Georg Fischer AG (XSWX:GF) Forward Rate of Return (Yacktman) %: 13.19% (As of Dec. 2025) — 77% Above Median

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.
Reviewed by: Charlie Tian Charlie Tian
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:GF Georg Fischer AG XSWX:GF
58 GF Score
Price CHF51.70
GF Value CHF47.47
Valuation Fairly Valued
! 6 Warning Signs
View Full Analysis

What is Georg Fischer AG Forward Rate of Return (Yacktman) %?

Georg Fischer AG XSWX:GF -1.24% 58 Forward Rate of Return (Yacktman) % is 13.19% as of Dec. 2025, which is 77% above its 10-year median of 7.44. GuruFocus rates XSWX:GF with a GF Score™ of 58/100 and a GF Value™ of CHF47.47 (Fairly Valued). The stock has 6 warning signs investors should review. Among 2,154 Industrial Products companies, Georg Fischer AG ranks better than 63.14% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Georg Fischer AG's forward rate of return for was 13.19%.

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

XSWX:GF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -3.25   Med: 7.44   Max: 14.24
Current: 13.26

During the past 13 years, Georg Fischer AG's highest Forward Rate of Return was 14.24. The lowest was -3.25. And the median was 7.44.

XSWX:GF's Forward Rate of Return (Yacktman) % is ranked better than
63.14% of 2154 companies
in the Industrial Products industry
Industry Median: 7.745 vs XSWX:GF: 13.26

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.


Georg Fischer AG  (XSWX:GF) 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.


Georg Fischer AG Forward Rate of Return (Yacktman) % Related Terms


Georg Fischer AG Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Georg Fischer 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.

Georg Fischer AG Forward Rate of Return (Yacktman) % Chart

Georg Fischer 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 -3.09 1.08 2.96 10.15 13.19

Georg Fischer 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 10.15 0.00 13.19 0.00

XSWX:GF vs GEV, ETN, PH: Forward Rate of Return (Yacktman) % Comparison

For the Specialty Industrial Machinery subindustry, Georg Fischer 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.


Georg Fischer AG Forward Rate of Return (Yacktman) % vs Industrial Products Industry

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

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


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

Georg Fischer 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).

Georg Fischer AG's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=1.60366667/53.6+0.102
=13.19 %

* 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 13.19% mean?
Georg Fischer AG (XSWX:GF) has a Forward Rate of Return (Yacktman) % of 13.19% 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 Georg Fischer AG and its competitors. This is 77% above median its historical median of 7.44. According to the industry distribution chart, Georg Fischer AG ranks #794 out of 2154 companies in the Industrial Products industry, placing it in the top 36.9%.
Is Georg Fischer AG's Forward Rate of Return (Yacktman) % too high?
Georg Fischer AG's current Forward Rate of Return (Yacktman) % of 13.19% is 77% above median its 10-year median of 7.44. The Industrial Products industry median Forward Rate of Return (Yacktman) % is 7.75. Georg Fischer AG's value of 13.19% is 70.3% above this industry median. Based on the distribution chart, Georg Fischer AG ranks #794 out of 2154 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Georg Fischer AG has a GF Score™ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Georg Fischer AG's Forward Rate of Return (Yacktman) % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, Georg Fischer AG ranks #794 out of 2154 companies for Forward Rate of Return (Yacktman) %. This puts Georg Fischer AG in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.75. Georg Fischer AG's value of 13.19% is 70.3% above this benchmark. While the company's 10-year median is 7.44 vs. the industry median of 7.75, Georg Fischer AG 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 an Industrial Products company?
The median Forward Rate of Return (Yacktman) % among Industrial Products companies is 7.75, based on 2,154 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. Georg Fischer AG's current Forward Rate of Return (Yacktman) % of 13.19% is 70.3% 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 Georg Fischer AG and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.75 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Georg Fischer AG's current Forward Rate of Return (Yacktman) % is 13.19%, which is 77% above median its own 10-year median of 7.44. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Georg Fischer AG stock overvalued right now?
Based on GuruFocus' analysis, Georg Fischer AG (XSWX:GF) is currently considered Fairly Valued. The stock's GF Value™ is CHF47.47, compared to a current price of CHF51.70 — trading 8.9% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 13.19%, which is 77% above median its 10-year median of 7.44 and 70.3% above the Industrial Products industry median of 7.75. Georg Fischer AG's overall GF Score™ is 58/100 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 Georg Fischer AG (XSWX:GF), the current Forward Rate of Return (Yacktman) % is 13.19% 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 Georg Fischer AG (XSWX:GF) Overvalued in 2026?

Based on GuruFocus' analysis, Georg Fischer AG stock appears to be overvalued. The current stock price of CHF51.70 is trading 8.9% above its estimated GF Value™ of CHF47.47. GuruFocus considers Georg Fischer AG to be Fairly Valued.

Key valuation signals for XSWX:GF:

  • Forward Rate of Return (Yacktman) %: 13.19% (77% above median its 10-year median of 7.44)
  • GF Value™: CHF47.47 vs. price of CHF51.70 (8.9% above fair value)
  • GF Score™: 58/100 with 6 warning signs
  • Industry Position: 70.3% above the Industrial Products median (#794 of 2154)

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


Georg Fischer AG Business Description

Address Amsler-Laffon-Strasse 9, Schaffhausen, CHE, 8201
Georg Fischer AG provides transportation of liquids and gases, lightweight casting components in vehicles, and high-precision manufacturing technologies. It supplies plastic and metal piping systems, valves and fittings, electrical discharge machines, and other additive manufacturing solutions. The company is one of the world's providers for the tool and mold-making industry and services customers in utilities, automotive, aerospace, water and gas, and other industrial Applications. The Group comprises four divisions, GF Piping Systems, GF Uponor, GF Casting Solutions and GF Machining Solutions, which operate across three main geographical regions-Europe, North/South America and Asia.
58GF Score

Get the complete analysis for XSWX:GF

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

CHF51.70
Price
CHF47.47
GF Value