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Stara Planina Holding ADLTS:0O2S 69 Forward Rate of Return (Yacktman) % is 15.86% as of Mar. 2026, which is 24% above its 10-year median of 12.76. GuruFocus rates LTS:0O2S with a GF Score™ of 69/100 and a GF Value™ of лв16.47. The stock has 5 warning signs investors should review. Among 2,151 Industrial Products companies, Stara Planina Holding AD ranks better than 72.99% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Stara Planina Holding AD's forward rate of return for was 15.86%.
The historical rank and industry rank for Stara Planina Holding AD's Forward Rate of Return (Yacktman) % or its related term are showing as below:
LTS:0O2S'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -1.71 Med: 12.76 Max: 29.01
Current: 17.51
During the past 13 years, Stara Planina Holding AD's highest Forward Rate of Return was 29.01. The lowest was -1.71. And the median was 12.76.
LTS:0O2S's Forward Rate of Return (Yacktman) % is ranked better than 72.99% of 2151
companies
in the Industrial Products industry
Industry Median: 7.86
vs LTS:0O2S: 17.51
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.
Stara Planina Holding AD (LTS:0O2S) 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.
Stara Planina Holding AD Forward Rate of Return (Yacktman) % Related Terms
Stara Planina Holding AD Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Stara Planina Holding AD'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.
Stara Planina Holding AD Forward Rate of Return (Yacktman) % Chart
LTS:0O2S vs GEV, ETN, PH: Forward Rate of Return (Yacktman) % Comparison
For the Specialty Industrial Machinery subindustry, Stara Planina Holding AD'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.
Stara Planina Holding AD Forward Rate of Return (Yacktman) % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Stara Planina Holding AD's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Stara Planina Holding AD's Forward Rate of Return (Yacktman) % falls into.
Stara Planina Holding AD 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 15.86% mean?
Stara Planina Holding AD (LTS:0O2S) has a Forward Rate of Return (Yacktman) % of 15.86% 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 Stara Planina Holding AD and its competitors. This is 24% above median its historical median of 12.76. According to the industry distribution chart, Stara Planina Holding AD ranks #581 out of 2151 companies in the Industrial Products industry, placing it in the top 27%.
Is Stara Planina Holding AD's Forward Rate of Return (Yacktman) % too high?
Stara Planina Holding AD's current Forward Rate of Return (Yacktman) % of 15.86% is 24% above median its 10-year median of 12.76. The Industrial Products industry median Forward Rate of Return (Yacktman) % is 7.86. Stara Planina Holding AD's value of 15.86% is 101.8% above this industry median. Based on the distribution chart, Stara Planina Holding AD ranks #581 out of 2151 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Stara Planina Holding AD has a GF Score™ of 69/100, reflecting its overall financial health beyond just this single metric.
How does Stara Planina Holding AD's Forward Rate of Return (Yacktman) % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, Stara Planina Holding AD ranks #581 out of 2151 companies for Forward Rate of Return (Yacktman) %. This puts Stara Planina Holding AD in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.86. Stara Planina Holding AD's value of 15.86% is 101.8% above this benchmark. While the company's 10-year median is 12.76 vs. the industry median of 7.86, Stara Planina Holding AD 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 7.86, based on 2,151 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. Stara Planina Holding AD's current Forward Rate of Return (Yacktman) % of 15.86% is 101.8% 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 Stara Planina Holding AD and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.86 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Stara Planina Holding AD's current Forward Rate of Return (Yacktman) % is 15.86%, which is 24% above median its own 10-year median of 12.76. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stara Planina Holding AD stock overvalued right now?
Stara Planina Holding AD (LTS:0O2S) has a current Forward Rate of Return (Yacktman) % of 15.86%. The stock's GF Value™ is лв16.47, compared to a current price of лв7.50 — trading 54.5% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 15.86%, which is 24% above median its 10-year median of 12.76 and 101.8% above the Industrial Products industry median of 7.86. Stara Planina Holding AD's overall GF Score™ is 69/100 with 5 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 Stara Planina Holding AD (LTS:0O2S), the current Forward Rate of Return (Yacktman) % is 15.86% 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 Stara Planina Holding AD (LTS:0O2S) Overvalued in 2026?
Based on GuruFocus' analysis, Stara Planina Holding AD stock appears to be undervalued.
The current stock price of лв7.50 is trading 54.5% below its estimated GF Value™ of лв16.47.
Key valuation signals for LTS:0O2S:
Forward Rate of Return (Yacktman) %: 15.86% (24% above median its 10-year median of 12.76)
GF Value™: лв16.47 vs. price of лв7.50 (54.5% below fair value)
Industry Position: 101.8% above the Industrial Products median (#581 of 2151)
No single metric tells the full story. See the LTS:0O2S stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Stara Planina Holding AD is a holding company. The company is engaged in the acquisition, management, evaluation, and sale of shareholdings in Bulgarian and foreign companies; acquisition, management, and sale of bonds, evaluation and sale of patents, transfer of licenses for the use of patents, belonging to companies where the holding company has participation; financing companies where the holding company has participations; other commercial operations, except those prohibited by law. The investment portfolio of the holding is distributed mainly in the following industries, Machine Building; Electrical Engineering, Light Industry, and Financial.
69GF Score
Get the complete analysis for LTS:0O2S
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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