Evotec SE (XSWX:EVT) Forward Rate of Return (Yacktman) %: 0.00% (As of Mar. 2026)

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XSWX:EVT Evotec SE XSWX:EVT
58 GF Score
Price CHF4.63
GF Value CHF8.56
! 4 Warning Signs
View Full Analysis

What is Evotec SE Forward Rate of Return (Yacktman) %?

Evotec SE XSWX:EVT 58 Forward Rate of Return (Yacktman) % is 0.00% as of Mar. 2026. GuruFocus rates XSWX:EVT with a GF Score™ of 58/100 and a GF Value™ of CHF8.56. The stock has 4 warning signs investors should review. Among 634 Drug Manufacturers companies, Evotec SE ranks better than 96.53% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Evotec SE's forward rate of return for was 0.00%.

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

XSWX:EVT' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 20.33   Med: 20.6   Max: 27.52
Current: 27.52

During the past 13 years, Evotec SE's highest Forward Rate of Return was 27.52. The lowest was 20.33. And the median was 20.60.

XSWX:EVT's Forward Rate of Return (Yacktman) % is ranked better than
96.53% of 634 companies
in the Drug Manufacturers industry
Industry Median: 6.375 vs XSWX:EVT: 27.52

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.


Evotec SE  (XSWX:EVT) 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.


Evotec SE Forward Rate of Return (Yacktman) % Related Terms


Evotec SE Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Evotec SE'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.

Evotec SE Forward Rate of Return (Yacktman) % Chart

Evotec SE 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 20.45 0.00 0.00 0.00 0.00

Evotec SE Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 0.00 0.00

XSWX:EVT vs ZTS, UTHR, VTRS: Forward Rate of Return (Yacktman) % Comparison

For the Drug Manufacturers - Specialty & Generic subindustry, Evotec SE'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.


Evotec SE Forward Rate of Return (Yacktman) % vs Drug Manufacturers Industry

For the Drug Manufacturers industry and Healthcare sector, Evotec SE's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


XSWX:EVT
58GF Score
Evotec SE XSWX:EVT
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Evotec SE 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).

Evotec SE's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.31028571/3.854+0.2
=28.05 %

* 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 0.00% mean?
Evotec SE (XSWX:EVT) has a Forward Rate of Return (Yacktman) % of 0.00% 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 Evotec SE and its competitors. Over the past decade, Evotec SE's Forward Rate of Return (Yacktman) % has ranged from 20.33 to 27.52. According to the industry distribution chart, Evotec SE ranks #22 out of 634 companies in the Drug Manufacturers industry, placing it in the top 3.5%.
Is Evotec SE's Forward Rate of Return (Yacktman) % too high?
Evotec SE's current Forward Rate of Return (Yacktman) % is 0.00%. Over the past 10 years, this metric has ranged from a low of 20.33 to a high of 27.52. Based on the distribution chart, Evotec SE ranks #22 out of 634 companies in the Drug Manufacturers industry, which is in the top quartile — a strong position relative to peers. Overall, Evotec SE has a GF Score™ of 58/100, reflecting its overall financial health beyond just this single metric.
How does Evotec SE's Forward Rate of Return (Yacktman) % compare to ZTS and UTHR?
According to the Drug Manufacturers industry distribution chart, Evotec SE ranks #22 out of 634 companies for Forward Rate of Return (Yacktman) %. This places Evotec SE in the top 4% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 6.38. Historically, Evotec SE's own Forward Rate of Return (Yacktman) % has ranged from 20.33 to 27.52 over the past decade. 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 Drug Manufacturers company?
The median Forward Rate of Return (Yacktman) % among Drug Manufacturers companies is 6.38, based on 634 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 Evotec SE and its competitors. For the Drug Manufacturers industry, the median Forward Rate of Return (Yacktman) % is 6.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Evotec SE's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Evotec SE stock overvalued right now?
Evotec SE (XSWX:EVT) has a current Forward Rate of Return (Yacktman) % of 0.00%. The stock's GF Value™ is CHF8.56, compared to a current price of CHF4.63 — trading 45.9% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Evotec SE's overall GF Score™ is 58/100 with 4 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 Evotec SE (XSWX:EVT), the current Forward Rate of Return (Yacktman) % is 0.00% 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 Evotec SE (XSWX:EVT) Overvalued in 2026?

Based on GuruFocus' analysis, Evotec SE stock appears to be undervalued. The current stock price of CHF4.63 is trading 45.9% below its estimated GF Value™ of CHF8.56.

Key valuation signals for XSWX:EVT:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: CHF8.56 vs. price of CHF4.63 (45.9% below fair value)
  • GF Score™: 58/100 with 4 warning signs

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


Evotec SE Business Description

Address Essener Bogen 7, 22419 Hamburg, Hamburg, DEU, 22419
Evotec SE is a life science company focused on developing pharmaceutical products through standalone services, integrated R&D programs, and strategic partnerships with pharmaceutical and biotechnology companies, academic institutions, and other partners. It operates across drug discovery, preclinical development, and manufacturing, with expertise in areas including oncology, central nervous system, cardiovascular-renal, immune and inflammatory, infectious, and other diseases. The Company generates revenue through fee-for-service and FTE-based services, milestones, and royalties, and equity ownership in biotechnology and academic projects. It operates through the Shared R&D and Discovery & Preclinical Development (D&PD) segments, with the majority of revenue generated from the USA.
58GF Score

Get the complete analysis for XSWX:EVT

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

CHF4.63
Price
CHF8.56
GF Value