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PetroEnergy ResourcesPHS:PERC +0.86%94 Forward Rate of Return (Yacktman) % is -19.73% as of Mar. 2026. GuruFocus rates PHS:PERC with a GF Score™ of 94/100 and a GF Value™ of ₱4.14 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 260 Utilities - Independent Power Producers companies, PetroEnergy Resources ranks worse than 85.38% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. PetroEnergy Resources's forward rate of return for was -19.73%.
The historical rank and industry rank for PetroEnergy Resources's Forward Rate of Return (Yacktman) % or its related term are showing as below:
PHS:PERC'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -74.76 Med: -4.38 Max: 43.22
Current: -18.95
During the past 13 years, PetroEnergy Resources's highest Forward Rate of Return was 43.22. The lowest was -74.76. And the median was -4.38.
PHS:PERC's Forward Rate of Return (Yacktman) % is ranked worse than 85.38% of 260
companies
in the Utilities - Independent Power Producers industry
Industry Median: 6.465
vs PHS:PERC: -18.95
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.
PetroEnergy Resources (PHS:PERC) 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.
PetroEnergy Resources Forward Rate of Return (Yacktman) % Related Terms
PetroEnergy Resources Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for PetroEnergy Resources'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.
PetroEnergy Resources Forward Rate of Return (Yacktman) % Chart
PHS:PERC vs CEG, VST, NRG: Forward Rate of Return (Yacktman) % Comparison
For the Utilities - Independent Power Producers subindustry, PetroEnergy Resources'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.
PetroEnergy Resources Forward Rate of Return (Yacktman) % vs Utilities - Independent Power Producers Industry
For the Utilities - Independent Power Producers industry and Utilities sector, PetroEnergy Resources's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where PetroEnergy Resources's Forward Rate of Return (Yacktman) % falls into.
PetroEnergy Resources 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 -19.73% mean?
PetroEnergy Resources (PHS:PERC) has a Forward Rate of Return (Yacktman) % of -19.73% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on PetroEnergy Resources and its competitors. According to the industry distribution chart, PetroEnergy Resources ranks #222 out of 260 companies in the Utilities - Independent Power Producers industry, placing it in the top 85.4%.
Is PetroEnergy Resources' Forward Rate of Return (Yacktman) % too high?
PetroEnergy Resources' current Forward Rate of Return (Yacktman) % is -19.73%. Based on the distribution chart, PetroEnergy Resources ranks #222 out of 260 companies in the Utilities - Independent Power Producers industry, which is in the bottom quartile relative to peers. Overall, PetroEnergy Resources has a GF Score™ of 94/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PetroEnergy Resources' Forward Rate of Return (Yacktman) % compare to CEG and VST?
According to the Utilities - Independent Power Producers industry distribution chart, PetroEnergy Resources ranks #222 out of 260 companies for Forward Rate of Return (Yacktman) %. This places PetroEnergy Resources in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.47. 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 an Utilities - Independent Power Producers company?
The median Forward Rate of Return (Yacktman) % among Utilities - Independent Power Producers companies is 6.47, based on 260 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 PetroEnergy Resources and its competitors. For the Utilities - Independent Power Producers industry, the median Forward Rate of Return (Yacktman) % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PetroEnergy Resources's current Forward Rate of Return (Yacktman) % is -19.73%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PetroEnergy Resources stock overvalued right now?
Based on GuruFocus' analysis, PetroEnergy Resources (PHS:PERC) is currently considered Modestly Undervalued. The stock's GF Value™ is ₱4.14, compared to a current price of ₱3.53 — trading 14.7% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is -19.73%. PetroEnergy Resources' overall GF Score™ is 94/100 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 PetroEnergy Resources (PHS:PERC), the current Forward Rate of Return (Yacktman) % is -19.73% as of Mar. 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 PetroEnergy Resources (PHS:PERC) Overvalued in 2026?
Based on GuruFocus' analysis, PetroEnergy Resources stock appears to be undervalued.
The current stock price of ₱3.53 is trading 14.7% below its estimated GF Value™ of ₱4.14.
GuruFocus considers PetroEnergy Resources to be Modestly Undervalued.
Key valuation signals for PHS:PERC:
Forward Rate of Return (Yacktman) %: -19.73%
GF Value™: ₱4.14 vs. price of ₱3.53 (14.7% below fair value)
No single metric tells the full story. See the PHS:PERC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PetroEnergy Resources Corp is a Philippines-based company engaged in oil exploration and development and mining activities. The company's segments include Oil production, Geothermal energy, Solar energy, Wind energy, and the other activities segment. The Oil production segment is engaged in oil and mineral exploration, development, and production. The Geothermal energy segment develops and operates geothermal steam fields and power plants. The Solar Energy segment carries out solar energy operations. Other activities pertain to research and investment activities. The wind energy segment carries out wind energy operations of the Group. The company generates the majority of its revenue from the Solar Energy segment.
94GF Score
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