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Yellow HatYLLWF 86 Forward Rate of Return (Yacktman) % is 9.37% as of Mar. 2026, which is 10% above its 10-year median of 8.50. GuruFocus rates YLLWF with a GF Score™ of 86/100 and a GF Value™ of $7.66. The stock has 6 warning signs investors should review. Among 993 Vehicles & Parts companies, Yellow Hat ranks worse than 52.17% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Yellow Hat's forward rate of return for was 9.37%.
The historical rank and industry rank for Yellow Hat's Forward Rate of Return (Yacktman) % or its related term are showing as below:
YLLWF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -1.55 Med: 8.5 Max: 14.02
Current: 9.14
During the past 13 years, Yellow Hat's highest Forward Rate of Return was 14.02. The lowest was -1.55. And the median was 8.50.
YLLWF's Forward Rate of Return (Yacktman) % is ranked worse than 52.17% of 993
companies
in the Vehicles & Parts industry
Industry Median: 10.16
vs YLLWF: 9.14
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.
Yellow Hat (OTCPK:YLLWF) 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.
Yellow Hat Forward Rate of Return (Yacktman) % Related Terms
Yellow Hat Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Yellow Hat'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.
Yellow Hat Forward Rate of Return (Yacktman) % Chart
YLLWF vs CVNA, PAG, KMX: Forward Rate of Return (Yacktman) % Comparison
For the Auto & Truck Dealerships subindustry, Yellow Hat'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.
Yellow Hat Forward Rate of Return (Yacktman) % vs Vehicles & Parts Industry
For the Vehicles & Parts industry and Consumer Cyclical sector, Yellow Hat's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Yellow Hat's Forward Rate of Return (Yacktman) % falls into.
Yellow Hat 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).
Yellow Hat's Forward Rate of Return of Mar. 2026 is
Forward Rate of Return
=
Normalized Free Cash Flow
/
Price
+
5-Year EBITDA Growth Rate
=
0.21683333
/
8.465
+
-0.0026
=
2.30 %
* 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 9.37% mean?
Yellow Hat (YLLWF) has a Forward Rate of Return (Yacktman) % of 9.37% 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 Yellow Hat and its competitors. This is 10% above median its historical median of 8.50. According to the industry distribution chart, Yellow Hat ranks #518 out of 993 companies in the Vehicles & Parts industry, placing it in the top 52.2%.
Is Yellow Hat's Forward Rate of Return (Yacktman) % too high?
Yellow Hat's current Forward Rate of Return (Yacktman) % of 9.37% is 10% above median its 10-year median of 8.50. The Vehicles & Parts industry median Forward Rate of Return (Yacktman) % is 10.16. Yellow Hat's value of 9.37% is 7.8% below this industry median. Based on the distribution chart, Yellow Hat ranks #518 out of 993 companies in the Vehicles & Parts industry, which is below the industry midpoint. Overall, Yellow Hat has a GF Score™ of 86/100, reflecting its overall financial health beyond just this single metric.
How does Yellow Hat's Forward Rate of Return (Yacktman) % compare to CVNA and PAG?
According to the Vehicles & Parts industry distribution chart, Yellow Hat ranks #518 out of 993 companies for Forward Rate of Return (Yacktman) %. This places Yellow Hat in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 10.16. Yellow Hat's value of 9.37% is 7.8% below this benchmark. While the company's 10-year median is 8.50 vs. the industry median of 10.16, Yellow Hat 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 Vehicles & Parts company?
The median Forward Rate of Return (Yacktman) % among Vehicles & Parts companies is 10.16, based on 993 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. Yellow Hat's current Forward Rate of Return (Yacktman) % of 9.37% is 7.8% 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 Yellow Hat and its competitors. For the Vehicles & Parts industry, the median Forward Rate of Return (Yacktman) % is 10.16 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yellow Hat's current Forward Rate of Return (Yacktman) % is 9.37%, which is 10% above median its own 10-year median of 8.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yellow Hat stock overvalued right now?
Yellow Hat (YLLWF) has a current Forward Rate of Return (Yacktman) % of 9.37%. The stock's GF Value™ is $7.66, compared to a current price of $8.47 — trading 10.5% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 9.37%, which is 10% above median its 10-year median of 8.50 and 7.8% below the Vehicles & Parts industry median of 10.16. Yellow Hat's overall GF Score™ is 86/100 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 Yellow Hat (YLLWF), the current Forward Rate of Return (Yacktman) % is 9.37% 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 Yellow Hat (YLLWF) Overvalued in 2026?
Based on GuruFocus' analysis, Yellow Hat stock appears to be overvalued.
The current stock price of $8.47 is trading 10.5% above its estimated GF Value™ of $7.66.
Key valuation signals for YLLWF:
Forward Rate of Return (Yacktman) %: 9.37% (10% above median its 10-year median of 8.50)
GF Value™: $7.66 vs. price of $8.47 (10.5% above fair value)
Industry Position: 7.8% below the Vehicles & Parts median (#518 of 993)
No single metric tells the full story. See the YLLWF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Yellow Hat Ltd is a Japanese company involved in selling auto accessories and providing auto service. The products offered by the company include audio and info-entertainment systems, oils and lubricants, safety and maintenance tools, OFF road, racing and karting, chemicals and cleaning, lights and bulbs, bikes, and tires. It offers services including tires services, oil change, foiling, detailing, tinting, audio and video, car wash, AC repair, and maintenance.
86GF Score
Get the complete analysis for YLLWF
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