Gartner (MEX:IT) Forward Rate of Return (Yacktman) %: 19.60% (As of Jun. 2026) — Near Median

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MEX:IT Gartner Inc MEX:IT
80 GF Score
Price MXN3,286.00
GF Value MXN10,618.74
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Gartner Forward Rate of Return (Yacktman) %?

Gartner MEX:IT 80 Forward Rate of Return (Yacktman) % is 19.60% as of Jun. 2026, which is 7% below its 10-year median of 21.04. GuruFocus rates MEX:IT with a GF Score™ of 80/100 and a GF Value™ of MXN10,618.74 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 1,377 Software companies, Gartner ranks better than 56.72% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Gartner's forward rate of return for was 19.60%.

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

MEX:IT' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 2.09   Med: 21.04   Max: 26.22
Current: 15.49

During the past 13 years, Gartner's highest Forward Rate of Return was 26.22. The lowest was 2.09. And the median was 21.04.

MEX:IT's Forward Rate of Return (Yacktman) % is ranked better than
56.72% of 1377 companies
in the Software industry
Industry Median: 13.01 vs MEX:IT: 15.49

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.


Gartner  (MEX:IT) 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.


Gartner Forward Rate of Return (Yacktman) % Related Terms


Gartner Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Gartner'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.

Gartner Forward Rate of Return (Yacktman) % Chart

Gartner 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 21.96 22.50 22.26 22.64 20.84

Gartner Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 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 23.52 25.35 20.84 20.18 19.60

MEX:IT vs CIFR, JKHY, CACI: Forward Rate of Return (Yacktman) % Comparison

For the Information Technology Services subindustry, Gartner'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.


Gartner Forward Rate of Return (Yacktman) % vs Software Industry

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

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


MEX:IT
80GF Score
Gartner Inc MEX:IT
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Gartner 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).

Gartner's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=298.11295238/2879+0.0549
=15.84 %

* 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 19.60% mean?
Gartner (MEX:IT) has a Forward Rate of Return (Yacktman) % of 19.60% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Gartner and its competitors. This is near median its historical median of 21.04. Over the past decade, Gartner's Forward Rate of Return (Yacktman) % has ranged from 2.09 to 26.22. According to the industry distribution chart, Gartner ranks #596 out of 1377 companies in the Software industry, placing it in the top 43.3%.
Is Gartner's Forward Rate of Return (Yacktman) % too high?
Gartner's current Forward Rate of Return (Yacktman) % of 19.60% is near median its 10-year median of 21.04. Over the past 10 years, this metric has ranged from a low of 2.09 to a high of 26.22. The Software industry median Forward Rate of Return (Yacktman) % is 13.01. Gartner's value of 19.60% is 50.7% above this industry median. Based on the distribution chart, Gartner ranks #596 out of 1377 companies in the Software industry, which is above the industry midpoint. Overall, Gartner has a GF Score™ of 80/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Gartner's Forward Rate of Return (Yacktman) % compare to CIFR and JKHY?
According to the Software industry distribution chart, Gartner ranks #596 out of 1377 companies for Forward Rate of Return (Yacktman) %. This puts Gartner in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 13.01. Gartner's value of 19.60% is 50.7% above this benchmark. Historically, Gartner's own Forward Rate of Return (Yacktman) % has ranged from 2.09 to 26.22 over the past decade. While the company's 10-year median is 21.04 vs. the industry median of 13.01, Gartner 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 a Software company?
The median Forward Rate of Return (Yacktman) % among Software companies is 13.01, based on 1,377 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. Gartner's current Forward Rate of Return (Yacktman) % of 19.60% is 50.7% 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 Gartner and its competitors. For the Software industry, the median Forward Rate of Return (Yacktman) % is 13.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Gartner's current Forward Rate of Return (Yacktman) % is 19.60%, which is near median its own 10-year median of 21.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Gartner stock overvalued right now?
Based on GuruFocus' analysis, Gartner (MEX:IT) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN10,618.74, compared to a current price of MXN3,286.00 — trading 69.1% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 19.60%, which is near median its 10-year median of 21.04 and 50.7% above the Software industry median of 13.01. Gartner's overall GF Score™ is 80/100 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 Gartner (MEX:IT), the current Forward Rate of Return (Yacktman) % is 19.60% as of Jun. 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 Gartner (MEX:IT) Overvalued in 2026?

Based on GuruFocus' analysis, Gartner stock appears to be undervalued. The current stock price of MXN3,286.00 is trading 69.1% below its estimated GF Value™ of MXN10,618.74. GuruFocus considers Gartner to be Significantly Undervalued.

Key valuation signals for MEX:IT:

  • Forward Rate of Return (Yacktman) %: 19.60% (near median its 10-year median of 21.04)
  • GF Value™: MXN10,618.74 vs. price of MXN3,286.00 (69.1% below fair value)
  • GF Score™: 80/100 with 1 warning sign
  • Industry Position: 50.7% above the Software median (#596 of 1377)

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


Gartner Business Description

Address 56 Top Gallant Road, P.O. Box 10212, Stamford, CT, USA, 06902-7700
Gartner Inc delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization's mission-critical priorities. It delivers its products and services globally through three reportable segments - Business and Technology Insights, Conferences and Consulting. Insights equips executives and their teams from every Majority function, geography, industry and sector with actionable, objective insights, guidance and tools. Conferences provides executives and teams across an organization the opportunity to learn, share and network. and Consulting serves senior executives technology-driven strategic initiatives leveraging the power of Gartner's actionable, objective insight. The Majority revenue is derived from the Insights segment.
80GF 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.

MXN3,286.00
Price
MXN10,618.74
GF Value