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CCL IndustriesCCLLF -2.27%85 Forward Rate of Return (Yacktman) % is 12.79% as of Mar. 2026, which is 11% below its 10-year median of 14.31. GuruFocus rates CCLLF with a GF Scoreâ„¢ of 85/100 and a GF Valueâ„¢ of $56.57. The stock has 5 warning signs investors should review. Among 318 Packaging & Containers companies, CCL Industries ranks better than 66.04% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. CCL Industries's forward rate of return for was 12.79%.
The historical rank and industry rank for CCL Industries's Forward Rate of Return (Yacktman) % or its related term are showing as below:
CCLLF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 8.93 Med: 14.31 Max: 24.34
Current: 12.6
During the past 13 years, CCL Industries's highest Forward Rate of Return was 24.34. The lowest was 8.93. And the median was 14.31.
CCLLF's Forward Rate of Return (Yacktman) % is ranked better than 66.04% of 318
companies
in the Packaging & Containers industry
Industry Median: 6.665
vs CCLLF: 12.60
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.
CCL Industries (OTCPK:CCLLF) 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.
CCL Industries Forward Rate of Return (Yacktman) % Related Terms
CCL Industries Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for CCL Industries'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.
CCL Industries Forward Rate of Return (Yacktman) % Chart
CCLLF vs SW, PKG, IP: Forward Rate of Return (Yacktman) % Comparison
For the Packaging & Containers subindustry, CCL Industries'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.
CCL Industries Forward Rate of Return (Yacktman) % vs Packaging & Containers Industry
For the Packaging & Containers industry and Consumer Cyclical sector, CCL Industries's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where CCL Industries's Forward Rate of Return (Yacktman) % falls into.
CCL Industries 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 12.79% mean?
CCL Industries (CCLLF) has a Forward Rate of Return (Yacktman) % of 12.79% 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 CCL Industries and its competitors. This is 11% below median its historical median of 14.31. Over the past decade, CCL Industries' Forward Rate of Return (Yacktman) % has ranged from 8.93 to 24.34. According to the industry distribution chart, CCL Industries ranks #108 out of 318 companies in the Packaging & Containers industry, placing it in the top 34%.
Is CCL Industries' Forward Rate of Return (Yacktman) % too high?
CCL Industries' current Forward Rate of Return (Yacktman) % of 12.79% is 11% below median its 10-year median of 14.31. Over the past 10 years, this metric has ranged from a low of 8.93 to a high of 24.34. The Packaging & Containers industry median Forward Rate of Return (Yacktman) % is 6.67. CCL Industries' value of 12.79% is 91.9% above this industry median. Based on the distribution chart, CCL Industries ranks #108 out of 318 companies in the Packaging & Containers industry, which is above the industry midpoint. Overall, CCL Industries has a GF Scoreâ„¢ of 85/100, reflecting its overall financial health beyond just this single metric.
How does CCL Industries' Forward Rate of Return (Yacktman) % compare to SW and PKG?
According to the Packaging & Containers industry distribution chart, CCL Industries ranks #108 out of 318 companies for Forward Rate of Return (Yacktman) %. This puts CCL Industries in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.67. CCL Industries' value of 12.79% is 91.9% above this benchmark. Historically, CCL Industries' own Forward Rate of Return (Yacktman) % has ranged from 8.93 to 24.34 over the past decade. While the company's 10-year median is 14.31 vs. the industry median of 6.67, CCL Industries 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 Packaging & Containers company?
The median Forward Rate of Return (Yacktman) % among Packaging & Containers companies is 6.67, based on 318 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. CCL Industries's current Forward Rate of Return (Yacktman) % of 12.79% is 91.9% 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 CCL Industries and its competitors. For the Packaging & Containers industry, the median Forward Rate of Return (Yacktman) % is 6.67 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CCL Industries's current Forward Rate of Return (Yacktman) % is 12.79%, which is 11% below median its own 10-year median of 14.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CCL Industries stock overvalued right now?
CCL Industries (CCLLF) has a current Forward Rate of Return (Yacktman) % of 12.79%. The stock's GF Value™ is $56.57, compared to a current price of $61.66 — trading 9% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 12.79%, which is 11% below median its 10-year median of 14.31 and 91.9% above the Packaging & Containers industry median of 6.67. CCL Industries' overall GF Score™ is 85/100 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 CCL Industries (CCLLF), the current Forward Rate of Return (Yacktman) % is 12.79% 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 CCL Industries (CCLLF) Overvalued in 2026?
Based on GuruFocus' analysis, CCL Industries stock appears to be overvalued.
The current stock price of $61.66 is trading 9% above its estimated GF Value™ of $56.57.
Key valuation signals for CCLLF:
Forward Rate of Return (Yacktman) %: 12.79% (11% below median its 10-year median of 14.31)
GF Value™: $56.57 vs. price of $61.66 (9% above fair value)
Industry Position: 91.9% above the Packaging & Containers median (#108 of 318)
No single metric tells the full story. See the CCLLF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CCL Industries Inc manufactures and sells packaging and packaging-related products. The company operates through various segments, which include The CCL segment, which generates the majority of revenue, and sells pressure-sensitive and extruded film materials used for labels on consumer packaging, healthcare, automotive, and consumer durable products. The Avery segment sells software, labels, tags, dividers, badges, and specialty card products under the Avery brand. The Checkpoint segment includes the manufacturing and selling of technology-driven, inventory management and labeling solutions. Innovia segment manufactures specialty films. Its geographical segments include Canada; USA and Puerto Rico; Mexico, Brazil, Chile, and Argentina; Europe; and Asia, Australia, Africa, and New Zealand.
85GF Score
Get the complete analysis for CCLLF
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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