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Aurubis AGXSWX:NDA 74 Forward Rate of Return (Yacktman) % is 1.44% as of Jun. 2026, which is 90% below its 10-year median of 14.24. GuruFocus rates XSWX:NDA with a GF Score™ of 74/100 and a GF Value™ of CHF98.80 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 2,146 Industrial Products companies, Aurubis AG ranks worse than 61.7% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Aurubis AG's forward rate of return for was 1.44%.
The historical rank and industry rank for Aurubis AG's Forward Rate of Return (Yacktman) % or its related term are showing as below:
XSWX:NDA'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -3.37 Med: 14.24 Max: 28.6
Current: 1.42
During the past 13 years, Aurubis AG's highest Forward Rate of Return was 28.60. The lowest was -3.37. And the median was 14.24.
XSWX:NDA's Forward Rate of Return (Yacktman) % is ranked worse than 61.7% of 2146
companies
in the Industrial Products industry
Industry Median: 7.375
vs XSWX:NDA: 1.42
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.
Aurubis AG (XSWX:NDA) 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.
Aurubis AG Forward Rate of Return (Yacktman) % Related Terms
Aurubis AG Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Aurubis 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.
Aurubis AG Forward Rate of Return (Yacktman) % Chart
XSWX:NDA vs CRS, ATI, MLI: Forward Rate of Return (Yacktman) % Comparison
For the Metal Fabrication subindustry, Aurubis 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.
Aurubis AG Forward Rate of Return (Yacktman) % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Aurubis AG's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Aurubis AG's Forward Rate of Return (Yacktman) % falls into.
Aurubis 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).
Aurubis AG's Forward Rate of Return of Jun. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
-1.21180952
/
171
+
-0.0114
=
-1.85 %
* 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 1.44% mean?
Aurubis AG (XSWX:NDA) has a Forward Rate of Return (Yacktman) % of 1.44% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Aurubis AG and its competitors. This is 90% below median its historical median of 14.24. According to the industry distribution chart, Aurubis AG ranks #1324 out of 2146 companies in the Industrial Products industry, placing it in the top 61.7%.
Is Aurubis AG's Forward Rate of Return (Yacktman) % too high?
Aurubis AG's current Forward Rate of Return (Yacktman) % of 1.44% is 90% below median its 10-year median of 14.24. The Industrial Products industry median Forward Rate of Return (Yacktman) % is 7.38. Aurubis AG's value of 1.44% is 80.5% below this industry median. Based on the distribution chart, Aurubis AG ranks #1324 out of 2146 companies in the Industrial Products industry, which is below the industry midpoint. Overall, Aurubis AG has a GF Score™ of 74/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Aurubis AG's Forward Rate of Return (Yacktman) % compare to CRS and ATI?
According to the Industrial Products industry distribution chart, Aurubis AG ranks #1324 out of 2146 companies for Forward Rate of Return (Yacktman) %. This places Aurubis AG in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.38. Aurubis AG's value of 1.44% is 80.5% below this benchmark. While the company's 10-year median is 14.24 vs. the industry median of 7.38, Aurubis AG has consistently been below 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 7.38, based on 2,146 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. Aurubis AG's current Forward Rate of Return (Yacktman) % of 1.44% is 80.5% 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 Aurubis AG and its competitors. For the Industrial Products industry, the median Forward Rate of Return (Yacktman) % is 7.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aurubis AG's current Forward Rate of Return (Yacktman) % is 1.44%, which is 90% below median its own 10-year median of 14.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aurubis AG stock overvalued right now?
Based on GuruFocus' analysis, Aurubis AG (XSWX:NDA) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF98.80, compared to a current price of CHF163.90 — trading 65.9% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 1.44%, which is 90% below median its 10-year median of 14.24 and 80.5% below the Industrial Products industry median of 7.38. Aurubis AG's overall GF Score™ is 74/100 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 Aurubis AG (XSWX:NDA), the current Forward Rate of Return (Yacktman) % is 1.44% as of Jun. 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 Aurubis AG (XSWX:NDA) Overvalued in 2026?
Based on GuruFocus' analysis, Aurubis AG stock appears to be overvalued.
The current stock price of CHF163.90 is trading 65.9% above its estimated GF Value™ of CHF98.80.
GuruFocus considers Aurubis AG to be Significantly Overvalued.
Key valuation signals for XSWX:NDA:
Forward Rate of Return (Yacktman) %: 1.44% (90% below median its 10-year median of 14.24)
GF Value™: CHF98.80 vs. price of CHF163.90 (65.9% above fair value)
Industry Position: 80.5% below the Industrial Products median (#1324 of 2146)
No single metric tells the full story. See the XSWX:NDA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Aurubis AG produces copper, using raw materials which include copper concentrates and recycling materials. The company also produces precious metals such as gold and silver and a range of other products, including sulfuric acid and iron silicate, as byproducts of copper production. Revenue is predominantly generated through the sale of continuous cast wire rods, copper cathodes, precious metals, and continuous cast shapes, used in the manufacture of cables and wires, which are used in electrical applications. It has two segments, Multimetal Recycling and Custom Smelting & Products, which is the key revenue-generating segment. The company is based in Germany and has production sites across Europe and the United States.
74GF Score
Get the complete analysis for XSWX:NDA
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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