Life Settlement Assets (LSE:LSAA) Forward Rate of Return (Yacktman) %: 9.80% (As of Dec. 2025) — Near Median

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:LSAA Life Settlement Assets PLC LSE:LSAA
49 GF Score
Price $1.80
GF Value $3.19
Valuation Significantly Undervalued
! 1 Warning Sign
View Full Analysis

What is Life Settlement Assets Forward Rate of Return (Yacktman) %?

Life Settlement Assets LSE:LSAA 49 Forward Rate of Return (Yacktman) % is 9.80% as of Dec. 2025, which is 7% below its 10-year median of 10.58. GuruFocus rates LSE:LSAA with a GF Score™ of 49/100 and a GF Value™ of $3.19 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 1,172 Asset Management companies, Life Settlement Assets ranks better than 67.32% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Life Settlement Assets's forward rate of return for was 9.80%.

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

LSE:LSAA' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 9.35   Med: 10.58   Max: 14.4
Current: 9.38

During the past 8 years, Life Settlement Assets's highest Forward Rate of Return was 14.40. The lowest was 9.35. And the median was 10.58.

LSE:LSAA's Forward Rate of Return (Yacktman) % is ranked better than
67.32% of 1172 companies
in the Asset Management industry
Industry Median: 4.4 vs LSE:LSAA: 9.38

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.


Life Settlement Assets  (LSE:LSAA) 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 Book Value 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.


Life Settlement Assets Forward Rate of Return (Yacktman) % Related Terms


Life Settlement Assets Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Life Settlement Assets'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.

Life Settlement Assets Forward Rate of Return (Yacktman) % Chart

Life Settlement Assets Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial 0.00 0.00 10.76 12.26 9.80

Life Settlement Assets Semi-Annual Data
Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 10.76 0.00 12.26 0.00 9.80

LSE:LSAA vs BLK, BX, KKR: Forward Rate of Return (Yacktman) % Comparison

For the Asset Management subindustry, Life Settlement Assets'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.


Life Settlement Assets Forward Rate of Return (Yacktman) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Life Settlement Assets's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Life Settlement Assets's Forward Rate of Return (Yacktman) % falls into.


LSE:LSAA
49GF Score
Life Settlement Assets PLC LSE:LSAA
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Life Settlement Assets 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).

Life Settlement Assets's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year Book Value Growth Rate
=0.07266667/1.63+0.0534
=9.80 %

* 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 9.80% mean?
Life Settlement Assets (LSE:LSAA) has a Forward Rate of Return (Yacktman) % of 9.80% 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 Life Settlement Assets and its competitors. This is near median its historical median of 10.58. Over the past decade, Life Settlement Assets' Forward Rate of Return (Yacktman) % has ranged from 9.35 to 14.40. According to the industry distribution chart, Life Settlement Assets ranks #383 out of 1172 companies in the Asset Management industry, placing it in the top 32.7%.
Is Life Settlement Assets' Forward Rate of Return (Yacktman) % too high?
Life Settlement Assets' current Forward Rate of Return (Yacktman) % of 9.80% is near median its 10-year median of 10.58. Over the past 10 years, this metric has ranged from a low of 9.35 to a high of 14.40. The Asset Management industry median Forward Rate of Return (Yacktman) % is 4.40. Life Settlement Assets' value of 9.80% is 122.7% above this industry median. Based on the distribution chart, Life Settlement Assets ranks #383 out of 1172 companies in the Asset Management industry, which is above the industry midpoint. Overall, Life Settlement Assets has a GF Score™ of 49/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Life Settlement Assets' Forward Rate of Return (Yacktman) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Life Settlement Assets ranks #383 out of 1172 companies for Forward Rate of Return (Yacktman) %. This puts Life Settlement Assets in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 4.40. Life Settlement Assets' value of 9.80% is 122.7% above this benchmark. Historically, Life Settlement Assets' own Forward Rate of Return (Yacktman) % has ranged from 9.35 to 14.40 over the past decade. While the company's 10-year median is 10.58 vs. the industry median of 4.40, Life Settlement Assets 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 Asset Management company?
The median Forward Rate of Return (Yacktman) % among Asset Management companies is 4.40, based on 1,172 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. Life Settlement Assets's current Forward Rate of Return (Yacktman) % of 9.80% is 122.7% 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 Life Settlement Assets and its competitors. For the Asset Management industry, the median Forward Rate of Return (Yacktman) % is 4.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Life Settlement Assets's current Forward Rate of Return (Yacktman) % is 9.80%, which is near median its own 10-year median of 10.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Life Settlement Assets stock overvalued right now?
Based on GuruFocus' analysis, Life Settlement Assets (LSE:LSAA) is currently considered Significantly Undervalued. The stock's GF Value™ is $3.19, compared to a current price of $1.80 — trading 43.6% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 9.80%, which is near median its 10-year median of 10.58 and 122.7% above the Asset Management industry median of 4.40. Life Settlement Assets' overall GF Score™ is 49/100 with 1 warning sign 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 Life Settlement Assets (LSE:LSAA), the current Forward Rate of Return (Yacktman) % is 9.80% 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 Life Settlement Assets (LSE:LSAA) Overvalued in 2026?

Based on GuruFocus' analysis, Life Settlement Assets stock appears to be undervalued. The current stock price of $1.80 is trading 43.6% below its estimated GF Value™ of $3.19. GuruFocus considers Life Settlement Assets to be Significantly Undervalued.

Key valuation signals for LSE:LSAA:

  • Forward Rate of Return (Yacktman) %: 9.80% (near median its 10-year median of 10.58)
  • GF Value™: $3.19 vs. price of $1.80 (43.6% below fair value)
  • GF Score™: 49/100 with 1 warning sign
  • Industry Position: 122.7% above the Asset Management median (#383 of 1172)

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


Life Settlement Assets Business Description

Address Den House, The Office Suite, Den Promenade, Teignmouth, Devon, GBR, Q14 8SY
Life Settlement Assets PLC is a closed-ended investment company. The company's principal activities are to support and manage portfolios of whole and partial interests in life settlement policies issued by life insurance companies operating predominantly in the United States. Its investment objective is to generate long-term returns for shareholders by investing in the life settlement market. The Company's entire income is generated on the life settlement portfolios in the USA.
49GF Score

Get the complete analysis for LSE:LSAA

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

$1.80
Price
$3.19
GF Value