GPOVF (Grupo CarsoB de CV) Forward Rate of Return (Yacktman) %: 19.13% (As of Mar. 2026) — 106% Above Median

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GPOVF Grupo Carso SAB de CV GPOVF
88 GF Score
Price $8.47
GF Value $9.28
Valuation Fairly Valued
! 7 Warning Signs
View Full Analysis

What is Grupo CarsoB de CV Forward Rate of Return (Yacktman) %?

Grupo CarsoB de CV GPOVF 88 Forward Rate of Return (Yacktman) % is 19.13% as of Mar. 2026, which is 106% above its 10-year median of 9.27. GuruFocus rates GPOVF with a GF Score™ of 88/100 and a GF Value™ of $9.28 (Fairly Valued). The stock has 7 warning signs investors should review. Among 424 Conglomerates companies, Grupo CarsoB de CV ranks better than 68.4% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Grupo CarsoB de CV's forward rate of return for was 19.13%.

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

GPOVF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -3.32   Med: 9.27   Max: 24.72
Current: 19.06

During the past 13 years, Grupo CarsoB de CV's highest Forward Rate of Return was 24.72. The lowest was -3.32. And the median was 9.27.

GPOVF's Forward Rate of Return (Yacktman) % is ranked better than
68.4% of 424 companies
in the Conglomerates industry
Industry Median: 12.92 vs GPOVF: 19.06

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 CarsoB de CV  (OTCPK:GPOVF) 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.


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


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

* Premium members only.

The historical data trend for Grupo CarsoB 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 CarsoB de CV Forward Rate of Return (Yacktman) % Chart

Grupo CarsoB 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 -1.95 8.38 21.32 23.46 24.67

Grupo CarsoB de CV 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 23.09 23.38 23.34 24.67 19.13

GPOVF vs MMM, HON: Forward Rate of Return (Yacktman) % Comparison

For the Conglomerates subindustry, Grupo CarsoB 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 CarsoB de CV Forward Rate of Return (Yacktman) % vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Grupo CarsoB de CV's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


GPOVF
88GF Score
Grupo Carso SAB de CV GPOVF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Grupo CarsoB 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 CarsoB de CV's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.24685714/7.05+0.1831
=21.81 %

* 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 19.13% mean?
Grupo CarsoB de CV (GPOVF) has a Forward Rate of Return (Yacktman) % of 19.13% 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 Grupo CarsoB de CV and its competitors. This is 106% above median its historical median of 9.27. According to the industry distribution chart, Grupo CarsoB de CV ranks #134 out of 424 companies in the Conglomerates industry, placing it in the top 31.6%.
Is Grupo CarsoB de CV's Forward Rate of Return (Yacktman) % too high?
Grupo CarsoB de CV's current Forward Rate of Return (Yacktman) % of 19.13% is 106% above median its 10-year median of 9.27. The Conglomerates industry median Forward Rate of Return (Yacktman) % is 12.92. Grupo CarsoB de CV's value of 19.13% is 48.1% above this industry median. Based on the distribution chart, Grupo CarsoB de CV ranks #134 out of 424 companies in the Conglomerates industry, which is above the industry midpoint. Overall, Grupo CarsoB de CV has a GF Score™ of 88/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Grupo CarsoB de CV's Forward Rate of Return (Yacktman) % compare to MMM and HON?
According to the Conglomerates industry distribution chart, Grupo CarsoB de CV ranks #134 out of 424 companies for Forward Rate of Return (Yacktman) %. This puts Grupo CarsoB de CV in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 12.92. Grupo CarsoB de CV's value of 19.13% is 48.1% above this benchmark. While the company's 10-year median is 9.27 vs. the industry median of 12.92, Grupo CarsoB 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 Conglomerates company?
The median Forward Rate of Return (Yacktman) % among Conglomerates companies is 12.92, based on 424 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 CarsoB de CV's current Forward Rate of Return (Yacktman) % of 19.13% is 48.1% 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 CarsoB de CV and its competitors. For the Conglomerates industry, the median Forward Rate of Return (Yacktman) % is 12.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Grupo CarsoB de CV's current Forward Rate of Return (Yacktman) % is 19.13%, which is 106% above median its own 10-year median of 9.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Grupo CarsoB de CV stock overvalued right now?
Based on GuruFocus' analysis, Grupo CarsoB de CV (GPOVF) is currently considered Fairly Valued. The stock's GF Value™ is $9.28, compared to a current price of $8.47 — trading 8.7% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 19.13%, which is 106% above median its 10-year median of 9.27 and 48.1% above the Conglomerates industry median of 12.92. Grupo CarsoB de CV's overall GF Score™ is 88/100 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 Grupo CarsoB de CV (GPOVF), the current Forward Rate of Return (Yacktman) % is 19.13% 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 Grupo CarsoB de CV (GPOVF) Overvalued in 2026?

Based on GuruFocus' analysis, Grupo CarsoB de CV stock appears to be undervalued. The current stock price of $8.47 is trading 8.7% below its estimated GF Value™ of $9.28. GuruFocus considers Grupo CarsoB de CV to be Fairly Valued.

Key valuation signals for GPOVF:

  • Forward Rate of Return (Yacktman) %: 19.13% (106% above median its 10-year median of 9.27)
  • GF Value™: $9.28 vs. price of $8.47 (8.7% below fair value)
  • GF Score™: 88/100 with 7 warning signs
  • Industry Position: 48.1% above the Conglomerates median (#134 of 424)

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


Grupo CarsoB de CV Business Description

Other Exchanges GCARSOA1:Mexico4GF:Germany
Address 255 Frisco Building, Lago Zurich 245, 6th Floor, Ampliacion Granada, Mexico City, MEX, 11529
Grupo Carso SAB de CV is a conglomerate based in Mexico with business presence in several countries, mainly in the Americas and Europe. The firm has operations in four main business segments: commercial and retail, industrial and manufacturing, infrastructure and construction, and energy. The largest contributor to sales, the commercial and retail division, serves middle- and high-income consumers and operates department stores, boutiques, restaurants, and multimedia stores. The industrial and manufacturing segment has a portfolio of products and services focused on cables, power transformers and reactors, and alternative energies, among others. The infrastructure and construction division serves sectors like the oil and chemical industries, pipeline installation, and housing development.
88GF Score

Get the complete analysis for GPOVF

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

$8.47
Price
$9.28
GF Value