North East Rubber PCL (BKK:NER-R) Forward Rate of Return (Yacktman) %: 6.24% (As of Dec. 2025) — 60% Below Median


BKK:NER-R North East Rubber PCL BKK:NER-R
88 GF Score
Price ฿4.76
GF Value ฿5.92
! 5 Warning Signs
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What is North East Rubber PCL Forward Rate of Return (Yacktman) %?

North East Rubber PCL BKK:NER-R 88 Forward Rate of Return (Yacktman) % is 6.24% as of Dec. 2025, which is 60% below its 10-year median of 15.48. GuruFocus rates BKK:NER-R with a GF Score™ of 88/100 and a GF Value™ of ฿5.92. The stock has 5 warning signs investors should review. Among 1,251 Chemicals companies, North East Rubber PCL ranks better than 56.83% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. North East Rubber PCL's forward rate of return for was 6.24%.

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

BKK:NER-R' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 6.23   Med: 15.48   Max: 20
Current: 6.24

During the past 12 years, North East Rubber PCL's highest Forward Rate of Return was 20.00. The lowest was 6.23. And the median was 15.48.

BKK:NER-R's Forward Rate of Return (Yacktman) % is ranked better than
56.83% of 1251 companies
in the Chemicals industry
Industry Median: 3.63 vs BKK:NER-R: 6.24

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.


North East Rubber PCL  (BKK:NER-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.


North East Rubber PCL Forward Rate of Return (Yacktman) % Related Terms


North East Rubber PCL Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for North East Rubber 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.

North East Rubber PCL Forward Rate of Return (Yacktman) % Chart

North East Rubber 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 0.00 14.90 13.70 15.23 6.24

North East Rubber PCL Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 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 15.23 14.12 11.09 8.57 6.24

BKK:NER-R vs LIN, SHW, ECL: Forward Rate of Return (Yacktman) % Comparison

For the Specialty Chemicals subindustry, North East Rubber 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.


North East Rubber PCL Forward Rate of Return (Yacktman) % vs Chemicals Industry

For the Chemicals industry and Basic Materials sector, North East Rubber PCL's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where North East Rubber PCL's Forward Rate of Return (Yacktman) % falls into.


BKK:NER-R
88GF Score
North East Rubber PCL BKK:NER-R
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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North East Rubber 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).

North East Rubber PCL's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-0.01390476/4.09959+0.0655
=6.21 %

* 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 6.24% mean?
North East Rubber PCL (BKK:NER-R) has a Forward Rate of Return (Yacktman) % of 6.24% 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 North East Rubber PCL and its competitors. This is 60% below median its historical median of 15.48. Over the past decade, North East Rubber PCL's Forward Rate of Return (Yacktman) % has ranged from 6.23 to 20.00. According to the industry distribution chart, North East Rubber PCL ranks #540 out of 1251 companies in the Chemicals industry, placing it in the top 43.2%.
Is North East Rubber PCL's Forward Rate of Return (Yacktman) % too high?
North East Rubber PCL's current Forward Rate of Return (Yacktman) % of 6.24% is 60% below median its 10-year median of 15.48. Over the past 10 years, this metric has ranged from a low of 6.23 to a high of 20.00. The Chemicals industry median Forward Rate of Return (Yacktman) % is 3.63. North East Rubber PCL's value of 6.24% is 71.9% above this industry median. Based on the distribution chart, North East Rubber PCL ranks #540 out of 1251 companies in the Chemicals industry, which is above the industry midpoint. Overall, North East Rubber PCL has a GF Score™ of 88/100, reflecting its overall financial health beyond just this single metric.
How does North East Rubber PCL's Forward Rate of Return (Yacktman) % compare to LIN and SHW?
According to the Chemicals industry distribution chart, North East Rubber PCL ranks #540 out of 1251 companies for Forward Rate of Return (Yacktman) %. This puts North East Rubber PCL in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 3.63. North East Rubber PCL's value of 6.24% is 71.9% above this benchmark. Historically, North East Rubber PCL's own Forward Rate of Return (Yacktman) % has ranged from 6.23 to 20.00 over the past decade. While the company's 10-year median is 15.48 vs. the industry median of 3.63, North East Rubber 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 a Chemicals company?
The median Forward Rate of Return (Yacktman) % among Chemicals companies is 3.63, based on 1,251 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. North East Rubber PCL's current Forward Rate of Return (Yacktman) % of 6.24% is 71.9% 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 North East Rubber PCL and its competitors. For the Chemicals industry, the median Forward Rate of Return (Yacktman) % is 3.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. North East Rubber PCL's current Forward Rate of Return (Yacktman) % is 6.24%, which is 60% below median its own 10-year median of 15.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is North East Rubber PCL stock overvalued right now?
North East Rubber PCL (BKK:NER-R) has a current Forward Rate of Return (Yacktman) % of 6.24%. The stock's GF Value™ is ฿5.92, compared to a current price of ฿4.76 — trading 19.6% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 6.24%, which is 60% below median its 10-year median of 15.48 and 71.9% above the Chemicals industry median of 3.63. North East Rubber PCL's overall GF Score™ is 88/100 with 5 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 North East Rubber PCL (BKK:NER-R), the current Forward Rate of Return (Yacktman) % is 6.24% 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 North East Rubber PCL (BKK:NER-R) Overvalued in 2026?

Based on GuruFocus' analysis, North East Rubber PCL stock appears to be undervalued. The current stock price of ฿4.76 is trading 19.6% below its estimated GF Value™ of ฿5.92.

Key valuation signals for BKK:NER-R:

  • Forward Rate of Return (Yacktman) %: 6.24% (60% below median its 10-year median of 15.48)
  • GF Value™: ฿5.92 vs. price of ฿4.76 (19.6% below fair value)
  • GF Score™: 88/100 with 5 warning signs
  • Industry Position: 71.9% above the Chemicals median (#540 of 1251)

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


North East Rubber PCL Business Description

Other Exchanges NER:Thailand
Address 398 Moo 4 Khok Ma, Prakhon Chai, Buriram Province, Bangkok, THA, 31140
North East Rubber PCL Company and its subsidiary have a single core operating segment (identified by internal reporting segments), i.e., manufacturing and sales of rubber smoked sheets, skim block rubbers, and other rubber products, both domestically and abroad. Geographically, the maximum revenue is generated from Thailand.
88GF Score

Get the complete analysis for BKK:NER-R

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

฿4.76
Price
฿5.92
GF Value