Yokorei Co (TSE:2874) Cyclically Adjusted PB Ratio: 1.42 (As of Sep. 22, 2026) — 87% Above Median

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TSE:2874 Yokorei Co Ltd TSE:2874
52 GF Score
Price 円2,164.00
GF Value 円1,024.07
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is Yokorei Co Cyclically Adjusted PB Ratio?

Yokorei Co TSE:2874 -0.69% 52 Cyclically Adjusted PB Ratio is 1.42 as of Sep. 22, 2026, which is 87% above its 10-year median of 0.76. GuruFocus rates TSE:2874 with a GF Score™ of 52/100 and a GF Value™ of 円1,024.07 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 217 Retail - Defensive companies, Yokorei Co ranks better than 55.76% on this metric.

As of today (2026-09-22), Yokorei Co's current share price is 円2164.00. Yokorei Co's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was 円1,523.46. Yokorei Co's Cyclically Adjusted PB Ratio for today is 1.42.

The historical rank and industry rank for Yokorei Co's Cyclically Adjusted PB Ratio or its related term are showing as below:

TSE:2874' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.55   Med: 0.76   Max: 1.75
Current: 1.48

During the past years, Yokorei Co's highest Cyclically Adjusted PB Ratio was 1.75. The lowest was 0.55. And the median was 0.76.

TSE:2874's Cyclically Adjusted PB Ratio is ranked better than
55.76% of 217 companies
in the Retail - Defensive industry
Industry Median: 1.62 vs TSE:2874: 1.48

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Yokorei Co's adjusted book value per share data for the three months ended in Jun. 2026 was 円1,469.905. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is 円1,523.46 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Yokorei Co  (TSE:2874) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Yokorei Co Cyclically Adjusted PB Ratio Related Terms


Yokorei Co Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Yokorei Co's Cyclically Adjusted PB Ratio 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.

Yokorei Co Cyclically Adjusted PB Ratio Chart

Yokorei Co Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.69 0.66 0.86 0.65 0.81

Yokorei Co Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio 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 0.57 0.81 0.83 1.02 1.37

TSE:2874 vs SYY, USFD, PFGC: Cyclically Adjusted PB Ratio Comparison

For the Food Distribution subindustry, Yokorei Co's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio 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.


Yokorei Co Cyclically Adjusted PB Ratio vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Yokorei Co's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Yokorei Co's Cyclically Adjusted PB Ratio falls into.


TSE:2874
52GF Score
Yokorei Co Ltd TSE:2874
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Yokorei Co Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Yokorei Co's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=2164.00/1523.462
=1.42

* 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.

Yokorei Co's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Yokorei Co's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=1469.905/113.6000*113.6000
=1,469.905

Current CPI (Jun. 2026) = 113.6000.

Yokorei Co Quarterly Data

Book Value per Share CPI Adj_Book
201609 1,217.654 98.000 1,411.485
201612 1,252.837 98.400 1,446.365
201703 1,301.851 98.100 1,507.546
201706 1,292.884 98.500 1,491.082
201709 1,321.345 98.800 1,519.279
201712 1,360.527 99.400 1,554.888
201803 1,342.510 99.200 1,537.390
201806 1,330.055 99.200 1,523.128
201809 1,345.452 99.900 1,529.963
201812 1,341.903 99.700 1,528.989
201903 1,333.186 99.700 1,519.056
201906 1,340.131 99.800 1,525.440
201909 1,374.838 100.100 1,560.256
201912 1,381.766 100.500 1,561.877
202003 1,375.465 100.300 1,557.855
202006 1,329.983 99.900 1,512.373
202009 1,360.801 99.900 1,547.417
202012 1,372.883 99.300 1,570.589
202103 1,417.838 99.900 1,612.276
202106 1,427.222 99.500 1,629.472
202109 1,403.426 100.100 1,592.699
202112 1,411.879 100.100 1,602.292
202203 1,423.305 101.100 1,599.282
202206 1,433.916 101.800 1,600.126
202209 1,439.168 103.100 1,585.737
202212 1,438.327 104.100 1,569.586
202303 1,426.583 104.400 1,552.297
202306 1,447.036 105.200 1,562.579
202309 1,484.952 106.200 1,588.423
202312 1,490.722 106.800 1,585.637
202403 1,497.677 107.200 1,587.091
202406 1,344.943 108.200 1,412.066
202409 1,355.284 108.900 1,413.777
202412 1,360.511 110.700 1,396.152
202503 1,390.591 111.100 1,421.882
202506 1,377.906 111.700 1,401.344
202509 1,397.034 112.000 1,416.992
202512 1,430.637 113.000 1,438.233
202603 1,483.791 112.700 1,495.640
202606 1,469.905 113.600 1,469.905

