Aditya Birla Capital (NSE:ABCAPITAL) Forward Rate of Return (Yacktman) %: 0.00% (As of Jun. 2026)

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Director of Data and Quant Analytics at GuruFocus
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NSE:ABCAPITAL Aditya Birla Capital Ltd NSE:ABCAPITAL
69 GF Score
Price ₹410.00
GF Value ₹255.86
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Aditya Birla Capital Forward Rate of Return (Yacktman) %?

Aditya Birla Capital NSE:ABCAPITAL 69 Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 2026. GuruFocus rates NSE:ABCAPITAL with a GF Score™ of 69/100 and a GF Value™ of ₹255.86 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 67 Diversified Financial Services companies, Aditya Birla Capital ranks worse than 65.67% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Aditya Birla Capital's forward rate of return for was 0.00%.

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

NSE:ABCAPITAL' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -55.71   Med: 16.56   Max: 20
Current: 1.09

During the past 12 years, Aditya Birla Capital's highest Forward Rate of Return was 20.00. The lowest was -55.71. And the median was 16.56.

NSE:ABCAPITAL's Forward Rate of Return (Yacktman) % is ranked worse than
65.67% of 67 companies
in the Diversified Financial Services industry
Industry Median: 11.31 vs NSE:ABCAPITAL: 1.09

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.


Aditya Birla Capital  (NSE:ABCAPITAL) 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.


Aditya Birla Capital Forward Rate of Return (Yacktman) % Related Terms


Aditya Birla Capital Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Aditya Birla Capital'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.

Aditya Birla Capital Forward Rate of Return (Yacktman) % Chart

Aditya Birla Capital Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -14.79 -12.99 -8.98 -7.69 -6.53

Aditya Birla Capital 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 0.00 0.00 0.00 -6.53 0.00

NSE:ABCAPITAL vs FRHC, VOYA: Forward Rate of Return (Yacktman) % Comparison

For the Financial Conglomerates subindustry, Aditya Birla Capital'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.


Aditya Birla Capital Forward Rate of Return (Yacktman) % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Aditya Birla Capital's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


NSE:ABCAPITAL
69GF Score
Aditya Birla Capital Ltd NSE:ABCAPITAL
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Aditya Birla Capital 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).

Aditya Birla Capital's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-77.54383333/292.25+0.2
=-6.53 %

* 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 0.00% mean?
Aditya Birla Capital (NSE:ABCAPITAL) has a Forward Rate of Return (Yacktman) % of 0.00% 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 Aditya Birla Capital and its competitors. According to the industry distribution chart, Aditya Birla Capital ranks #44 out of 67 companies in the Diversified Financial Services industry, placing it in the top 65.7%.
Is Aditya Birla Capital's Forward Rate of Return (Yacktman) % too high?
Aditya Birla Capital's current Forward Rate of Return (Yacktman) % is 0.00%. Based on the distribution chart, Aditya Birla Capital ranks #44 out of 67 companies in the Diversified Financial Services industry, which is below the industry midpoint. Overall, Aditya Birla Capital has a GF Score™ of 69/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Aditya Birla Capital's Forward Rate of Return (Yacktman) % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, Aditya Birla Capital ranks #44 out of 67 companies for Forward Rate of Return (Yacktman) %. This places Aditya Birla Capital in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 11.31. 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 Diversified Financial Services company?
The median Forward Rate of Return (Yacktman) % among Diversified Financial Services companies is 11.31, based on 67 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 Aditya Birla Capital and its competitors. For the Diversified Financial Services industry, the median Forward Rate of Return (Yacktman) % is 11.31 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aditya Birla Capital's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aditya Birla Capital stock overvalued right now?
Based on GuruFocus' analysis, Aditya Birla Capital (NSE:ABCAPITAL) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹255.86, compared to a current price of ₹410.00 — trading 60.2% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Aditya Birla Capital's overall GF Score™ is 69/100 with 9 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 Aditya Birla Capital (NSE:ABCAPITAL), the current Forward Rate of Return (Yacktman) % is 0.00% 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 Aditya Birla Capital (NSE:ABCAPITAL) Overvalued in 2026?

Based on GuruFocus' analysis, Aditya Birla Capital stock appears to be overvalued. The current stock price of ₹410.00 is trading 60.2% above its estimated GF Value™ of ₹255.86. GuruFocus considers Aditya Birla Capital to be Significantly Overvalued.

Key valuation signals for NSE:ABCAPITAL:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: ₹255.86 vs. price of ₹410.00 (60.2% above fair value)
  • GF Score™: 69/100 with 9 warning signs

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


Aditya Birla Capital Business Description

Other Exchanges 540691:India
Address 841, Senapati Bapat Marg, Elphinstone Road, One World Centre, Tower 1, 18th Floor, Jupiter Mills Compound, Mumbai, MH, IND, 400 013
Aditya Birla Capital Ltd is a financial service provider. The company's products include Non-Bank Financial Services, Housing Finance, Life Insurance, Asset Management, General Insurance Broking, Stock and Securities Broking, Health Insurance and Other Financial Services. Its operating segments consist of Lending, and Investing and Others. The Lending segment consists of Loans (personal, business, etc.), loan against property, structured finance, working capital loans, wealth management, distribution of financial products, etc. The Investing and Others segment includes investments in Group companies Geographically, it derives a majority of its revenue from India.
69GF Score

Get the complete analysis for NSE:ABCAPITAL

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

₹410.00
Price
₹255.86
GF Value