Siebert Financial (STU:STF) Forward Rate of Return (Yacktman) %: 0.00% (As of Jun. 2026)

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STU:STF Siebert Financial Corp STU:STF
71 GF Score
Price €1.50
GF Value €6.35
Valuation Possible Value Trap
! 2 Warning Signs
View Full Analysis

What is Siebert Financial Forward Rate of Return (Yacktman) %?

Siebert Financial STU:STF 71 Forward Rate of Return (Yacktman) % is 0.00% as of Jun. 2026. GuruFocus rates STU:STF with a GF Score™ of 71/100 and a GF Value™ of €6.35 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 512 Capital Markets companies, Siebert Financial ranks better than 68.36% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Siebert Financial's forward rate of return for was 0.00%.

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

STU:STF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 16.39   Med: 29.88   Max: 36.08
Current: 16.39

During the past 13 years, Siebert Financial's highest Forward Rate of Return was 36.08. The lowest was 16.39. And the median was 29.88.

STU:STF's Forward Rate of Return (Yacktman) % is ranked better than
68.36% of 512 companies
in the Capital Markets industry
Industry Median: 9.665 vs STU:STF: 16.39

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.


Siebert Financial  (STU:STF) 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.


Siebert Financial Forward Rate of Return (Yacktman) % Related Terms


Siebert Financial Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Siebert Financial'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.

Siebert Financial Forward Rate of Return (Yacktman) % Chart

Siebert Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
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Siebert Financial 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 0.00 0.00 0.00 0.00 0.00

STU:STF vs STEX, SRL, CANG: Forward Rate of Return (Yacktman) % Comparison

For the Capital Markets subindustry, Siebert Financial'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.


Siebert Financial Forward Rate of Return (Yacktman) % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Siebert Financial's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


STU:STF
71GF Score
Siebert Financial Corp STU:STF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Siebert Financial 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).

Siebert Financial's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.4807619/3.6+-0.0628
=7.07 %

* 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?
Siebert Financial (STU:STF) has a Forward Rate of Return (Yacktman) % of 0.00% 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 Siebert Financial and its competitors. Over the past decade, Siebert Financial's Forward Rate of Return (Yacktman) % has ranged from 16.39 to 36.08. According to the industry distribution chart, Siebert Financial ranks #162 out of 512 companies in the Capital Markets industry, placing it in the top 31.6%.
Is Siebert Financial's Forward Rate of Return (Yacktman) % too high?
Siebert Financial's current Forward Rate of Return (Yacktman) % is 0.00%. Over the past 10 years, this metric has ranged from a low of 16.39 to a high of 36.08. Based on the distribution chart, Siebert Financial ranks #162 out of 512 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Siebert Financial 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 Siebert Financial's Forward Rate of Return (Yacktman) % compare to STEX and SRL?
According to the Capital Markets industry distribution chart, Siebert Financial ranks #162 out of 512 companies for Forward Rate of Return (Yacktman) %. This puts Siebert Financial in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 9.67. Historically, Siebert Financial's own Forward Rate of Return (Yacktman) % has ranged from 16.39 to 36.08 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 Capital Markets company?
The median Forward Rate of Return (Yacktman) % among Capital Markets companies is 9.67, based on 512 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 Siebert Financial and its competitors. For the Capital Markets industry, the median Forward Rate of Return (Yacktman) % is 9.67 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Siebert Financial'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 Siebert Financial stock overvalued right now?
Based on GuruFocus' analysis, Siebert Financial (STU:STF) is currently considered Possible Value Trap. The stock's GF Value™ is €6.35, compared to a current price of €1.50 — trading 76.4% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Siebert Financial's overall GF Score™ is 71/100 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 Siebert Financial (STU:STF), the current Forward Rate of Return (Yacktman) % is 0.00% 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 Siebert Financial (STU:STF) Overvalued in 2026?

Based on GuruFocus' analysis, Siebert Financial stock appears to be undervalued. The current stock price of €1.50 is trading 76.4% below its estimated GF Value™ of €6.35. GuruFocus considers Siebert Financial to be Possible Value Trap.

Key valuation signals for STU:STF:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: €6.35 vs. price of €1.50 (76.4% below fair value)
  • GF Score™: 71/100 with 2 warning signs

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


Siebert Financial Business Description

Other Exchanges SIEB:USA
Address 653 Collins Avenue, Miami Beach, FL, USA, 33139
Siebert Financial Corp is a diversified financial services firm engaged in providing brokerage and financial advisory services. The coperates through two segments: Financial Services and Media, Sports and Entertainment. The Financial Services segment mainly operates as a securities broker-dealer and provides brokerage, custody, and clearing services for retail accounts, as well as insurance and advisory services, principal and proprietary trading, market making, securities lending, and investment banking and capital markets services. The Media, Sports and Entertainment segment is engaged in the production and distribution of music and media content, as well as talent management and sports representation. It generates the majority of its revenue from the Financial Services segment.
71GF Score

Get the complete analysis for STU:STF

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

€1.50
Price
€6.35
GF Value