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.
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.
The Simply Good Foods CoSMPL +1.25%59 Forward Rate of Return (Yacktman) % is 0.00% as of May. 2026. GuruFocus rates SMPL with a GF Score™ of 59/100 and a GF Value™ of $39.21 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 1,397 Consumer Packaged Goods companies, The Simply Good Foods Co ranks better than 92.56% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. The Simply Good Foods Co's forward rate of return for was 0.00%.
The historical rank and industry rank for The Simply Good Foods Co's Forward Rate of Return (Yacktman) % or its related term are showing as below:
SMPL'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 21.02 Med: 23.91 Max: 27.35
Current: 27.35
During the past 9 years, The Simply Good Foods Co's highest Forward Rate of Return was 27.35. The lowest was 21.02. And the median was 23.91.
SMPL's Forward Rate of Return (Yacktman) % is ranked better than 92.56% of 1397
companies
in the Consumer Packaged Goods industry
Industry Median: 8.45
vs SMPL: 27.35
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.
The Simply Good Foods Co (NAS:SMPL) 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.
The Simply Good Foods Co Forward Rate of Return (Yacktman) % Related Terms
The Simply Good Foods Co Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for The Simply Good Foods 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.
The Simply Good Foods Co Forward Rate of Return (Yacktman) % Chart
SMPL vs JBSS, MAMA, WEST: Forward Rate of Return (Yacktman) % Comparison
For the Packaged Foods subindustry, The Simply Good Foods 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.
The Simply Good Foods Co Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, The Simply Good Foods Co's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where The Simply Good Foods Co's Forward Rate of Return (Yacktman) % falls into.
The Simply Good Foods 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).
* 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 0.00% mean?
The Simply Good Foods Co (SMPL) has a Forward Rate of Return (Yacktman) % of 0.00% as of May. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on The Simply Good Foods Co and its competitors. Over the past decade, The Simply Good Foods Co's Forward Rate of Return (Yacktman) % has ranged from 21.02 to 27.35. According to the industry distribution chart, The Simply Good Foods Co ranks #104 out of 1397 companies in the Consumer Packaged Goods industry, placing it in the top 7.4%.
Is The Simply Good Foods Co's Forward Rate of Return (Yacktman) % too high?
The Simply Good Foods Co's current Forward Rate of Return (Yacktman) % is 0.00%. Over the past 10 years, this metric has ranged from a low of 21.02 to a high of 27.35. Based on the distribution chart, The Simply Good Foods Co ranks #104 out of 1397 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, The Simply Good Foods Co has a GF Score™ of 59/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does The Simply Good Foods Co's Forward Rate of Return (Yacktman) % compare to JBSS and MAMA?
According to the Consumer Packaged Goods industry distribution chart, The Simply Good Foods Co ranks #104 out of 1397 companies for Forward Rate of Return (Yacktman) %. This places The Simply Good Foods Co in the top 7% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 8.45. Historically, The Simply Good Foods Co's own Forward Rate of Return (Yacktman) % has ranged from 21.02 to 27.35 over the past decade. 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 8.45, based on 1,397 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 The Simply Good Foods Co and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Simply Good Foods Co's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Simply Good Foods Co stock overvalued right now?
Based on GuruFocus' analysis, The Simply Good Foods Co (SMPL) is currently considered Possible Value Trap. The stock's GF Value™ is $39.21, compared to a current price of $11.31 — trading 71.2% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. The Simply Good Foods Co's overall GF Score™ is 59/100 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 The Simply Good Foods Co (SMPL), the current Forward Rate of Return (Yacktman) % is 0.00% as of May. 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 The Simply Good Foods Co (SMPL) Overvalued in 2026?
Based on GuruFocus' analysis, The Simply Good Foods Co stock appears to be undervalued.
The current stock price of $11.31 is trading 71.2% below its estimated GF Value™ of $39.21.
GuruFocus considers The Simply Good Foods Co to be Possible Value Trap.
Key valuation signals for SMPL:
Forward Rate of Return (Yacktman) %: 0.00%
GF Value™: $39.21 vs. price of $11.31 (71.2% below fair value)
No single metric tells the full story. See the SMPL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
The Simply Good Foods Co Company is a consumer packaged food and beverage company that develops, markets, and sells protein bars, ready-to-drink protein shakes, sweet and salty snacks, and confectionery products under the Quest, Atkins, and OWYN brands. The products target consumers seeking protein-rich foods with limited sugars and carbohydrates, with OWYN offering plant-based and allergen-tested options. The company distributes mainly in North America through grocery, club, mass merchandise, e-commerce, and specialty channels. It operates two segments: Quest and Atkins, and OWYN. The company operates in North America and internationally, with the majority of revenue coming from North America.
59GF Score
Get the complete analysis for SMPL
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
SMPL has been successfully added to your 
