MonotaRO CoMONOF 93 Forward Rate of Return (Yacktman) % is 20.61% as of Dec. 2025, which is 3% above its 10-year median of 20.00. GuruFocus rates MONOF with a GF Score™ of 93/100 and a GF Value™ of $15.96 (Significantly Undervalued). Among 794 Retail - Cyclical companies, MonotaRO Co ranks better than 70.28% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. MonotaRO Co's forward rate of return for was 20.61%.
The historical rank and industry rank for MonotaRO Co's Forward Rate of Return (Yacktman) % or its related term are showing as below:
MONOF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 16.84 Med: 20 Max: 21.06
Current: 20.88
During the past 13 years, MonotaRO Co's highest Forward Rate of Return was 21.06. The lowest was 16.84. And the median was 20.00.
MONOF's Forward Rate of Return (Yacktman) % is ranked better than 70.28% of 794
companies
in the Retail - Cyclical industry
Industry Median: 12.715
vs MONOF: 20.88
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.
MonotaRO Co (OTCPK:MONOF) 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.
MonotaRO Co Forward Rate of Return (Yacktman) % Related Terms
MonotaRO Co Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for MonotaRO Co'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.
MonotaRO Co Forward Rate of Return (Yacktman) % Chart
MONOF vs AMZN, BABA, PDD: Forward Rate of Return (Yacktman) % Comparison
For the Internet Retail subindustry, MonotaRO Co'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.
MonotaRO Co Forward Rate of Return (Yacktman) % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, MonotaRO Co's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where MonotaRO Co's Forward Rate of Return (Yacktman) % falls into.
MonotaRO Co 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).
MonotaRO Co's Forward Rate of Return of Dec. 2025 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
0.1745
/
14.5
+
0.0978
=
10.98 %
* 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 20.61% mean?
MonotaRO Co (MONOF) has a Forward Rate of Return (Yacktman) % of 20.61% 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 MonotaRO Co and its competitors. This is near median its historical median of 20.00. Over the past decade, MonotaRO Co's Forward Rate of Return (Yacktman) % has ranged from 16.84 to 21.06. According to the industry distribution chart, MonotaRO Co ranks #236 out of 794 companies in the Retail - Cyclical industry, placing it in the top 29.7%.
Is MonotaRO Co's Forward Rate of Return (Yacktman) % too high?
MonotaRO Co's current Forward Rate of Return (Yacktman) % of 20.61% is near median its 10-year median of 20.00. Over the past 10 years, this metric has ranged from a low of 16.84 to a high of 21.06. The Retail - Cyclical industry median Forward Rate of Return (Yacktman) % is 12.72. MonotaRO Co's value of 20.61% is 62.1% above this industry median. Based on the distribution chart, MonotaRO Co ranks #236 out of 794 companies in the Retail - Cyclical industry, which is above the industry midpoint. Overall, MonotaRO Co has a GF Score™ of 93/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does MonotaRO Co's Forward Rate of Return (Yacktman) % compare to AMZN and BABA?
According to the Retail - Cyclical industry distribution chart, MonotaRO Co ranks #236 out of 794 companies for Forward Rate of Return (Yacktman) %. This puts MonotaRO Co in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 12.72. MonotaRO Co's value of 20.61% is 62.1% above this benchmark. Historically, MonotaRO Co's own Forward Rate of Return (Yacktman) % has ranged from 16.84 to 21.06 over the past decade. While the company's 10-year median is 20.00 vs. the industry median of 12.72, MonotaRO Co 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 Retail - Cyclical company?
The median Forward Rate of Return (Yacktman) % among Retail - Cyclical companies is 12.72, based on 794 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. MonotaRO Co's current Forward Rate of Return (Yacktman) % of 20.61% is 62.1% 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 MonotaRO Co and its competitors. For the Retail - Cyclical industry, the median Forward Rate of Return (Yacktman) % is 12.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MonotaRO Co's current Forward Rate of Return (Yacktman) % is 20.61%, which is near median its own 10-year median of 20.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MonotaRO Co stock overvalued right now?
Based on GuruFocus' analysis, MonotaRO Co (MONOF) is currently considered Significantly Undervalued. The stock's GF Value™ is $15.96, compared to a current price of $10.40 — trading 34.8% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 20.61%, which is near median its 10-year median of 20.00 and 62.1% above the Retail - Cyclical industry median of 12.72. MonotaRO Co's overall GF Score™ is 93/100. 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 MonotaRO Co (MONOF), the current Forward Rate of Return (Yacktman) % is 20.61% 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 MonotaRO Co (MONOF) Overvalued in 2026?
Based on GuruFocus' analysis, MonotaRO Co stock appears to be undervalued.
The current stock price of $10.40 is trading 34.8% below its estimated GF Value™ of $15.96.
GuruFocus considers MonotaRO Co to be Significantly Undervalued.
Key valuation signals for MONOF:
Forward Rate of Return (Yacktman) %: 20.61% (near median its 10-year median of 20.00)
GF Value™: $15.96 vs. price of $10.40 (34.8% below fair value)
Industry Position: 62.1% above the Retail - Cyclical median (#236 of 794)
No single metric tells the full story. See the MONOF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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