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Volati ABCHIX:VOLOS 76 Forward Rate of Return (Yacktman) % is 25.35% as of Jun. 2026, which is 18% below its 10-year median of 31.03. GuruFocus rates CHIX:VOLOS with a GF Score™ of 76/100 and a GF Value™ of kr46.49. The stock has 4 warning signs investors should review. Among 428 Conglomerates companies, Volati AB ranks better than 87.15% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Volati AB's forward rate of return for was 25.35%.
The historical rank and industry rank for Volati AB's Forward Rate of Return (Yacktman) % or its related term are showing as below:
CHIX:VOLOs'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 18.52 Med: 31.03 Max: 71.15
Current: 26.28
During the past 13 years, Volati AB's highest Forward Rate of Return was 71.15. The lowest was 18.52. And the median was 31.03.
CHIX:VOLOs's Forward Rate of Return (Yacktman) % is ranked better than 87.15% of 428
companies
in the Conglomerates industry
Industry Median: 13.64
vs CHIX:VOLOs: 26.28
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.
Volati AB (CHIX:VOLOs) 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.
Volati AB Forward Rate of Return (Yacktman) % Related Terms
Volati AB Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Volati 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.
Volati AB Forward Rate of Return (Yacktman) % Chart
CHIX:VOLOS vs MMM, HON: Forward Rate of Return (Yacktman) % Comparison
For the Conglomerates subindustry, Volati 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.
Volati AB Forward Rate of Return (Yacktman) % vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Volati AB's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Volati AB's Forward Rate of Return (Yacktman) % falls into.
Volati 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).
Volati AB's Forward Rate of Return of Jun. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
6.76457143
/
33.76579
+
-0.0232
=
17.71 %
* 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 25.35% mean?
Volati AB (CHIX:VOLOS) has a Forward Rate of Return (Yacktman) % of 25.35% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Volati AB and its competitors. This is 18% below median its historical median of 31.03. Over the past decade, Volati AB's Forward Rate of Return (Yacktman) % has ranged from 18.52 to 71.15. According to the industry distribution chart, Volati AB ranks #55 out of 428 companies in the Conglomerates industry, placing it in the top 12.9%.
Is Volati AB's Forward Rate of Return (Yacktman) % too high?
Volati AB's current Forward Rate of Return (Yacktman) % of 25.35% is 18% below median its 10-year median of 31.03. Over the past 10 years, this metric has ranged from a low of 18.52 to a high of 71.15. The Conglomerates industry median Forward Rate of Return (Yacktman) % is 13.64. Volati AB's value of 25.35% is 85.9% above this industry median. Based on the distribution chart, Volati AB ranks #55 out of 428 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. Overall, Volati AB has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Volati AB's Forward Rate of Return (Yacktman) % compare to MMM and HON?
According to the Conglomerates industry distribution chart, Volati AB ranks #55 out of 428 companies for Forward Rate of Return (Yacktman) %. This places Volati AB in the top 13% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 13.64. Volati AB's value of 25.35% is 85.9% above this benchmark. Historically, Volati AB's own Forward Rate of Return (Yacktman) % has ranged from 18.52 to 71.15 over the past decade. While the company's 10-year median is 31.03 vs. the industry median of 13.64, Volati 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 13.64, 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. Volati AB's current Forward Rate of Return (Yacktman) % of 25.35% is 85.9% 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 Volati AB and its competitors. For the Conglomerates industry, the median Forward Rate of Return (Yacktman) % is 13.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Volati AB's current Forward Rate of Return (Yacktman) % is 25.35%, which is 18% below median its own 10-year median of 31.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Volati AB stock overvalued right now?
Volati AB (CHIX:VOLOS) has a current Forward Rate of Return (Yacktman) % of 25.35%. The stock's GF Value™ is kr46.49, compared to a current price of kr33.77 — trading 27.4% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 25.35%, which is 18% below median its 10-year median of 31.03 and 85.9% above the Conglomerates industry median of 13.64. Volati AB's overall GF Score™ is 76/100 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 Volati AB (CHIX:VOLOS), the current Forward Rate of Return (Yacktman) % is 25.35% as of Jun. 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 Volati AB (CHIX:VOLOS) Overvalued in 2026?
Based on GuruFocus' analysis, Volati AB stock appears to be undervalued.
The current stock price of kr33.77 is trading 27.4% below its estimated GF Value™ of kr46.49.
Key valuation signals for CHIX:VOLOS:
Forward Rate of Return (Yacktman) %: 25.35% (18% below median its 10-year median of 31.03)
GF Value™: kr46.49 vs. price of kr33.77 (27.4% below fair value)
Industry Position: 85.9% above the Conglomerates median (#55 of 428)
No single metric tells the full story. See the CHIX:VOLOS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Volati AB is a Swedish industrial company acquiring companies at reasonable valuations and developing those with a focus on long-term value creation. Its business model is based on reinvesting the cash flow generated in the Group's companies in new acquisitions and developing its existing operations. The company consists of the business areas including Ettiketto Group, Communication, Corroventa, S:t Eriks Group and Tornum Group.
76GF Score
Get the complete analysis for CHIX:VOLOS
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