Storskogen Group AB (CHIX:STORCS) Forward Rate of Return (Yacktman) %: 35.87% (As of Mar. 2026) — 14% Above Median

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CHIX:STORCS Storskogen Group AB CHIX:STORCS
71 GF Score
Price kr8.99
GF Value kr9.35
Valuation Fairly Valued
! 5 Warning Signs
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What is Storskogen Group AB Forward Rate of Return (Yacktman) %?

Storskogen Group AB CHIX:STORCS 71 Forward Rate of Return (Yacktman) % is 35.87% as of Mar. 2026, which is 14% above its 10-year median of 31.59. GuruFocus rates CHIX:STORCS with a GF Score™ of 71/100 and a GF Value™ of kr9.35 (Fairly Valued). The stock has 5 warning signs investors should review. Among 428 Conglomerates companies, Storskogen Group AB ranks better than 92.99% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Storskogen Group AB's forward rate of return for was 35.87%.

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

CHIX:STORCs' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 20   Med: 31.59   Max: 36.2
Current: 34.53

During the past 8 years, Storskogen Group AB's highest Forward Rate of Return was 36.20. The lowest was 20.00. And the median was 31.59.

CHIX:STORCs's Forward Rate of Return (Yacktman) % is ranked better than
92.99% of 428 companies
in the Conglomerates industry
Industry Median: 13.785 vs CHIX:STORCs: 34.53

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.


Storskogen Group AB  (CHIX:STORCs) 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.


Storskogen Group AB Forward Rate of Return (Yacktman) % Related Terms


Storskogen Group AB Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Storskogen Group AB'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.

Storskogen Group AB Forward Rate of Return (Yacktman) % Chart

Storskogen Group AB Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial 0.00 0.00 0.00 0.00 31.55

Storskogen Group AB 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 0.00 0.00 0.00 31.55 35.87

CHIX:STORCS vs HON, MMM: Forward Rate of Return (Yacktman) % Comparison

For the Conglomerates subindustry, Storskogen Group AB'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.


Storskogen Group AB Forward Rate of Return (Yacktman) % vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Storskogen Group AB's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


CHIX:STORCS
71GF Score
Storskogen Group AB CHIX:STORCS
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Storskogen Group AB 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).

Storskogen Group AB's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.37752381/8.491+0.2
=36.22 %

* 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 35.87% mean?
Storskogen Group AB (CHIX:STORCS) has a Forward Rate of Return (Yacktman) % of 35.87% 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 Storskogen Group AB and its competitors. This is 14% above median its historical median of 31.59. Over the past decade, Storskogen Group AB's Forward Rate of Return (Yacktman) % has ranged from 20.00 to 36.20. According to the industry distribution chart, Storskogen Group AB ranks #30 out of 428 companies in the Conglomerates industry, placing it in the top 7%.
Is Storskogen Group AB's Forward Rate of Return (Yacktman) % too high?
Storskogen Group AB's current Forward Rate of Return (Yacktman) % of 35.87% is 14% above median its 10-year median of 31.59. Over the past 10 years, this metric has ranged from a low of 20.00 to a high of 36.20. The Conglomerates industry median Forward Rate of Return (Yacktman) % is 13.79. Storskogen Group AB's value of 35.87% is 160.2% above this industry median. Based on the distribution chart, Storskogen Group AB ranks #30 out of 428 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. Overall, Storskogen Group AB has a GF Score™ of 71/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Storskogen Group AB's Forward Rate of Return (Yacktman) % compare to HON and MMM?
According to the Conglomerates industry distribution chart, Storskogen Group AB ranks #30 out of 428 companies for Forward Rate of Return (Yacktman) %. This places Storskogen Group AB in the top 7% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 13.79. Storskogen Group AB's value of 35.87% is 160.2% above this benchmark. Historically, Storskogen Group AB's own Forward Rate of Return (Yacktman) % has ranged from 20.00 to 36.20 over the past decade. While the company's 10-year median is 31.59 vs. the industry median of 13.79, Storskogen Group AB 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 Conglomerates company?
The median Forward Rate of Return (Yacktman) % among Conglomerates companies is 13.79, based on 428 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. Storskogen Group AB's current Forward Rate of Return (Yacktman) % of 35.87% is 160.2% 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 Storskogen Group AB and its competitors. For the Conglomerates industry, the median Forward Rate of Return (Yacktman) % is 13.79 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Storskogen Group AB's current Forward Rate of Return (Yacktman) % is 35.87%, which is 14% above median its own 10-year median of 31.59. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Storskogen Group AB stock overvalued right now?
Based on GuruFocus' analysis, Storskogen Group AB (CHIX:STORCS) is currently considered Fairly Valued. The stock's GF Value™ is kr9.35, compared to a current price of kr8.99 — trading 3.9% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 35.87%, which is 14% above median its 10-year median of 31.59 and 160.2% above the Conglomerates industry median of 13.79. Storskogen Group AB's overall GF Score™ is 71/100 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 Storskogen Group AB (CHIX:STORCS), the current Forward Rate of Return (Yacktman) % is 35.87% 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 Storskogen Group AB (CHIX:STORCS) Overvalued in 2026?

Based on GuruFocus' analysis, Storskogen Group AB stock appears to be undervalued. The current stock price of kr8.99 is trading 3.9% below its estimated GF Value™ of kr9.35. GuruFocus considers Storskogen Group AB to be Fairly Valued.

Key valuation signals for CHIX:STORCS:

  • Forward Rate of Return (Yacktman) %: 35.87% (14% above median its 10-year median of 31.59)
  • GF Value™: kr9.35 vs. price of kr8.99 (3.9% below fair value)
  • GF Score™: 71/100 with 5 warning signs
  • Industry Position: 160.2% above the Conglomerates median (#30 of 428)

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


Storskogen Group AB Business Description

Address Hovslagargatan 3, 6th Floor, Stockholm, SWE, 111 48
Storskogen Group AB is an international group of businesses. It acquires and manages profitable small and medium-sized businesses with prime positions in their respective markets. It is divided into three business areas: Industry, Services, and Trade, predominantly in Sweden and with an increasing presence in the Nordics, Germany, Switzerland, Austria, and the UK.
71GF Score

Get the complete analysis for CHIX:STORCS

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

kr8.99
Price
kr9.35
GF Value