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WH GroupWHGLY +0.96%82 Forward Rate of Return (Yacktman) % is 20.41% as of Dec. 2025, which is 76% below its 10-year median of 85.44. GuruFocus rates WHGLY with a GF Score™ of 82/100 and a GF Value™ of $15.82 (Significantly Overvalued). Among 1,403 Consumer Packaged Goods companies, WH Group ranks better than 81.25% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. WH Group's forward rate of return for was 20.41%.
The historical rank and industry rank for WH Group's Forward Rate of Return (Yacktman) % or its related term are showing as below:
WHGLY'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 20.93 Med: 85.44 Max: 110.29
Current: 20.93
During the past 13 years, WH Group's highest Forward Rate of Return was 110.29. The lowest was 20.93. And the median was 85.44.
WHGLY's Forward Rate of Return (Yacktman) % is ranked better than 81.25% of 1403
companies
in the Consumer Packaged Goods industry
Industry Median: 8.34
vs WHGLY: 20.93
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.
WH Group (OTCPK:WHGLY) 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.
WH Group Forward Rate of Return (Yacktman) % Related Terms
WH Group Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for WH 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.
WH Group Forward Rate of Return (Yacktman) % Chart
WHGLY vs KHC, GIS: Forward Rate of Return (Yacktman) % Comparison
For the Packaged Foods subindustry, WH 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.
WH Group Forward Rate of Return (Yacktman) % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, WH Group's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where WH Group's Forward Rate of Return (Yacktman) % falls into.
WH 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).
* 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 20.41% mean?
WH Group (WHGLY) has a Forward Rate of Return (Yacktman) % of 20.41% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on WH Group and its competitors. This is 76% below median its historical median of 85.44. Over the past decade, WH Group's Forward Rate of Return (Yacktman) % has ranged from 20.93 to 110.29. According to the industry distribution chart, WH Group ranks #263 out of 1403 companies in the Consumer Packaged Goods industry, placing it in the top 18.7%.
Is WH Group's Forward Rate of Return (Yacktman) % too high?
WH Group's current Forward Rate of Return (Yacktman) % of 20.41% is 76% below median its 10-year median of 85.44. Over the past 10 years, this metric has ranged from a low of 20.93 to a high of 110.29. The Consumer Packaged Goods industry median Forward Rate of Return (Yacktman) % is 8.34. WH Group's value of 20.41% is 144.7% above this industry median. Based on the distribution chart, WH Group ranks #263 out of 1403 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, WH Group has a GF Score™ of 82/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does WH Group's Forward Rate of Return (Yacktman) % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, WH Group ranks #263 out of 1403 companies for Forward Rate of Return (Yacktman) %. This places WH Group in the top 19% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 8.34. WH Group's value of 20.41% is 144.7% above this benchmark. Historically, WH Group's own Forward Rate of Return (Yacktman) % has ranged from 20.93 to 110.29 over the past decade. While the company's 10-year median is 85.44 vs. the industry median of 8.34, WH 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 8.34, based on 1,403 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. WH Group's current Forward Rate of Return (Yacktman) % of 20.41% is 144.7% 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 WH Group and its competitors. For the Consumer Packaged Goods industry, the median Forward Rate of Return (Yacktman) % is 8.34 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WH Group's current Forward Rate of Return (Yacktman) % is 20.41%, which is 76% below median its own 10-year median of 85.44. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WH Group stock overvalued right now?
Based on GuruFocus' analysis, WH Group (WHGLY) is currently considered Significantly Overvalued. The stock's GF Value™ is $15.82, compared to a current price of $21.04 — trading 33% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 20.41%, which is 76% below median its 10-year median of 85.44 and 144.7% above the Consumer Packaged Goods industry median of 8.34. WH Group's overall GF Score™ is 82/100. 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 WH Group (WHGLY), the current Forward Rate of Return (Yacktman) % is 20.41% as of Dec. 2025. 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 WH Group (WHGLY) Overvalued in 2026?
Based on GuruFocus' analysis, WH Group stock appears to be overvalued.
The current stock price of $21.04 is trading 33% above its estimated GF Value™ of $15.82.
GuruFocus considers WH Group to be Significantly Overvalued.
Key valuation signals for WHGLY:
Forward Rate of Return (Yacktman) %: 20.41% (76% below median its 10-year median of 85.44)
GF Value™: $15.82 vs. price of $21.04 (33% above fair value)
Industry Position: 144.7% above the Consumer Packaged Goods median (#263 of 1403)
No single metric tells the full story. See the WHGLY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WH Group is a holding company and the world's largest vertically integrated producer of pork and related packaged meat products. Its revenue is mainly derived from activities undertaken by its China and US operations, which are respectively via 70.3%-owned Henan Shuanghui Investment & Development Company and wholly owned Smithfield Foods Inc. In the US, its key packaged meats brands, in which it has a 6% market share, include Nathan's hot dogs, Armour, John Morrell, and Curly's, while in China, products are mainly under the Shuanghui brand, where it also has a 25% market share. We expect the company's operating profit to be split almost equally between the US and China in the future with a small contribution from Europe.
82GF Score
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Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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