RCRRF (Recruit Holdings Co) Forward Rate of Return (Yacktman) %: 11.58% (As of Jun. 2026) — 39% Below Median

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RCRRF Recruit Holdings Co Ltd RCRRF
85 GF Score
Price $111.74
GF Value $61.73
Valuation Significantly Overvalued
View Full Analysis

What is Recruit Holdings Co Forward Rate of Return (Yacktman) %?

Recruit Holdings Co RCRRF +4.68% 85 Forward Rate of Return (Yacktman) % is 11.58% as of Jun. 2026, which is 39% below its 10-year median of 18.94. GuruFocus rates RCRRF with a GF Score™ of 85/100 and a GF Value™ of $61.73 (Significantly Overvalued). Among 254 Interactive Media companies, Recruit Holdings Co ranks better than 54.72% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Recruit Holdings Co's forward rate of return for was 11.58%.

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

RCRRF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 10.83   Med: 18.94   Max: 23.16
Current: 16.02

During the past 13 years, Recruit Holdings Co's highest Forward Rate of Return was 23.16. The lowest was 10.83. And the median was 18.94.

RCRRF's Forward Rate of Return (Yacktman) % is ranked better than
54.72% of 254 companies
in the Interactive Media industry
Industry Median: 13.685 vs RCRRF: 16.02

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.


Recruit Holdings Co  (OTCPK:RCRRF) 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.


Recruit Holdings Co Forward Rate of Return (Yacktman) % Related Terms


Recruit Holdings Co Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Recruit Holdings Co'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.

Recruit Holdings Co Forward Rate of Return (Yacktman) % Chart

Recruit Holdings Co 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 15.10 16.71 13.12 12.92 17.70

Recruit Holdings Co 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 14.17 14.06 13.01 13.66 11.58

RCRRF vs GOOGL, META, SPOT: Forward Rate of Return (Yacktman) % Comparison

For the Internet Content & Information subindustry, Recruit Holdings Co'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.


Recruit Holdings Co Forward Rate of Return (Yacktman) % vs Interactive Media Industry

For the Interactive Media industry and Communication Services sector, Recruit Holdings Co's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


RCRRF
85GF Score
Recruit Holdings Co Ltd RCRRF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Recruit Holdings Co 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).

Recruit Holdings Co's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=2.45428571/70.556+0.081
=11.58 %

* 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 11.58% mean?
Recruit Holdings Co (RCRRF) has a Forward Rate of Return (Yacktman) % of 11.58% 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 Recruit Holdings Co and its competitors. This is 39% below median its historical median of 18.94. Over the past decade, Recruit Holdings Co's Forward Rate of Return (Yacktman) % has ranged from 10.83 to 23.16. According to the industry distribution chart, Recruit Holdings Co ranks #115 out of 254 companies in the Interactive Media industry, placing it in the top 45.3%.
Is Recruit Holdings Co's Forward Rate of Return (Yacktman) % too high?
Recruit Holdings Co's current Forward Rate of Return (Yacktman) % of 11.58% is 39% below median its 10-year median of 18.94. Over the past 10 years, this metric has ranged from a low of 10.83 to a high of 23.16. The Interactive Media industry median Forward Rate of Return (Yacktman) % is 13.69. Recruit Holdings Co's value of 11.58% is 15.4% below this industry median. Based on the distribution chart, Recruit Holdings Co ranks #115 out of 254 companies in the Interactive Media industry, which is above the industry midpoint. Overall, Recruit Holdings Co has a GF Score™ of 85/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Recruit Holdings Co's Forward Rate of Return (Yacktman) % compare to GOOGL and META?
According to the Interactive Media industry distribution chart, Recruit Holdings Co ranks #115 out of 254 companies for Forward Rate of Return (Yacktman) %. This puts Recruit Holdings Co in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 13.69. Recruit Holdings Co's value of 11.58% is 15.4% below this benchmark. Historically, Recruit Holdings Co's own Forward Rate of Return (Yacktman) % has ranged from 10.83 to 23.16 over the past decade. While the company's 10-year median is 18.94 vs. the industry median of 13.69, Recruit Holdings Co 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 an Interactive Media company?
The median Forward Rate of Return (Yacktman) % among Interactive Media companies is 13.69, based on 254 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. Recruit Holdings Co's current Forward Rate of Return (Yacktman) % of 11.58% is 15.4% 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 Recruit Holdings Co and its competitors. For the Interactive Media industry, the median Forward Rate of Return (Yacktman) % is 13.69 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Recruit Holdings Co's current Forward Rate of Return (Yacktman) % is 11.58%, which is 39% below median its own 10-year median of 18.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Recruit Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Recruit Holdings Co (RCRRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $61.73, compared to a current price of $111.74 — trading 81% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 11.58%, which is 39% below median its 10-year median of 18.94 and 15.4% below the Interactive Media industry median of 13.69. Recruit Holdings Co's overall GF Score™ is 85/100. 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 Recruit Holdings Co (RCRRF), the current Forward Rate of Return (Yacktman) % is 11.58% 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 Recruit Holdings Co (RCRRF) Overvalued in 2026?

Based on GuruFocus' analysis, Recruit Holdings Co stock appears to be overvalued. The current stock price of $111.74 is trading 81% above its estimated GF Value™ of $61.73. GuruFocus considers Recruit Holdings Co to be Significantly Overvalued.

Key valuation signals for RCRRF:

  • Forward Rate of Return (Yacktman) %: 11.58% (39% below median its 10-year median of 18.94)
  • GF Value™: $61.73 vs. price of $111.74 (81% above fair value)
  • GF Score™: 85/100
  • Industry Position: 15.4% below the Interactive Media median (#115 of 254)

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


Recruit Holdings Co Business Description

Address 1-9-2 Marunouchi, Chiyoda-ku, Tokyo, JPN, 100-6640
Recruit is a holding company for various technology and employment-related businesses. Recruit's primary business is its HR technology segment, in which it owns two out of three globally scaled employment-related platforms: www.indeed.com, an online marketplace for employment; and www.glassdoor.com, an online review site for employers. Recruit also owns various marketing businesses operating in Japan for life events and lifestyle, a software solutions business for small and medium-size enterprises, or SMEs, in Japan, and various staffing businesses operating throughout the developed world.
85GF Score

Get the complete analysis for RCRRF

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

$111.74
Price
$61.73
GF Value