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JDE Peet's NVJDEPY 34 Forward Rate of Return (Yacktman) % is 4.93% as of Dec. 2025, which is 27% below its 10-year median of 6.79. GuruFocus rates JDEPY with a GF Score™ of 34/100. The stock has 6 warning signs investors should review. Among 1,407 Consumer Packaged Goods companies, JDE Peet's NV ranks worse than 56.57% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. JDE Peet's NV's forward rate of return for was 4.93%.
The historical rank and industry rank for JDE Peet's NV's Forward Rate of Return (Yacktman) % or its related term are showing as below:
JDEPY'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 2.79 Med: 6.79 Max: 13.87
Current: 6.06
During the past 10 years, JDE Peet's NV's highest Forward Rate of Return was 13.87. The lowest was 2.79. And the median was 6.79.
JDEPY's Forward Rate of Return (Yacktman) % is ranked worse than 56.57% of 1407
companies
in the Consumer Packaged Goods industry
Industry Median: 8.31
vs JDEPY: 6.06
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.
JDE Peet's NV (OTCPK:JDEPY) 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.
JDE Peet's NV Forward Rate of Return (Yacktman) % Related Terms
JDE Peet's NV Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for JDE Peet's NV'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.
JDE Peet's NV Forward Rate of Return (Yacktman) % Chart
JDEPY vs MKC, JBS, SJM: Forward Rate of Return (Yacktman) % Comparison
For the Packaged Foods subindustry, JDE Peet's NV'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.
JDE Peet's NV Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, JDE Peet's NV's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where JDE Peet's NV's Forward Rate of Return (Yacktman) % falls into.
JDE Peet's NV 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).
JDE Peet's NV's Forward Rate of Return of Dec. 2025 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
1.22866667
/
18.86
+
-0.0158
=
4.93 %
* 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 4.93% mean?
JDE Peet's NV (JDEPY) has a Forward Rate of Return (Yacktman) % of 4.93% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on JDE Peet's NV and its competitors. This is 27% below median its historical median of 6.79. Over the past decade, JDE Peet's NV's Forward Rate of Return (Yacktman) % has ranged from 2.79 to 13.87. According to the industry distribution chart, JDE Peet's NV ranks #796 out of 1407 companies in the Consumer Packaged Goods industry, placing it in the top 56.6%.
Is JDE Peet's NV's Forward Rate of Return (Yacktman) % too high?
JDE Peet's NV's current Forward Rate of Return (Yacktman) % of 4.93% is 27% below median its 10-year median of 6.79. Over the past 10 years, this metric has ranged from a low of 2.79 to a high of 13.87. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.31. JDE Peet's NV's value of 4.93% is 40.7% below this industry median. Based on the distribution chart, JDE Peet's NV ranks #796 out of 1407 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, JDE Peet's NV has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does JDE Peet's NV's Forward Rate of Return (Yacktman) % compare to MKC and JBS?
According to the Consumer Packaged Goods industry distribution chart, JDE Peet's NV ranks #796 out of 1407 companies for Forward Rate of Return (Yacktman) %. This places JDE Peet's NV in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 8.31. JDE Peet's NV's value of 4.93% is 40.7% below this benchmark. Historically, JDE Peet's NV's own Forward Rate of Return (Yacktman) % has ranged from 2.79 to 13.87 over the past decade. While the company's 10-year median is 6.79 vs. the industry median of 8.31, JDE Peet's NV has consistently been below 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 8.31, based on 1,407 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. JDE Peet's NV's current Forward Rate of Return (Yacktman) % of 4.93% is 40.7% below 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 JDE Peet's NV and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.31 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JDE Peet's NV's current Forward Rate of Return (Yacktman) % is 4.93%, which is 27% below median its own 10-year median of 6.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JDE Peet's NV stock overvalued right now?
JDE Peet's NV (JDEPY) has a current Forward Rate of Return (Yacktman) % of 4.93%. The current Forward Rate of Return (Yacktman) % is 4.93%, which is 27% below median its 10-year median of 6.79 and 40.7% below the Consumer Packaged Goods industry median of 8.31. JDE Peet's NV's overall GF Score™ is 34/100 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 JDE Peet's NV (JDEPY), the current Forward Rate of Return (Yacktman) % is 4.93% as of Dec. 2025. 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.
The product of a merger between Jacobs Douwe Egberts and Peet's Coffee in 2019, JDE Peet's is the world's largest pure-play coffee and tea group by revenue, with operations in more than 100 developed and emerging countries. Its portfolio of over 50 brands is the largest in the coffee and tea categories and includes global labels such as Peet's, Jacobs, L'OR, Senseo, and Tassimo, regional brands like Douwe Egberts, Stumptown, Kenco, Moccona, Intelligentsia, OldTown, and Super, and local marks such as Maison du Café in France, Harris in Australia, and Mighty Leaf Tea in the US. The group has a diverse go-to-market approach across the consumer packaged goods, out-of-home, retail, and online sales channels. JDE Peet's was listed on the Amsterdam stock exchange in 2020.
34GF Score
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