Adval Tech Holding AG (XSWX:ADVN) Forward Rate of Return (Yacktman) %: -57.64% (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:ADVN Adval Tech Holding AG XSWX:ADVN
60 GF Score
Price CHF44.00
GF Value CHF62.08
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Adval Tech Holding AG Forward Rate of Return (Yacktman) %?

Adval Tech Holding AG XSWX:ADVN 60 Forward Rate of Return (Yacktman) % is -57.64% as of Dec. 2025. GuruFocus rates XSWX:ADVN with a GF Score™ of 60/100 and a GF Value™ of CHF62.08 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 2,164 Industrial Products companies, Adval Tech Holding AG ranks worse than 98.8% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Adval Tech Holding AG's forward rate of return for was -57.64%.

The historical rank and industry rank for Adval Tech Holding AG's Forward Rate of Return (Yacktman) % or its related term are showing as below:

XSWX:ADVN' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -57.71   Med: -10.93   Max: 23.1
Current: -57.62

During the past 13 years, Adval Tech Holding AG's highest Forward Rate of Return was 23.10. The lowest was -57.71. And the median was -10.93.

XSWX:ADVN's Forward Rate of Return (Yacktman) % is ranked worse than
98.8% of 2164 companies
in the Industrial Products industry
Industry Median: 7.065 vs XSWX:ADVN: -57.62

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.


Adval Tech Holding AG  (XSWX:ADVN) 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.


Adval Tech Holding AG Forward Rate of Return (Yacktman) % Related Terms


Adval Tech Holding AG Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Adval Tech Holding AG'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.

Adval Tech Holding AG Forward Rate of Return (Yacktman) % Chart

Adval Tech Holding AG 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 -14.49 -12.07 -23.22 -40.61 -57.64

Adval Tech Holding AG Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 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 -40.61 0.00 -57.64 0.00

XSWX:ADVN vs ATI, CRS, MLI: Forward Rate of Return (Yacktman) % Comparison

For the Metal Fabrication subindustry, Adval Tech Holding AG'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.


Adval Tech Holding AG Forward Rate of Return (Yacktman) % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Adval Tech Holding AG's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Adval Tech Holding AG's Forward Rate of Return (Yacktman) % falls into.


XSWX:ADVN
60GF Score
Adval Tech Holding AG XSWX:ADVN
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Adval Tech Holding AG 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).

Adval Tech Holding AG's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-0.104/39.6+-0.5738
=-57.64 %

* 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 -57.64% mean?
Adval Tech Holding AG (XSWX:ADVN) has a Forward Rate of Return (Yacktman) % of -57.64% 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 Adval Tech Holding AG and its competitors. According to the industry distribution chart, Adval Tech Holding AG ranks #2138 out of 2164 companies in the Industrial Products industry, placing it in the top 98.8%.
Is Adval Tech Holding AG's Forward Rate of Return (Yacktman) % too high?
Adval Tech Holding AG's current Forward Rate of Return (Yacktman) % is -57.64%. Based on the distribution chart, Adval Tech Holding AG ranks #2138 out of 2164 companies in the Industrial Products industry, which is in the bottom quartile relative to peers. Overall, Adval Tech Holding AG has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Adval Tech Holding AG's Forward Rate of Return (Yacktman) % compare to ATI and CRS?
According to the Industrial Products industry distribution chart, Adval Tech Holding AG ranks #2138 out of 2164 companies for Forward Rate of Return (Yacktman) %. This places Adval Tech Holding AG in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.07. 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 Industrial Products company?
The median Forward Rate of Return (Yacktman) % among Industrial Products companies is 7.07, based on 2,164 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. 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 Adval Tech Holding AG and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Adval Tech Holding AG's current Forward Rate of Return (Yacktman) % is -57.64%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adval Tech Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Adval Tech Holding AG (XSWX:ADVN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF62.08, compared to a current price of CHF44.00 — trading 29.1% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is -57.64%. Adval Tech Holding AG's overall GF Score™ is 60/100 with 6 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 Adval Tech Holding AG (XSWX:ADVN), the current Forward Rate of Return (Yacktman) % is -57.64% 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 Adval Tech Holding AG (XSWX:ADVN) Overvalued in 2026?

Based on GuruFocus' analysis, Adval Tech Holding AG stock appears to be undervalued. The current stock price of CHF44.00 is trading 29.1% below its estimated GF Value™ of CHF62.08. GuruFocus considers Adval Tech Holding AG to be Modestly Undervalued.

Key valuation signals for XSWX:ADVN:

  • Forward Rate of Return (Yacktman) %: -57.64%
  • GF Value™: CHF62.08 vs. price of CHF44.00 (29.1% below fair value)
  • GF Score™: 60/100 with 6 warning signs

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


Adval Tech Holding AG Business Description

Other Exchanges ADVNz:UK
Address Freiburgstrasse 556, Niederwangen, CHE, 3172
Adval Tech Holding AG is an industrial supplier of technologically sophisticated components and subassemblies made of metal and plastic. The company focuses on the automotive market and on related applications. The Components division is engaged in the manufacture of metal and plastic high-volume components, focusing on the automotive industry in terms of quantities, quality requirements, lifetime, and production processes. Geographically, activities function through Germany, Switzerland, Hungary, France, Czech Republic, Turkey, Slovakia, other European countries, China, North America, Latin America, Africa, Australia and Oceania. Maximum revenue is generated from Germany region.
60GF Score

Get the complete analysis for XSWX:ADVN

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

CHF44.00
Price
CHF62.08
GF Value