC is engaged in the production and processing of palm oil and rubber. The company's segments include CPO (Crude Palm Oil), palm kernel and FFB (Fresh Fruit Bunches), Rubber, Shell nut, Biomass products, Biogas products, and others. The majority of the revenue is generated from the CPO, palm kernel, and FFB segment. The company's geographical segments include Indonesia and Malaysia, out of which Indonesia is further classified in North Sumatera, Bengkulu, South Sumatera, Riau, Bangka and Kalimantan. The majority of the revenue is generated from Indonesia.
77GF Score

Get the complete analysis for AEPLF

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$2.17
Price
$1.04
GF Value