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Lojas RennerBSP:LREN3 +1.47%87 Forward Rate of Return (Yacktman) % is 21.62% as of Jun. 2026, which is 59% above its 10-year median of 13.63. GuruFocus rates BSP:LREN3 with a GF Score™ of 87/100 and a GF Value™ of R$16.40 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 791 Retail - Cyclical companies, Lojas Renner ranks better than 81.29% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Lojas Renner's forward rate of return for was 21.62%.
The historical rank and industry rank for Lojas Renner's Forward Rate of Return (Yacktman) % or its related term are showing as below:
BSP:LREN3'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 6.01 Med: 13.63 Max: 25.11
Current: 25.11
During the past 13 years, Lojas Renner's highest Forward Rate of Return was 25.11. The lowest was 6.01. And the median was 13.63.
BSP:LREN3's Forward Rate of Return (Yacktman) % is ranked better than 81.29% of 791
companies
in the Retail - Cyclical industry
Industry Median: 12.82
vs BSP:LREN3: 25.11
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.
Lojas Renner (BSP:LREN3) 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.
Lojas Renner Forward Rate of Return (Yacktman) % Related Terms
Lojas Renner Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Lojas Renner'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.
Lojas Renner Forward Rate of Return (Yacktman) % Chart
BSP:LREN3 vs DDS, M: Forward Rate of Return (Yacktman) % Comparison
For the Department Stores subindustry, Lojas Renner'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.
Lojas Renner Forward Rate of Return (Yacktman) % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Lojas Renner's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Lojas Renner's Forward Rate of Return (Yacktman) % falls into.
Lojas Renner 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).
Lojas Renner's Forward Rate of Return of Jun. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
1.35561905
/
14.76
+
0.1244
=
21.62 %
* 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 21.62% mean?
Lojas Renner (BSP:LREN3) has a Forward Rate of Return (Yacktman) % of 21.62% 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 Lojas Renner and its competitors. This is 59% above median its historical median of 13.63. Over the past decade, Lojas Renner's Forward Rate of Return (Yacktman) % has ranged from 6.01 to 25.11. According to the industry distribution chart, Lojas Renner ranks #148 out of 791 companies in the Retail - Cyclical industry, placing it in the top 18.7%.
Is Lojas Renner's Forward Rate of Return (Yacktman) % too high?
Lojas Renner's current Forward Rate of Return (Yacktman) % of 21.62% is 59% above median its 10-year median of 13.63. Over the past 10 years, this metric has ranged from a low of 6.01 to a high of 25.11. The Retail - Cyclical industry median Forward Rate of Return (Yacktman) % is 12.82. Lojas Renner's value of 21.62% is 68.6% above this industry median. Based on the distribution chart, Lojas Renner ranks #148 out of 791 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Lojas Renner has a GF Score™ of 87/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Lojas Renner's Forward Rate of Return (Yacktman) % compare to DDS and M?
According to the Retail - Cyclical industry distribution chart, Lojas Renner ranks #148 out of 791 companies for Forward Rate of Return (Yacktman) %. This places Lojas Renner in the top 19% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 12.82. Lojas Renner's value of 21.62% is 68.6% above this benchmark. Historically, Lojas Renner's own Forward Rate of Return (Yacktman) % has ranged from 6.01 to 25.11 over the past decade. While the company's 10-year median is 13.63 vs. the industry median of 12.82, Lojas Renner 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 Retail - Cyclical company?
The median Forward Rate of Return (Yacktman) % among Retail - Cyclical companies is 12.82, based on 791 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. Lojas Renner's current Forward Rate of Return (Yacktman) % of 21.62% is 68.6% 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 Lojas Renner and its competitors. For the Retail - Cyclical industry, the median Forward Rate of Return (Yacktman) % is 12.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lojas Renner's current Forward Rate of Return (Yacktman) % is 21.62%, which is 59% above median its own 10-year median of 13.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lojas Renner stock overvalued right now?
Based on GuruFocus' analysis, Lojas Renner (BSP:LREN3) is currently considered Significantly Undervalued. The stock's GF Value™ is R$16.40, compared to a current price of R$11.06 — trading 32.6% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 21.62%, which is 59% above median its 10-year median of 13.63 and 68.6% above the Retail - Cyclical industry median of 12.82. Lojas Renner's overall GF Score™ is 87/100 with 1 warning sign 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 Lojas Renner (BSP:LREN3), the current Forward Rate of Return (Yacktman) % is 21.62% 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 Lojas Renner (BSP:LREN3) Overvalued in 2026?
Based on GuruFocus' analysis, Lojas Renner stock appears to be undervalued.
The current stock price of R$11.06 is trading 32.6% below its estimated GF Value™ of R$16.40.
GuruFocus considers Lojas Renner to be Significantly Undervalued.
Key valuation signals for BSP:LREN3:
Forward Rate of Return (Yacktman) %: 21.62% (59% above median its 10-year median of 13.63)
GF Value™: R$16.40 vs. price of R$11.06 (32.6% below fair value)
Industry Position: 68.6% above the Retail - Cyclical median (#148 of 791)
No single metric tells the full story. See the BSP:LREN3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Lojas Renner SA is an omnichannel fashion retailer in Brazil, bringing together the Renner, Camicado, Youcom, Realize, and Repassa brands in a fashion and lifestyle ecosystem that connects customers through digital channels and physical stores distributed across Brazil, Argentina, and Uruguay. It operates in two segments namely Retail engaged in trade of clothing, perfumery, cosmetics, watches and home & decoration, urban deliveries and logistics management solutions covering the operations of Renner, Camicado, Youcom, Repassa, Uello and operations in Uruguay and Argentina; and Financial products engaged in granting of individual and corporate loans, financing of purchases, insurance and the practice of receivables and payables inherent to credit, financing and investment companies.
87GF Score
Get the complete analysis for BSP:LREN3
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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