SVNDF (Seven & i Holdings Co) Forward Rate of Return (Yacktman) %: 18.25% (As of May. 2026) — 106% Above Median

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SVNDF Seven & i Holdings Co Ltd SVNDF
77 GF Score
Price $13.13
GF Value $12.48
Valuation Fairly Valued
! 5 Warning Signs
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What is Seven & i Holdings Co Forward Rate of Return (Yacktman) %?

Seven & i Holdings Co SVNDF +2.82% 77 Forward Rate of Return (Yacktman) % is 18.25% as of May. 2026, which is 106% above its 10-year median of 8.84. GuruFocus rates SVNDF with a GF Score™ of 77/100 and a GF Value™ of $12.48 (Fairly Valued). The stock has 5 warning signs investors should review. Among 221 Retail - Defensive companies, Seven & i Holdings Co ranks better than 63.8% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Seven & i Holdings Co's forward rate of return for was 18.25%.

The historical rank and industry rank for Seven & i Holdings Co's Forward Rate of Return (Yacktman) % or its related term are showing as below:

SVNDF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 3.56   Med: 8.84   Max: 18.9
Current: 17.63

During the past 13 years, Seven & i Holdings Co's highest Forward Rate of Return was 18.90. The lowest was 3.56. And the median was 8.84.

SVNDF's Forward Rate of Return (Yacktman) % is ranked better than
63.8% of 221 companies
in the Retail - Defensive industry
Industry Median: 14.21 vs SVNDF: 17.63

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.


Seven & i Holdings Co  (OTCPK:SVNDF) 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.


Seven & i Holdings Co Forward Rate of Return (Yacktman) % Related Terms


Seven & i Holdings Co Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Seven & i Holdings Co'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.

Seven & i Holdings Co Forward Rate of Return (Yacktman) % Chart

Seven & i Holdings Co Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.07 14.76 16.60 17.67 17.46

Seven & i Holdings Co Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
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 18.13 18.71 18.12 17.46 18.25

SVNDF vs KR: Forward Rate of Return (Yacktman) % Comparison

For the Grocery Stores subindustry, Seven & i Holdings Co'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.


Seven & i Holdings Co Forward Rate of Return (Yacktman) % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Seven & i Holdings Co's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Seven & i Holdings Co's Forward Rate of Return (Yacktman) % falls into.


SVNDF
77GF Score
Seven & i Holdings Co Ltd SVNDF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Seven & i Holdings Co 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).

Seven & i Holdings Co's Forward Rate of Return of May. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.0167619/12+0.025
=10.97 %

* 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 18.25% mean?
Seven & i Holdings Co (SVNDF) has a Forward Rate of Return (Yacktman) % of 18.25% as of May. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Seven & i Holdings Co and its competitors. This is 106% above median its historical median of 8.84. Over the past decade, Seven & i Holdings Co's Forward Rate of Return (Yacktman) % has ranged from 3.56 to 18.90. According to the industry distribution chart, Seven & i Holdings Co ranks #80 out of 221 companies in the Retail - Defensive industry, placing it in the top 36.2%.
Is Seven & i Holdings Co's Forward Rate of Return (Yacktman) % too high?
Seven & i Holdings Co's current Forward Rate of Return (Yacktman) % of 18.25% is 106% above median its 10-year median of 8.84. Over the past 10 years, this metric has ranged from a low of 3.56 to a high of 18.90. The Retail - Defensive industry median Forward Rate of Return (Yacktman) % is 14.21. Seven & i Holdings Co's value of 18.25% is 28.4% above this industry median. Based on the distribution chart, Seven & i Holdings Co ranks #80 out of 221 companies in the Retail - Defensive industry, which is above the industry midpoint. Overall, Seven & i Holdings Co has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Seven & i Holdings Co's Forward Rate of Return (Yacktman) % compare to KR?
According to the Retail - Defensive industry distribution chart, Seven & i Holdings Co ranks #80 out of 221 companies for Forward Rate of Return (Yacktman) %. This puts Seven & i Holdings Co in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 14.21. Seven & i Holdings Co's value of 18.25% is 28.4% above this benchmark. Historically, Seven & i Holdings Co's own Forward Rate of Return (Yacktman) % has ranged from 3.56 to 18.90 over the past decade. While the company's 10-year median is 8.84 vs. the industry median of 14.21, Seven & i Holdings Co 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 Retail - Defensive company?
The median Forward Rate of Return (Yacktman) % among Retail - Defensive companies is 14.21, based on 221 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. Seven & i Holdings Co's current Forward Rate of Return (Yacktman) % of 18.25% is 28.4% 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 Seven & i Holdings Co and its competitors. For the Retail - Defensive industry, the median Forward Rate of Return (Yacktman) % is 14.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Seven & i Holdings Co's current Forward Rate of Return (Yacktman) % is 18.25%, which is 106% above median its own 10-year median of 8.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Seven & i Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Seven & i Holdings Co (SVNDF) is currently considered Fairly Valued. The stock's GF Value™ is $12.48, compared to a current price of $13.13 — trading 5.2% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 18.25%, which is 106% above median its 10-year median of 8.84 and 28.4% above the Retail - Defensive industry median of 14.21. Seven & i Holdings Co's overall GF Score™ is 77/100 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 Seven & i Holdings Co (SVNDF), the current Forward Rate of Return (Yacktman) % is 18.25% as of May. 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 Seven & i Holdings Co (SVNDF) Overvalued in 2026?

Based on GuruFocus' analysis, Seven & i Holdings Co stock appears to be overvalued. The current stock price of $13.13 is trading 5.2% above its estimated GF Value™ of $12.48. GuruFocus considers Seven & i Holdings Co to be Fairly Valued.

Key valuation signals for SVNDF:

  • Forward Rate of Return (Yacktman) %: 18.25% (106% above median its 10-year median of 8.84)
  • GF Value™: $12.48 vs. price of $13.13 (5.2% above fair value)
  • GF Score™: 77/100 with 5 warning signs
  • Industry Position: 28.4% above the Retail - Defensive median (#80 of 221)

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


Seven & i Holdings Co Business Description

Address 8-8 Nibancho, Chiyoda-ku, Tokyo, JPN, 102-8452
Seven & i Holdings operates 7-Eleven, the world's largest convenience store chain, with more than 86,000 stores globally. Convenience stores, mainly in Japan and North America, make up the majority of its revenue and operating profit. 7-Eleven Japan, the market leader in Japan's convenience store industry, has acquired 46% value share and 38% share in store count. 7-Eleven, the largest convenience store chain in the US, made a $21 billion acquisition of Speedway in 2020. The deal increased its total US store count to more than 13,000 at the time.
77GF Score

Get the complete analysis for SVNDF

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

$13.13
Price
$12.48
GF Value