Delta Electronics (Thailand) PCL (BKK:DELTA-R) Forward Rate of Return (Yacktman) %: 20.16% (As of Jun. 2026) — 77% Above Median

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BKK:DELTA-R Delta Electronics (Thailand) PCL BKK:DELTA-R
87 GF Score
Price ฿199.00
GF Value ฿127.68
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What is Delta Electronics (Thailand) PCL Forward Rate of Return (Yacktman) %?

Delta Electronics (Thailand) PCL BKK:DELTA-R 87 Forward Rate of Return (Yacktman) % is 20.16% as of Jun. 2026, which is 77% above its 10-year median of 11.38. GuruFocus rates BKK:DELTA-R with a GF Score™ of 87/100 and a GF Value™ of ฿127.68. Among 2,154 Industrial Products companies, Delta Electronics (Thailand) PCL ranks better than 82.92% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Delta Electronics (Thailand) PCL's forward rate of return for was 20.16%.

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

BKK:DELTA-R' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -5.95   Med: 11.38   Max: 20.61
Current: 20.19

During the past 13 years, Delta Electronics (Thailand) PCL's highest Forward Rate of Return was 20.61. The lowest was -5.95. And the median was 11.38.

BKK:DELTA-R's Forward Rate of Return (Yacktman) % is ranked better than
82.92% of 2154 companies
in the Industrial Products industry
Industry Median: 7.65 vs BKK:DELTA-R: 20.19

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.


Delta Electronics (Thailand) PCL  (BKK:DELTA-R) 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.


Delta Electronics (Thailand) PCL Forward Rate of Return (Yacktman) % Related Terms


Delta Electronics (Thailand) PCL Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Delta Electronics (Thailand) PCL'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.

Delta Electronics (Thailand) PCL Forward Rate of Return (Yacktman) % Chart

Delta Electronics (Thailand) PCL 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 5.07 19.34 20.08 20.22 20.28

Delta Electronics (Thailand) PCL Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 20.38 20.25 20.28 20.17 20.16

BKK:DELTA-R vs VRT, BE: Forward Rate of Return (Yacktman) % Comparison

For the Electrical Equipment & Parts subindustry, Delta Electronics (Thailand) PCL'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.


Delta Electronics (Thailand) PCL Forward Rate of Return (Yacktman) % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Delta Electronics (Thailand) PCL's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Delta Electronics (Thailand) PCL's Forward Rate of Return (Yacktman) % falls into.


BKK:DELTA-R
87GF Score
Delta Electronics (Thailand) PCL BKK:DELTA-R
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Delta Electronics (Thailand) PCL 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).

Delta Electronics (Thailand) PCL's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.53561905/199+0.2
=20.27 %

* 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 20.16% mean?
Delta Electronics (Thailand) PCL (BKK:DELTA-R) has a Forward Rate of Return (Yacktman) % of 20.16% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Delta Electronics (Thailand) PCL and its competitors. This is 77% above median its historical median of 11.38. According to the industry distribution chart, Delta Electronics (Thailand) PCL ranks #368 out of 2154 companies in the Industrial Products industry, placing it in the top 17.1%.
Is Delta Electronics (Thailand) PCL's Forward Rate of Return (Yacktman) % too high?
Delta Electronics (Thailand) PCL's current Forward Rate of Return (Yacktman) % of 20.16% is 77% above median its 10-year median of 11.38. The Industrial Products industry median Forward Rate of Return (Yacktman) % is 7.65. Delta Electronics (Thailand) PCL's value of 20.16% is 163.5% above this industry median. Based on the distribution chart, Delta Electronics (Thailand) PCL ranks #368 out of 2154 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Delta Electronics (Thailand) PCL has a GF Score™ of 87/100, reflecting its overall financial health beyond just this single metric.
How does Delta Electronics (Thailand) PCL's Forward Rate of Return (Yacktman) % compare to VRT and BE?
According to the Industrial Products industry distribution chart, Delta Electronics (Thailand) PCL ranks #368 out of 2154 companies for Forward Rate of Return (Yacktman) %. This places Delta Electronics (Thailand) PCL in the top 17% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 7.65. Delta Electronics (Thailand) PCL's value of 20.16% is 163.5% above this benchmark. While the company's 10-year median is 11.38 vs. the industry median of 7.65, Delta Electronics (Thailand) PCL 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 7.65, based on 2,154 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. Delta Electronics (Thailand) PCL's current Forward Rate of Return (Yacktman) % of 20.16% is 163.5% 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 Delta Electronics (Thailand) PCL and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.65 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Delta Electronics (Thailand) PCL's current Forward Rate of Return (Yacktman) % is 20.16%, which is 77% above median its own 10-year median of 11.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Delta Electronics (Thailand) PCL stock overvalued right now?
Delta Electronics (Thailand) PCL (BKK:DELTA-R) has a current Forward Rate of Return (Yacktman) % of 20.16%. The stock's GF Value™ is ฿127.68, compared to a current price of ฿199.00 — trading 55.9% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 20.16%, which is 77% above median its 10-year median of 11.38 and 163.5% above the Industrial Products industry median of 7.65. Delta Electronics (Thailand) PCL's overall GF Score™ is 87/100. 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 Delta Electronics (Thailand) PCL (BKK:DELTA-R), the current Forward Rate of Return (Yacktman) % is 20.16% as of Jun. 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 Delta Electronics (Thailand) PCL (BKK:DELTA-R) Overvalued in 2026?

Based on GuruFocus' analysis, Delta Electronics (Thailand) PCL stock appears to be overvalued. The current stock price of ฿199.00 is trading 55.9% above its estimated GF Value™ of ฿127.68.

Key valuation signals for BKK:DELTA-R:

  • Forward Rate of Return (Yacktman) %: 20.16% (77% above median its 10-year median of 11.38)
  • GF Value™: ฿127.68 vs. price of ฿199.00 (55.9% above fair value)
  • GF Score™: 87/100
  • Industry Position: 163.5% above the Industrial Products median (#368 of 2154)

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


Delta Electronics (Thailand) PCL Business Description

Address 909 Soi 9, 714 Moo 4, Pattana 1 Road, Bangpoo Industrial Estate (E.P.Z), Tambon Prakasa, Amphur Muangsamutprakarn, Samutprakarn, THA, 10280
Delta Electronics (Thailand) PCL manufactures and distributes power supplies, electronic equipment, and components such as DC fans, EMI filters, solenoids, etc. The group's reportable segments are: Power electronics, Mobility, Infrastructure, Automation, and Others. The majority of its revenue is generated from the Power electronics segment, which designs, manufactures, and sells power supplies applied to computer, server, office automation equipment, and household electric appliances. The Mobility segment makes EV power systems, the Infrastructure segment builds ICT and energy systems, and the Automation segment offers industrial and building automation. Geographically, the group generates maximum revenue from the United States, followed by Singapore, Germany, Taiwan, and other markets.
87GF Score

Get the complete analysis for BKK:DELTA-R

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

฿199.00
Price
฿127.68
GF Value