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TotalEnergies SEMEX:TOT N -0.68%62 Forward Rate of Return (Yacktman) % is 15.29% as of Jun. 2026, which is 138% above its 10-year median of 6.42. GuruFocus rates MEX:TOT N with a GF Score™ of 62/100 and a GF Value™ of MXN916.43. The stock has 6 warning signs investors should review. Among 609 Oil & Gas companies, TotalEnergies SE ranks better than 51.72% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. TotalEnergies SE's forward rate of return for was 15.29%.
The historical rank and industry rank for TotalEnergies SE's Forward Rate of Return (Yacktman) % or its related term are showing as below:
MEX:TOT N'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -14.58 Med: 6.42 Max: 32.08
Current: 14
During the past 13 years, TotalEnergies SE's highest Forward Rate of Return was 32.08. The lowest was -14.58. And the median was 6.42.
MEX:TOT N's Forward Rate of Return (Yacktman) % is ranked better than 51.72% of 609
companies
in the Oil & Gas industry
Industry Median: 13.16
vs MEX:TOT N: 14.00
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.
TotalEnergies SE (MEX:TOT N) 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.
TotalEnergies SE Forward Rate of Return (Yacktman) % Related Terms
TotalEnergies SE Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for TotalEnergies SE'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.
TotalEnergies SE Forward Rate of Return (Yacktman) % Chart
MEX:TOT N vs XOM, CVX: Forward Rate of Return (Yacktman) % Comparison
For the Oil & Gas Integrated subindustry, TotalEnergies SE'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.
TotalEnergies SE Forward Rate of Return (Yacktman) % vs Oil & Gas Industry
For the Oil & Gas industry and Energy sector, TotalEnergies SE's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where TotalEnergies SE's Forward Rate of Return (Yacktman) % falls into.
TotalEnergies SE 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 15.29% mean?
TotalEnergies SE (MEX:TOT N) has a Forward Rate of Return (Yacktman) % of 15.29% 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 TotalEnergies SE and its competitors. This is 138% above median its historical median of 6.42. According to the industry distribution chart, TotalEnergies SE ranks #294 out of 609 companies in the Oil & Gas industry, placing it in the top 48.3%.
Is TotalEnergies SE's Forward Rate of Return (Yacktman) % too high?
TotalEnergies SE's current Forward Rate of Return (Yacktman) % of 15.29% is 138% above median its 10-year median of 6.42. The Oil & Gas industry median Forward Rate of Return (Yacktman) % is 13.16. TotalEnergies SE's value of 15.29% is 16.2% above this industry median. Based on the distribution chart, TotalEnergies SE ranks #294 out of 609 companies in the Oil & Gas industry, which is above the industry midpoint. Overall, TotalEnergies SE has a GF Score™ of 62/100, reflecting its overall financial health beyond just this single metric.
How does TotalEnergies SE's Forward Rate of Return (Yacktman) % compare to XOM and CVX?
According to the Oil & Gas industry distribution chart, TotalEnergies SE ranks #294 out of 609 companies for Forward Rate of Return (Yacktman) %. This puts TotalEnergies SE in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 13.16. TotalEnergies SE's value of 15.29% is 16.2% above this benchmark. While the company's 10-year median is 6.42 vs. the industry median of 13.16, TotalEnergies SE 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 Oil & Gas company?
The median Forward Rate of Return (Yacktman) % among Oil & Gas companies is 13.16, based on 609 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. TotalEnergies SE's current Forward Rate of Return (Yacktman) % of 15.29% is 16.2% 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 TotalEnergies SE and its competitors. For the Oil & Gas industry, the median Forward Rate of Return (Yacktman) % is 13.16 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. TotalEnergies SE's current Forward Rate of Return (Yacktman) % is 15.29%, which is 138% above median its own 10-year median of 6.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is TotalEnergies SE stock overvalued right now?
TotalEnergies SE (MEX:TOT N) has a current Forward Rate of Return (Yacktman) % of 15.29%. The stock's GF Value™ is MXN916.43, compared to a current price of MXN1,195.56 — trading 30.5% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 15.29%, which is 138% above median its 10-year median of 6.42 and 16.2% above the Oil & Gas industry median of 13.16. TotalEnergies SE's overall GF Score™ is 62/100 with 6 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 TotalEnergies SE (MEX:TOT N), the current Forward Rate of Return (Yacktman) % is 15.29% 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 TotalEnergies SE (MEX:TOT N) Overvalued in 2026?
Based on GuruFocus' analysis, TotalEnergies SE stock appears to be overvalued.
The current stock price of MXN1,195.56 is trading 30.5% above its estimated GF Value™ of MXN916.43.
Key valuation signals for MEX:TOT N:
Forward Rate of Return (Yacktman) %: 15.29% (138% above median its 10-year median of 6.42)
GF Value™: MXN916.43 vs. price of MXN1,195.56 (30.5% above fair value)
Industry Position: 16.2% above the Oil & Gas median (#294 of 609)
No single metric tells the full story. See the MEX:TOT N stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
TotalEnergies is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2025, it produced 1.5 million barrels of liquids and 5.4 billion cubic feet of natural gas per day. At the end of 2025, reserves stood at 11.2 billion barrels of oil equivalent, 55% of which are liquids. During 2025, it had LNG sales of 43.9 million metric tons. The company owns interests in refineries with a capacity of nearly 1.8 million barrels a day, primarily in Europe, distributes refined products in 65 countries, and manufactures commodity and specialty chemicals. At year-end, its gross installed renewable power generation capacity was 34 gigawatts.
62GF Score
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