PTlim Ivomas Pratama Tbk (ISX:SIMP) Forward Rate of Return (Yacktman) %: 33.45% (As of Jun. 2026) — 171% Above Median

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ISX:SIMP PT Salim Ivomas Pratama Tbk ISX:SIMP
84 GF Score
Price Rp595.00
GF Value Rp532.03
Valuation Modestly Overvalued
! 2 Warning Signs
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What is PTlim Ivomas Pratama Tbk Forward Rate of Return (Yacktman) %?

PTlim Ivomas Pratama Tbk ISX:SIMP +1.71% 84 Forward Rate of Return (Yacktman) % is 33.45% as of Jun. 2026, which is 171% above its 10-year median of 12.34. GuruFocus rates ISX:SIMP with a GF Score™ of 84/100 and a GF Value™ of Rp532.03 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,401 Consumer Packaged Goods companies, PTlim Ivomas Pratama Tbk ranks better than 94.86% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. PTlim Ivomas Pratama Tbk's forward rate of return for was 33.45%.

The historical rank and industry rank for PTlim Ivomas Pratama Tbk's Forward Rate of Return (Yacktman) % or its related term are showing as below:

ISX:SIMP' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -13.46   Med: 12.34   Max: 52.46
Current: 30.54

During the past 13 years, PTlim Ivomas Pratama Tbk's highest Forward Rate of Return was 52.46. The lowest was -13.46. And the median was 12.34.

ISX:SIMP's Forward Rate of Return (Yacktman) % is ranked better than
94.86% of 1401 companies
in the Consumer Packaged Goods industry
Industry Median: 8.37 vs ISX:SIMP: 30.54

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.


PTlim Ivomas Pratama Tbk  (ISX:SIMP) 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.


PTlim Ivomas Pratama Tbk Forward Rate of Return (Yacktman) % Related Terms


PTlim Ivomas Pratama Tbk Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for PTlim Ivomas Pratama 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.

PTlim Ivomas Pratama Tbk Forward Rate of Return (Yacktman) % Chart

PTlim Ivomas Pratama Tbk 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 13.19 35.34 47.47 50.57 31.34

PTlim Ivomas Pratama Tbk 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 39.50 32.89 31.34 30.31 33.45

ISX:SIMP vs KHC, GIS: Forward Rate of Return (Yacktman) % Comparison

For the Packaged Foods subindustry, PTlim Ivomas Pratama 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.


PTlim Ivomas Pratama Tbk Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, PTlim Ivomas Pratama Tbk's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where PTlim Ivomas Pratama Tbk's Forward Rate of Return (Yacktman) % falls into.


ISX:SIMP
84GF Score
PT Salim Ivomas Pratama Tbk ISX:SIMP
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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PTlim Ivomas Pratama 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).

PTlim Ivomas Pratama Tbk's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=129.71638095/525+0.0874
=33.45 %

* 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 33.45% mean?
PTlim Ivomas Pratama Tbk (ISX:SIMP) has a Forward Rate of Return (Yacktman) % of 33.45% 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 PTlim Ivomas Pratama Tbk and its competitors. This is 171% above median its historical median of 12.34. According to the industry distribution chart, PTlim Ivomas Pratama Tbk ranks #72 out of 1401 companies in the Consumer Packaged Goods industry, placing it in the top 5.1%.
Is PTlim Ivomas Pratama Tbk's Forward Rate of Return (Yacktman) % too high?
PTlim Ivomas Pratama Tbk's current Forward Rate of Return (Yacktman) % of 33.45% is 171% above median its 10-year median of 12.34. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.37. PTlim Ivomas Pratama Tbk's value of 33.45% is 299.6% above this industry median. Based on the distribution chart, PTlim Ivomas Pratama Tbk ranks #72 out of 1401 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, PTlim Ivomas Pratama Tbk has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does PTlim Ivomas Pratama Tbk's Forward Rate of Return (Yacktman) % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, PTlim Ivomas Pratama Tbk ranks #72 out of 1401 companies for Forward Rate of Return (Yacktman) %. This places PTlim Ivomas Pratama Tbk in the top 5% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 8.37. PTlim Ivomas Pratama Tbk's value of 33.45% is 299.6% above this benchmark. While the company's 10-year median is 12.34 vs. the industry median of 8.37, PTlim Ivomas Pratama 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 a Consumer Packaged Goods company?
The median Forward Rate of Return (Yacktman) % among Consumer Packaged Goods companies is 8.37, based on 1,401 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. PTlim Ivomas Pratama Tbk's current Forward Rate of Return (Yacktman) % of 33.45% is 299.6% 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 PTlim Ivomas Pratama Tbk and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PTlim Ivomas Pratama Tbk's current Forward Rate of Return (Yacktman) % is 33.45%, which is 171% above median its own 10-year median of 12.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PTlim Ivomas Pratama Tbk stock overvalued right now?
Based on GuruFocus' analysis, PTlim Ivomas Pratama Tbk (ISX:SIMP) is currently considered Modestly Overvalued. The stock's GF Value™ is Rp532.03, compared to a current price of Rp595.00 — trading 11.8% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 33.45%, which is 171% above median its 10-year median of 12.34 and 299.6% above the Consumer Packaged Goods industry median of 8.37. PTlim Ivomas Pratama Tbk's overall GF Score™ is 84/100 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 PTlim Ivomas Pratama Tbk (ISX:SIMP), the current Forward Rate of Return (Yacktman) % is 33.45% 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 PTlim Ivomas Pratama Tbk (ISX:SIMP) Overvalued in 2026?

Based on GuruFocus' analysis, PTlim Ivomas Pratama Tbk stock appears to be overvalued. The current stock price of Rp595.00 is trading 11.8% above its estimated GF Value™ of Rp532.03. GuruFocus considers PTlim Ivomas Pratama Tbk to be Modestly Overvalued.

Key valuation signals for ISX:SIMP:

  • Forward Rate of Return (Yacktman) %: 33.45% (171% above median its 10-year median of 12.34)
  • GF Value™: Rp532.03 vs. price of Rp595.00 (11.8% above fair value)
  • GF Score™: 84/100 with 2 warning signs
  • Industry Position: 299.6% above the Consumer Packaged Goods median (#72 of 1401)

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


PTlim Ivomas Pratama Tbk Business Description

Address Jalan Jenderal Sudirman Kav. 76-78, Sudirman Plaza, Indofood Tower, 11th Floor, Jakarta, IDN, 12910
PT Salim Ivomas Pratama Tbk is an agribusiness in Southeast Asia that focuses on cultivating and processing palm oil. Its principal activities include the entire supply chain from research and development, seed breeding, oil palm cultivation and milling as well as production and marketing of cooking oil, margarine and shortening products. The company is also engaged in the cultivation of sugar cane, rubber and other crops. It operates in two segments: Plantations; and Edible Oil and Fats. It derives maximum revenue from Edible Oil and Fats segment. Geographically, the company generates revenue from Domestic and Export.
84GF Score

Get the complete analysis for ISX:SIMP

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

Rp595.00
Price
Rp532.03
GF Value