Valterra Platinum (CHIX:VALTL) Forward Rate of Return (Yacktman) %: -14.91% (As of Dec. 2025)

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.

CHIX:VALTL Valterra Platinum Ltd CHIX:VALTL
58 GF Score
Price £54.90
GF Value £43.60
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Valterra Platinum Forward Rate of Return (Yacktman) %?

Valterra Platinum CHIX:VALTL -1.79% 58 Forward Rate of Return (Yacktman) % is -14.91% as of Dec. 2025. GuruFocus rates CHIX:VALTL with a GF Score™ of 58/100 and a GF Value™ of £43.60 (Modestly Overvalued). The stock has 4 warning signs investors should review. Among 444 Metals & Mining companies, Valterra Platinum ranks worse than 83.56% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Valterra Platinum's forward rate of return for was -14.91%.

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

CHIX:VALTl' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -16.44   Med: 26.18   Max: 37.03
Current: -14.05

During the past 13 years, Valterra Platinum's highest Forward Rate of Return was 37.03. The lowest was -16.44. And the median was 26.18.

CHIX:VALTl's Forward Rate of Return (Yacktman) % is ranked worse than
83.56% of 444 companies
in the Metals & Mining industry
Industry Median: 9.21 vs CHIX:VALTl: -14.05

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.


Valterra Platinum  (CHIX:VALTl) 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.


Valterra Platinum Forward Rate of Return (Yacktman) % Related Terms


Valterra Platinum Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Valterra Platinum'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.

Valterra Platinum Forward Rate of Return (Yacktman) % Chart

Valterra Platinum 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 24.83 27.13 29.18 3.92 -14.91

Valterra Platinum Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
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 3.92 0.00 -14.91 0.00

CHIX:VALTL vs HL, SIND: Forward Rate of Return (Yacktman) % Comparison

For the Other Precious Metals & Mining subindustry, Valterra Platinum'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.


Valterra Platinum Forward Rate of Return (Yacktman) % vs Metals & Mining Industry

For the Metals & Mining industry and Basic Materials sector, Valterra Platinum's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


CHIX:VALTL
58GF Score
Valterra Platinum Ltd CHIX:VALTL
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Valterra Platinum 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).

Valterra Platinum's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=4.1895/62.8+-0.2334
=-16.67 %

* 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 -14.91% mean?
Valterra Platinum (CHIX:VALTL) has a Forward Rate of Return (Yacktman) % of -14.91% 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 Valterra Platinum and its competitors. According to the industry distribution chart, Valterra Platinum ranks #371 out of 444 companies in the Metals & Mining industry, placing it in the top 83.6%.
Is Valterra Platinum's Forward Rate of Return (Yacktman) % too high?
Valterra Platinum's current Forward Rate of Return (Yacktman) % is -14.91%. Based on the distribution chart, Valterra Platinum ranks #371 out of 444 companies in the Metals & Mining industry, which is in the bottom quartile relative to peers. Overall, Valterra Platinum has a GF Score™ of 58/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Valterra Platinum's Forward Rate of Return (Yacktman) % compare to HL and SIND?
According to the Metals & Mining industry distribution chart, Valterra Platinum ranks #371 out of 444 companies for Forward Rate of Return (Yacktman) %. This places Valterra Platinum in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 9.21. 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 Metals & Mining company?
The median Forward Rate of Return (Yacktman) % among Metals & Mining companies is 9.21, based on 444 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. 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 Valterra Platinum and its competitors. For the Metals & Mining industry, the median Forward Rate of Return (Yacktman) % is 9.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Valterra Platinum's current Forward Rate of Return (Yacktman) % is -14.91%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Valterra Platinum stock overvalued right now?
Based on GuruFocus' analysis, Valterra Platinum (CHIX:VALTL) is currently considered Modestly Overvalued. The stock's GF Value™ is £43.60, compared to a current price of £54.90 — trading 25.9% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is -14.91%. Valterra Platinum's overall GF Score™ is 58/100 with 4 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 Valterra Platinum (CHIX:VALTL), the current Forward Rate of Return (Yacktman) % is -14.91% 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 Valterra Platinum (CHIX:VALTL) Overvalued in 2026?

Based on GuruFocus' analysis, Valterra Platinum stock appears to be overvalued. The current stock price of £54.90 is trading 25.9% above its estimated GF Value™ of £43.60. GuruFocus considers Valterra Platinum to be Modestly Overvalued.

Key valuation signals for CHIX:VALTL:

  • Forward Rate of Return (Yacktman) %: -14.91%
  • GF Value™: £43.60 vs. price of £54.90 (25.9% above fair value)
  • GF Score™: 58/100 with 4 warning signs

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


Valterra Platinum Business Description

Address 144 Oxford Road, Melrose, Rosebank, Johannesburg, GT, ZAF, 2196
Valterra Platinum Ltd supplies platinum group metals (PGMs). It provides services across the value chain, including mining, recycling, and trading of metals. Its products include PGMs such as platinum, palladium, rhodium, iridium, and ruthenium; base metals such as copper, nickel, cobalt sulphate, and chrome; and other by-products such as gold and sodium sulphate, with operations across different stages of production. The majority of the company's revenue is derived from the sale of Platinum. Geographically, it generates the maximum revenue from Japan.
58GF Score

Get the complete analysis for CHIX:VALTL

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

£54.90
Price
£43.60
GF Value