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Grupo HerdezB de CVGUZOF 86 Forward Rate of Return (Yacktman) % is 23.92% as of Jun. 2026, which is 15% above its 10-year median of 20.88. GuruFocus rates GUZOF with a GF Score™ of 86/100 and a GF Value™ of $2.94 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,402 Consumer Packaged Goods companies, Grupo HerdezB de CV ranks better than 90.94% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Grupo HerdezB de CV's forward rate of return for was 23.92%.
The historical rank and industry rank for Grupo HerdezB de CV's Forward Rate of Return (Yacktman) % or its related term are showing as below:
GUZOF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 16.97 Med: 20.88 Max: 36.52
Current: 26.1
During the past 13 years, Grupo HerdezB de CV's highest Forward Rate of Return was 36.52. The lowest was 16.97. And the median was 20.88.
GUZOF's Forward Rate of Return (Yacktman) % is ranked better than 90.94% of 1402
companies
in the Consumer Packaged Goods industry
Industry Median: 8.455
vs GUZOF: 26.10
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 HerdezB de CV (OTCPK:GUZOF) 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 HerdezB de CV Forward Rate of Return (Yacktman) % Related Terms
Grupo HerdezB de CV Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Grupo HerdezB 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 HerdezB de CV Forward Rate of Return (Yacktman) % Chart
GUZOF vs KHC, GIS, HRL: Forward Rate of Return (Yacktman) % Comparison
For the Packaged Foods subindustry, Grupo HerdezB 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 HerdezB de CV Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Grupo HerdezB de CV's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Grupo HerdezB de CV's Forward Rate of Return (Yacktman) % falls into.
Grupo HerdezB 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).
* 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 23.92% mean?
Grupo HerdezB de CV (GUZOF) has a Forward Rate of Return (Yacktman) % of 23.92% 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 HerdezB de CV and its competitors. This is 15% above median its historical median of 20.88. Over the past decade, Grupo HerdezB de CV's Forward Rate of Return (Yacktman) % has ranged from 16.97 to 36.52. According to the industry distribution chart, Grupo HerdezB de CV ranks #127 out of 1402 companies in the Consumer Packaged Goods industry, placing it in the top 9.1%.
Is Grupo HerdezB de CV's Forward Rate of Return (Yacktman) % too high?
Grupo HerdezB de CV's current Forward Rate of Return (Yacktman) % of 23.92% is 15% above median its 10-year median of 20.88. Over the past 10 years, this metric has ranged from a low of 16.97 to a high of 36.52. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.46. Grupo HerdezB de CV's value of 23.92% is 182.9% above this industry median. Based on the distribution chart, Grupo HerdezB de CV ranks #127 out of 1402 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Grupo HerdezB de CV has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Grupo HerdezB de CV's Forward Rate of Return (Yacktman) % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Grupo HerdezB de CV ranks #127 out of 1402 companies for Forward Rate of Return (Yacktman) %. This places Grupo HerdezB de CV in the top 9% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 8.46. Grupo HerdezB de CV's value of 23.92% is 182.9% above this benchmark. Historically, Grupo HerdezB de CV's own Forward Rate of Return (Yacktman) % has ranged from 16.97 to 36.52 over the past decade. While the company's 10-year median is 20.88 vs. the industry median of 8.46, Grupo HerdezB 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 Consumer Packaged Goods company?
The median Forward Rate of Return (Yacktman) % among Consumer Packaged Goods companies is 8.46, based on 1,402 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 HerdezB de CV's current Forward Rate of Return (Yacktman) % of 23.92% is 182.9% 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 HerdezB de CV and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Grupo HerdezB de CV's current Forward Rate of Return (Yacktman) % is 23.92%, which is 15% above median its own 10-year median of 20.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Grupo HerdezB de CV stock overvalued right now?
Based on GuruFocus' analysis, Grupo HerdezB de CV (GUZOF) is currently considered Fairly Valued. The stock's GF Value™ is $2.94, compared to a current price of $3.00 — trading 2% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 23.92%, which is 15% above median its 10-year median of 20.88 and 182.9% above the Consumer Packaged Goods industry median of 8.46. Grupo HerdezB de CV's overall GF Score™ is 86/100 with 5 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 HerdezB de CV (GUZOF), the current Forward Rate of Return (Yacktman) % is 23.92% 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 HerdezB de CV (GUZOF) Overvalued in 2026?
Based on GuruFocus' analysis, Grupo HerdezB de CV stock appears to be overvalued.
The current stock price of $3.00 is trading 2% above its estimated GF Value™ of $2.94.
GuruFocus considers Grupo HerdezB de CV to be Fairly Valued.
Key valuation signals for GUZOF:
Forward Rate of Return (Yacktman) %: 23.92% (15% above median its 10-year median of 20.88)
GF Value™: $2.94 vs. price of $3.00 (2% above fair value)
Industry Position: 182.9% above the Consumer Packaged Goods median (#127 of 1402)
No single metric tells the full story. See the GUZOF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Grupo Herdez SAB de CV specialises in the processed food and ice cream industries, with its operations primarily in Mexico. The company engages in the manufacturing, purchasing, distributing, and marketing of canned and packaged food products in Mexico, as well as food products at the Mexican food segment within the United States. Product segments include burritos, canned vegetables, frozen yogurt, guacamole, and home-style salsas. Products are then sold through a variety of brands, such as Aires de Campo, Barilla, Bufalo and many more.
86GF Score
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