MPC Muenchmeyer Petersen Capital AG (CHIX:MPCKD) Forward Rate of Return (Yacktman) %: 27.19% (As of Dec. 2025) — Near Median

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CHIX:MPCKD MPC Muenchmeyer Petersen Capital AG CHIX:MPCKD
80 GF Score
Price €1.30
GF Value €1.16
! 7 Warning Signs
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What is MPC Muenchmeyer Petersen Capital AG Forward Rate of Return (Yacktman) %?

MPC Muenchmeyer Petersen Capital AG CHIX:MPCKD 80 Forward Rate of Return (Yacktman) % is 27.19% as of Dec. 2025, which is 3% above its 10-year median of 26.30. GuruFocus rates CHIX:MPCKD with a GF Score™ of 80/100 and a GF Value™ of €1.16. The stock has 7 warning signs investors should review. Among 1,175 Asset Management companies, MPC Muenchmeyer Petersen Capital AG ranks better than 94.38% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. MPC Muenchmeyer Petersen Capital AG's forward rate of return for was 27.19%.

The historical rank and industry rank for MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return (Yacktman) % or its related term are showing as below:

CHIX:MPCKd' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 25.4   Med: 26.3   Max: 27.26
Current: 26.39

During the past 13 years, MPC Muenchmeyer Petersen Capital AG's highest Forward Rate of Return was 27.26. The lowest was 25.40. And the median was 26.30.

CHIX:MPCKd's Forward Rate of Return (Yacktman) % is ranked better than
94.38% of 1175 companies
in the Asset Management industry
Industry Median: 4.44 vs CHIX:MPCKd: 26.39

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.


MPC Muenchmeyer Petersen Capital AG  (CHIX:MPCKd) 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.


MPC Muenchmeyer Petersen Capital AG Forward Rate of Return (Yacktman) % Related Terms


MPC Muenchmeyer Petersen Capital AG Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for MPC Muenchmeyer Petersen Capital AG'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.

MPC Muenchmeyer Petersen Capital AG Forward Rate of Return (Yacktman) % Chart

MPC Muenchmeyer Petersen Capital AG 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 0.00 0.00 0.00 25.76 27.19

MPC Muenchmeyer Petersen Capital AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 0.00 0.00 25.76 0.00 27.19

CHIX:MPCKD vs BLK, BX, KKR: Forward Rate of Return (Yacktman) % Comparison

For the Asset Management subindustry, MPC Muenchmeyer Petersen Capital AG'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.


MPC Muenchmeyer Petersen Capital AG Forward Rate of Return (Yacktman) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return (Yacktman) % falls into.


CHIX:MPCKD
80GF Score
MPC Muenchmeyer Petersen Capital AG CHIX:MPCKD
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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MPC Muenchmeyer Petersen Capital AG 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).

MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.34883333/1.3+0.2
=46.83 %

* 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 27.19% mean?
MPC Muenchmeyer Petersen Capital AG (CHIX:MPCKD) has a Forward Rate of Return (Yacktman) % of 27.19% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on MPC Muenchmeyer Petersen Capital AG and its competitors. This is near median its historical median of 26.30. Over the past decade, MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return (Yacktman) % has ranged from 25.40 to 27.26. According to the industry distribution chart, MPC Muenchmeyer Petersen Capital AG ranks #66 out of 1175 companies in the Asset Management industry, placing it in the top 5.6%.
Is MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return (Yacktman) % too high?
MPC Muenchmeyer Petersen Capital AG's current Forward Rate of Return (Yacktman) % of 27.19% is near median its 10-year median of 26.30. Over the past 10 years, this metric has ranged from a low of 25.40 to a high of 27.26. The Asset Management industry median Forward Rate of Return (Yacktman) % is 4.44. MPC Muenchmeyer Petersen Capital AG's value of 27.19% is 512.4% above this industry median. Based on the distribution chart, MPC Muenchmeyer Petersen Capital AG ranks #66 out of 1175 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, MPC Muenchmeyer Petersen Capital AG has a GF Score™ of 80/100, reflecting its overall financial health beyond just this single metric.
How does MPC Muenchmeyer Petersen Capital AG's Forward Rate of Return (Yacktman) % compare to BLK and BX?
According to the Asset Management industry distribution chart, MPC Muenchmeyer Petersen Capital AG ranks #66 out of 1175 companies for Forward Rate of Return (Yacktman) %. This places MPC Muenchmeyer Petersen Capital AG in the top 6% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 4.44. MPC Muenchmeyer Petersen Capital AG's value of 27.19% is 512.4% above this benchmark. Historically, MPC Muenchmeyer Petersen Capital AG's own Forward Rate of Return (Yacktman) % has ranged from 25.40 to 27.26 over the past decade. While the company's 10-year median is 26.30 vs. the industry median of 4.44, MPC Muenchmeyer Petersen Capital AG 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 an Asset Management company?
The median Forward Rate of Return (Yacktman) % among Asset Management companies is 4.44, based on 1,175 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. MPC Muenchmeyer Petersen Capital AG's current Forward Rate of Return (Yacktman) % of 27.19% is 512.4% 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 MPC Muenchmeyer Petersen Capital AG and its competitors. For the Asset Management industry, the median Forward Rate of Return (Yacktman) % is 4.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MPC Muenchmeyer Petersen Capital AG's current Forward Rate of Return (Yacktman) % is 27.19%, which is near median its own 10-year median of 26.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MPC Muenchmeyer Petersen Capital AG stock overvalued right now?
MPC Muenchmeyer Petersen Capital AG (CHIX:MPCKD) has a current Forward Rate of Return (Yacktman) % of 27.19%. The stock's GF Value™ is €1.16, compared to a current price of €1.30 — trading 12.1% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 27.19%, which is near median its 10-year median of 26.30 and 512.4% above the Asset Management industry median of 4.44. MPC Muenchmeyer Petersen Capital AG's overall GF Score™ is 80/100 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 MPC Muenchmeyer Petersen Capital AG (CHIX:MPCKD), the current Forward Rate of Return (Yacktman) % is 27.19% as of Dec. 2025. 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 MPC Muenchmeyer Petersen Capital AG (CHIX:MPCKD) Overvalued in 2026?

Based on GuruFocus' analysis, MPC Muenchmeyer Petersen Capital AG stock appears to be overvalued. The current stock price of €1.30 is trading 12.1% above its estimated GF Value™ of €1.16.

Key valuation signals for CHIX:MPCKD:

  • Forward Rate of Return (Yacktman) %: 27.19% (near median its 10-year median of 26.30)
  • GF Value™: €1.16 vs. price of €1.30 (12.1% above fair value)
  • GF Score™: 80/100 with 7 warning signs
  • Industry Position: 512.4% above the Asset Management median (#66 of 1175)

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


MPC Muenchmeyer Petersen Capital AG Business Description

Other Exchanges MPCK:Germany
Address Palmaille 67, Hamburg, DEU, 22767
MPC Muenchmeyer Petersen Capital AG is an independent asset and investment manager for real asset investments. The company, with its subsidiaries, develops and manages real asset investments and investment products for international institutional investors, family offices, and professional investors. Its segments consist of Real Estate, Renewables, and Shipping.
80GF 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.

€1.30
Price
€1.16
GF Value