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Johnson Electric HoldingsJELCF -1.56%84 Forward Rate of Return (Yacktman) % is 8.36% as of Mar. 2026, which is 82% below its 10-year median of 46.84. GuruFocus rates JELCF with a GF Score™ of 84/100 and a GF Value™ of $2.14. The stock has 2 warning signs investors should review. Among 997 Vehicles & Parts companies, Johnson Electric Holdings ranks better than 50.25% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Johnson Electric Holdings's forward rate of return for was 8.36%.
The historical rank and industry rank for Johnson Electric Holdings's Forward Rate of Return (Yacktman) % or its related term are showing as below:
JELCF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 10.55 Med: 46.84 Max: 83.97
Current: 10.55
During the past 13 years, Johnson Electric Holdings's highest Forward Rate of Return was 83.97. The lowest was 10.55. And the median was 46.84.
JELCF's Forward Rate of Return (Yacktman) % is ranked better than 50.25% of 997
companies
in the Vehicles & Parts industry
Industry Median: 10.5
vs JELCF: 10.55
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.
Johnson Electric Holdings (OTCPK:JELCF) 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.
Johnson Electric Holdings Forward Rate of Return (Yacktman) % Related Terms
Johnson Electric Holdings Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Johnson Electric Holdings'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.
Johnson Electric Holdings Forward Rate of Return (Yacktman) % Chart
JELCF vs ORLY, AZO, GPC: Forward Rate of Return (Yacktman) % Comparison
For the Auto Parts subindustry, Johnson Electric Holdings'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.
Johnson Electric Holdings Forward Rate of Return (Yacktman) % vs Vehicles & Parts Industry
For the Vehicles & Parts industry and Consumer Cyclical sector, Johnson Electric Holdings's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Johnson Electric Holdings's Forward Rate of Return (Yacktman) % falls into.
Johnson Electric Holdings 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 8.36% mean?
Johnson Electric Holdings (JELCF) has a Forward Rate of Return (Yacktman) % of 8.36% 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 Johnson Electric Holdings and its competitors. This is 82% below median its historical median of 46.84. Over the past decade, Johnson Electric Holdings' Forward Rate of Return (Yacktman) % has ranged from 10.55 to 83.97. According to the industry distribution chart, Johnson Electric Holdings ranks #496 out of 997 companies in the Vehicles & Parts industry, placing it in the top 49.7%.
Is Johnson Electric Holdings' Forward Rate of Return (Yacktman) % too high?
Johnson Electric Holdings' current Forward Rate of Return (Yacktman) % of 8.36% is 82% below median its 10-year median of 46.84. Over the past 10 years, this metric has ranged from a low of 10.55 to a high of 83.97. The Vehicles & Parts industry median Forward Rate of Return (Yacktman) % is 10.50. Johnson Electric Holdings' value of 8.36% is 20.4% below this industry median. Based on the distribution chart, Johnson Electric Holdings ranks #496 out of 997 companies in the Vehicles & Parts industry, which is above the industry midpoint. Overall, Johnson Electric Holdings has a GF Score™ of 84/100, reflecting its overall financial health beyond just this single metric.
How does Johnson Electric Holdings' Forward Rate of Return (Yacktman) % compare to ORLY and AZO?
According to the Vehicles & Parts industry distribution chart, Johnson Electric Holdings ranks #496 out of 997 companies for Forward Rate of Return (Yacktman) %. This puts Johnson Electric Holdings in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 10.50. Johnson Electric Holdings' value of 8.36% is 20.4% below this benchmark. Historically, Johnson Electric Holdings' own Forward Rate of Return (Yacktman) % has ranged from 10.55 to 83.97 over the past decade. While the company's 10-year median is 46.84 vs. the industry median of 10.50, Johnson Electric Holdings 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 Vehicles & Parts company?
The median Forward Rate of Return (Yacktman) % among Vehicles & Parts companies is 10.50, based on 997 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. Johnson Electric Holdings's current Forward Rate of Return (Yacktman) % of 8.36% is 20.4% 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 Johnson Electric Holdings and its competitors. For the Vehicles & Parts industry, the median Forward Rate of Return (Yacktman) % is 10.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Johnson Electric Holdings's current Forward Rate of Return (Yacktman) % is 8.36%, which is 82% below median its own 10-year median of 46.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Johnson Electric Holdings stock overvalued right now?
Johnson Electric Holdings (JELCF) has a current Forward Rate of Return (Yacktman) % of 8.36%. The stock's GF Value™ is $2.14, compared to a current price of $3.42 — trading 59.6% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 8.36%, which is 82% below median its 10-year median of 46.84 and 20.4% below the Vehicles & Parts industry median of 10.50. Johnson Electric Holdings' 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 Johnson Electric Holdings (JELCF), the current Forward Rate of Return (Yacktman) % is 8.36% 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 Johnson Electric Holdings (JELCF) Overvalued in 2026?
Based on GuruFocus' analysis, Johnson Electric Holdings stock appears to be overvalued.
The current stock price of $3.42 is trading 59.6% above its estimated GF Value™ of $2.14.
Key valuation signals for JELCF:
Forward Rate of Return (Yacktman) %: 8.36% (82% below median its 10-year median of 46.84)
GF Value™: $2.14 vs. price of $3.42 (59.6% above fair value)
Industry Position: 20.4% below the Vehicles & Parts median (#496 of 997)
No single metric tells the full story. See the JELCF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Johnson Electric Holdings Ltd operates manufacturing plants and sales operations throughout the world. It operates through two business units: Automotive Products Group (APG) and Industry Products Group (IPG). APG provides custom motors, actuators, switches, and motion sub-system solutions for critical automotive motion-related functions, while IPG provides motion products and customized solutions for commercial and industrial applications. Its products include AC Motors, Actuators (Automotive), Automotive Cooling Fan Motors, eDrives, EV Chargers, Flat Flexible and Flex Circuits, Gearmotors, and others. Geographically, the company generates revenue from North America, the People's Republic of China, South America, Asia-Pacific, Europe, the Middle East, and Africa.
84GF Score
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Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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