Aevis Victoria (XSWX:AEVS) Forward Rate of Return (Yacktman) %: 3.07% (As of Dec. 2025)

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XSWX:AEVS Aevis Victoria SA XSWX:AEVS
54 GF Score
Price CHF12.90
GF Value CHF16.74
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is Aevis Victoria Forward Rate of Return (Yacktman) %?

Aevis Victoria XSWX:AEVS -0.39% 54 Forward Rate of Return (Yacktman) % is 3.07% as of Dec. 2025. GuruFocus rates XSWX:AEVS with a GF Score™ of 54/100 and a GF Value™ of CHF16.74 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 340 Healthcare Providers & Services companies, Aevis Victoria ranks worse than 69.41% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Aevis Victoria's forward rate of return for was 3.07%.

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

XSWX:AEVS' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -17.09   Med: -2.61   Max: 15.47
Current: 2.88

During the past 13 years, Aevis Victoria's highest Forward Rate of Return was 15.47. The lowest was -17.09. And the median was -2.61.

XSWX:AEVS's Forward Rate of Return (Yacktman) % is ranked worse than
69.41% of 340 companies
in the Healthcare Providers & Services industry
Industry Median: 12.02 vs XSWX:AEVS: 2.88

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.


Aevis Victoria  (XSWX:AEVS) 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.


Aevis Victoria Forward Rate of Return (Yacktman) % Related Terms


Aevis Victoria Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Aevis Victoria'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.

Aevis Victoria Forward Rate of Return (Yacktman) % Chart

Aevis Victoria 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 -8.46 -2.12 -14.39 -15.50 3.07

Aevis Victoria Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 -14.39 0.00 -15.50 0.00 3.07

XSWX:AEVS vs HCA, THC, DVA: Forward Rate of Return (Yacktman) % Comparison

For the Medical Care Facilities subindustry, Aevis Victoria'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.


Aevis Victoria Forward Rate of Return (Yacktman) % vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Aevis Victoria's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


XSWX:AEVS
54GF Score
Aevis Victoria SA XSWX:AEVS
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Aevis Victoria 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).

Aevis Victoria's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=-0.71466667/13.35+0.0842
=3.07 %

* 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 3.07% mean?
Aevis Victoria (XSWX:AEVS) has a Forward Rate of Return (Yacktman) % of 3.07% 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 Aevis Victoria and its competitors. According to the industry distribution chart, Aevis Victoria ranks #236 out of 340 companies in the Healthcare Providers & Services industry, placing it in the top 69.4%.
Is Aevis Victoria's Forward Rate of Return (Yacktman) % too high?
Aevis Victoria's current Forward Rate of Return (Yacktman) % is 3.07%. The Healthcare Providers & Services industry median Forward Rate of Return (Yacktman) % is 12.02. Aevis Victoria's value of 3.07% is 74.5% below this industry median. Based on the distribution chart, Aevis Victoria ranks #236 out of 340 companies in the Healthcare Providers & Services industry, which is below the industry midpoint. Overall, Aevis Victoria has a GF Score™ of 54/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Aevis Victoria's Forward Rate of Return (Yacktman) % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Aevis Victoria ranks #236 out of 340 companies for Forward Rate of Return (Yacktman) %. This places Aevis Victoria in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 12.02. Aevis Victoria's value of 3.07% is 74.5% below this benchmark. 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 Healthcare Providers & Services company?
The median Forward Rate of Return (Yacktman) % among Healthcare Providers & Services companies is 12.02, based on 340 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. Aevis Victoria's current Forward Rate of Return (Yacktman) % of 3.07% is 74.5% below 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 Aevis Victoria and its competitors. For the Healthcare Providers & Services industry, the median Forward Rate of Return (Yacktman) % is 12.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aevis Victoria's current Forward Rate of Return (Yacktman) % is 3.07%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aevis Victoria stock overvalued right now?
Based on GuruFocus' analysis, Aevis Victoria (XSWX:AEVS) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF16.74, compared to a current price of CHF12.90 — trading 22.9% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 3.07% and 74.5% below the Healthcare Providers & Services industry median of 12.02. Aevis Victoria's overall GF Score™ is 54/100 with 2 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 Aevis Victoria (XSWX:AEVS), the current Forward Rate of Return (Yacktman) % is 3.07% 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 Aevis Victoria (XSWX:AEVS) Overvalued in 2026?

Based on GuruFocus' analysis, Aevis Victoria stock appears to be undervalued. The current stock price of CHF12.90 is trading 22.9% below its estimated GF Value™ of CHF16.74. GuruFocus considers Aevis Victoria to be Modestly Undervalued.

Key valuation signals for XSWX:AEVS:

  • Forward Rate of Return (Yacktman) %: 3.07%
  • GF Value™: CHF16.74 vs. price of CHF12.90 (22.9% below fair value)
  • GF Score™: 54/100 with 2 warning signs
  • Industry Position: 74.5% below the Healthcare Providers & Services median (#236 of 340)

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


Aevis Victoria Business Description

Other Exchanges AEVSz:UKG5LN:Germany
Address Rue Georges-Jordil 4, Fribourg, CHE, 1700
Aevis Victoria SA is a medical care company with five segments: Healthcare, Hospitality, Real Estate, Others, and Corporate. The Healthcare business segment operates private hospitals and clinics. The Hospitality business segment owns and operates hospitals. The Real Estate segment operates healthcare-related real estate properties. The Others segment provides ambulance services, such as urgent patient transport and hospital transfers. The Corporate segment operates other miscellaneous business activities. It generates the vast majority of its revenue in Healthcare segment.
54GF Score

Get the complete analysis for XSWX:AEVS

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

CHF12.90
Price
CHF16.74
GF Value