Southern Hydropower JSC (STC:SHP) Forward Rate of Return (Yacktman) %: 11.95% (As of Jun. 2026) — 17% Below 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
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STC:SHP Southern Hydropower JSC STC:SHP
77 GF Score
Price ₫30,950.00
GF Value ₫33,706.69
Valuation Fairly Valued
! 2 Warning Signs
View Full Analysis

What is Southern Hydropower JSC Forward Rate of Return (Yacktman) %?

Southern Hydropower JSC STC:SHP -0.16% 77 Forward Rate of Return (Yacktman) % is 11.95% as of Jun. 2026, which is 17% below its 10-year median of 14.35. GuruFocus rates STC:SHP with a GF Score™ of 77/100 and a GF Value™ of ₫33,706.69 (Fairly Valued). The stock has 2 warning signs investors should review. Among 425 Utilities - Regulated companies, Southern Hydropower JSC ranks better than 68% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Southern Hydropower JSC's forward rate of return for was 11.95%.

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

STC:SHP' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 0.13   Med: 14.35   Max: 30.16
Current: 12.69

During the past 13 years, Southern Hydropower JSC's highest Forward Rate of Return was 30.16. The lowest was 0.13. And the median was 14.35.

STC:SHP's Forward Rate of Return (Yacktman) % is ranked better than
68% of 425 companies
in the Utilities - Regulated industry
Industry Median: 6.48 vs STC:SHP: 12.69

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.


Southern Hydropower JSC  (STC:SHP) 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.


Southern Hydropower JSC Forward Rate of Return (Yacktman) % Related Terms


Southern Hydropower JSC Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Southern Hydropower JSC'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.

Southern Hydropower JSC Forward Rate of Return (Yacktman) % Chart

Southern Hydropower JSC Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.08 14.95 14.84 14.68 16.77

Southern Hydropower JSC 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 16.02 18.17 16.77 14.62 11.95

STC:SHP vs SRE: Forward Rate of Return (Yacktman) % Comparison

For the Utilities - Diversified subindustry, Southern Hydropower JSC'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.


Southern Hydropower JSC Forward Rate of Return (Yacktman) % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Southern Hydropower JSC's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


STC:SHP
77GF Score
Southern Hydropower JSC STC:SHP
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Southern Hydropower JSC 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).

Southern Hydropower JSC's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=3990.01180952/32900+-0.0018
=11.95 %

* 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 11.95% mean?
Southern Hydropower JSC (STC:SHP) has a Forward Rate of Return (Yacktman) % of 11.95% 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 Southern Hydropower JSC and its competitors. This is 17% below median its historical median of 14.35. Over the past decade, Southern Hydropower JSC's Forward Rate of Return (Yacktman) % has ranged from 0.13 to 30.16. According to the industry distribution chart, Southern Hydropower JSC ranks #136 out of 425 companies in the Utilities - Regulated industry, placing it in the top 32%.
Is Southern Hydropower JSC's Forward Rate of Return (Yacktman) % too high?
Southern Hydropower JSC's current Forward Rate of Return (Yacktman) % of 11.95% is 17% below median its 10-year median of 14.35. Over the past 10 years, this metric has ranged from a low of 0.13 to a high of 30.16. The Utilities - Regulated industry median Forward Rate of Return (Yacktman) % is 6.48. Southern Hydropower JSC's value of 11.95% is 84.4% above this industry median. Based on the distribution chart, Southern Hydropower JSC ranks #136 out of 425 companies in the Utilities - Regulated industry, which is above the industry midpoint. Overall, Southern Hydropower JSC has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Southern Hydropower JSC's Forward Rate of Return (Yacktman) % compare to SRE?
According to the Utilities - Regulated industry distribution chart, Southern Hydropower JSC ranks #136 out of 425 companies for Forward Rate of Return (Yacktman) %. This puts Southern Hydropower JSC in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.48. Southern Hydropower JSC's value of 11.95% is 84.4% above this benchmark. Historically, Southern Hydropower JSC's own Forward Rate of Return (Yacktman) % has ranged from 0.13 to 30.16 over the past decade. While the company's 10-year median is 14.35 vs. the industry median of 6.48, Southern Hydropower JSC 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 an Utilities - Regulated company?
The median Forward Rate of Return (Yacktman) % among Utilities - Regulated companies is 6.48, based on 425 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. Southern Hydropower JSC's current Forward Rate of Return (Yacktman) % of 11.95% is 84.4% 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 Southern Hydropower JSC and its competitors. For the Utilities - Regulated industry, the median Forward Rate of Return (Yacktman) % is 6.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Southern Hydropower JSC's current Forward Rate of Return (Yacktman) % is 11.95%, which is 17% below median its own 10-year median of 14.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Southern Hydropower JSC stock overvalued right now?
Based on GuruFocus' analysis, Southern Hydropower JSC (STC:SHP) is currently considered Fairly Valued. The stock's GF Value™ is ₫33,706.69, compared to a current price of ₫30,950.00 — trading 8.2% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 11.95%, which is 17% below median its 10-year median of 14.35 and 84.4% above the Utilities - Regulated industry median of 6.48. Southern Hydropower JSC's overall GF Score™ is 77/100 with 2 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 Southern Hydropower JSC (STC:SHP), the current Forward Rate of Return (Yacktman) % is 11.95% 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 Southern Hydropower JSC (STC:SHP) Overvalued in 2026?

Based on GuruFocus' analysis, Southern Hydropower JSC stock appears to be undervalued. The current stock price of ₫30,950.00 is trading 8.2% below its estimated GF Value™ of ₫33,706.69. GuruFocus considers Southern Hydropower JSC to be Fairly Valued.

Key valuation signals for STC:SHP:

  • Forward Rate of Return (Yacktman) %: 11.95% (17% below median its 10-year median of 14.35)
  • GF Value™: ₫33,706.69 vs. price of ₫30,950.00 (8.2% below fair value)
  • GF Score™: 77/100 with 2 warning signs
  • Industry Position: 84.4% above the Utilities - Regulated median (#136 of 425)

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


Southern Hydropower JSC Business Description

Address 51A Nguyen Van Troi Street, Ward 2, Lam Dong Province, Bao Loc, VNM
Southern Hydropower JSC is a Vietnam based company engaged in manufacturing, transmitting and distributing electricity, providing architectural and related technical consultancy services, installing water supply and drainage systems, fireplace and air-conditioner, installing power systems, installing industrial machinery and equipment, repairing electrical equipment, machinery and equipment, products made of pre-casted metal (not at the head office), providing vocational training services, trading electrical machinery and equipment, electrical materials and mechanical spare parts, exploiting stones, sands, gravels, clays, repairing electronic and optical devices. The company's hydropower plants are Da Siat, Da Dang 2 and Da M'bri.
77GF Score

Get the complete analysis for STC:SHP

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

₫30,950.00
Price
₫33,706.69
GF Value