LSB Industries (STU:LS3) Forward Rate of Return (Yacktman) %: -8.78% (As of Mar. 2026)

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STU:LS3 LSB Industries Inc STU:LS3
63 GF Score
Price €10.00
GF Value €8.28
Valuation Modestly Overvalued
! 3 Warning Signs
View Full Analysis

What is LSB Industries Forward Rate of Return (Yacktman) %?

LSB Industries STU:LS3 63 Forward Rate of Return (Yacktman) % is -8.78% as of Mar. 2026. GuruFocus rates STU:LS3 with a GF Score™ of 63/100 and a GF Value™ of €8.28 (Modestly Overvalued). The stock has 3 warning signs investors should review. Among 1,253 Chemicals companies, LSB Industries ranks worse than 68.79% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. LSB Industries's forward rate of return for was -8.78%.

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

STU:LS3' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -9.34   Med: 22.46   Max: 31.15
Current: -6.42

During the past 13 years, LSB Industries's highest Forward Rate of Return was 31.15. The lowest was -9.34. And the median was 22.46.

STU:LS3's Forward Rate of Return (Yacktman) % is ranked worse than
68.79% of 1253 companies
in the Chemicals industry
Industry Median: 3.79 vs STU:LS3: -6.42

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.


LSB Industries  (STU:LS3) 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.


LSB Industries Forward Rate of Return (Yacktman) % Related Terms


LSB Industries Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for LSB Industries'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.

LSB Industries Forward Rate of Return (Yacktman) % Chart

LSB Industries 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 0.00 22.14 25.81 22.46 -4.26

LSB Industries 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 8.09 1.19 -4.26 -8.78 0.00

STU:LS3 vs WLKP, TROX, GPRE: Forward Rate of Return (Yacktman) % Comparison

For the Chemicals subindustry, LSB Industries'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.


LSB Industries Forward Rate of Return (Yacktman) % vs Chemicals Industry

For the Chemicals industry and Basic Materials sector, LSB Industries's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


STU:LS3
63GF Score
LSB Industries Inc STU:LS3
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

LSB Industries 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).

LSB Industries's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.03790476/0+-0.2008
=0 %

* 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 -8.78% mean?
LSB Industries (STU:LS3) has a Forward Rate of Return (Yacktman) % of -8.78% 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 LSB Industries and its competitors. According to the industry distribution chart, LSB Industries ranks #862 out of 1253 companies in the Chemicals industry, placing it in the top 68.8%.
Is LSB Industries' Forward Rate of Return (Yacktman) % too high?
LSB Industries' current Forward Rate of Return (Yacktman) % is -8.78%. Based on the distribution chart, LSB Industries ranks #862 out of 1253 companies in the Chemicals industry, which is below the industry midpoint. Overall, LSB Industries has a GF Score™ of 63/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does LSB Industries' Forward Rate of Return (Yacktman) % compare to WLKP and TROX?
According to the Chemicals industry distribution chart, LSB Industries ranks #862 out of 1253 companies for Forward Rate of Return (Yacktman) %. This places LSB Industries in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 3.79. 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 Chemicals company?
The median Forward Rate of Return (Yacktman) % among Chemicals companies is 3.79, based on 1,253 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 LSB Industries and its competitors. For the Chemicals industry, the median Forward Rate of Return (Yacktman) % is 3.79 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. LSB Industries's current Forward Rate of Return (Yacktman) % is -8.78%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LSB Industries stock overvalued right now?
Based on GuruFocus' analysis, LSB Industries (STU:LS3) is currently considered Modestly Overvalued. The stock's GF Value™ is €8.28, compared to a current price of €10.00 — trading 20.8% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is -8.78%. LSB Industries' overall GF Score™ is 63/100 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 LSB Industries (STU:LS3), the current Forward Rate of Return (Yacktman) % is -8.78% 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 LSB Industries (STU:LS3) Overvalued in 2026?

Based on GuruFocus' analysis, LSB Industries stock appears to be overvalued. The current stock price of €10.00 is trading 20.8% above its estimated GF Value™ of €8.28. GuruFocus considers LSB Industries to be Modestly Overvalued.

Key valuation signals for STU:LS3:

  • Forward Rate of Return (Yacktman) %: -8.78%
  • GF Value™: €8.28 vs. price of €10.00 (20.8% above fair value)
  • GF Score™: 63/100 with 3 warning signs

No single metric tells the full story. See the STU:LS3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


LSB Industries Business Description

Other Exchanges LXU:USA
Address 3503 North West 63rd Street, Suite 500, Oklahoma City, OK, USA, 73116
LSB Industries Inc is engaged in the manufacturing and sale of chemical products in the United States. The company manufactures and sells chemical products for the agricultural and industrial sectors. Its products include ammonia, fertilizer grade ammonium nitrate (AN and HDAN), and urea ammonia nitrate (UAN) for agricultural applications; high purity and commercial grade ammonia, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid for industrial applications; and industrial grade AN (LDAN) and AN solutions for mining applications. Its products are sold through distributors and directly to end customers throughout the United States and other parts of North America.
63GF Score

Get the complete analysis for STU:LS3

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

€10.00
Price
€8.28
GF Value