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 1.42 mean?
Yokorei Co (TSE:2874) has a Cyclically Adjusted PB Ratio of 1.42 as of Sep. 22, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Yokorei Co and its competitors. This is 87% above median its historical median of 0.76. Over the past decade, Yokorei Co's Cyclically Adjusted PB Ratio has ranged from 0.55 to 1.75. According to the industry distribution chart, Yokorei Co ranks #96 out of 217 companies in the Retail - Defensive industry, placing it in the top 44.2%.
Is Yokorei Co's Cyclically Adjusted PB Ratio too high?
Yokorei Co's current Cyclically Adjusted PB Ratio of 1.42 is 87% above median its 10-year median of 0.76. Over the past 10 years, this metric has ranged from a low of 0.55 to a high of 1.75. The Retail - Defensive industry median Cyclically Adjusted PB Ratio is 1.62. Yokorei Co's value of 1.42 is 12.3% below this industry median. Based on the distribution chart, Yokorei Co ranks #96 out of 217 companies in the Retail - Defensive industry, which is above the industry midpoint. Overall, Yokorei Co has a GF Score™ of 52/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Yokorei Co's Cyclically Adjusted PB Ratio compare to SYY and USFD?
According to the Retail - Defensive industry distribution chart, Yokorei Co ranks #96 out of 217 companies for Cyclically Adjusted PB Ratio. This puts Yokorei Co in the upper half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.62. Yokorei Co's value of 1.42 is 12.3% below this benchmark. Historically, Yokorei Co's own Cyclically Adjusted PB Ratio has ranged from 0.55 to 1.75 over the past decade. While the company's 10-year median is 0.76 vs. the industry median of 1.62, Yokorei Co 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 Cyclically Adjusted PB Ratio for a Retail - Defensive company?
The median Cyclically Adjusted PB Ratio among Retail - Defensive companies is 1.62, based on 217 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yokorei Co's current Cyclically Adjusted PB Ratio of 1.42 is 12.3% 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 Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Yokorei Co and its competitors. For the Retail - Defensive industry, the median Cyclically Adjusted PB Ratio is 1.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yokorei Co's current Cyclically Adjusted PB Ratio is 1.42, which is 87% above median its own 10-year median of 0.76. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yokorei Co stock overvalued right now?
Based on GuruFocus' analysis, Yokorei Co (TSE:2874) is currently considered Significantly Overvalued. The stock's GF Value™ is 円1,024.07, compared to a current price of 円2,164.00 — trading 111.3% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.42, which is 87% above median its 10-year median of 0.76 and 12.3% below the Retail - Defensive industry median of 1.62. Yokorei Co's overall GF Score™ is 52/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Yokorei Co (TSE:2874), the current Cyclically Adjusted PB Ratio is 1.42 as of Sep. 22, 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 Yokorei Co (TSE:2874) Overvalued in 2026?

Based on GuruFocus' analysis, Yokorei Co stock appears to be overvalued. The current stock price of 円2,164.00 is trading 111.3% above its estimated GF Value™ of 円1,024.07. GuruFocus considers Yokorei Co to be Significantly Overvalued.

Key valuation signals for TSE:2874:

  • Cyclically Adjusted PB Ratio: 1.42 (87% above median its 10-year median of 0.76)
  • GF Value™: 円1,024.07 vs. price of 円2,164.00 (111.3% above fair value)
  • GF Score™: 52/100 with 6 warning signs
  • Industry Position: 12.3% below the Retail - Defensive median (#96 of 217)

No single metric tells the full story. See the TSE:2874 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Yokorei Co Business Description

Address 4-6-2 Minatomirai, Minatomirai Grand Central Tower, 7th floor, Nishi-ku, Yokohama, JPN, 220-0012
Yokorei Co Ltd, formerly Yokohama Reito Co Ltd operates in two segments, namely Refrigerated Warehousing and Food Sales. Refrigerated warehousing business includes cold storage and frozen storage operations of marine, livestock, and other products as well as related operations. Food sales business includes wholesale sales, processing operations, etc., of marine, livestock, and other products. It generates the majority of its revenue from the Food Sales segment.
52GF Score

Get the complete analysis for TSE:2874

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円2,164.00
Price
円1,024.07
GF Value