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PT Sumber Global Energy TbkFRA:SW4 83 Forward Rate of Return (Yacktman) % is 15.61% as of Mar. 2026, which is 6% below its 10-year median of 16.61. GuruFocus rates FRA:SW4 with a GF Score™ of 83/100. The stock has 6 warning signs investors should review. Among 90 Other Energy Sources companies, PT Sumber Global Energy Tbk ranks better than 64.44% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. PT Sumber Global Energy Tbk's forward rate of return for was 15.61%.
The historical rank and industry rank for PT Sumber Global Energy Tbk's Forward Rate of Return (Yacktman) % or its related term are showing as below:
FRA:SW4'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 12.42 Med: 16.61 Max: 20
Current: 15.89
During the past 9 years, PT Sumber Global Energy Tbk's highest Forward Rate of Return was 20.00. The lowest was 12.42. And the median was 16.61.
FRA:SW4's Forward Rate of Return (Yacktman) % is ranked better than 64.44% of 90
companies
in the Other Energy Sources industry
Industry Median: 10.15
vs FRA:SW4: 15.89
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.
PT Sumber Global Energy Tbk (FRA:SW4) 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.
PT Sumber Global Energy Tbk Forward Rate of Return (Yacktman) % Related Terms
PT Sumber Global Energy Tbk Forward Rate of Return (Yacktman) % Historical Data
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The historical data trend for PT Sumber Global Energy Tbk'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.
PT Sumber Global Energy Tbk Forward Rate of Return (Yacktman) % Chart
PT Sumber Global Energy Tbk Forward Rate of Return (Yacktman) % Competitor Comparison
For the Thermal Coal subindustry, PT Sumber Global Energy Tbk'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.
PT Sumber Global Energy Tbk Forward Rate of Return (Yacktman) % vs Other Energy Sources Industry
For the Other Energy Sources industry and Energy sector, PT Sumber Global Energy Tbk's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where PT Sumber Global Energy Tbk's Forward Rate of Return (Yacktman) % falls into.
PT Sumber Global Energy Tbk 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 15.61% mean?
PT Sumber Global Energy Tbk (FRA:SW4) has a Forward Rate of Return (Yacktman) % of 15.61% 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 PT Sumber Global Energy Tbk and its competitors. This is near median its historical median of 16.61. Over the past decade, PT Sumber Global Energy Tbk's Forward Rate of Return (Yacktman) % has ranged from 12.42 to 20.00. According to the industry distribution chart, PT Sumber Global Energy Tbk ranks #32 out of 90 companies in the Other Energy Sources industry, placing it in the top 35.6%.
Is PT Sumber Global Energy Tbk's Forward Rate of Return (Yacktman) % too high?
PT Sumber Global Energy Tbk's current Forward Rate of Return (Yacktman) % of 15.61% is near median its 10-year median of 16.61. Over the past 10 years, this metric has ranged from a low of 12.42 to a high of 20.00. The Other Energy Sources industry median Forward Rate of Return (Yacktman) % is 10.15. PT Sumber Global Energy Tbk's value of 15.61% is 53.8% above this industry median. Based on the distribution chart, PT Sumber Global Energy Tbk ranks #32 out of 90 companies in the Other Energy Sources industry, which is above the industry midpoint. Overall, PT Sumber Global Energy Tbk has a GF Score™ of 83/100, reflecting its overall financial health beyond just this single metric.
How does PT Sumber Global Energy Tbk's Forward Rate of Return (Yacktman) % compare to competitors?
According to the Other Energy Sources industry distribution chart, PT Sumber Global Energy Tbk ranks #32 out of 90 companies for Forward Rate of Return (Yacktman) %. This puts PT Sumber Global Energy Tbk in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 10.15. PT Sumber Global Energy Tbk's value of 15.61% is 53.8% above this benchmark. Historically, PT Sumber Global Energy Tbk's own Forward Rate of Return (Yacktman) % has ranged from 12.42 to 20.00 over the past decade. While the company's 10-year median is 16.61 vs. the industry median of 10.15, PT Sumber Global Energy Tbk 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 an Other Energy Sources company?
The median Forward Rate of Return (Yacktman) % among Other Energy Sources companies is 10.15, 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. PT Sumber Global Energy Tbk's current Forward Rate of Return (Yacktman) % of 15.61% is 53.8% 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 PT Sumber Global Energy Tbk and its competitors. For the Other Energy Sources industry, the median Forward Rate of Return (Yacktman) % is 10.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PT Sumber Global Energy Tbk's current Forward Rate of Return (Yacktman) % is 15.61%, which is near median its own 10-year median of 16.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PT Sumber Global Energy Tbk stock overvalued right now?
PT Sumber Global Energy Tbk (FRA:SW4) has a current Forward Rate of Return (Yacktman) % of 15.61%. The current Forward Rate of Return (Yacktman) % is 15.61%, which is near median its 10-year median of 16.61 and 53.8% above the Other Energy Sources industry median of 10.15. PT Sumber Global Energy Tbk's overall GF Score™ is 83/100 with 6 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 PT Sumber Global Energy Tbk (FRA:SW4), the current Forward Rate of Return (Yacktman) % is 15.61% 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.
PT Sumber Global Energy Tbk is a wholesale trader of solid, liquid, and gaseous energies. Its main business currently is coal trading, mostly to the export market (China, India, Vietnam, Malaysia) as well as the local market. Along with its subsidiaries, it is also engaged in trading biomass products (such as wood pellets, palm kernel shells, RBD palm olein, etc.), supplies nickel, limestone, and hydrogen peroxide, and offers a full range of international commodity freight services, including sourcing, marketing, trading, finance, and logistics. The Group's operating segments are: Coal, Nickel, Petroleum coke, Oil palm product, Sand and Limestone, Contractor, and Fuel. The majority of its revenue is generated from the Coal segment.
83GF Score
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