Arcs Co (TSE:9948) Earnings Yield (Joel Greenblatt) %: 17.45% (As of May. 2026) — 14% Above Median

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TSE:9948 Arcs Co Ltd TSE:9948
79 GF Score
Price 円3,705.00
GF Value 円3,184.33
Valuation Modestly Overvalued
! 5 Warning Signs
View Full Analysis

What is Arcs Co Earnings Yield (Joel Greenblatt) %?

Arcs Co TSE:9948 +1.23% 79 Earnings Yield (Joel Greenblatt) % is 17.45% as of May. 2026, which is 14% above its 10-year median of 15.33. GuruFocus rates TSE:9948 with a GF Score™ of 79/100 and a GF Value™ of 円3,184.33 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 1,128 Retail - Cyclical companies, Arcs Co ranks better than 85.11% on this metric.

Arcs Co's Enterprise Value for the quarter that ended in May. 2026 was 円106,552 Mil. Arcs Co's EBIT for the trailing twelve months (TTM) ended in May. 2026 was 円18,585 Mil. Arcs Co's Earnings Yield (Joel Greenblatt) for the quarter that ended in May. 2026 was 17.45%.

The historical rank and industry rank for Arcs Co's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:

TSE:9948' s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: 10.29   Med: 15.33   Max: 26.72
Current: 14.11

During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Arcs Co was 26.72%. The lowest was 10.29%. And the median was 15.33%.

TSE:9948's Earnings Yield (Joel Greenblatt) % is ranked better than
85.11% of 1128 companies
in the Retail - Cyclical industry
Industry Median: 5.7 vs TSE:9948: 14.11

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Arcs Co's Forward Rate of Return (Yacktman) % for the quarter that ended in May. 2026 was 10.69%. 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.


Arcs Co  (TSE:9948) Earnings Yield (Joel Greenblatt) % Explanation

Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.

Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.


Be Aware

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

Forward Rate of Return (Yacktman) % based on Don Yacktman's definition is a better measure of the expected rate of return for a stock.


Arcs Co Earnings Yield (Joel Greenblatt) % Related Terms


Arcs Co Earnings Yield (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Arcs Co's Earnings Yield (Joel Greenblatt) % 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.

Arcs Co Earnings Yield (Joel Greenblatt) % Chart

Arcs Co Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
Earnings Yield (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.58 20.53 14.84 16.45 12.63

Arcs Co Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
Earnings Yield (Joel Greenblatt) % 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 17.12 18.08 15.11 12.63 17.45

TSE:9948 vs DDS: Earnings Yield (Joel Greenblatt) % Comparison

For the Department Stores subindustry, Arcs Co's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % 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.


Arcs Co Earnings Yield (Joel Greenblatt) % vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Arcs Co's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Arcs Co's Earnings Yield (Joel Greenblatt) % falls into.


TSE:9948
79GF Score
Arcs Co Ltd TSE:9948
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Arcs Co Earnings Yield (Joel Greenblatt) % Calculation

In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.

Arcs Cos Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Feb. 2026 is calculated as

Earnings Yield (Joel Greenblatt)=EBIT/Enterprise Value
=18358/145408.2
=12.63 %

Arcs Co's EBIT for the trailing twelve months (TTM) ended in May. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was 円18,585 Mil.


What does a Earnings Yield (Joel Greenblatt) % of 17.45% mean?
Arcs Co (TSE:9948) has a Earnings Yield (Joel Greenblatt) % of 17.45% as of May. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Arcs Co and its competitors. This is 14% above median its historical median of 15.33. Over the past decade, Arcs Co's Earnings Yield (Joel Greenblatt) % has ranged from 10.29 to 26.72. According to the industry distribution chart, Arcs Co ranks #168 out of 1128 companies in the Retail - Cyclical industry, placing it in the top 14.9%.
Is Arcs Co's Earnings Yield (Joel Greenblatt) % too high?
Arcs Co's current Earnings Yield (Joel Greenblatt) % of 17.45% is 14% above median its 10-year median of 15.33. Over the past 10 years, this metric has ranged from a low of 10.29 to a high of 26.72. The Retail - Cyclical industry median Earnings Yield (Joel Greenblatt) % is 5.70. Arcs Co's value of 17.45% is 206.1% above this industry median. Based on the distribution chart, Arcs Co ranks #168 out of 1128 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Arcs Co has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Arcs Co's Earnings Yield (Joel Greenblatt) % compare to DDS?
According to the Retail - Cyclical industry distribution chart, Arcs Co ranks #168 out of 1128 companies for Earnings Yield (Joel Greenblatt) %. This places Arcs Co in the top 15% of its industry — outperforming the majority of peers. The industry median Earnings Yield (Joel Greenblatt) % is 5.70. Arcs Co's value of 17.45% is 206.1% above this benchmark. Historically, Arcs Co's own Earnings Yield (Joel Greenblatt) % has ranged from 10.29 to 26.72 over the past decade. While the company's 10-year median is 15.33 vs. the industry median of 5.70, Arcs Co 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 Earnings Yield (Joel Greenblatt) % for a Retail - Cyclical company?
The median Earnings Yield (Joel Greenblatt) % among Retail - Cyclical companies is 5.70, based on 1,128 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Arcs Co's current Earnings Yield (Joel Greenblatt) % of 17.45% is 206.1% 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 Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Arcs Co and its competitors. For the Retail - Cyclical industry, the median Earnings Yield (Joel Greenblatt) % is 5.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Arcs Co's current Earnings Yield (Joel Greenblatt) % is 17.45%, which is 14% above median its own 10-year median of 15.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Arcs Co stock overvalued right now?
Based on GuruFocus' analysis, Arcs Co (TSE:9948) is currently considered Modestly Overvalued. The stock's GF Value™ is 円3,184.33, compared to a current price of 円3,705.00 — trading 16.4% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 17.45%, which is 14% above median its 10-year median of 15.33 and 206.1% above the Retail - Cyclical industry median of 5.70. Arcs Co's overall GF Score™ is 79/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Arcs Co (TSE:9948), the current Earnings Yield (Joel Greenblatt) % is 17.45% as of May. 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 Arcs Co (TSE:9948) Overvalued in 2026?

Based on GuruFocus' analysis, Arcs Co stock appears to be overvalued. The current stock price of 円3,705.00 is trading 16.4% above its estimated GF Value™ of 円3,184.33. GuruFocus considers Arcs Co to be Modestly Overvalued.

Key valuation signals for TSE:9948:

  • Earnings Yield (Joel Greenblatt) %: 17.45% (14% above median its 10-year median of 15.33)
  • GF Value™: 円3,184.33 vs. price of 円3,705.00 (16.4% above fair value)
  • GF Score™: 79/100 with 5 warning signs
  • Industry Position: 206.1% above the Retail - Cyclical median (#168 of 1128)

No single metric tells the full story. See the TSE:9948 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Arcs Co Business Description

Address 11-2-32, Minami 13-jo Nishi, Chuo-ku, Sapporo, JPN, 064-8610
Arcs Co Ltd is a Japan-based company principally engaged in the supermarket business. The company also operates other businesses through subsidiaries, including tourism, building maintenance, real estate leasing, property and casualty insurance, life insurance agency, wholesale, food manufacturing, industrial and general waste collection, and construction businesses. The group operates in a single segment related to retail.
79GF Score

Get the complete analysis for TSE:9948

Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円3,705.00
Price
円3,184.33
GF Value