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Infineon Technologies AGXSWX:IFX -1.30%86 Forward Rate of Return (Yacktman) % is 6.08% as of Mar. 2026, which is 64% below its 10-year median of 17.05. GuruFocus rates XSWX:IFX with a GF Score™ of 86/100 and a GF Value™ of CHF32.45 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 605 Semiconductors companies, Infineon Technologies AG ranks better than 60.66% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Infineon Technologies AG's forward rate of return for was 6.08%.
The historical rank and industry rank for Infineon Technologies AG's Forward Rate of Return (Yacktman) % or its related term are showing as below:
XSWX:IFX'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 5.09 Med: 17.05 Max: 22.96
Current: 5.4
During the past 13 years, Infineon Technologies AG's highest Forward Rate of Return was 22.96. The lowest was 5.09. And the median was 17.05.
XSWX:IFX's Forward Rate of Return (Yacktman) % is ranked better than 60.66% of 605
companies
in the Semiconductors industry
Industry Median: 0.21
vs XSWX:IFX: 5.40
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.
Infineon Technologies AG (XSWX:IFX) 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.
Infineon Technologies AG Forward Rate of Return (Yacktman) % Related Terms
Infineon Technologies AG Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Infineon Technologies 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.
Infineon Technologies AG Forward Rate of Return (Yacktman) % Chart
XSWX:IFX vs NVDA, AVGO, MU: Forward Rate of Return (Yacktman) % Comparison
For the Semiconductors subindustry, Infineon Technologies 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.
Infineon Technologies AG Forward Rate of Return (Yacktman) % vs Semiconductors Industry
For the Semiconductors industry and Technology sector, Infineon Technologies AG's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Infineon Technologies AG's Forward Rate of Return (Yacktman) % falls into.
Infineon Technologies 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).
* 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 6.08% mean?
Infineon Technologies AG (XSWX:IFX) has a Forward Rate of Return (Yacktman) % of 6.08% 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 Infineon Technologies AG and its competitors. This is 64% below median its historical median of 17.05. Over the past decade, Infineon Technologies AG's Forward Rate of Return (Yacktman) % has ranged from 5.09 to 22.96. According to the industry distribution chart, Infineon Technologies AG ranks #238 out of 605 companies in the Semiconductors industry, placing it in the top 39.3%.
Is Infineon Technologies AG's Forward Rate of Return (Yacktman) % too high?
Infineon Technologies AG's current Forward Rate of Return (Yacktman) % of 6.08% is 64% below median its 10-year median of 17.05. Over the past 10 years, this metric has ranged from a low of 5.09 to a high of 22.96. The Semiconductors industry median Forward Rate of Return (Yacktman) % is 0.21. Infineon Technologies AG's value of 6.08% is 2795.2% above this industry median. Based on the distribution chart, Infineon Technologies AG ranks #238 out of 605 companies in the Semiconductors industry, which is above the industry midpoint. Overall, Infineon Technologies AG has a GF Score™ of 86/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Infineon Technologies AG's Forward Rate of Return (Yacktman) % compare to NVDA and AVGO?
According to the Semiconductors industry distribution chart, Infineon Technologies AG ranks #238 out of 605 companies for Forward Rate of Return (Yacktman) %. This puts Infineon Technologies AG in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 0.21. Infineon Technologies AG's value of 6.08% is 2795.2% above this benchmark. Historically, Infineon Technologies AG's own Forward Rate of Return (Yacktman) % has ranged from 5.09 to 22.96 over the past decade. While the company's 10-year median is 17.05 vs. the industry median of 0.21, Infineon Technologies 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 a Semiconductors company?
The median Forward Rate of Return (Yacktman) % among Semiconductors companies is 0.21, based on 605 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. Infineon Technologies AG's current Forward Rate of Return (Yacktman) % of 6.08% is 2795.2% 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 Infineon Technologies AG and its competitors. For the Semiconductors industry, the median Forward Rate of Return (Yacktman) % is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Infineon Technologies AG's current Forward Rate of Return (Yacktman) % is 6.08%, which is 64% below median its own 10-year median of 17.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Infineon Technologies AG stock overvalued right now?
Based on GuruFocus' analysis, Infineon Technologies AG (XSWX:IFX) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF32.45, compared to a current price of CHF55.27 — trading 70.3% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 6.08%, which is 64% below median its 10-year median of 17.05 and 2795.2% above the Semiconductors industry median of 0.21. Infineon Technologies AG's overall GF Score™ is 86/100 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 Infineon Technologies AG (XSWX:IFX), the current Forward Rate of Return (Yacktman) % is 6.08% 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 Infineon Technologies AG (XSWX:IFX) Overvalued in 2026?
Based on GuruFocus' analysis, Infineon Technologies AG stock appears to be overvalued.
The current stock price of CHF55.27 is trading 70.3% above its estimated GF Value™ of CHF32.45.
GuruFocus considers Infineon Technologies AG to be Significantly Overvalued.
Key valuation signals for XSWX:IFX:
Forward Rate of Return (Yacktman) %: 6.08% (64% below median its 10-year median of 17.05)
GF Value™: CHF32.45 vs. price of CHF55.27 (70.3% above fair value)
Industry Position: 2795.2% above the Semiconductors median (#238 of 605)
No single metric tells the full story. See the XSWX:IFX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Infineon Technologies headquartered in Munich, was spun off from German industrial conglomerate Siemens in 2000 and today is one of Europe's largest chipmakers. The company is a leader in the automotive semiconductor market with prominent products used in active safety and powertrain content within vehicles. Infineon is also the market leader in power semiconductors used to deliver voltage within a wide variety of electrical systems. The company operates in four segments: automotive, or ATV, green industrial power, or GIP, power and sensor systems, or PSS, and connected secure systems, or CSS.
86GF Score
Get the complete analysis for XSWX:IFX
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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