Sis Distribution (Thailand) PCL (BKK:SIS-R) Forward Rate of Return (Yacktman) %: 11.50% (As of Mar. 2026) — 36% Below Median


BKK:SIS-R Sis Distribution (Thailand) PCL BKK:SIS-R
89 GF Score
Price ฿21.37
GF Value ฿20.90
! 2 Warning Signs
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What is Sis Distribution (Thailand) PCL Forward Rate of Return (Yacktman) %?

Sis Distribution (Thailand) PCL BKK:SIS-R 89 Forward Rate of Return (Yacktman) % is 11.50% as of Mar. 2026, which is 36% below its 10-year median of 17.89. GuruFocus rates BKK:SIS-R with a GF Score™ of 89/100 and a GF Value™ of ฿20.90. The stock has 2 warning signs investors should review. Among 1,714 Hardware companies, Sis Distribution (Thailand) PCL ranks better than 62.19% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Sis Distribution (Thailand) PCL's forward rate of return for was 11.50%.

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

BKK:SIS-R' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 9.74   Med: 17.89   Max: 39.53
Current: 10.67

During the past 13 years, Sis Distribution (Thailand) PCL's highest Forward Rate of Return was 39.53. The lowest was 9.74. And the median was 17.89.

BKK:SIS-R's Forward Rate of Return (Yacktman) % is ranked better than
62.19% of 1714 companies
in the Hardware industry
Industry Median: 4.7 vs BKK:SIS-R: 10.67

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.


Sis Distribution (Thailand) PCL  (BKK:SIS-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.


Sis Distribution (Thailand) PCL Forward Rate of Return (Yacktman) % Related Terms


Sis Distribution (Thailand) PCL Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Sis Distribution (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.

Sis Distribution (Thailand) PCL Forward Rate of Return (Yacktman) % Chart

Sis Distribution (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 18.15 18.69 14.75 11.92 11.95

Sis Distribution (Thailand) PCL Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 11.95 11.06 11.15 11.95 11.50

BKK:SIS-R vs SNX, ARW, AVT: Forward Rate of Return (Yacktman) % Comparison

For the Electronics & Computer Distribution subindustry, Sis Distribution (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.


Sis Distribution (Thailand) PCL Forward Rate of Return (Yacktman) % vs Hardware Industry

For the Hardware industry and Technology sector, Sis Distribution (Thailand) PCL's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


BKK:SIS-R
89GF Score
Sis Distribution (Thailand) PCL BKK:SIS-R
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Sis Distribution (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).

Sis Distribution (Thailand) PCL's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.78342857/21.36696+0.0339
=11.74 %

* 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 11.50% mean?
Sis Distribution (Thailand) PCL (BKK:SIS-R) has a Forward Rate of Return (Yacktman) % of 11.50% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Sis Distribution (Thailand) PCL and its competitors. This is 36% below median its historical median of 17.89. Over the past decade, Sis Distribution (Thailand) PCL's Forward Rate of Return (Yacktman) % has ranged from 9.74 to 39.53. According to the industry distribution chart, Sis Distribution (Thailand) PCL ranks #648 out of 1714 companies in the Hardware industry, placing it in the top 37.8%.
Is Sis Distribution (Thailand) PCL's Forward Rate of Return (Yacktman) % too high?
Sis Distribution (Thailand) PCL's current Forward Rate of Return (Yacktman) % of 11.50% is 36% below median its 10-year median of 17.89. Over the past 10 years, this metric has ranged from a low of 9.74 to a high of 39.53. The Hardware industry median Forward Rate of Return (Yacktman) % is 4.70. Sis Distribution (Thailand) PCL's value of 11.50% is 144.7% above this industry median. Based on the distribution chart, Sis Distribution (Thailand) PCL ranks #648 out of 1714 companies in the Hardware industry, which is above the industry midpoint. Overall, Sis Distribution (Thailand) PCL has a GF Score™ of 89/100, reflecting its overall financial health beyond just this single metric.
How does Sis Distribution (Thailand) PCL's Forward Rate of Return (Yacktman) % compare to SNX and ARW?
According to the Hardware industry distribution chart, Sis Distribution (Thailand) PCL ranks #648 out of 1714 companies for Forward Rate of Return (Yacktman) %. This puts Sis Distribution (Thailand) PCL in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 4.70. Sis Distribution (Thailand) PCL's value of 11.50% is 144.7% above this benchmark. Historically, Sis Distribution (Thailand) PCL's own Forward Rate of Return (Yacktman) % has ranged from 9.74 to 39.53 over the past decade. While the company's 10-year median is 17.89 vs. the industry median of 4.70, Sis Distribution (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 a Hardware company?
The median Forward Rate of Return (Yacktman) % among Hardware companies is 4.70, based on 1,714 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. Sis Distribution (Thailand) PCL's current Forward Rate of Return (Yacktman) % of 11.50% is 144.7% 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 Sis Distribution (Thailand) PCL and its competitors. For the Hardware industry, the median Forward Rate of Return (Yacktman) % is 4.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sis Distribution (Thailand) PCL's current Forward Rate of Return (Yacktman) % is 11.50%, which is 36% below median its own 10-year median of 17.89. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sis Distribution (Thailand) PCL stock overvalued right now?
Sis Distribution (Thailand) PCL (BKK:SIS-R) has a current Forward Rate of Return (Yacktman) % of 11.50%. The stock's GF Value™ is ฿20.90, compared to a current price of ฿21.37 — trading 2.2% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 11.50%, which is 36% below median its 10-year median of 17.89 and 144.7% above the Hardware industry median of 4.70. Sis Distribution (Thailand) PCL's overall GF Score™ is 89/100 with 2 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 Sis Distribution (Thailand) PCL (BKK:SIS-R), the current Forward Rate of Return (Yacktman) % is 11.50% as of Mar. 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 Sis Distribution (Thailand) PCL (BKK:SIS-R) Overvalued in 2026?

Based on GuruFocus' analysis, Sis Distribution (Thailand) PCL stock appears to be overvalued. The current stock price of ฿21.37 is trading 2.2% above its estimated GF Value™ of ฿20.90.

Key valuation signals for BKK:SIS-R:

  • Forward Rate of Return (Yacktman) %: 11.50% (36% below median its 10-year median of 17.89)
  • GF Value™: ฿20.90 vs. price of ฿21.37 (2.2% above fair value)
  • GF Score™: 89/100 with 2 warning signs
  • Industry Position: 144.7% above the Hardware median (#648 of 1714)

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


Sis Distribution (Thailand) PCL Business Description

Other Exchanges SIS:Thailand
Address Ratchadaphisek Road, 9 Pakin Building, 9th Floor, Room Number 901, Din Daeng, Bangkok, THA, 10400
Sis Distribution (Thailand) PCL is engaged in the distribution of computer components, smartphones, office automation equipment, service and rental of computers and accessories. The company operates as a distributor for various IT product manufacturers such as Asus, Acer, Brother, Dell, Fortinet, Hewlett Packard Enterprise, HP Inc, Lenovo, Samsung, Xiaomi, etc. It has four reportable segments: Commercial products, Consumer products, Value-added products, and Phones. Maximum revenue is generated from the Consumer products segment, which distributes products for household use, such as personal computers, printers, and IoT devices. Geographically, the company operates in Thailand only.
89GF Score

Get the complete analysis for BKK:SIS-R

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

฿21.37
Price
฿20.90
GF Value