SIG Group AG (XSWX:SIGN) Forward Rate of Return (Yacktman) %: 3.90% (As of Dec. 2025) — 37% Below Median

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XSWX:SIGN SIG Group AG XSWX:SIGN
67 GF Score
Price CHF15.33
GF Value CHF18.02
Valuation Modestly Undervalued
! 11 Warning Signs
View Full Analysis

What is SIG Group AG Forward Rate of Return (Yacktman) %?

SIG Group AG XSWX:SIGN +8.42% 67 Forward Rate of Return (Yacktman) % is 3.90% as of Dec. 2025, which is 37% below its 10-year median of 6.18. GuruFocus rates XSWX:SIGN with a GF Score™ of 67/100 and a GF Value™ of CHF18.02 (Modestly Undervalued). The stock has 11 warning signs investors should review. Among 318 Packaging & Containers companies, SIG Group AG ranks worse than 59.43% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. SIG Group AG's forward rate of return for was 3.90%.

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

XSWX:SIGN' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -1.46   Med: 6.18   Max: 15.42
Current: 2.63

During the past 9 years, SIG Group AG's highest Forward Rate of Return was 15.42. The lowest was -1.46. And the median was 6.18.

XSWX:SIGN's Forward Rate of Return (Yacktman) % is ranked worse than
59.43% of 318 companies
in the Packaging & Containers industry
Industry Median: 6.63 vs XSWX:SIGN: 2.63

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.


SIG Group AG  (XSWX:SIGN) 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.


SIG Group AG Forward Rate of Return (Yacktman) % Related Terms


SIG Group AG Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for SIG Group 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.

SIG Group AG Forward Rate of Return (Yacktman) % Chart

SIG Group AG Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only 0.00 -0.75 6.30 10.53 3.90

SIG Group AG Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 6.30 0.00 10.53 0.00 3.90

XSWX:SIGN vs SW, PKG, IP: Forward Rate of Return (Yacktman) % Comparison

For the Packaging & Containers subindustry, SIG Group 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.


SIG Group AG Forward Rate of Return (Yacktman) % vs Packaging & Containers Industry

For the Packaging & Containers industry and Consumer Cyclical sector, SIG Group AG's Forward Rate of Return (Yacktman) % distribution charts can be found below:

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


XSWX:SIGN
67GF Score
SIG Group AG XSWX:SIGN
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

SIG Group 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).

SIG Group AG's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.74083333/11.34+-0.0263
=3.90 %

* 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 3.90% mean?
SIG Group AG (XSWX:SIGN) has a Forward Rate of Return (Yacktman) % of 3.90% 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 SIG Group AG and its competitors. This is 37% below median its historical median of 6.18. According to the industry distribution chart, SIG Group AG ranks #189 out of 318 companies in the Packaging & Containers industry, placing it in the top 59.4%.
Is SIG Group AG's Forward Rate of Return (Yacktman) % too high?
SIG Group AG's current Forward Rate of Return (Yacktman) % of 3.90% is 37% below median its 10-year median of 6.18. The Packaging & Containers industry median Forward Rate of Return (Yacktman) % is 6.63. SIG Group AG's value of 3.90% is 41.2% below this industry median. Based on the distribution chart, SIG Group AG ranks #189 out of 318 companies in the Packaging & Containers industry, which is below the industry midpoint. Overall, SIG Group AG has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does SIG Group AG's Forward Rate of Return (Yacktman) % compare to SW and PKG?
According to the Packaging & Containers industry distribution chart, SIG Group AG ranks #189 out of 318 companies for Forward Rate of Return (Yacktman) %. This places SIG Group AG in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 6.63. SIG Group AG's value of 3.90% is 41.2% below this benchmark. While the company's 10-year median is 6.18 vs. the industry median of 6.63, SIG Group 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 a Packaging & Containers company?
The median Forward Rate of Return (Yacktman) % among Packaging & Containers companies is 6.63, based on 318 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. SIG Group AG's current Forward Rate of Return (Yacktman) % of 3.90% is 41.2% 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 SIG Group AG and its competitors. For the Packaging & Containers industry, the median Forward Rate of Return (Yacktman) % is 6.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SIG Group AG's current Forward Rate of Return (Yacktman) % is 3.90%, which is 37% below median its own 10-year median of 6.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SIG Group AG stock overvalued right now?
Based on GuruFocus' analysis, SIG Group AG (XSWX:SIGN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF18.02, compared to a current price of CHF15.33 — trading 14.9% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 3.90%, which is 37% below median its 10-year median of 6.18 and 41.2% below the Packaging & Containers industry median of 6.63. SIG Group AG's overall GF Score™ is 67/100 with 11 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 SIG Group AG (XSWX:SIGN), the current Forward Rate of Return (Yacktman) % is 3.90% 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 SIG Group AG (XSWX:SIGN) Overvalued in 2026?

Based on GuruFocus' analysis, SIG Group AG stock appears to be undervalued. The current stock price of CHF15.33 is trading 14.9% below its estimated GF Value™ of CHF18.02. GuruFocus considers SIG Group AG to be Modestly Undervalued.

Key valuation signals for XSWX:SIGN:

  • Forward Rate of Return (Yacktman) %: 3.90% (37% below median its 10-year median of 6.18)
  • GF Value™: CHF18.02 vs. price of CHF15.33 (14.9% below fair value)
  • GF Score™: 67/100 with 11 warning signs
  • Industry Position: 41.2% below the Packaging & Containers median (#189 of 318)

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


SIG Group AG Business Description

Address Laufengasse 18, Neuhausen am Rheinfall, CHE, 8212
SIG Group AG is a systems and solutions provider for aseptic carton packaging solutions, comprising filling machines, sleeves, and closures as well as after-market services. Its geographical segments include Europe; India, Middle East and Africa (IMEA); Asia Pacific (APAC) and Americas. It generates maximum revenue from the Europe segment. The company offers packaging solutions for the beverages and food industry.
67GF Score

Get the complete analysis for XSWX:SIGN

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

CHF15.33
Price
CHF18.02
GF Value