AllHome (PHS:HOME) Forward Rate of Return (Yacktman) %: 21.22% (As of Sep. 2025) — 865% Above Median

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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
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

PHS:HOME AllHome Corp PHS:HOME
40 GF Score
Price ₱0.24
GF Value ₱0.51
Valuation Possible Value Trap
! 5 Warning Signs
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What is AllHome Forward Rate of Return (Yacktman) %?

AllHome PHS:HOME 40 Forward Rate of Return (Yacktman) % is 21.22% as of Sep. 2025, which is 865% above its 10-year median of 2.20. GuruFocus rates PHS:HOME with a GF Score™ of 40/100 and a GF Value™ of ₱0.51 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 795 Retail - Cyclical companies, AllHome ranks better than 88.3% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. AllHome's forward rate of return for was 21.22%.

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

PHS:HOME' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -11.75   Med: 2.2   Max: 32.97
Current: 32.05

During the past 8 years, AllHome's highest Forward Rate of Return was 32.97. The lowest was -11.75. And the median was 2.20.

PHS:HOME's Forward Rate of Return (Yacktman) % is ranked better than
88.3% of 795 companies
in the Retail - Cyclical industry
Industry Median: 12.55 vs PHS:HOME: 32.05

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.


AllHome  (PHS:HOME) 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.


AllHome Forward Rate of Return (Yacktman) % Related Terms


AllHome Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for AllHome'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.

AllHome Forward Rate of Return (Yacktman) % Chart

AllHome Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial 0.00 0.00 0.00 0.00 -9.37

AllHome Quarterly Data
Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25
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 -4.16 -9.37 -4.83 9.27 21.22

PHS:HOME vs HD, LOW, FND: Forward Rate of Return (Yacktman) % Comparison

For the Home Improvement Retail subindustry, AllHome'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.


AllHome Forward Rate of Return (Yacktman) % vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, AllHome's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


PHS:HOME
40GF Score
AllHome Corp PHS:HOME
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AllHome 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).

AllHome's Forward Rate of Return of Sep. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.08533333/0.345+-0.0351
=21.22 %

* 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 21.22% mean?
AllHome (PHS:HOME) has a Forward Rate of Return (Yacktman) % of 21.22% 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 AllHome and its competitors. This is 865% above median its historical median of 2.20. According to the industry distribution chart, AllHome ranks #93 out of 795 companies in the Retail - Cyclical industry, placing it in the top 11.7%.
Is AllHome's Forward Rate of Return (Yacktman) % too high?
AllHome's current Forward Rate of Return (Yacktman) % of 21.22% is 865% above median its 10-year median of 2.20. The Retail - Cyclical industry median Forward Rate of Return (Yacktman) % is 12.55. AllHome's value of 21.22% is 69.1% above this industry median. Based on the distribution chart, AllHome ranks #93 out of 795 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, AllHome has a GF Score™ of 40/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does AllHome's Forward Rate of Return (Yacktman) % compare to HD and LOW?
According to the Retail - Cyclical industry distribution chart, AllHome ranks #93 out of 795 companies for Forward Rate of Return (Yacktman) %. This places AllHome in the top 12% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 12.55. AllHome's value of 21.22% is 69.1% above this benchmark. While the company's 10-year median is 2.20 vs. the industry median of 12.55, AllHome 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 12.55, based on 795 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. AllHome's current Forward Rate of Return (Yacktman) % of 21.22% is 69.1% 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 AllHome and its competitors. For the Retail - Cyclical industry, the median Forward Rate of Return (Yacktman) % is 12.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AllHome's current Forward Rate of Return (Yacktman) % is 21.22%, which is 865% above median its own 10-year median of 2.20. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AllHome stock overvalued right now?
Based on GuruFocus' analysis, AllHome (PHS:HOME) is currently considered Possible Value Trap. The stock's GF Value™ is ₱0.51, compared to a current price of ₱0.24 — trading 52.9% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 21.22%, which is 865% above median its 10-year median of 2.20 and 69.1% above the Retail - Cyclical industry median of 12.55. AllHome's overall GF Score™ is 40/100 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 AllHome (PHS:HOME), the current Forward Rate of Return (Yacktman) % is 21.22% 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 AllHome (PHS:HOME) Overvalued in 2026?

Based on GuruFocus' analysis, AllHome stock appears to be undervalued. The current stock price of ₱0.24 is trading 52.9% below its estimated GF Value™ of ₱0.51. GuruFocus considers AllHome to be Possible Value Trap.

Key valuation signals for PHS:HOME:

  • Forward Rate of Return (Yacktman) %: 21.22% (865% above median its 10-year median of 2.20)
  • GF Value™: ₱0.51 vs. price of ₱0.24 (52.9% below fair value)
  • GF Score™: 40/100 with 5 warning signs
  • Industry Position: 69.1% above the Retail - Cyclical median (#93 of 795)

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


AllHome Business Description

Address Daanghari, Almanza II, Vista City, Lower Ground Floor, Building B, EVIA Lifestyle Center, Las Pinas, RIZ, PHL, 1750
AllHome Corp provides home improvement products. The company is engaged in buying, selling, distributing, marketing all kinds of goods, commodities, wares, and merchandise on a wholesale and retail basis. Its product categories comprise of furniture, hardware, appliances, tiles, sanitary wares, homewares, linens, and construction materials. All of the company's operations are based in the Philippines. The Company has only one reportable segment, which is the trading business. The revenue of the Company consists mainly of sales to external customers through its retail and e-commerce channels.
40GF Score

Get the complete analysis for PHS:HOME

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

₱0.24
Price
₱0.51
GF Value