Muehlbauer Holding AG (LTS:0O2Z) Forward Rate of Return (Yacktman) %: 4.23% (As of Dec. 2025) — 22% Below Median


LTS:0O2Z Muehlbauer Holding AG LTS:0O2Z
77 GF Score
Price €37.00
GF Value €58.62
Valuation Significantly Undervalued
! 3 Warning Signs
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What is Muehlbauer Holding AG Forward Rate of Return (Yacktman) %?

Muehlbauer Holding AG LTS:0O2Z -4.64% 77 Forward Rate of Return (Yacktman) % is 4.23% as of Dec. 2025, which is 22% below its 10-year median of 5.42. GuruFocus rates LTS:0O2Z with a GF Score™ of 77/100 and a GF Value™ of €58.62 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 1,713 Hardware companies, Muehlbauer Holding AG ranks worse than 51.2% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Muehlbauer Holding AG's forward rate of return for was 4.23%.

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

LTS:0O2Z' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -21.59   Med: 5.42   Max: 27.5
Current: 4.32

During the past 13 years, Muehlbauer Holding AG's highest Forward Rate of Return was 27.50. The lowest was -21.59. And the median was 5.42.

LTS:0O2Z's Forward Rate of Return (Yacktman) % is ranked worse than
51.2% of 1713 companies
in the Hardware industry
Industry Median: 4.99 vs LTS:0O2Z: 4.32

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.


Muehlbauer Holding AG  (LTS:0O2Z) 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.


Muehlbauer Holding AG Forward Rate of Return (Yacktman) % Related Terms


Muehlbauer Holding AG Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Muehlbauer Holding AG'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.

Muehlbauer Holding AG Forward Rate of Return (Yacktman) % Chart

Muehlbauer Holding AG 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 10.26 -2.56 1.26 -2.90 4.23

Muehlbauer Holding AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 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 Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.26 0.00 -2.90 0.00 4.23

LTS:0O2Z vs DELL, SNDK, ANET: Forward Rate of Return (Yacktman) % Comparison

For the Computer Hardware subindustry, Muehlbauer Holding AG'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.


Muehlbauer Holding AG Forward Rate of Return (Yacktman) % vs Hardware Industry

For the Hardware industry and Technology sector, Muehlbauer Holding AG's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Muehlbauer Holding AG's Forward Rate of Return (Yacktman) % falls into.


LTS:0O2Z
77GF Score
Muehlbauer Holding AG LTS:0O2Z
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Muehlbauer Holding AG 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).

Muehlbauer Holding AG's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.08516667/38.6+0.0145
=4.26 %

* 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 4.23% mean?
Muehlbauer Holding AG (LTS:0O2Z) has a Forward Rate of Return (Yacktman) % of 4.23% 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 Muehlbauer Holding AG and its competitors. This is 22% below median its historical median of 5.42. According to the industry distribution chart, Muehlbauer Holding AG ranks #877 out of 1713 companies in the Hardware industry, placing it in the top 51.2%.
Is Muehlbauer Holding AG's Forward Rate of Return (Yacktman) % too high?
Muehlbauer Holding AG's current Forward Rate of Return (Yacktman) % of 4.23% is 22% below median its 10-year median of 5.42. The Hardware industry median Forward Rate of Return (Yacktman) % is 4.99. Muehlbauer Holding AG's value of 4.23% is 15.2% below this industry median. Based on the distribution chart, Muehlbauer Holding AG ranks #877 out of 1713 companies in the Hardware industry, which is below the industry midpoint. Overall, Muehlbauer Holding AG has a GF Score™ of 77/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Muehlbauer Holding AG's Forward Rate of Return (Yacktman) % compare to DELL and SNDK?
According to the Hardware industry distribution chart, Muehlbauer Holding AG ranks #877 out of 1713 companies for Forward Rate of Return (Yacktman) %. This places Muehlbauer Holding AG in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 4.99. Muehlbauer Holding AG's value of 4.23% is 15.2% below this benchmark. While the company's 10-year median is 5.42 vs. the industry median of 4.99, Muehlbauer Holding AG 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 Hardware company?
The median Forward Rate of Return (Yacktman) % among Hardware companies is 4.99, based on 1,713 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. Muehlbauer Holding AG's current Forward Rate of Return (Yacktman) % of 4.23% is 15.2% 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 Muehlbauer Holding AG and its competitors. For the Hardware industry, the median Forward Rate of Return (Yacktman) % is 4.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Muehlbauer Holding AG's current Forward Rate of Return (Yacktman) % is 4.23%, which is 22% below median its own 10-year median of 5.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Muehlbauer Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Muehlbauer Holding AG (LTS:0O2Z) is currently considered Significantly Undervalued. The stock's GF Value™ is €58.62, compared to a current price of €37.00 — trading 36.9% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 4.23%, which is 22% below median its 10-year median of 5.42 and 15.2% below the Hardware industry median of 4.99. Muehlbauer Holding AG's overall GF Score™ is 77/100 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 Muehlbauer Holding AG (LTS:0O2Z), the current Forward Rate of Return (Yacktman) % is 4.23% 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 Muehlbauer Holding AG (LTS:0O2Z) Overvalued in 2026?

Based on GuruFocus' analysis, Muehlbauer Holding AG stock appears to be undervalued. The current stock price of €37.00 is trading 36.9% below its estimated GF Value™ of €58.62. GuruFocus considers Muehlbauer Holding AG to be Significantly Undervalued.

Key valuation signals for LTS:0O2Z:

  • Forward Rate of Return (Yacktman) %: 4.23% (22% below median its 10-year median of 5.42)
  • GF Value™: €58.62 vs. price of €37.00 (36.9% below fair value)
  • GF Score™: 77/100 with 3 warning signs
  • Industry Position: 15.2% below the Hardware median (#877 of 1713)

No single metric tells the full story. See the LTS:0O2Z stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Muehlbauer Holding AG Business Description

Other Exchanges MUB:Germany
Address Josef Muhlbauer Platz 1, Roding, DEU, 93426
Muehlbauer Holding AG is a German-based technology solutions provider with operations spread across multiple continents. Its business is segregated into three divisions; Precision Parts, Production Equipment and Government Solutions. The Precision Parts segment is associated with precision engineering and surface engineering. The Productions Equipment segment offers die sorting, smart cards, flexible solar technology and RFID/Smart Label technologies and the Government Solutions segment focuses on Identity document (ID) card solutions, document verification solutions, productions facility solutions, border management solutions and e-government solutions.
77GF Score

Get the complete analysis for LTS:0O2Z

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

€37.00
Price
€58.62
GF Value