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Shurgard Self StorageSSSAF +1.69%71 Forward Rate of Return (Yacktman) % is 6.13% as of Dec. 2025, which is 66% below its 10-year median of 17.88. GuruFocus rates SSSAF with a GF Score™ of 71/100 and a GF Value™ of $51.13 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 633 REITs companies, Shurgard Self Storage ranks worse than 54.82% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Shurgard Self Storage's forward rate of return for was 6.13%.
The historical rank and industry rank for Shurgard Self Storage's Forward Rate of Return (Yacktman) % or its related term are showing as below:
SSSAF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 5.93 Med: 17.88 Max: 22.32
Current: 6.41
During the past 12 years, Shurgard Self Storage's highest Forward Rate of Return was 22.32. The lowest was 5.93. And the median was 17.88.
SSSAF's Forward Rate of Return (Yacktman) % is ranked worse than 54.82% of 633
companies
in the REITs industry
Industry Median: 7.62
vs SSSAF: 6.41
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.
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.
Shurgard Self Storage Forward Rate of Return (Yacktman) % Related Terms
Shurgard Self Storage Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Shurgard Self Storage'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.
Shurgard Self Storage Forward Rate of Return (Yacktman) % Chart
SSSAF vs EQIX, AMT, DLR: Forward Rate of Return (Yacktman) % Comparison
For the REIT - Specialty subindustry, Shurgard Self Storage'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.
Shurgard Self Storage Forward Rate of Return (Yacktman) % vs REITs Industry
For the REITs industry and Real Estate sector, Shurgard Self Storage's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Shurgard Self Storage's Forward Rate of Return (Yacktman) % falls into.
Shurgard Self Storage 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 6.13% mean?
Shurgard Self Storage (SSSAF) has a Forward Rate of Return (Yacktman) % of 6.13% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Shurgard Self Storage and its competitors. This is 66% below median its historical median of 17.88. Over the past decade, Shurgard Self Storage's Forward Rate of Return (Yacktman) % has ranged from 5.93 to 22.32. According to the industry distribution chart, Shurgard Self Storage ranks #347 out of 633 companies in the REITs industry, placing it in the top 54.8%.
Is Shurgard Self Storage's Forward Rate of Return (Yacktman) % too high?
Shurgard Self Storage's current Forward Rate of Return (Yacktman) % of 6.13% is 66% below median its 10-year median of 17.88. Over the past 10 years, this metric has ranged from a low of 5.93 to a high of 22.32. The REITs industry median Forward Rate of Return (Yacktman) % is 7.62. Shurgard Self Storage's value of 6.13% is 19.6% below this industry median. Based on the distribution chart, Shurgard Self Storage ranks #347 out of 633 companies in the REITs industry, which is below the industry midpoint. Overall, Shurgard Self Storage has a GF Score™ of 71/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Shurgard Self Storage's Forward Rate of Return (Yacktman) % compare to EQIX and AMT?
According to the REITs industry distribution chart, Shurgard Self Storage ranks #347 out of 633 companies for Forward Rate of Return (Yacktman) %. This places Shurgard Self Storage in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.62. Shurgard Self Storage's value of 6.13% is 19.6% below this benchmark. Historically, Shurgard Self Storage's own Forward Rate of Return (Yacktman) % has ranged from 5.93 to 22.32 over the past decade. While the company's 10-year median is 17.88 vs. the industry median of 7.62, Shurgard Self Storage 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 REITs company?
The median Forward Rate of Return (Yacktman) % among REITs companies is 7.62, based on 633 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. Shurgard Self Storage's current Forward Rate of Return (Yacktman) % of 6.13% is 19.6% 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 Shurgard Self Storage and its competitors. For the REITs industry, the median Forward Rate of Return (Yacktman) % is 7.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Shurgard Self Storage's current Forward Rate of Return (Yacktman) % is 6.13%, which is 66% below median its own 10-year median of 17.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Shurgard Self Storage stock overvalued right now?
Based on GuruFocus' analysis, Shurgard Self Storage (SSSAF) is currently considered Possible Value Trap. The stock's GF Value™ is $51.13, compared to a current price of $30.00 — trading 41.3% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 6.13%, which is 66% below median its 10-year median of 17.88 and 19.6% below the REITs industry median of 7.62. Shurgard Self Storage's overall GF Score™ is 71/100 with 6 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 Shurgard Self Storage (SSSAF), the current Forward Rate of Return (Yacktman) % is 6.13% as of Dec. 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 Shurgard Self Storage (SSSAF) Overvalued in 2026?
Based on GuruFocus' analysis, Shurgard Self Storage stock appears to be undervalued.
The current stock price of $30.00 is trading 41.3% below its estimated GF Value™ of $51.13.
GuruFocus considers Shurgard Self Storage to be Possible Value Trap.
Key valuation signals for SSSAF:
Forward Rate of Return (Yacktman) %: 6.13% (66% below median its 10-year median of 17.88)
GF Value™: $51.13 vs. price of $30.00 (41.3% below fair value)
Industry Position: 19.6% below the REITs median (#347 of 633)
No single metric tells the full story. See the SSSAF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Shurgard Self Storage Ltd is an owner and operator of self-storage centers. The company has two reportable segments namely Same Stores and Non-Same Stores. It generates maximum revenue from the Same Stores segment. Geographically, the company derives the majority revenue from UK and also has a presence in the Netherlands, France, Sweden, Belgium, Germany and Denmark among others. It generates revenue through the lease of storage units and related activities, including insurance referrals and the sale of storage products and packaging.
71GF Score
Get the complete analysis for SSSAF
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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