CCORF (Canaccord Genuity Group) Forward Rate of Return (Yacktman) %: 4.99% (As of Mar. 2026) — 80% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CCORF Canaccord Genuity Group Inc CCORF
70 GF Score
Price $10.39
GF Value $8.21
Valuation Modestly Overvalued
! 7 Warning Signs
View Full Analysis

What is Canaccord Genuity Group Forward Rate of Return (Yacktman) %?

Canaccord Genuity Group CCORF -0.48% 70 Forward Rate of Return (Yacktman) % is 4.99% as of Mar. 2026, which is 80% below its 10-year median of 24.35. GuruFocus rates CCORF with a GF Score™ of 70/100 and a GF Value™ of $8.21 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 515 Capital Markets companies, Canaccord Genuity Group ranks worse than 65.24% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Canaccord Genuity Group's forward rate of return for was 4.99%.

The historical rank and industry rank for Canaccord Genuity Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:

CCORF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -0.21   Med: 24.35   Max: 63.2
Current: 0.75

During the past 13 years, Canaccord Genuity Group's highest Forward Rate of Return was 63.20. The lowest was -0.21. And the median was 24.35.

CCORF's Forward Rate of Return (Yacktman) % is ranked worse than
65.24% of 515 companies
in the Capital Markets industry
Industry Median: 9.58 vs CCORF: 0.75

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.


Canaccord Genuity Group  (OTCPK:CCORF) 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.


Canaccord Genuity Group Forward Rate of Return (Yacktman) % Related Terms


Canaccord Genuity Group Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Canaccord Genuity 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.

Canaccord Genuity Group Forward Rate of Return (Yacktman) % Chart

Canaccord Genuity Group Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 49.74 39.38 20.63 25.18 4.99

Canaccord Genuity Group 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 25.18 12.43 6.59 5.45 4.99

CCORF vs MS, GS, SCHW: Forward Rate of Return (Yacktman) % Comparison

For the Capital Markets subindustry, Canaccord Genuity 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.


Canaccord Genuity Group Forward Rate of Return (Yacktman) % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Canaccord Genuity Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Canaccord Genuity Group's Forward Rate of Return (Yacktman) % falls into.


CCORF
70GF Score
Canaccord Genuity Group Inc CCORF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Canaccord Genuity 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).

Canaccord Genuity Group's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=2.15371429/8.278+-0.219
=4.12 %

* 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 4.99% mean?
Canaccord Genuity Group (CCORF) has a Forward Rate of Return (Yacktman) % of 4.99% 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 Canaccord Genuity Group and its competitors. This is 80% below median its historical median of 24.35. According to the industry distribution chart, Canaccord Genuity Group ranks #336 out of 515 companies in the Capital Markets industry, placing it in the top 65.2%.
Is Canaccord Genuity Group's Forward Rate of Return (Yacktman) % too high?
Canaccord Genuity Group's current Forward Rate of Return (Yacktman) % of 4.99% is 80% below median its 10-year median of 24.35. The Capital Markets industry median Forward Rate of Return (Yacktman) % is 9.58. Canaccord Genuity Group's value of 4.99% is 47.9% below this industry median. Based on the distribution chart, Canaccord Genuity Group ranks #336 out of 515 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Canaccord Genuity Group has a GF Score™ of 70/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Canaccord Genuity Group's Forward Rate of Return (Yacktman) % compare to MS and GS?
According to the Capital Markets industry distribution chart, Canaccord Genuity Group ranks #336 out of 515 companies for Forward Rate of Return (Yacktman) %. This places Canaccord Genuity Group in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 9.58. Canaccord Genuity Group's value of 4.99% is 47.9% below this benchmark. While the company's 10-year median is 24.35 vs. the industry median of 9.58, Canaccord Genuity Group has consistently been below 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 Capital Markets company?
The median Forward Rate of Return (Yacktman) % among Capital Markets companies is 9.58, based on 515 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. Canaccord Genuity Group's current Forward Rate of Return (Yacktman) % of 4.99% is 47.9% below 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 Canaccord Genuity Group and its competitors. For the Capital Markets industry, the median Forward Rate of Return (Yacktman) % is 9.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Canaccord Genuity Group's current Forward Rate of Return (Yacktman) % is 4.99%, which is 80% below median its own 10-year median of 24.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Canaccord Genuity Group stock overvalued right now?
Based on GuruFocus' analysis, Canaccord Genuity Group (CCORF) is currently considered Modestly Overvalued. The stock's GF Value™ is $8.21, compared to a current price of $10.39 — trading 26.6% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 4.99%, which is 80% below median its 10-year median of 24.35 and 47.9% below the Capital Markets industry median of 9.58. Canaccord Genuity Group's overall GF Score™ is 70/100 with 7 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 Canaccord Genuity Group (CCORF), the current Forward Rate of Return (Yacktman) % is 4.99% 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 Canaccord Genuity Group (CCORF) Overvalued in 2026?

Based on GuruFocus' analysis, Canaccord Genuity Group stock appears to be overvalued. The current stock price of $10.39 is trading 26.6% above its estimated GF Value™ of $8.21. GuruFocus considers Canaccord Genuity Group to be Modestly Overvalued.

Key valuation signals for CCORF:

  • Forward Rate of Return (Yacktman) %: 4.99% (80% below median its 10-year median of 24.35)
  • GF Value™: $8.21 vs. price of $10.39 (26.6% above fair value)
  • GF Score™: 70/100 with 7 warning signs
  • Industry Position: 47.9% below the Capital Markets median (#336 of 515)

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


Canaccord Genuity Group Business Description

Address 1133 Melville Street, Suite 1200, The Stack, Vancouver, BC, CAN, V6E 4E5
Canaccord Genuity Group Inc is an independent, full-service financial services firm. The company's segment reporting is based on the following operating segments: Canaccord Genuity Capital Markets, Canaccord Genuity Wealth Management, and Corporate and Other. It generates revenue by providing value to its individual, institutional, and corporate clients through comprehensive investment solutions, brokerage services, and investment banking services. Maximum revenue is generated from the Canaccord Genuity Wealth Management segment, which provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, Australia, and the UK & Crown dependencies. Geographically, the group derives maximum revenue from its business in Canada.
70GF Score

Get the complete analysis for CCORF

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

$10.39
Price
$8.21
GF Value