Nisshin Seifun Group (TSE:2002) Forward Rate of Return (Yacktman) %: 14.42% (As of Mar. 2026) — 107% Above Median

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TSE:2002 Nisshin Seifun Group Inc TSE:2002
86 GF Score
Price 円2,044.50
GF Value 円1,956.30
Valuation Fairly Valued
! 1 Warning Sign
View Full Analysis

What is Nisshin Seifun Group Forward Rate of Return (Yacktman) %?

Nisshin Seifun Group TSE:2002 +1.64% 86 Forward Rate of Return (Yacktman) % is 14.42% as of Mar. 2026, which is 107% above its 10-year median of 6.98. GuruFocus rates TSE:2002 with a GF Score™ of 86/100 and a GF Value™ of 円1,956.30 (Fairly Valued). The stock has 1 warning sign investors should review. Among 1,407 Consumer Packaged Goods companies, Nisshin Seifun Group ranks better than 65.81% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Nisshin Seifun Group's forward rate of return for was 14.42%.

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

TSE:2002' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -0.25   Med: 6.98   Max: 14.58
Current: 14.58

During the past 13 years, Nisshin Seifun Group's highest Forward Rate of Return was 14.58. The lowest was -0.25. And the median was 6.98.

TSE:2002's Forward Rate of Return (Yacktman) % is ranked better than
65.81% of 1407 companies
in the Consumer Packaged Goods industry
Industry Median: 8.31 vs TSE:2002: 14.58

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.


Nisshin Seifun Group  (TSE:2002) 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.


Nisshin Seifun Group Forward Rate of Return (Yacktman) % Related Terms


Nisshin Seifun Group Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Nisshin Seifun Group'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.

Nisshin Seifun Group Forward Rate of Return (Yacktman) % Chart

Nisshin Seifun Group Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.98 -0.19 4.06 8.30 14.42

Nisshin Seifun Group 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 14.42 0.00

TSE:2002 vs KHC, GIS: Forward Rate of Return (Yacktman) % Comparison

For the Packaged Foods subindustry, Nisshin Seifun Group'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.


Nisshin Seifun Group Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Nisshin Seifun Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


TSE:2002
86GF Score
Nisshin Seifun Group Inc TSE:2002
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Nisshin Seifun Group 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).

Nisshin Seifun Group's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=82.31316667/2095.5+0.1049
=14.42 %

* 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 14.42% mean?
Nisshin Seifun Group (TSE:2002) has a Forward Rate of Return (Yacktman) % of 14.42% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Nisshin Seifun Group and its competitors. This is 107% above median its historical median of 6.98. According to the industry distribution chart, Nisshin Seifun Group ranks #481 out of 1407 companies in the Consumer Packaged Goods industry, placing it in the top 34.2%.
Is Nisshin Seifun Group's Forward Rate of Return (Yacktman) % too high?
Nisshin Seifun Group's current Forward Rate of Return (Yacktman) % of 14.42% is 107% above median its 10-year median of 6.98. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.31. Nisshin Seifun Group's value of 14.42% is 73.5% above this industry median. Based on the distribution chart, Nisshin Seifun Group ranks #481 out of 1407 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, Nisshin Seifun Group has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Nisshin Seifun Group's Forward Rate of Return (Yacktman) % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Nisshin Seifun Group ranks #481 out of 1407 companies for Forward Rate of Return (Yacktman) %. This puts Nisshin Seifun Group in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 8.31. Nisshin Seifun Group's value of 14.42% is 73.5% above this benchmark. While the company's 10-year median is 6.98 vs. the industry median of 8.31, Nisshin Seifun Group 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 Consumer Packaged Goods company?
The median Forward Rate of Return (Yacktman) % among Consumer Packaged Goods companies is 8.31, based on 1,407 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. Nisshin Seifun Group's current Forward Rate of Return (Yacktman) % of 14.42% is 73.5% 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 Nisshin Seifun Group and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.31 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nisshin Seifun Group's current Forward Rate of Return (Yacktman) % is 14.42%, which is 107% above median its own 10-year median of 6.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nisshin Seifun Group stock overvalued right now?
Based on GuruFocus' analysis, Nisshin Seifun Group (TSE:2002) is currently considered Fairly Valued. The stock's GF Value™ is 円1,956.30, compared to a current price of 円2,044.50 — trading 4.5% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 14.42%, which is 107% above median its 10-year median of 6.98 and 73.5% above the Consumer Packaged Goods industry median of 8.31. Nisshin Seifun Group's overall GF Score™ is 86/100 with 1 warning sign 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 Nisshin Seifun Group (TSE:2002), the current Forward Rate of Return (Yacktman) % is 14.42% as of Mar. 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 Nisshin Seifun Group (TSE:2002) Overvalued in 2026?

Based on GuruFocus' analysis, Nisshin Seifun Group stock appears to be overvalued. The current stock price of 円2,044.50 is trading 4.5% above its estimated GF Value™ of 円1,956.30. GuruFocus considers Nisshin Seifun Group to be Fairly Valued.

Key valuation signals for TSE:2002:

  • Forward Rate of Return (Yacktman) %: 14.42% (107% above median its 10-year median of 6.98)
  • GF Value™: 円1,956.30 vs. price of 円2,044.50 (4.5% above fair value)
  • GF Score™: 86/100 with 1 warning sign
  • Industry Position: 73.5% above the Consumer Packaged Goods median (#481 of 1407)

No single metric tells the full story. See the TSE:2002 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Nisshin Seifun Group Business Description

Other Exchanges NFR:Germany
Address 1-25 Kanda Nishikicho, Chiyoda-ku, Tokyo, JPN, 101-8441
Nisshin Seifun Group Inc is a Japan-based company mainly engaged in the flour milling business, food business, and prepared meals and prepared foods business. The company operates through four segments. The Flour Milling segment covers flour, bran, and related products. The Food segment includes premixes, household flour, pasta, sauces, frozen foods, baking ingredients, biochemical products, health foods, and drug discovery support. The Ready-made Meals segment provides cooked foods such as bento boxes, side dishes, and noodles. The Others segment includes engineering, cargo handling, storage, and other non-core businesses. It generates the majority of its revenue from the Flour Milling segment.
86GF Score

Get the complete analysis for TSE:2002

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

円2,044.50
Price
円1,956.30
GF Value