Stroeer SE KGaA (XSWX:SAX) Forward Rate of Return (Yacktman) %: 24.66% (As of Mar. 2026) — 10% Above Median

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XSWX:SAX Stroeer SE & Co KGaA XSWX:SAX
83 GF Score
Price CHF37.24
GF Value CHF48.26
! 9 Warning Signs
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What is Stroeer SE KGaA Forward Rate of Return (Yacktman) %?

Stroeer SE KGaA XSWX:SAX 83 Forward Rate of Return (Yacktman) % is 24.66% as of Mar. 2026, which is 10% above its 10-year median of 22.52. GuruFocus rates XSWX:SAX with a GF Score™ of 83/100 and a GF Value™ of CHF48.26. The stock has 9 warning signs investors should review. Among 632 Media - Diversified companies, Stroeer SE KGaA ranks better than 73.1% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Stroeer SE KGaA's forward rate of return for was 24.66%.

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

XSWX:SAX' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 11.2   Med: 22.52   Max: 28.69
Current: 20.34

During the past 13 years, Stroeer SE KGaA's highest Forward Rate of Return was 28.69. The lowest was 11.20. And the median was 22.52.

XSWX:SAX's Forward Rate of Return (Yacktman) % is ranked better than
73.1% of 632 companies
in the Media - Diversified industry
Industry Median: 6.83 vs XSWX:SAX: 20.34

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.


Stroeer SE KGaA  (XSWX:SAX) 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.


Stroeer SE KGaA Forward Rate of Return (Yacktman) % Related Terms


Stroeer SE KGaA Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Stroeer SE KGaA'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.

Stroeer SE KGaA Forward Rate of Return (Yacktman) % Chart

Stroeer SE KGaA 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 18.59 18.19 13.08 19.40 23.29

Stroeer SE KGaA 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 17.82 19.64 22.93 23.29 24.66

XSWX:SAX vs APP, OMC, TTD: Forward Rate of Return (Yacktman) % Comparison

For the Advertising Agencies subindustry, Stroeer SE KGaA'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.


Stroeer SE KGaA Forward Rate of Return (Yacktman) % vs Media - Diversified Industry

For the Media - Diversified industry and Communication Services sector, Stroeer SE KGaA's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


XSWX:SAX
83GF Score
Stroeer SE & Co KGaA XSWX:SAX
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Stroeer SE KGaA 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).

Stroeer SE KGaA's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=5.17333333/28.2+0.0364
=21.99 %

* 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 24.66% mean?
Stroeer SE KGaA (XSWX:SAX) has a Forward Rate of Return (Yacktman) % of 24.66% 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 Stroeer SE KGaA and its competitors. This is 10% above median its historical median of 22.52. Over the past decade, Stroeer SE KGaA's Forward Rate of Return (Yacktman) % has ranged from 11.20 to 28.69. According to the industry distribution chart, Stroeer SE KGaA ranks #170 out of 632 companies in the Media - Diversified industry, placing it in the top 26.9%.
Is Stroeer SE KGaA's Forward Rate of Return (Yacktman) % too high?
Stroeer SE KGaA's current Forward Rate of Return (Yacktman) % of 24.66% is 10% above median its 10-year median of 22.52. Over the past 10 years, this metric has ranged from a low of 11.20 to a high of 28.69. The Media - Diversified industry median Forward Rate of Return (Yacktman) % is 6.83. Stroeer SE KGaA's value of 24.66% is 261.1% above this industry median. Based on the distribution chart, Stroeer SE KGaA ranks #170 out of 632 companies in the Media - Diversified industry, which is above the industry midpoint. Overall, Stroeer SE KGaA has a GF Score™ of 83/100, reflecting its overall financial health beyond just this single metric.
How does Stroeer SE KGaA's Forward Rate of Return (Yacktman) % compare to APP and OMC?
According to the Media - Diversified industry distribution chart, Stroeer SE KGaA ranks #170 out of 632 companies for Forward Rate of Return (Yacktman) %. This puts Stroeer SE KGaA in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.83. Stroeer SE KGaA's value of 24.66% is 261.1% above this benchmark. Historically, Stroeer SE KGaA's own Forward Rate of Return (Yacktman) % has ranged from 11.20 to 28.69 over the past decade. While the company's 10-year median is 22.52 vs. the industry median of 6.83, Stroeer SE KGaA 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 Media - Diversified company?
The median Forward Rate of Return (Yacktman) % among Media - Diversified companies is 6.83, based on 632 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. Stroeer SE KGaA's current Forward Rate of Return (Yacktman) % of 24.66% is 261.1% 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 Stroeer SE KGaA and its competitors. For the Media - Diversified industry, the median Forward Rate of Return (Yacktman) % is 6.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Stroeer SE KGaA's current Forward Rate of Return (Yacktman) % is 24.66%, which is 10% above median its own 10-year median of 22.52. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stroeer SE KGaA stock overvalued right now?
Stroeer SE KGaA (XSWX:SAX) has a current Forward Rate of Return (Yacktman) % of 24.66%. The stock's GF Value™ is CHF48.26, compared to a current price of CHF37.24 — trading 22.8% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 24.66%, which is 10% above median its 10-year median of 22.52 and 261.1% above the Media - Diversified industry median of 6.83. Stroeer SE KGaA's overall GF Score™ is 83/100 with 9 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 Stroeer SE KGaA (XSWX:SAX), the current Forward Rate of Return (Yacktman) % is 24.66% 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 Stroeer SE KGaA (XSWX:SAX) Overvalued in 2026?

Based on GuruFocus' analysis, Stroeer SE KGaA stock appears to be undervalued. The current stock price of CHF37.24 is trading 22.8% below its estimated GF Value™ of CHF48.26.

Key valuation signals for XSWX:SAX:

  • Forward Rate of Return (Yacktman) %: 24.66% (10% above median its 10-year median of 22.52)
  • GF Value™: CHF48.26 vs. price of CHF37.24 (22.8% below fair value)
  • GF Score™: 83/100 with 9 warning signs
  • Industry Position: 261.1% above the Media - Diversified median (#170 of 632)

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


Stroeer SE KGaA Business Description

Address Stroer-Allee 1, Cologne, NW, DEU, 50999
Stroeer SE & Co KGaA is a Germany-based holding company focused on promotional media services outside of the home. It operates in three main business segments, Out of Home (OOH) Media which generates key revenue, Digital & Dialog Media, and DaaS & E-commerce. The OOH Media segment encompasses the Group's entire OOH advertising business, comprising the Classic OOH, Digital OOH, and OOH services product groups. Digital & Dialog Media segment provides solutions for online advertising in the context of proprietary and third-party content. The scalable products marketed on this basis range from branding and storytelling to performance, native advertising, and social media. Geographically, it generates the majority of its revenue from Germany.
83GF Score

Get the complete analysis for XSWX:SAX

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

CHF37.24
Price
CHF48.26
GF Value