Wallenius Wilhelmsen ASA (STU:WNL) Forward Rate of Return (Yacktman) %: 43.54% (As of Jun. 2026) — 79% Below Median

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STU:WNL Wallenius Wilhelmsen ASA STU:WNL
61 GF Score
Price €14.87
GF Value €7.87
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Wallenius Wilhelmsen ASA Forward Rate of Return (Yacktman) %?

Wallenius Wilhelmsen ASA STU:WNL -0.80% 61 Forward Rate of Return (Yacktman) % is 43.54% as of Jun. 2026, which is 79% below its 10-year median of 206.97. GuruFocus rates STU:WNL with a GF Score™ of 61/100 and a GF Value™ of €7.87 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 760 Transportation companies, Wallenius Wilhelmsen ASA ranks better than 94.87% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Wallenius Wilhelmsen ASA's forward rate of return for was 43.54%.

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

STU:WNL' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 39.45   Med: 206.97   Max: 640.74
Current: 39.45

During the past 13 years, Wallenius Wilhelmsen ASA's highest Forward Rate of Return was 640.74. The lowest was 39.45. And the median was 206.97.

STU:WNL's Forward Rate of Return (Yacktman) % is ranked better than
94.87% of 760 companies
in the Transportation industry
Industry Median: 10.555 vs STU:WNL: 39.45

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.


Wallenius Wilhelmsen ASA  (STU:WNL) 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.


Wallenius Wilhelmsen ASA Forward Rate of Return (Yacktman) % Related Terms


Wallenius Wilhelmsen ASA Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Wallenius Wilhelmsen ASA'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.

Wallenius Wilhelmsen ASA Forward Rate of Return (Yacktman) % Chart

Wallenius Wilhelmsen ASA 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 16.64 32.91 42.16 46.72 49.62

Wallenius Wilhelmsen ASA 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 53.81 52.66 49.62 45.10 43.54

Wallenius Wilhelmsen ASA Forward Rate of Return (Yacktman) % Competitor Comparison

For the Marine Shipping subindustry, Wallenius Wilhelmsen ASA'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.


Wallenius Wilhelmsen ASA Forward Rate of Return (Yacktman) % vs Transportation Industry

For the Transportation industry and Industrials sector, Wallenius Wilhelmsen ASA's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


STU:WNL
61GF Score
Wallenius Wilhelmsen ASA STU:WNL
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Wallenius Wilhelmsen ASA 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).

Wallenius Wilhelmsen ASA's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=2.75657143/11.48+0.2
=44.01 %

* 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 43.54% mean?
Wallenius Wilhelmsen ASA (STU:WNL) has a Forward Rate of Return (Yacktman) % of 43.54% 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 Wallenius Wilhelmsen ASA and its competitors. This is 79% below median its historical median of 206.97. Over the past decade, Wallenius Wilhelmsen ASA's Forward Rate of Return (Yacktman) % has ranged from 39.45 to 640.74. According to the industry distribution chart, Wallenius Wilhelmsen ASA ranks #39 out of 760 companies in the Transportation industry, placing it in the top 5.1%.
Is Wallenius Wilhelmsen ASA's Forward Rate of Return (Yacktman) % too high?
Wallenius Wilhelmsen ASA's current Forward Rate of Return (Yacktman) % of 43.54% is 79% below median its 10-year median of 206.97. Over the past 10 years, this metric has ranged from a low of 39.45 to a high of 640.74. The Transportation industry median Forward Rate of Return (Yacktman) % is 10.56. Wallenius Wilhelmsen ASA's value of 43.54% is 312.5% above this industry median. Based on the distribution chart, Wallenius Wilhelmsen ASA ranks #39 out of 760 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, Wallenius Wilhelmsen ASA has a GF Score™ of 61/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wallenius Wilhelmsen ASA's Forward Rate of Return (Yacktman) % compare to competitors?
According to the Transportation industry distribution chart, Wallenius Wilhelmsen ASA ranks #39 out of 760 companies for Forward Rate of Return (Yacktman) %. This places Wallenius Wilhelmsen ASA in the top 5% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 10.56. Wallenius Wilhelmsen ASA's value of 43.54% is 312.5% above this benchmark. Historically, Wallenius Wilhelmsen ASA's own Forward Rate of Return (Yacktman) % has ranged from 39.45 to 640.74 over the past decade. While the company's 10-year median is 206.97 vs. the industry median of 10.56, Wallenius Wilhelmsen ASA 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 Transportation company?
The median Forward Rate of Return (Yacktman) % among Transportation companies is 10.56, based on 760 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. Wallenius Wilhelmsen ASA's current Forward Rate of Return (Yacktman) % of 43.54% is 312.5% 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 Wallenius Wilhelmsen ASA and its competitors. For the Transportation industry, the median Forward Rate of Return (Yacktman) % is 10.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wallenius Wilhelmsen ASA's current Forward Rate of Return (Yacktman) % is 43.54%, which is 79% below median its own 10-year median of 206.97. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wallenius Wilhelmsen ASA stock overvalued right now?
Based on GuruFocus' analysis, Wallenius Wilhelmsen ASA (STU:WNL) is currently considered Significantly Overvalued. The stock's GF Value™ is €7.87, compared to a current price of €14.87 — trading 88.9% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 43.54%, which is 79% below median its 10-year median of 206.97 and 312.5% above the Transportation industry median of 10.56. Wallenius Wilhelmsen ASA's overall GF Score™ is 61/100 with 9 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 Wallenius Wilhelmsen ASA (STU:WNL), the current Forward Rate of Return (Yacktman) % is 43.54% 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 Wallenius Wilhelmsen ASA (STU:WNL) Overvalued in 2026?

Based on GuruFocus' analysis, Wallenius Wilhelmsen ASA stock appears to be overvalued. The current stock price of €14.87 is trading 88.9% above its estimated GF Value™ of €7.87. GuruFocus considers Wallenius Wilhelmsen ASA to be Significantly Overvalued.

Key valuation signals for STU:WNL:

  • Forward Rate of Return (Yacktman) %: 43.54% (79% below median its 10-year median of 206.97)
  • GF Value™: €7.87 vs. price of €14.87 (88.9% above fair value)
  • GF Score™: 61/100 with 9 warning signs
  • Industry Position: 312.5% above the Transportation median (#39 of 760)

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


Wallenius Wilhelmsen ASA Business Description

Address Strandveien 20, Lysaker, NOR, 1366
Wallenius Wilhelmsen ASA is an integrated vehicle transportation and logistics company, supporting customers across their supply chain, all the way from the factory to the end-consumer. The company has three reportable operating segments, namely Shipping services, Logistics services and Government services. It generates maximum revenue from the Shipping services segment. The shipping services segment is engaged in the ocean transport of cars and RoRo cargo. Its main customers are car manufacturers as well as manufacturers of construction and other high and heavy equipment. Geographically, it derives a majority of its revenue from the Americas followed by Europe, Asia and Africa.
61GF Score

Get the complete analysis for STU:WNL

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

€14.87
Price
€7.87
GF Value