CSL (CSLLY) Forward Rate of Return (Yacktman) %: 12.80% (As of Jun. 2025) — 22% Below Median

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CSLLY CSL Ltd CSLLY
73 GF Score
Price $21.35
GF Value $50.27
Valuation Significantly Undervalued
! 7 Warning Signs
View Full Analysis

What is CSL Forward Rate of Return (Yacktman) %?

CSL CSLLY -0.97% 73 Forward Rate of Return (Yacktman) % is 12.80% as of Jun. 2025, which is 22% below its 10-year median of 16.51. GuruFocus rates CSLLY with a GF Score™ of 73/100 and a GF Value™ of $50.27 (Significantly Undervalued). The stock has 7 warning signs investors should review. Among 182 Biotechnology companies, CSL ranks better than 69.78% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. CSL's forward rate of return for was 12.80%.

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

CSLLY' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 9.15   Med: 16.51   Max: 20.68
Current: 14.69

During the past 13 years, CSL's highest Forward Rate of Return was 20.68. The lowest was 9.15. And the median was 16.51.

CSLLY's Forward Rate of Return (Yacktman) % is ranked better than
69.78% of 182 companies
in the Biotechnology industry
Industry Median: 1.13 vs CSLLY: 14.69

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.


CSL  (OTCPK:CSLLY) 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.


CSL Forward Rate of Return (Yacktman) % Related Terms


CSL Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for CSL'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.

CSL Forward Rate of Return (Yacktman) % Chart

CSL Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 16.84 13.35 8.72 9.92 12.80

CSL Semi-Annual Data
Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 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 8.72 0.00 9.92 12.80 0.00

CSLLY vs VRTX, REGN, ALNY: Forward Rate of Return (Yacktman) % Comparison

For the Biotechnology subindustry, CSL'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.


CSL Forward Rate of Return (Yacktman) % vs Biotechnology Industry

For the Biotechnology industry and Healthcare sector, CSL's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


CSLLY
73GF Score
CSL Ltd CSLLY
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

CSL 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).

CSL's Forward Rate of Return of Jun. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.82916667/39.6+0.0841
=10.50 %

* 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 12.80% mean?
CSL (CSLLY) has a Forward Rate of Return (Yacktman) % of 12.80% as of Jun. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on CSL and its competitors. This is 22% below median its historical median of 16.51. Over the past decade, CSL's Forward Rate of Return (Yacktman) % has ranged from 9.15 to 20.68. According to the industry distribution chart, CSL ranks #55 out of 182 companies in the Biotechnology industry, placing it in the top 30.2%.
Is CSL's Forward Rate of Return (Yacktman) % too high?
CSL's current Forward Rate of Return (Yacktman) % of 12.80% is 22% below median its 10-year median of 16.51. Over the past 10 years, this metric has ranged from a low of 9.15 to a high of 20.68. The Biotechnology industry median Forward Rate of Return (Yacktman) % is 1.13. CSL's value of 12.80% is 1032.7% above this industry median. Based on the distribution chart, CSL ranks #55 out of 182 companies in the Biotechnology industry, which is above the industry midpoint. Overall, CSL has a GF Score™ of 73/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does CSL's Forward Rate of Return (Yacktman) % compare to VRTX and REGN?
According to the Biotechnology industry distribution chart, CSL ranks #55 out of 182 companies for Forward Rate of Return (Yacktman) %. This puts CSL in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 1.13. CSL's value of 12.80% is 1032.7% above this benchmark. Historically, CSL's own Forward Rate of Return (Yacktman) % has ranged from 9.15 to 20.68 over the past decade. While the company's 10-year median is 16.51 vs. the industry median of 1.13, CSL 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 Biotechnology company?
The median Forward Rate of Return (Yacktman) % among Biotechnology companies is 1.13, based on 182 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. CSL's current Forward Rate of Return (Yacktman) % of 12.80% is 1032.7% 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 CSL and its competitors. For the Biotechnology industry, the median Forward Rate of Return (Yacktman) % is 1.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CSL's current Forward Rate of Return (Yacktman) % is 12.80%, which is 22% below median its own 10-year median of 16.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CSL stock overvalued right now?
Based on GuruFocus' analysis, CSL (CSLLY) is currently considered Significantly Undervalued. The stock's GF Value™ is $50.27, compared to a current price of $21.35 — trading 57.5% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 12.80%, which is 22% below median its 10-year median of 16.51 and 1032.7% above the Biotechnology industry median of 1.13. CSL's overall GF Score™ is 73/100 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 CSL (CSLLY), the current Forward Rate of Return (Yacktman) % is 12.80% as of Jun. 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 CSL (CSLLY) Overvalued in 2026?

Based on GuruFocus' analysis, CSL stock appears to be undervalued. The current stock price of $21.35 is trading 57.5% below its estimated GF Value™ of $50.27. GuruFocus considers CSL to be Significantly Undervalued.

Key valuation signals for CSLLY:

  • Forward Rate of Return (Yacktman) %: 12.80% (22% below median its 10-year median of 16.51)
  • GF Value™: $50.27 vs. price of $21.35 (57.5% below fair value)
  • GF Score™: 73/100 with 7 warning signs
  • Industry Position: 1032.7% above the Biotechnology median (#55 of 182)

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


CSL Business Description

Address 655 Elizabeth Street, Melbourne, VIC, AUS, 3000
CSL is one of the largest global biotech companies and has three main segments. CSL Behring either uses plasma-derived proteins or recombinants to treat conditions including immunodeficiencies, bleeding disorders, and neurological indications. CSL Seqirus is the world's second-largest influenza vaccination business and was acquired in fiscal 2016. CSL Vifor is an iron deficiency and nephrology business and was acquired in fiscal 2023. CSL has a strong R&D track record, and the product portfolio and pipeline include nonplasma products as the firm continues to broaden its scope. Originally formed in Australia as a government-owned entity, CSL now earns roughly half its revenue in North America and a quarter in Europe.
73GF Score

Get the complete analysis for CSLLY

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

$21.35
Price
$50.27
GF Value