Oman Refreshment CoOG (MUS:ORCI) Forward Rate of Return (Yacktman) %: -8.73% (As of Dec. 2024)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Founder & CEO of GuruFocus
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MUS:ORCI Oman Refreshment Co SAOG MUS:ORCI
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What is Oman Refreshment CoOG Forward Rate of Return (Yacktman) %?

Oman Refreshment CoOG MUS:ORCI 50 Forward Rate of Return (Yacktman) % is -8.73% as of Dec. 2024. GuruFocus rates MUS:ORCI with a GF Score™ of 50/100. The stock has 5 warning signs investors should review. Among 82 Beverages - Non-Alcoholic companies, Oman Refreshment CoOG ranks worse than 86.59% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Oman Refreshment CoOG's forward rate of return for was -8.73%.

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

MUS:ORCI' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -11.76   Med: 7.31   Max: 16.44
Current: -9.93

During the past 13 years, Oman Refreshment CoOG's highest Forward Rate of Return was 16.44. The lowest was -11.76. And the median was 7.31.

MUS:ORCI's Forward Rate of Return (Yacktman) % is ranked worse than
86.59% of 82 companies
in the Beverages - Non-Alcoholic industry
Industry Median: 11.315 vs MUS:ORCI: -9.93

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.


Oman Refreshment CoOG  (MUS:ORCI) 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.


Oman Refreshment CoOG Forward Rate of Return (Yacktman) % Related Terms


Oman Refreshment CoOG Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Oman Refreshment CoOG'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.

Oman Refreshment CoOG Forward Rate of Return (Yacktman) % Chart

Oman Refreshment CoOG Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.12 4.43 3.44 4.34 -8.73

Oman Refreshment CoOG Semi-Annual Data
Dec06 Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
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 14.12 4.43 3.44 4.34 -8.73

MUS:ORCI vs KO, PEP, MNST: Forward Rate of Return (Yacktman) % Comparison

For the Beverages - Non-Alcoholic subindustry, Oman Refreshment CoOG'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.


Oman Refreshment CoOG Forward Rate of Return (Yacktman) % vs Beverages - Non-Alcoholic Industry

For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, Oman Refreshment CoOG's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


MUS:ORCI
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Oman Refreshment Co SAOG MUS:ORCI
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Oman Refreshment CoOG 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).

Oman Refreshment CoOG's Forward Rate of Return of Dec. 2024 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.09116667/0.998+-0.1786
=-8.73 %

* 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 -8.73% mean?
Oman Refreshment CoOG (MUS:ORCI) has a Forward Rate of Return (Yacktman) % of -8.73% as of Dec. 2024. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Oman Refreshment CoOG and its competitors. According to the industry distribution chart, Oman Refreshment CoOG ranks #71 out of 82 companies in the Beverages - Non-Alcoholic industry, placing it in the top 86.6%.
Is Oman Refreshment CoOG's Forward Rate of Return (Yacktman) % too high?
Oman Refreshment CoOG's current Forward Rate of Return (Yacktman) % is -8.73%. Based on the distribution chart, Oman Refreshment CoOG ranks #71 out of 82 companies in the Beverages - Non-Alcoholic industry, which is in the bottom quartile relative to peers. Overall, Oman Refreshment CoOG has a GF Score™ of 50/100, reflecting its overall financial health beyond just this single metric.
How does Oman Refreshment CoOG's Forward Rate of Return (Yacktman) % compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, Oman Refreshment CoOG ranks #71 out of 82 companies for Forward Rate of Return (Yacktman) %. This places Oman Refreshment CoOG in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 11.32. 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 Beverages - Non-Alcoholic company?
The median Forward Rate of Return (Yacktman) % among Beverages - Non-Alcoholic companies is 11.32, based on 82 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. 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 Oman Refreshment CoOG and its competitors. For the Beverages - Non-Alcoholic industry, the median Forward Rate of Return (Yacktman) % is 11.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oman Refreshment CoOG's current Forward Rate of Return (Yacktman) % is -8.73%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oman Refreshment CoOG stock overvalued right now?
Oman Refreshment CoOG (MUS:ORCI) has a current Forward Rate of Return (Yacktman) % of -8.73%. The current Forward Rate of Return (Yacktman) % is -8.73%. Oman Refreshment CoOG's overall GF Score™ is 50/100 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 Oman Refreshment CoOG (MUS:ORCI), the current Forward Rate of Return (Yacktman) % is -8.73% as of Dec. 2024. 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.

Oman Refreshment CoOG Business Description

Address Al Ghubra, P.O. Box 30, C.P.O. Airport, Muscat, OMN, 111
Oman Refreshment Co SAOG is engaged in the business of filling and distributing soft drinks, water, and juices, as well as trading in consumer-packaged goods. The company holds franchise rights to produce, fill, and distribute the PepsiCo range of soft drinks and Aquafina water. Additionally, it is involved in trading in new edge beverages, Lays range of snacks, Quaker range of Oat products, Eurocake and EDITA bakery products, Froneri ice cream range (Nestle, Mondelez) of products, and Dairy and Chilled range (Balade, Barada) of products, and certain Frozen food products throughout the Sultanate of Oman. Further, it also produces and distributes juices under its own brand name, Topfruit. The majority of the company's revenue is generated from the sale of carbonated soft drinks.
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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.

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