GPFOF (Grupo Financiero InbursaB de CV) Forward Rate of Return (Yacktman) %: 16.43% (As of Jun. 2026) — 12% Above Median

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Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

GPFOF Grupo Financiero Inbursa SAB de CV GPFOF
72 GF Score
Price $2.38
GF Value $2.77
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Grupo Financiero InbursaB de CV Forward Rate of Return (Yacktman) %?

Grupo Financiero InbursaB de CV GPFOF 72 Forward Rate of Return (Yacktman) % is 16.43% as of Jun. 2026, which is 12% above its 10-year median of 14.73. GuruFocus rates GPFOF with a GF Score™ of 72/100 and a GF Value™ of $2.77 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,419 Banks companies, Grupo Financiero InbursaB de CV ranks better than 53.91% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Grupo Financiero InbursaB de CV's forward rate of return for was 16.43%.

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

GPFOF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 11.3   Med: 14.73   Max: 19.34
Current: 16.35

During the past 13 years, Grupo Financiero InbursaB de CV's highest Forward Rate of Return was 19.34. The lowest was 11.30. And the median was 14.73.

GPFOF's Forward Rate of Return (Yacktman) % is ranked better than
53.91% of 1419 companies
in the Banks industry
Industry Median: 15.51 vs GPFOF: 16.35

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.


Grupo Financiero InbursaB de CV  (OTCPK:GPFOF) 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.


Grupo Financiero InbursaB de CV Forward Rate of Return (Yacktman) % Related Terms


Grupo Financiero InbursaB de CV Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Grupo Financiero InbursaB de CV'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.

Grupo Financiero InbursaB de CV Forward Rate of Return (Yacktman) % Chart

Grupo Financiero InbursaB de CV 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 0.00 0.00 0.00 19.31 15.76

Grupo Financiero InbursaB de CV 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 18.81 17.40 15.76 16.72 16.43

GPFOF vs PNC, USB: Forward Rate of Return (Yacktman) % Comparison

For the Banks - Regional subindustry, Grupo Financiero InbursaB de CV'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.


Grupo Financiero InbursaB de CV Forward Rate of Return (Yacktman) % vs Banks Industry

For the Banks industry and Financial Services sector, Grupo Financiero InbursaB de CV's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Grupo Financiero InbursaB de CV's Forward Rate of Return (Yacktman) % falls into.


GPFOF
72GF Score
Grupo Financiero Inbursa SAB de CV GPFOF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Grupo Financiero InbursaB de CV 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).

Grupo Financiero InbursaB de CV's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year Book Value Growth Rate
=0.09257143/2.3948+0.1457
=18.44 %

* 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 16.43% mean?
Grupo Financiero InbursaB de CV (GPFOF) has a Forward Rate of Return (Yacktman) % of 16.43% 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 Grupo Financiero InbursaB de CV and its competitors. This is 12% above median its historical median of 14.73. Over the past decade, Grupo Financiero InbursaB de CV's Forward Rate of Return (Yacktman) % has ranged from 11.30 to 19.34. According to the industry distribution chart, Grupo Financiero InbursaB de CV ranks #654 out of 1419 companies in the Banks industry, placing it in the top 46.1%.
Is Grupo Financiero InbursaB de CV's Forward Rate of Return (Yacktman) % too high?
Grupo Financiero InbursaB de CV's current Forward Rate of Return (Yacktman) % of 16.43% is 12% above median its 10-year median of 14.73. Over the past 10 years, this metric has ranged from a low of 11.30 to a high of 19.34. The Banks industry median Forward Rate of Return (Yacktman) % is 15.51. Grupo Financiero InbursaB de CV's value of 16.43% is 5.9% above this industry median. Based on the distribution chart, Grupo Financiero InbursaB de CV ranks #654 out of 1419 companies in the Banks industry, which is above the industry midpoint. Overall, Grupo Financiero InbursaB de CV has a GF Score™ of 72/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Grupo Financiero InbursaB de CV's Forward Rate of Return (Yacktman) % compare to PNC and USB?
According to the Banks industry distribution chart, Grupo Financiero InbursaB de CV ranks #654 out of 1419 companies for Forward Rate of Return (Yacktman) %. This puts Grupo Financiero InbursaB de CV in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 15.51. Grupo Financiero InbursaB de CV's value of 16.43% is 5.9% above this benchmark. Historically, Grupo Financiero InbursaB de CV's own Forward Rate of Return (Yacktman) % has ranged from 11.30 to 19.34 over the past decade. While the company's 10-year median is 14.73 vs. the industry median of 15.51, Grupo Financiero InbursaB de CV 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 Banks company?
The median Forward Rate of Return (Yacktman) % among Banks companies is 15.51, based on 1,419 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. Grupo Financiero InbursaB de CV's current Forward Rate of Return (Yacktman) % of 16.43% is 5.9% 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 Grupo Financiero InbursaB de CV and its competitors. For the Banks industry, the median Forward Rate of Return (Yacktman) % is 15.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Grupo Financiero InbursaB de CV's current Forward Rate of Return (Yacktman) % is 16.43%, which is 12% above median its own 10-year median of 14.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Grupo Financiero InbursaB de CV stock overvalued right now?
Based on GuruFocus' analysis, Grupo Financiero InbursaB de CV (GPFOF) is currently considered Modestly Undervalued. The stock's GF Value™ is $2.77, compared to a current price of $2.38 — trading 14.1% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 16.43%, which is 12% above median its 10-year median of 14.73 and 5.9% above the Banks industry median of 15.51. Grupo Financiero InbursaB de CV's overall GF Score™ is 72/100 with 2 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 Grupo Financiero InbursaB de CV (GPFOF), the current Forward Rate of Return (Yacktman) % is 16.43% 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 Grupo Financiero InbursaB de CV (GPFOF) Overvalued in 2026?

Based on GuruFocus' analysis, Grupo Financiero InbursaB de CV stock appears to be undervalued. The current stock price of $2.38 is trading 14.1% below its estimated GF Value™ of $2.77. GuruFocus considers Grupo Financiero InbursaB de CV to be Modestly Undervalued.

Key valuation signals for GPFOF:

  • Forward Rate of Return (Yacktman) %: 16.43% (12% above median its 10-year median of 14.73)
  • GF Value™: $2.77 vs. price of $2.38 (14.1% below fair value)
  • GF Score™: 72/100 with 2 warning signs
  • Industry Position: 5.9% above the Banks median (#654 of 1419)

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


Grupo Financiero InbursaB de CV Business Description

Other Exchanges GFINBURO:Mexico4FY:Germany
Address Paseo de las Palmas 736, Lomas de Chapultepec, Miguel Hidalgo, Mexico City, DF, MEX, 11000
Grupo Financiero Inbursa SAB de CV is a financial group that controls the majority of shares in various financial entities, including a multiple banking institution, insurance companies, and companies involved in providing financial services related to social security, asset management, and retail credit, among others.
72GF Score

Get the complete analysis for GPFOF

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

$2.38
Price
$2.77
GF Value