CVTGF (Clairvest Group) Forward Rate of Return (Yacktman) %: 0.00% (As of Jun. 2026)

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CVTGF Clairvest Group Inc CVTGF
56 GF Score
Price $49.00
GF Value $75.16
! 3 Warning Signs
View Full Analysis

What is Clairvest Group Forward Rate of Return (Yacktman) %?

Clairvest Group CVTGF 56 Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 2026. GuruFocus rates CVTGF with a GF Score™ of 56/100 and a GF Value™ of $75.16. The stock has 3 warning signs investors should review. Among 1,168 Asset Management companies, Clairvest Group ranks better than 73.54% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Clairvest Group's forward rate of return for was 0.00%.

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

CVTGF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 10.9   Med: 14.83   Max: 22.38
Current: 11.91

During the past 13 years, Clairvest Group's highest Forward Rate of Return was 22.38. The lowest was 10.90. And the median was 14.83.

CVTGF's Forward Rate of Return (Yacktman) % is ranked better than
73.54% of 1168 companies
in the Asset Management industry
Industry Median: 4.5 vs CVTGF: 11.91

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.


Clairvest Group  (OTCPK:CVTGF) 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 Book Value 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.


Clairvest Group Forward Rate of Return (Yacktman) % Related Terms


Clairvest Group Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Clairvest Group'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.

Clairvest Group Forward Rate of Return (Yacktman) % Chart

Clairvest Group Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.21 3.51 0.00 0.00 0.00

Clairvest Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 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 0.00 0.00 0.00 0.00

CVTGF vs BLK, BX, KKR: Forward Rate of Return (Yacktman) % Comparison

For the Asset Management subindustry, Clairvest Group'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.


Clairvest Group Forward Rate of Return (Yacktman) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Clairvest Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


CVTGF
56GF Score
Clairvest Group Inc CVTGF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Clairvest Group 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).

Clairvest Group's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year Book Value Growth Rate
=2.57752381/49+0.0551
=10.77 %

* 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 0.00% mean?
Clairvest Group (CVTGF) has a Forward Rate of Return (Yacktman) % of 0.00% 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 Clairvest Group and its competitors. Over the past decade, Clairvest Group's Forward Rate of Return (Yacktman) % has ranged from 10.90 to 22.38. According to the industry distribution chart, Clairvest Group ranks #309 out of 1168 companies in the Asset Management industry, placing it in the top 26.5%.
Is Clairvest Group's Forward Rate of Return (Yacktman) % too high?
Clairvest Group's current Forward Rate of Return (Yacktman) % is 0.00%. Over the past 10 years, this metric has ranged from a low of 10.90 to a high of 22.38. Based on the distribution chart, Clairvest Group ranks #309 out of 1168 companies in the Asset Management industry, which is above the industry midpoint. Overall, Clairvest Group has a GF Score™ of 56/100, reflecting its overall financial health beyond just this single metric.
How does Clairvest Group's Forward Rate of Return (Yacktman) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Clairvest Group ranks #309 out of 1168 companies for Forward Rate of Return (Yacktman) %. This puts Clairvest Group in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 4.50. Historically, Clairvest Group's own Forward Rate of Return (Yacktman) % has ranged from 10.90 to 22.38 over the past decade. 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 Asset Management company?
The median Forward Rate of Return (Yacktman) % among Asset Management companies is 4.50, based on 1,168 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 Clairvest Group and its competitors. For the Asset Management industry, the median Forward Rate of Return (Yacktman) % is 4.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Clairvest Group's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Clairvest Group stock overvalued right now?
Clairvest Group (CVTGF) has a current Forward Rate of Return (Yacktman) % of 0.00%. The stock's GF Value™ is $75.16, compared to a current price of $49.00 — trading 34.8% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Clairvest Group's overall GF Score™ is 56/100 with 3 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 Clairvest Group (CVTGF), the current Forward Rate of Return (Yacktman) % is 0.00% 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 Clairvest Group (CVTGF) Overvalued in 2026?

Based on GuruFocus' analysis, Clairvest Group stock appears to be undervalued. The current stock price of $49.00 is trading 34.8% below its estimated GF Value™ of $75.16.

Key valuation signals for CVTGF:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: $75.16 vs. price of $49.00 (34.8% below fair value)
  • GF Score™: 56/100 with 3 warning signs

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


Clairvest Group Business Description

Other Exchanges CVG:Canada
Address 22 St. Clair Avenue East, Suite 1700, Toronto, ON, CAN, M4T 2S3
Clairvest Group Inc is a Canadian private equity investment firm. The company invests in and partners with the management teams of businesses that have the potential to create average returns in their respective industries. It contributes financing and strategic expertise to support the growth and development of its investee companies to create realizable value for all shareholders. It invests its capital into entrepreneurial corporations.
56GF Score

Get the complete analysis for CVTGF

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

$49.00
Price
$75.16
GF Value