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Sunoco LPSUN -1.64%81 Forward Rate of Return (Yacktman) % is 18.83% as of Jun. 2026, which is 5% below its 10-year median of 19.82. GuruFocus rates SUN with a GF Score™ of 81/100 and a GF Value™ of $76.24 (Fairly Valued). The stock has 11 warning signs investors should review. Among 614 Oil & Gas companies, Sunoco LP ranks better than 62.54% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Sunoco LP's forward rate of return for was 18.83%.
The historical rank and industry rank for Sunoco LP's Forward Rate of Return (Yacktman) % or its related term are showing as below:
SUN'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 2.93 Med: 19.82 Max: 29.25
Current: 17.55
During the past 13 years, Sunoco LP's highest Forward Rate of Return was 29.25. The lowest was 2.93. And the median was 19.82.
SUN's Forward Rate of Return (Yacktman) % is ranked better than 62.54% of 614
companies
in the Oil & Gas industry
Industry Median: 13.02
vs SUN: 17.55
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.
Sunoco LP (NYSE:SUN) 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.
Sunoco LP Forward Rate of Return (Yacktman) % Related Terms
Sunoco LP Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Sunoco LP'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.
Sunoco LP Forward Rate of Return (Yacktman) % Chart
SUN vs DINO, PBF, IEP: Forward Rate of Return (Yacktman) % Comparison
For the Oil & Gas Refining & Marketing subindustry, Sunoco LP'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.
Sunoco LP Forward Rate of Return (Yacktman) % vs Oil & Gas Industry
For the Oil & Gas industry and Energy sector, Sunoco LP's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Sunoco LP's Forward Rate of Return (Yacktman) % falls into.
Sunoco LP 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).
Sunoco LP's Forward Rate of Return of Jun. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
5.4047619
/
67.5
+
0.1082
=
18.83 %
* 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 18.83% mean?
Sunoco LP (SUN) has a Forward Rate of Return (Yacktman) % of 18.83% 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 Sunoco LP and its competitors. This is near median its historical median of 19.82. Over the past decade, Sunoco LP's Forward Rate of Return (Yacktman) % has ranged from 2.93 to 29.25. According to the industry distribution chart, Sunoco LP ranks #230 out of 614 companies in the Oil & Gas industry, placing it in the top 37.5%.
Is Sunoco LP's Forward Rate of Return (Yacktman) % too high?
Sunoco LP's current Forward Rate of Return (Yacktman) % of 18.83% is near median its 10-year median of 19.82. Over the past 10 years, this metric has ranged from a low of 2.93 to a high of 29.25. The Oil & Gas industry median Forward Rate of Return (Yacktman) % is 13.02. Sunoco LP's value of 18.83% is 44.6% above this industry median. Based on the distribution chart, Sunoco LP ranks #230 out of 614 companies in the Oil & Gas industry, which is above the industry midpoint. Overall, Sunoco LP has a GF Score™ of 81/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Sunoco LP's Forward Rate of Return (Yacktman) % compare to DINO and PBF?
According to the Oil & Gas industry distribution chart, Sunoco LP ranks #230 out of 614 companies for Forward Rate of Return (Yacktman) %. This puts Sunoco LP in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 13.02. Sunoco LP's value of 18.83% is 44.6% above this benchmark. Historically, Sunoco LP's own Forward Rate of Return (Yacktman) % has ranged from 2.93 to 29.25 over the past decade. While the company's 10-year median is 19.82 vs. the industry median of 13.02, Sunoco LP 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 Oil & Gas company?
The median Forward Rate of Return (Yacktman) % among Oil & Gas companies is 13.02, based on 614 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. Sunoco LP's current Forward Rate of Return (Yacktman) % of 18.83% is 44.6% 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 Sunoco LP and its competitors. For the Oil & Gas industry, the median Forward Rate of Return (Yacktman) % is 13.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sunoco LP's current Forward Rate of Return (Yacktman) % is 18.83%, which is near median its own 10-year median of 19.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sunoco LP stock overvalued right now?
Based on GuruFocus' analysis, Sunoco LP (SUN) is currently considered Fairly Valued. The stock's GF Value™ is $76.24, compared to a current price of $76.59 — trading 0.5% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 18.83%, which is near median its 10-year median of 19.82 and 44.6% above the Oil & Gas industry median of 13.02. Sunoco LP's overall GF Score™ is 81/100 with 11 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 Sunoco LP (SUN), the current Forward Rate of Return (Yacktman) % is 18.83% 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 Sunoco LP (SUN) Overvalued in 2026?
Based on GuruFocus' analysis, Sunoco LP stock appears to be overvalued.
The current stock price of $76.59 is trading 0.5% above its estimated GF Value™ of $76.24.
GuruFocus considers Sunoco LP to be Fairly Valued.
Key valuation signals for SUN:
Forward Rate of Return (Yacktman) %: 18.83% (near median its 10-year median of 19.82)
GF Value™: $76.24 vs. price of $76.59 (0.5% above fair value)
Industry Position: 44.6% above the Oil & Gas median (#230 of 614)
No single metric tells the full story. See the SUN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Sunoco LP is a Delaware limited partnership formed in June 2012 by Susser Holdings Corporation or SUSS. In September 2012, the Company completed its initial public offering. The Company, along with its wholly owned subsidiary, is an independent motor fuel distributor by gallons in Texas, and among the distributors of Valero and Chevron branded motor fuel in the United States. The Company also receives rental income from real estate that it leases or subleases. SUSS operated approximately 580 retail convenience stores under its proprietary Stripes convenience store brand at year-end, mainly in growing Texas markets. Stripes is an independent chain of convenience stores in Texas based on store count and retail motor fuel volumes sold. Its business is integral to the success of SUSS' retail operations, and SUSS purchases substantially all of its motor fuel from the Company. In addition to distributing motor fuel, it also distributes other petroleum products such as propane and lube oil, and receives rental income from real estate that it leases or subleases. The Company purchases motor fuel mainly from independent refiners and oil companies and distributes it throughout Texas and in Louisiana, New Mexico and Oklahoma. The Company competes mainly with other independent motor fuel distributors. The Company is subject to various federal, state and local environmental laws and regulations, including those relating to underground storage tanks; the release or discharge of hazardous materials into the air, water and soil; the generation, storage, handling, use, transportation and disposal of regulated materials; the exposure of persons to regulated materials; and the remediation of contaminated soil and groundwater.
81GF Score
Get the complete analysis for SUN
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