KSVRF (KSB SE KGaA) Forward Rate of Return (Yacktman) %: 19.94% (As of Dec. 2025) — 143% Above Median

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KSVRF KSB SE & Co KGaA KSVRF
41 GF Score
Price $1,348.47
GF Value $1,083.25
! 3 Warning Signs
View Full Analysis

What is KSB SE KGaA Forward Rate of Return (Yacktman) %?

KSB SE KGaA KSVRF -2.28% 41 Forward Rate of Return (Yacktman) % is 19.94% as of Dec. 2025, which is 143% above its 10-year median of 8.20. GuruFocus rates KSVRF with a GF Score™ of 41/100 and a GF Value™ of $1,083.25. The stock has 3 warning signs investors should review. Among 2,155 Industrial Products companies, KSB SE KGaA ranks better than 83.02% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. KSB SE KGaA's forward rate of return for was 19.94%.

The historical rank and industry rank for KSB SE KGaA's Forward Rate of Return (Yacktman) % or its related term are showing as below:

KSVRF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -1.27   Med: 8.2   Max: 21.07
Current: 20.14

During the past 13 years, KSB SE KGaA's highest Forward Rate of Return was 21.07. The lowest was -1.27. And the median was 8.20.

KSVRF's Forward Rate of Return (Yacktman) % is ranked better than
83.02% of 2155 companies
in the Industrial Products industry
Industry Median: 7.35 vs KSVRF: 20.14

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.


KSB SE KGaA  (OTCPK:KSVRF) 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.


KSB SE KGaA Forward Rate of Return (Yacktman) % Related Terms


KSB SE KGaA Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for KSB SE KGaA'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.

KSB SE KGaA Forward Rate of Return (Yacktman) % Chart

KSB SE KGaA 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 9.96 9.33 15.74 21.01 19.94

KSB SE KGaA Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 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 0.00 21.01 0.00 19.94 0.00

KSVRF vs GEV, ETN, PH: Forward Rate of Return (Yacktman) % Comparison

For the Specialty Industrial Machinery subindustry, KSB SE KGaA'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.


KSB SE KGaA Forward Rate of Return (Yacktman) % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, KSB SE KGaA's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where KSB SE KGaA's Forward Rate of Return (Yacktman) % falls into.


KSVRF
41GF Score
KSB SE & Co KGaA KSVRF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

KSB SE KGaA 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).

KSB SE KGaA's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=47.29166667/0+0.1432
=0 %

* 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 19.94% mean?
KSB SE KGaA (KSVRF) has a Forward Rate of Return (Yacktman) % of 19.94% 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 KSB SE KGaA and its competitors. This is 143% above median its historical median of 8.20. According to the industry distribution chart, KSB SE KGaA ranks #366 out of 2155 companies in the Industrial Products industry, placing it in the top 17%.
Is KSB SE KGaA's Forward Rate of Return (Yacktman) % too high?
KSB SE KGaA's current Forward Rate of Return (Yacktman) % of 19.94% is 143% above median its 10-year median of 8.20. The Industrial Products industry median Forward Rate of Return (Yacktman) % is 7.35. KSB SE KGaA's value of 19.94% is 171.3% above this industry median. Based on the distribution chart, KSB SE KGaA ranks #366 out of 2155 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, KSB SE KGaA has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does KSB SE KGaA's Forward Rate of Return (Yacktman) % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, KSB SE KGaA ranks #366 out of 2155 companies for Forward Rate of Return (Yacktman) %. This places KSB SE KGaA in the top 17% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 7.35. KSB SE KGaA's value of 19.94% is 171.3% above this benchmark. While the company's 10-year median is 8.20 vs. the industry median of 7.35, KSB SE KGaA 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 an Industrial Products company?
The median Forward Rate of Return (Yacktman) % among Industrial Products companies is 7.35, based on 2,155 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. KSB SE KGaA's current Forward Rate of Return (Yacktman) % of 19.94% is 171.3% 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 KSB SE KGaA and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. KSB SE KGaA's current Forward Rate of Return (Yacktman) % is 19.94%, which is 143% above median its own 10-year median of 8.20. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is KSB SE KGaA stock overvalued right now?
KSB SE KGaA (KSVRF) has a current Forward Rate of Return (Yacktman) % of 19.94%. The stock's GF Value™ is $1,083.25, compared to a current price of $1,348.47 — trading 24.5% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 19.94%, which is 143% above median its 10-year median of 8.20 and 171.3% above the Industrial Products industry median of 7.35. KSB SE KGaA's overall GF Score™ is 41/100 with 3 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 KSB SE KGaA (KSVRF), the current Forward Rate of Return (Yacktman) % is 19.94% 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.

Is KSB SE KGaA (KSVRF) Overvalued in 2026?

Based on GuruFocus' analysis, KSB SE KGaA stock appears to be overvalued. The current stock price of $1,348.47 is trading 24.5% above its estimated GF Value™ of $1,083.25.

Key valuation signals for KSVRF:

  • Forward Rate of Return (Yacktman) %: 19.94% (143% above median its 10-year median of 8.20)
  • GF Value™: $1,083.25 vs. price of $1,348.47 (24.5% above fair value)
  • GF Score™: 41/100 with 3 warning signs
  • Industry Position: 171.3% above the Industrial Products median (#366 of 2155)

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


KSB SE KGaA Business Description

Address Johann-Klein-Strasse 9, Pfalz, Frankenthal, RP, DEU, 67227
KSB SE & Co KGaA is a German-based supplier of pumps, valves, and related services. Its operations are carried out in three segments, namely Pumps, Valves, and the KSB SupremeServ segment, which comprises the spare parts business for pumps and valves. Maximum revenue is generated from the Pumps segment, which offers single and multistage pumps, submersible pumps, and associated control and drive systems. The company's pumps are used in various applications where fluids need to be transported, as well as in other applications that belong to industry, building services, water engineering, wastewater engineering, energy supply, and mining, among other sectors. Geographically, it generates revenue from Germany, China, France, the USA, India, and other countries.
41GF Score

Get the complete analysis for KSVRF

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

$1,348.47
Price
$1,083.25
GF Value