Lifestyle Communities (ASX:LIC) Forward Rate of Return (Yacktman) %: 0.00% (As of Jun. 2025)

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Director of Data and Quant Analytics at GuruFocus
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ASX:LIC Lifestyle Communities Ltd ASX:LIC
77 GF Score
Price A$5.69
GF Value A$6.87
Valuation Modestly Undervalued
! 9 Warning Signs
View Full Analysis

What is Lifestyle Communities Forward Rate of Return (Yacktman) %?

Lifestyle Communities ASX:LIC +3.45% 77 Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 2025. GuruFocus rates ASX:LIC with a GF Score™ of 77/100 and a GF Value™ of A$6.87 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 1,312 Real Estate companies, Lifestyle Communities ranks worse than 60.9% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Lifestyle Communities's forward rate of return for was 0.00%.

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

ASX:LIC' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 0.45   Med: 19.91   Max: 21.45
Current: 0.45

During the past 13 years, Lifestyle Communities's highest Forward Rate of Return was 21.45. The lowest was 0.45. And the median was 19.91.

ASX:LIC's Forward Rate of Return (Yacktman) % is ranked worse than
60.9% of 1312 companies
in the Real Estate industry
Industry Median: 6.57 vs ASX:LIC: 0.45

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.


Lifestyle Communities  (ASX:LIC) 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.


Lifestyle Communities Forward Rate of Return (Yacktman) % Related Terms


Lifestyle Communities Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Lifestyle Communities'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.

Lifestyle Communities Forward Rate of Return (Yacktman) % Chart

Lifestyle Communities Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19.89 20.51 13.72 2.89 0.00

Lifestyle Communities 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 0.00 2.89 0.00 0.00 0.00

Lifestyle Communities Forward Rate of Return (Yacktman) % Competitor Comparison

For the Real Estate - Diversified subindustry, Lifestyle Communities'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.


Lifestyle Communities Forward Rate of Return (Yacktman) % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Lifestyle Communities's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


ASX:LIC
77GF Score
Lifestyle Communities Ltd ASX:LIC
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Lifestyle Communities 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).

Lifestyle Communities's Forward Rate of Return of Jun. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-0.24016667/7+0.0482
=1.39 %

* 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 0.00% mean?
Lifestyle Communities (ASX:LIC) has a Forward Rate of Return (Yacktman) % of 0.00% as of Jun. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Lifestyle Communities and its competitors. Over the past decade, Lifestyle Communities' Forward Rate of Return (Yacktman) % has ranged from 0.45 to 21.45. According to the industry distribution chart, Lifestyle Communities ranks #799 out of 1312 companies in the Real Estate industry, placing it in the top 60.9%.
Is Lifestyle Communities' Forward Rate of Return (Yacktman) % too high?
Lifestyle Communities' current Forward Rate of Return (Yacktman) % is 0.00%. Over the past 10 years, this metric has ranged from a low of 0.45 to a high of 21.45. Based on the distribution chart, Lifestyle Communities ranks #799 out of 1312 companies in the Real Estate industry, which is below the industry midpoint. Overall, Lifestyle Communities has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Lifestyle Communities' Forward Rate of Return (Yacktman) % compare to competitors?
According to the Real Estate industry distribution chart, Lifestyle Communities ranks #799 out of 1312 companies for Forward Rate of Return (Yacktman) %. This places Lifestyle Communities in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.57. Historically, Lifestyle Communities' own Forward Rate of Return (Yacktman) % has ranged from 0.45 to 21.45 over the past decade. 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 Real Estate company?
The median Forward Rate of Return (Yacktman) % among Real Estate companies is 6.57, based on 1,312 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. 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 Lifestyle Communities and its competitors. For the Real Estate industry, the median Forward Rate of Return (Yacktman) % is 6.57 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lifestyle Communities's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lifestyle Communities stock overvalued right now?
Based on GuruFocus' analysis, Lifestyle Communities (ASX:LIC) is currently considered Modestly Undervalued. The stock's GF Value™ is A$6.87, compared to a current price of A$5.69 — trading 17.2% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Lifestyle Communities' overall GF Score™ is 77/100 with 9 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 Lifestyle Communities (ASX:LIC), the current Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 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 Lifestyle Communities (ASX:LIC) Overvalued in 2026?

Based on GuruFocus' analysis, Lifestyle Communities stock appears to be undervalued. The current stock price of A$5.69 is trading 17.2% below its estimated GF Value™ of A$6.87. GuruFocus considers Lifestyle Communities to be Modestly Undervalued.

Key valuation signals for ASX:LIC:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: A$6.87 vs. price of A$5.69 (17.2% below fair value)
  • GF Score™: 77/100 with 9 warning signs

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


Lifestyle Communities Business Description

Address 101 Moray Street, Level 5, South Melbourne, Melbourne, VIC, AUS, 3205
Lifestyle Communities is an Australian real estate company with a property portfolio in land lease housing for residents over 50 years old. Revenue is earned through developing and selling manufactured homes, and charging rent for the land they occupy. The firm's portfolio consists of about 3,000 settled homes, from which it collects rent, and a further 2,000 homes in development or planning. It has more than 30 communities in Australia's second-most populous state of Victoria, with a focus on coastal and outer metropolitan regions.
77GF Score

Get the complete analysis for ASX:LIC

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

A$5.69
Price
A$6.87
GF Value