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Breville GroupBVILF +6.79%95 Forward Rate of Return (Yacktman) % is 12.64% as of Jun. 2026, which is 7% below its 10-year median of 13.52. GuruFocus rates BVILF with a GF Scoreâ„¢ of 95/100 and a GF Valueâ„¢ of $21.43 (Modestly Overvalued). The stock has 3 warning signs investors should review. Among 331 Furnishings, Fixtures & Appliances companies, Breville Group ranks better than 66.47% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Breville Group's forward rate of return for was 12.64%.
The historical rank and industry rank for Breville Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:
BVILF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 5.42 Med: 13.52 Max: 16.11
Current: 12.65
During the past 13 years, Breville Group's highest Forward Rate of Return was 16.11. The lowest was 5.42. And the median was 13.52.
BVILF's Forward Rate of Return (Yacktman) % is ranked better than 66.47% of 331
companies
in the Furnishings, Fixtures & Appliances industry
Industry Median: 5.74
vs BVILF: 12.65
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.
Breville Group (OTCPK:BVILF) 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.
Breville Group Forward Rate of Return (Yacktman) % Related Terms
Breville Group Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Breville Group'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.
Breville Group Forward Rate of Return (Yacktman) % Chart
BVILF vs SN, SGI, MHK: Forward Rate of Return (Yacktman) % Comparison
For the Furnishings, Fixtures & Appliances subindustry, Breville Group'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.
Breville Group Forward Rate of Return (Yacktman) % vs Furnishings, Fixtures & Appliances Industry
For the Furnishings, Fixtures & Appliances industry and Consumer Cyclical sector, Breville Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Breville Group's Forward Rate of Return (Yacktman) % falls into.
Breville Group 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).
* 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 12.64% mean?
Breville Group (BVILF) has a Forward Rate of Return (Yacktman) % of 12.64% 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 Breville Group and its competitors. This is near median its historical median of 13.52. Over the past decade, Breville Group's Forward Rate of Return (Yacktman) % has ranged from 5.42 to 16.11. According to the industry distribution chart, Breville Group ranks #111 out of 331 companies in the Furnishings, Fixtures & Appliances industry, placing it in the top 33.5%.
Is Breville Group's Forward Rate of Return (Yacktman) % too high?
Breville Group's current Forward Rate of Return (Yacktman) % of 12.64% is near median its 10-year median of 13.52. Over the past 10 years, this metric has ranged from a low of 5.42 to a high of 16.11. The Furnishings, Fixtures & Appliances industry median Forward Rate of Return (Yacktman) % is 5.74. Breville Group's value of 12.64% is 120.2% above this industry median. Based on the distribution chart, Breville Group ranks #111 out of 331 companies in the Furnishings, Fixtures & Appliances industry, which is above the industry midpoint. Overall, Breville Group has a GF Scoreâ„¢ of 95/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Breville Group's Forward Rate of Return (Yacktman) % compare to SN and SGI?
According to the Furnishings, Fixtures & Appliances industry distribution chart, Breville Group ranks #111 out of 331 companies for Forward Rate of Return (Yacktman) %. This puts Breville Group in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 5.74. Breville Group's value of 12.64% is 120.2% above this benchmark. Historically, Breville Group's own Forward Rate of Return (Yacktman) % has ranged from 5.42 to 16.11 over the past decade. While the company's 10-year median is 13.52 vs. the industry median of 5.74, Breville Group 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 Furnishings, Fixtures & Appliances company?
The median Forward Rate of Return (Yacktman) % among Furnishings, Fixtures & Appliances companies is 5.74, based on 331 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. Breville Group's current Forward Rate of Return (Yacktman) % of 12.64% is 120.2% 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 Breville Group and its competitors. For the Furnishings, Fixtures & Appliances industry, the median Forward Rate of Return (Yacktman) % is 5.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Breville Group's current Forward Rate of Return (Yacktman) % is 12.64%, which is near median its own 10-year median of 13.52. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Breville Group stock overvalued right now?
Based on GuruFocus' analysis, Breville Group (BVILF) is currently considered Modestly Overvalued. The stock's GF Value™ is $21.43, compared to a current price of $24.70 — trading 15.3% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 12.64%, which is near median its 10-year median of 13.52 and 120.2% above the Furnishings, Fixtures & Appliances industry median of 5.74. Breville Group's overall GF Score™ is 95/100 with 3 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 Breville Group (BVILF), the current Forward Rate of Return (Yacktman) % is 12.64% 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 Breville Group (BVILF) Overvalued in 2026?
Based on GuruFocus' analysis, Breville Group stock appears to be overvalued.
The current stock price of $24.70 is trading 15.3% above its estimated GF Value™ of $21.43.
GuruFocus considers Breville Group to be Modestly Overvalued.
Key valuation signals for BVILF:
Forward Rate of Return (Yacktman) %: 12.64% (near median its 10-year median of 13.52)
GF Value™: $21.43 vs. price of $24.70 (15.3% above fair value)
Industry Position: 120.2% above the Furnishings, Fixtures & Appliances median (#111 of 331)
No single metric tells the full story. See the BVILF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Breville designs and distributes small kitchen appliances globally. The vast majority of revenue is derived from the firm's global product segment, which distributes premium appliances under the Breville brand in Australia, New Zealand, and North America and the Sage brand in the UK and Europe. The company's distribution segment sells products designed and developed by a third party under Breville-owned brands, such as Breville, or third-party brands, such as Nespresso.
95GF Score
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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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