ENREF (Energix-Renewable Energies) Forward Rate of Return (Yacktman) %: 5.74% (As of Mar. 2026) — Near Median

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ENREF Energix-Renewable Energies Ltd ENREF
64 GF Score
Price $8.09
GF Value $10.41
Valuation Modestly Undervalued
! 7 Warning Signs
View Full Analysis

What is Energix-Renewable Energies Forward Rate of Return (Yacktman) %?

Energix-Renewable Energies ENREF 64 Forward Rate of Return (Yacktman) % is 5.74% as of Mar. 2026, which is 7% above its 10-year median of 5.34. GuruFocus rates ENREF with a GF Score™ of 64/100 and a GF Value™ of $10.41 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 259 Utilities - Independent Power Producers companies, Energix-Renewable Energies ranks better than 54.83% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Energix-Renewable Energies's forward rate of return for was 5.74%.

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

ENREF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -0.29   Med: 5.34   Max: 15
Current: 8.68

During the past 13 years, Energix-Renewable Energies's highest Forward Rate of Return was 15.00. The lowest was -0.29. And the median was 5.34.

ENREF's Forward Rate of Return (Yacktman) % is ranked better than
54.83% of 259 companies
in the Utilities - Independent Power Producers industry
Industry Median: 6.24 vs ENREF: 8.68

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.


Energix-Renewable Energies  (OTCPK:ENREF) 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.


Energix-Renewable Energies Forward Rate of Return (Yacktman) % Related Terms


Energix-Renewable Energies Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Energix-Renewable Energies'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.

Energix-Renewable Energies Forward Rate of Return (Yacktman) % Chart

Energix-Renewable Energies 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 12.37 0.92 4.63 3.70 4.32

Energix-Renewable Energies Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 0.05 2.30 3.49 4.32 5.74

Energix-Renewable Energies Forward Rate of Return (Yacktman) % Competitor Comparison

For the Utilities - Renewable subindustry, Energix-Renewable Energies'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.


Energix-Renewable Energies Forward Rate of Return (Yacktman) % vs Utilities - Independent Power Producers Industry

For the Utilities - Independent Power Producers industry and Utilities sector, Energix-Renewable Energies's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


ENREF
64GF Score
Energix-Renewable Energies Ltd ENREF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Energix-Renewable Energies 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).

Energix-Renewable Energies's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-0.8872381/7+0.2
=7.33 %

* 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 5.74% mean?
Energix-Renewable Energies (ENREF) has a Forward Rate of Return (Yacktman) % of 5.74% 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 Energix-Renewable Energies and its competitors. This is near median its historical median of 5.34. According to the industry distribution chart, Energix-Renewable Energies ranks #117 out of 259 companies in the Utilities - Independent Power Producers industry, placing it in the top 45.2%.
Is Energix-Renewable Energies' Forward Rate of Return (Yacktman) % too high?
Energix-Renewable Energies' current Forward Rate of Return (Yacktman) % of 5.74% is near median its 10-year median of 5.34. The Utilities - Independent Power Producers industry median Forward Rate of Return (Yacktman) % is 6.24. Energix-Renewable Energies' value of 5.74% is 8% below this industry median. Based on the distribution chart, Energix-Renewable Energies ranks #117 out of 259 companies in the Utilities - Independent Power Producers industry, which is above the industry midpoint. Overall, Energix-Renewable Energies has a GF Score™ of 64/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Energix-Renewable Energies' Forward Rate of Return (Yacktman) % compare to competitors?
According to the Utilities - Independent Power Producers industry distribution chart, Energix-Renewable Energies ranks #117 out of 259 companies for Forward Rate of Return (Yacktman) %. This puts Energix-Renewable Energies in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.24. Energix-Renewable Energies' value of 5.74% is 8% below this benchmark. While the company's 10-year median is 5.34 vs. the industry median of 6.24, Energix-Renewable Energies 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 Utilities - Independent Power Producers company?
The median Forward Rate of Return (Yacktman) % among Utilities - Independent Power Producers companies is 6.24, based on 259 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. Energix-Renewable Energies's current Forward Rate of Return (Yacktman) % of 5.74% is 8% 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 Energix-Renewable Energies and its competitors. For the Utilities - Independent Power Producers industry, the median Forward Rate of Return (Yacktman) % is 6.24 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Energix-Renewable Energies's current Forward Rate of Return (Yacktman) % is 5.74%, which is near median its own 10-year median of 5.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Energix-Renewable Energies stock overvalued right now?
Based on GuruFocus' analysis, Energix-Renewable Energies (ENREF) is currently considered Modestly Undervalued. The stock's GF Value™ is $10.41, compared to a current price of $8.09 — trading 22.3% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 5.74%, which is near median its 10-year median of 5.34 and 8% below the Utilities - Independent Power Producers industry median of 6.24. Energix-Renewable Energies' overall GF Score™ is 64/100 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 Energix-Renewable Energies (ENREF), the current Forward Rate of Return (Yacktman) % is 5.74% 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 Energix-Renewable Energies (ENREF) Overvalued in 2026?

Based on GuruFocus' analysis, Energix-Renewable Energies stock appears to be undervalued. The current stock price of $8.09 is trading 22.3% below its estimated GF Value™ of $10.41. GuruFocus considers Energix-Renewable Energies to be Modestly Undervalued.

Key valuation signals for ENREF:

  • Forward Rate of Return (Yacktman) %: 5.74% (near median its 10-year median of 5.34)
  • GF Value™: $10.41 vs. price of $8.09 (22.3% below fair value)
  • GF Score™: 64/100 with 7 warning signs
  • Industry Position: 8% below the Utilities - Independent Power Producers median (#117 of 259)

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


Energix-Renewable Energies Business Description

Other Exchanges ENRG:Israel
Address 2 Jabotinsky Street, Amot Atrium Tower, Ramat Gan, ISR, 5250501
Energix-Renewable Energies Ltd is an Israel based renewable energy company engaged in the field of solar (photovoltaic) and wind energy. The group operates its activities in two reporting segments namely, the Photovoltaic segment, and the Wind segment. It develops, plans, and constructs projects for the production and sale of electricity using its photovoltaic solar systems under the Photovoltaic segment. The company also plans and constructs projects for the production and sale of electricity by using wind energy. Its Wind energy segment projects are located in Israel and Poland. The group generates the majority of its revenue from the Wind segment.
64GF Score

Get the complete analysis for ENREF

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

$8.09
Price
$10.41
GF Value