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OTC Markets GroupOTCM -1.43%90 Forward Rate of Return (Yacktman) % is 7.37% as of Jun. 2026, which is 55% below its 10-year median of 16.23. GuruFocus rates OTCM with a GF Score™ of 90/100 and a GF Value™ of $60.85 (Fairly Valued). The stock has 3 warning signs investors should review. Among 515 Capital Markets companies, OTC Markets Group ranks worse than 55.15% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. OTC Markets Group's forward rate of return for was 7.37%.
The historical rank and industry rank for OTC Markets Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:
OTCM'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 4.06 Med: 16.23 Max: 24.77
Current: 6.96
During the past 13 years, OTC Markets Group's highest Forward Rate of Return was 24.77. The lowest was 4.06. And the median was 16.23.
OTCM's Forward Rate of Return (Yacktman) % is ranked worse than 55.15% of 515
companies
in the Capital Markets industry
Industry Median: 9.47
vs OTCM: 6.96
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.
OTC Markets Group (OTCPK:OTCM) 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.
OTC Markets Group Forward Rate of Return (Yacktman) % Related Terms
OTC Markets Group Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for OTC Markets 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.
OTC Markets Group Forward Rate of Return (Yacktman) % Chart
OTCM vs VALU, DTCX, MKTW: Forward Rate of Return (Yacktman) % Comparison
For the Financial Data & Stock Exchanges subindustry, OTC Markets 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.
OTC Markets Group Forward Rate of Return (Yacktman) % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, OTC Markets Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where OTC Markets Group's Forward Rate of Return (Yacktman) % falls into.
OTC Markets 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).
* 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 7.37% mean?
OTC Markets Group (OTCM) has a Forward Rate of Return (Yacktman) % of 7.37% 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 OTC Markets Group and its competitors. This is 55% below median its historical median of 16.23. Over the past decade, OTC Markets Group's Forward Rate of Return (Yacktman) % has ranged from 4.06 to 24.77. According to the industry distribution chart, OTC Markets Group ranks #284 out of 515 companies in the Capital Markets industry, placing it in the top 55.1%.
Is OTC Markets Group's Forward Rate of Return (Yacktman) % too high?
OTC Markets Group's current Forward Rate of Return (Yacktman) % of 7.37% is 55% below median its 10-year median of 16.23. Over the past 10 years, this metric has ranged from a low of 4.06 to a high of 24.77. The Capital Markets industry median Forward Rate of Return (Yacktman) % is 9.47. OTC Markets Group's value of 7.37% is 22.2% below this industry median. Based on the distribution chart, OTC Markets Group ranks #284 out of 515 companies in the Capital Markets industry, which is below the industry midpoint. Overall, OTC Markets Group has a GF Score™ of 90/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does OTC Markets Group's Forward Rate of Return (Yacktman) % compare to VALU and DTCX?
According to the Capital Markets industry distribution chart, OTC Markets Group ranks #284 out of 515 companies for Forward Rate of Return (Yacktman) %. This places OTC Markets Group in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 9.47. OTC Markets Group's value of 7.37% is 22.2% below this benchmark. Historically, OTC Markets Group's own Forward Rate of Return (Yacktman) % has ranged from 4.06 to 24.77 over the past decade. While the company's 10-year median is 16.23 vs. the industry median of 9.47, OTC Markets 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 Capital Markets company?
The median Forward Rate of Return (Yacktman) % among Capital Markets companies is 9.47, based on 515 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. OTC Markets Group's current Forward Rate of Return (Yacktman) % of 7.37% is 22.2% 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 OTC Markets Group and its competitors. For the Capital Markets industry, the median Forward Rate of Return (Yacktman) % is 9.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. OTC Markets Group's current Forward Rate of Return (Yacktman) % is 7.37%, which is 55% below median its own 10-year median of 16.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is OTC Markets Group stock overvalued right now?
Based on GuruFocus' analysis, OTC Markets Group (OTCM) is currently considered Fairly Valued. The stock's GF Value™ is $60.85, compared to a current price of $55.20 — trading 9.3% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 7.37%, which is 55% below median its 10-year median of 16.23 and 22.2% below the Capital Markets industry median of 9.47. OTC Markets Group's overall GF Score™ is 90/100 with 3 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 OTC Markets Group (OTCM), the current Forward Rate of Return (Yacktman) % is 7.37% 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 OTC Markets Group (OTCM) Overvalued in 2026?
Based on GuruFocus' analysis, OTC Markets Group stock appears to be undervalued.
The current stock price of $55.20 is trading 9.3% below its estimated GF Value™ of $60.85.
GuruFocus considers OTC Markets Group to be Fairly Valued.
Key valuation signals for OTCM:
Forward Rate of Return (Yacktman) %: 7.37% (55% below median its 10-year median of 16.23)
GF Value™: $60.85 vs. price of $55.20 (9.3% below fair value)
Industry Position: 22.2% below the Capital Markets median (#284 of 515)
No single metric tells the full story. See the OTCM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
OTC Markets Group Inc operates financial markets for securities in the U.S. and globally. The firm mainly operates OTCQX market, OTCQB venture market and Pink open market. It has OTC link ATS, market data licensing and corporate services business lines. The activities of these business lines encompass quotation and trade messaging services, network-based platform, access to market data, a suite of market data licenses and disclosure and information services. It derives a majority of its revenue from the U.S.
90GF Score
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