Ultimate Products (CHIX:ULTPL) Forward Rate of Return (Yacktman) %: 25.75% (As of Jul. 2025) — Near Median

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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.
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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.

CHIX:ULTPL Ultimate Products PLC CHIX:ULTPL
64 GF Score
Price £0.55
GF Value £1.18
Valuation Significantly Undervalued
! 6 Warning Signs
View Full Analysis

What is Ultimate Products Forward Rate of Return (Yacktman) %?

Ultimate Products CHIX:ULTPL +0.36% 64 Forward Rate of Return (Yacktman) % is 25.75% as of Jul. 2025, which is 7% above its 10-year median of 24.05. GuruFocus rates CHIX:ULTPL with a GF Score™ of 64/100 and a GF Value™ of £1.18 (Significantly Undervalued). The stock has 6 warning signs investors should review. Among 329 Furnishings, Fixtures & Appliances companies, Ultimate Products ranks better than 91.79% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Ultimate Products's forward rate of return for was 25.75%.

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

CHIX:ULTPl' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 13.31   Med: 24.05   Max: 35.3
Current: 26.89

During the past 12 years, Ultimate Products's highest Forward Rate of Return was 35.30. The lowest was 13.31. And the median was 24.05.

CHIX:ULTPl's Forward Rate of Return (Yacktman) % is ranked better than
91.79% of 329 companies
in the Furnishings, Fixtures & Appliances industry
Industry Median: 5.89 vs CHIX:ULTPl: 26.89

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.


Ultimate Products  (CHIX:ULTPl) 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.


Ultimate Products Forward Rate of Return (Yacktman) % Related Terms


Ultimate Products Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Ultimate Products'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.

Ultimate Products Forward Rate of Return (Yacktman) % Chart

Ultimate Products Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.63 22.74 27.16 21.39 25.75

Ultimate Products Semi-Annual Data
Jul15 Jul16 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 21.39 0.00 25.75 0.00

CHIX:ULTPL vs SN, SGI, MHK: Forward Rate of Return (Yacktman) % Comparison

For the Furnishings, Fixtures & Appliances subindustry, Ultimate Products'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.


Ultimate Products Forward Rate of Return (Yacktman) % vs Furnishings, Fixtures & Appliances Industry

For the Furnishings, Fixtures & Appliances industry and Consumer Cyclical sector, Ultimate Products's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


CHIX:ULTPL
64GF Score
Ultimate Products PLC CHIX:ULTPL
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ultimate Products 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).

Ultimate Products's Forward Rate of Return of Jul. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.12766667/0.574+0.0385
=26.09 %

* 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 25.75% mean?
Ultimate Products (CHIX:ULTPL) has a Forward Rate of Return (Yacktman) % of 25.75% as of Jul. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Ultimate Products and its competitors. This is near median its historical median of 24.05. Over the past decade, Ultimate Products' Forward Rate of Return (Yacktman) % has ranged from 13.31 to 35.30. According to the industry distribution chart, Ultimate Products ranks #27 out of 329 companies in the Furnishings, Fixtures & Appliances industry, placing it in the top 8.2%.
Is Ultimate Products' Forward Rate of Return (Yacktman) % too high?
Ultimate Products' current Forward Rate of Return (Yacktman) % of 25.75% is near median its 10-year median of 24.05. Over the past 10 years, this metric has ranged from a low of 13.31 to a high of 35.30. The Furnishings, Fixtures & Appliances industry median Forward Rate of Return (Yacktman) % is 5.89. Ultimate Products' value of 25.75% is 337.2% above this industry median. Based on the distribution chart, Ultimate Products ranks #27 out of 329 companies in the Furnishings, Fixtures & Appliances industry, which is in the top quartile — a strong position relative to peers. Overall, Ultimate Products has a GF Score™ of 64/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ultimate Products' Forward Rate of Return (Yacktman) % compare to SN and SGI?
According to the Furnishings, Fixtures & Appliances industry distribution chart, Ultimate Products ranks #27 out of 329 companies for Forward Rate of Return (Yacktman) %. This places Ultimate Products in the top 8% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 5.89. Ultimate Products' value of 25.75% is 337.2% above this benchmark. Historically, Ultimate Products' own Forward Rate of Return (Yacktman) % has ranged from 13.31 to 35.30 over the past decade. While the company's 10-year median is 24.05 vs. the industry median of 5.89, Ultimate Products 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 5.89, based on 329 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. Ultimate Products's current Forward Rate of Return (Yacktman) % of 25.75% is 337.2% 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 Ultimate Products and its competitors. For the Furnishings, Fixtures & Appliances industry, the median Forward Rate of Return (Yacktman) % is 5.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ultimate Products's current Forward Rate of Return (Yacktman) % is 25.75%, which is near median its own 10-year median of 24.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ultimate Products stock overvalued right now?
Based on GuruFocus' analysis, Ultimate Products (CHIX:ULTPL) is currently considered Significantly Undervalued. The stock's GF Value™ is £1.18, compared to a current price of £0.55 — trading 53.2% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 25.75%, which is near median its 10-year median of 24.05 and 337.2% above the Furnishings, Fixtures & Appliances industry median of 5.89. Ultimate Products' overall GF Score™ is 64/100 with 6 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 Ultimate Products (CHIX:ULTPL), the current Forward Rate of Return (Yacktman) % is 25.75% as of Jul. 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 Ultimate Products (CHIX:ULTPL) Overvalued in 2026?

Based on GuruFocus' analysis, Ultimate Products stock appears to be undervalued. The current stock price of £0.55 is trading 53.2% below its estimated GF Value™ of £1.18. GuruFocus considers Ultimate Products to be Significantly Undervalued.

Key valuation signals for CHIX:ULTPL:

  • Forward Rate of Return (Yacktman) %: 25.75% (near median its 10-year median of 24.05)
  • GF Value™: £1.18 vs. price of £0.55 (53.2% below fair value)
  • GF Score™: 64/100 with 6 warning signs
  • Industry Position: 337.2% above the Furnishings, Fixtures & Appliances median (#27 of 329)

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


Ultimate Products Business Description

Other Exchanges ULTP:UK3DJ:Germany
Address Victoria Street, Manor Mill, Chadderton, Oldham, Manchester, GBR, OL9 0DD
Ultimate Products PLC designs, develops and distributes homeware products across its key brands, including the household names Salter and Beldray. Its other brands include Progress, Kleenez, Petra, Maxim, Russell Hobbs, and Intempo among others. The company sells products across different categories, such as small domestic appliances, housewares, laundry, audio, and heating and cooling. Its products are sold to a broad cross-section of both large national and international multi-channel retailers as well as smaller national retail chains, incorporating discount retailers, supermarkets, general retailers, and online retailers. Geographically, the company derives its key revenue from the United Kingdom and the rest from Germany, Rest of Europe and the Rest of the world.
64GF Score

Get the complete analysis for CHIX:ULTPL

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

£0.55
Price
£1.18
GF Value