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Oceana GroupOCGPF 76 Forward Rate of Return (Yacktman) % is 5.23% as of Sep. 2025, which is 28% below its 10-year median of 7.25. GuruFocus rates OCGPF with a GF Score™ of 76/100 and a GF Value™ of $2.80. The stock has 10 warning signs investors should review. Among 1,401 Consumer Packaged Goods companies, Oceana Group ranks worse than 60.1% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Oceana Group's forward rate of return for was 5.23%.
The historical rank and industry rank for Oceana Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:
OCGPF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 1.09 Med: 7.25 Max: 19.98
Current: 4.74
During the past 13 years, Oceana Group's highest Forward Rate of Return was 19.98. The lowest was 1.09. And the median was 7.25.
OCGPF's Forward Rate of Return (Yacktman) % is ranked worse than 60.1% of 1401
companies
in the Consumer Packaged Goods industry
Industry Median: 8.37
vs OCGPF: 4.74
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.
Oceana Group (OTCPK:OCGPF) 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.
Oceana Group Forward Rate of Return (Yacktman) % Related Terms
Oceana Group Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Oceana Group'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.
Oceana Group Forward Rate of Return (Yacktman) % Chart
OCGPF vs KHC, GIS: Forward Rate of Return (Yacktman) % Comparison
For the Packaged Foods subindustry, Oceana Group'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.
Oceana Group Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Oceana Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Oceana Group's Forward Rate of Return (Yacktman) % falls into.
Oceana Group 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).
Oceana Group's Forward Rate of Return of Sep. 2025 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
0.0525
/
2.96
+
0.0112
=
2.89 %
* 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 5.23% mean?
Oceana Group (OCGPF) has a Forward Rate of Return (Yacktman) % of 5.23% as of Sep. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Oceana Group and its competitors. This is 28% below median its historical median of 7.25. Over the past decade, Oceana Group's Forward Rate of Return (Yacktman) % has ranged from 1.09 to 19.98. According to the industry distribution chart, Oceana Group ranks #842 out of 1401 companies in the Consumer Packaged Goods industry, placing it in the top 60.1%.
Is Oceana Group's Forward Rate of Return (Yacktman) % too high?
Oceana Group's current Forward Rate of Return (Yacktman) % of 5.23% is 28% below median its 10-year median of 7.25. Over the past 10 years, this metric has ranged from a low of 1.09 to a high of 19.98. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.37. Oceana Group's value of 5.23% is 37.5% below this industry median. Based on the distribution chart, Oceana Group ranks #842 out of 1401 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, Oceana Group has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Oceana Group's Forward Rate of Return (Yacktman) % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Oceana Group ranks #842 out of 1401 companies for Forward Rate of Return (Yacktman) %. This places Oceana Group in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 8.37. Oceana Group's value of 5.23% is 37.5% below this benchmark. Historically, Oceana Group's own Forward Rate of Return (Yacktman) % has ranged from 1.09 to 19.98 over the past decade. While the company's 10-year median is 7.25 vs. the industry median of 8.37, Oceana Group has consistently been below 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 Consumer Packaged Goods company?
The median Forward Rate of Return (Yacktman) % among Consumer Packaged Goods companies is 8.37, based on 1,401 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. Oceana Group's current Forward Rate of Return (Yacktman) % of 5.23% is 37.5% below 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 Oceana Group and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oceana Group's current Forward Rate of Return (Yacktman) % is 5.23%, which is 28% below median its own 10-year median of 7.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oceana Group stock overvalued right now?
Oceana Group (OCGPF) has a current Forward Rate of Return (Yacktman) % of 5.23%. The stock's GF Value™ is $2.80, compared to a current price of $3.00 — trading 7.1% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 5.23%, which is 28% below median its 10-year median of 7.25 and 37.5% below the Consumer Packaged Goods industry median of 8.37. Oceana Group's overall GF Score™ is 76/100 with 10 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 Oceana Group (OCGPF), the current Forward Rate of Return (Yacktman) % is 5.23% as of Sep. 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 Oceana Group (OCGPF) Overvalued in 2026?
Based on GuruFocus' analysis, Oceana Group stock appears to be overvalued.
The current stock price of $3.00 is trading 7.1% above its estimated GF Value™ of $2.80.
Key valuation signals for OCGPF:
Forward Rate of Return (Yacktman) %: 5.23% (28% below median its 10-year median of 7.25)
GF Value™: $2.80 vs. price of $3.00 (7.1% above fair value)
Industry Position: 37.5% below the Consumer Packaged Goods median (#842 of 1401)
No single metric tells the full story. See the OCGPF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Oceana Group Ltd is a diversified, international fish and food company engaged in the responsible catching, procuring, processing, marketing and distribution of fish and food products. Its products and services include canned fish (notably pilchards), other canned foods such as tuna, sardines and canned meats, fishmeal and fish oil for the aquaculture, animal feed and pet food industries, as well as wild-caught seafood including horse mackerel, hake, squid and lobster. The Group operates through three main segments: Lucky Star Foods, Fishmeal and Fish Oil, and Wild Caught Seafood, with the majority of its revenue generated from the Lucky Star Foods segment. Geographically, the Group operates in South Africa, Namibia, other parts of Africa, Europe, the Americas and the Far East.
76GF Score
Get the complete analysis for OCGPF
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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