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China Shenhua Energy CoCSUAY 81 Forward Rate of Return (Yacktman) % is 6.57% as of Mar. 2026, which is 57% below its 10-year median of 15.39. GuruFocus rates CSUAY with a GF Score™ of 81/100 and a GF Value™ of $17.88 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 90 Other Energy Sources companies, China Shenhua Energy Co ranks worse than 53.33% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. China Shenhua Energy Co's forward rate of return for was 6.57%.
The historical rank and industry rank for China Shenhua Energy Co's Forward Rate of Return (Yacktman) % or its related term are showing as below:
CSUAY'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -6.26 Med: 15.39 Max: 33.6
Current: 6.89
During the past 13 years, China Shenhua Energy Co's highest Forward Rate of Return was 33.60. The lowest was -6.26. And the median was 15.39.
CSUAY's Forward Rate of Return (Yacktman) % is ranked worse than 53.33% of 90
companies
in the Other Energy Sources industry
Industry Median: 8.92
vs CSUAY: 6.89
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.
China Shenhua Energy Co (OTCPK:CSUAY) 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.
China Shenhua Energy Co Forward Rate of Return (Yacktman) % Related Terms
China Shenhua Energy Co Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for China Shenhua Energy Co'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.
China Shenhua Energy Co Forward Rate of Return (Yacktman) % Chart
CSUAY vs CNR: Forward Rate of Return (Yacktman) % Comparison
For the Thermal Coal subindustry, China Shenhua Energy Co'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.
China Shenhua Energy Co Forward Rate of Return (Yacktman) % vs Other Energy Sources Industry
For the Other Energy Sources industry and Energy sector, China Shenhua Energy Co's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where China Shenhua Energy Co's Forward Rate of Return (Yacktman) % falls into.
China Shenhua Energy Co 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).
* 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 6.57% mean?
China Shenhua Energy Co (CSUAY) has a Forward Rate of Return (Yacktman) % of 6.57% 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 China Shenhua Energy Co and its competitors. This is 57% below median its historical median of 15.39. According to the industry distribution chart, China Shenhua Energy Co ranks #48 out of 90 companies in the Other Energy Sources industry, placing it in the top 53.3%.
Is China Shenhua Energy Co's Forward Rate of Return (Yacktman) % too high?
China Shenhua Energy Co's current Forward Rate of Return (Yacktman) % of 6.57% is 57% below median its 10-year median of 15.39. The Other Energy Sources industry median Forward Rate of Return (Yacktman) % is 8.92. China Shenhua Energy Co's value of 6.57% is 26.3% below this industry median. Based on the distribution chart, China Shenhua Energy Co ranks #48 out of 90 companies in the Other Energy Sources industry, which is below the industry midpoint. Overall, China Shenhua Energy Co has a GF Score™ of 81/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does China Shenhua Energy Co's Forward Rate of Return (Yacktman) % compare to CNR?
According to the Other Energy Sources industry distribution chart, China Shenhua Energy Co ranks #48 out of 90 companies for Forward Rate of Return (Yacktman) %. This places China Shenhua Energy Co in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 8.92. China Shenhua Energy Co's value of 6.57% is 26.3% below this benchmark. While the company's 10-year median is 15.39 vs. the industry median of 8.92, China Shenhua Energy Co has consistently been below 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 an Other Energy Sources company?
The median Forward Rate of Return (Yacktman) % among Other Energy Sources companies is 8.92, based on 90 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. China Shenhua Energy Co's current Forward Rate of Return (Yacktman) % of 6.57% is 26.3% below 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 China Shenhua Energy Co and its competitors. For the Other Energy Sources industry, the median Forward Rate of Return (Yacktman) % is 8.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. China Shenhua Energy Co's current Forward Rate of Return (Yacktman) % is 6.57%, which is 57% below median its own 10-year median of 15.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is China Shenhua Energy Co stock overvalued right now?
Based on GuruFocus' analysis, China Shenhua Energy Co (CSUAY) is currently considered Modestly Overvalued. The stock's GF Value™ is $17.88, compared to a current price of $21.99 — trading 23% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 6.57%, which is 57% below median its 10-year median of 15.39 and 26.3% below the Other Energy Sources industry median of 8.92. China Shenhua Energy Co's overall GF Score™ is 81/100 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 China Shenhua Energy Co (CSUAY), the current Forward Rate of Return (Yacktman) % is 6.57% 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 China Shenhua Energy Co (CSUAY) Overvalued in 2026?
Based on GuruFocus' analysis, China Shenhua Energy Co stock appears to be overvalued.
The current stock price of $21.99 is trading 23% above its estimated GF Value™ of $17.88.
GuruFocus considers China Shenhua Energy Co to be Modestly Overvalued.
Key valuation signals for CSUAY:
Forward Rate of Return (Yacktman) %: 6.57% (57% below median its 10-year median of 15.39)
GF Value™: $17.88 vs. price of $21.99 (23% above fair value)
Industry Position: 26.3% below the Other Energy Sources median (#48 of 90)
No single metric tells the full story. See the CSUAY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
China Shenhua Energy Co Ltd is a globally integrated coal-based energy company, mainly engaging in business segments: Coal, Power generation, Shipping, Railway, Port, and Coal chemical. Focusing on its core coal mining operation, China Shenhua leverages its self-developed transportation and sales network as well as downstream power plants, coal-to-chemicals facilities, and new energy projects to achieve cross-sector and cross-industry integrated development and operation.
81GF Score
Get the complete analysis for CSUAY
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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