Stag Industrial (STU:SW6) Forward Rate of Return (Yacktman) %: 9.10% (As of Jun. 2026) — 19% Above Median

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STU:SW6 Stag Industrial Inc STU:SW6
84 GF Score
Price €31.80
GF Value €36.00
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Stag Industrial Forward Rate of Return (Yacktman) %?

Stag Industrial STU:SW6 -0.62% 84 Forward Rate of Return (Yacktman) % is 9.10% as of Jun. 2026, which is 19% above its 10-year median of 7.65. GuruFocus rates STU:SW6 with a GF Score™ of 84/100 and a GF Value™ of €36.00 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 618 REITs companies, Stag Industrial ranks better than 53.4% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Stag Industrial's forward rate of return for was 9.10%.

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

STU:SW6' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -0.34   Med: 7.65   Max: 11.72
Current: 9.28

During the past 13 years, Stag Industrial's highest Forward Rate of Return was 11.72. The lowest was -0.34. And the median was 7.65.

STU:SW6's Forward Rate of Return (Yacktman) % is ranked better than
53.4% of 618 companies
in the REITs industry
Industry Median: 8.23 vs STU:SW6: 9.28

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.


Stag Industrial  (STU:SW6) 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.


Stag Industrial Forward Rate of Return (Yacktman) % Related Terms


Stag Industrial Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Stag Industrial'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.

Stag Industrial Forward Rate of Return (Yacktman) % Chart

Stag Industrial 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 3.77 6.92 6.78 8.25 7.92

Stag Industrial 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 7.79 7.97 7.92 9.11 9.10

STU:SW6 vs TRNO, REXR, FR: Forward Rate of Return (Yacktman) % Comparison

For the REIT - Industrial subindustry, Stag Industrial'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.


Stag Industrial Forward Rate of Return (Yacktman) % vs REITs Industry

For the REITs industry and Real Estate sector, Stag Industrial's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


STU:SW6
84GF Score
Stag Industrial Inc STU:SW6
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Stag Industrial 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).

Stag Industrial's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.70838095/33.4+0.0456
=9.67 %

* 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 9.10% mean?
Stag Industrial (STU:SW6) has a Forward Rate of Return (Yacktman) % of 9.10% 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 Stag Industrial and its competitors. This is 19% above median its historical median of 7.65. According to the industry distribution chart, Stag Industrial ranks #288 out of 618 companies in the REITs industry, placing it in the top 46.6%.
Is Stag Industrial's Forward Rate of Return (Yacktman) % too high?
Stag Industrial's current Forward Rate of Return (Yacktman) % of 9.10% is 19% above median its 10-year median of 7.65. The REITs industry median Forward Rate of Return (Yacktman) % is 8.23. Stag Industrial's value of 9.10% is 10.6% above this industry median. Based on the distribution chart, Stag Industrial ranks #288 out of 618 companies in the REITs industry, which is above the industry midpoint. Overall, Stag Industrial has a GF Score™ of 84/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Stag Industrial's Forward Rate of Return (Yacktman) % compare to TRNO and REXR?
According to the REITs industry distribution chart, Stag Industrial ranks #288 out of 618 companies for Forward Rate of Return (Yacktman) %. This puts Stag Industrial in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 8.23. Stag Industrial's value of 9.10% is 10.6% above this benchmark. While the company's 10-year median is 7.65 vs. the industry median of 8.23, Stag Industrial 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 a REITs company?
The median Forward Rate of Return (Yacktman) % among REITs companies is 8.23, based on 618 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. Stag Industrial's current Forward Rate of Return (Yacktman) % of 9.10% is 10.6% 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 Stag Industrial and its competitors. For the REITs industry, the median Forward Rate of Return (Yacktman) % is 8.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Stag Industrial's current Forward Rate of Return (Yacktman) % is 9.10%, which is 19% above median its own 10-year median of 7.65. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stag Industrial stock overvalued right now?
Based on GuruFocus' analysis, Stag Industrial (STU:SW6) is currently considered Modestly Undervalued. The stock's GF Value™ is €36.00, compared to a current price of €31.80 — trading 11.7% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 9.10%, which is 19% above median its 10-year median of 7.65 and 10.6% above the REITs industry median of 8.23. Stag Industrial's overall GF Score™ is 84/100 with 5 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 Stag Industrial (STU:SW6), the current Forward Rate of Return (Yacktman) % is 9.10% 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 Stag Industrial (STU:SW6) Overvalued in 2026?

Based on GuruFocus' analysis, Stag Industrial stock appears to be undervalued. The current stock price of €31.80 is trading 11.7% below its estimated GF Value™ of €36.00. GuruFocus considers Stag Industrial to be Modestly Undervalued.

Key valuation signals for STU:SW6:

  • Forward Rate of Return (Yacktman) %: 9.10% (19% above median its 10-year median of 7.65)
  • GF Value™: €36.00 vs. price of €31.80 (11.7% below fair value)
  • GF Score™: 84/100 with 5 warning signs
  • Industry Position: 10.6% above the REITs median (#288 of 618)

No single metric tells the full story. See the STU:SW6 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Stag Industrial Business Description

Industry Real EstateREITs
Address One Federal Street, 23rd Floor, Boston, MA, USA, 02110
Stag Industrial Inc is a REIT focused on the acquisition, ownership, development, and operation of industrial properties throughout the United States. Its platform is designed to (i) identify properties for acquisition that offer attractive returns across CBRE-EA Tier 1 industrial real estate markets, industries, and tenants, (ii) provide growth through the ownership of high-quality assets, property management and pursuit of acquisitions in an attractive opportunity set, and (iii) capitalize its business appropriately given the characteristics of its assets. The majority of its portfolio is single-tenant industrial properties throughout the United States. The company derives the majority of its rental revenue from its facilities located in Midwestern and Eastern U.S. cities.
84GF Score

Get the complete analysis for STU:SW6

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

€31.80
Price
€36.00
GF Value