REC Silicon ASAOSL:RECSI 39 Gross Margin % is 81.54% as of Mar. 2026, which is 6% above its 10-year median of 76.99. GuruFocus rates OSL:RECSI with a GF Score™ of 39/100 and a GF Value™ of kr1.13 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 1,011 Semiconductors companies, REC Silicon ASA ranks better than 97.53% on this metric.
Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.
Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %
1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key
REC Silicon ASA had a gross margin of 81.54% for the quarter that ended in Mar. 2026 => Durable competitive advantage
Be Aware
If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.
REC Silicon ASA Gross Margin % Related Terms
REC Silicon ASA Gross Margin % Historical Data
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The historical data trend for REC Silicon ASA's Gross Margin % 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.
OSL:RECSI vs LRCX, AMAT, KLAC: Gross Margin % Comparison
For the Semiconductor Equipment & Materials subindustry, REC Silicon ASA's Gross Margin %, along with its competitors' market caps and Gross Margin % 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.
REC Silicon ASA Gross Margin % vs Semiconductors Industry
For the Semiconductors industry and Technology sector, REC Silicon ASA's Gross Margin % distribution charts can be found below:
* The bar in red indicates where REC Silicon ASA's Gross Margin % falls into.
* 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.
A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.
REC Silicon ASA (OSL:RECSI) has a Gross Margin % of 81.54% as of Mar. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on REC Silicon ASA and its competitors. This is near median its historical median of 76.99. Over the past decade, REC Silicon ASA's Gross Margin % has ranged from 67.48 to 86.22. According to the industry distribution chart, REC Silicon ASA ranks #25 out of 1011 companies in the Semiconductors industry, placing it in the top 2.5%.
Is REC Silicon ASA's Gross Margin % too high?
REC Silicon ASA's current Gross Margin % of 81.54% is near median its 10-year median of 76.99. Over the past 10 years, this metric has ranged from a low of 67.48 to a high of 86.22. The Semiconductors industry median Gross Margin % is 29.61. REC Silicon ASA's value of 81.54% is 175.4% above this industry median. Based on the distribution chart, REC Silicon ASA ranks #25 out of 1011 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, REC Silicon ASA has a GF Score™ of 39/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does REC Silicon ASA's Gross Margin % compare to LRCX and AMAT?
According to the Semiconductors industry distribution chart, REC Silicon ASA ranks #25 out of 1011 companies for Gross Margin %. This places REC Silicon ASA in the top 3% of its industry — outperforming the majority of peers. The industry median Gross Margin % is 29.61. REC Silicon ASA's value of 81.54% is 175.4% above this benchmark. Historically, REC Silicon ASA's own Gross Margin % has ranged from 67.48 to 86.22 over the past decade. While the company's 10-year median is 76.99 vs. the industry median of 29.61, REC Silicon ASA 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 Gross Margin % for a Semiconductors company?
The median Gross Margin % among Semiconductors companies is 29.61, based on 1,011 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. REC Silicon ASA's current Gross Margin % of 81.54% is 175.4% 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 Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on REC Silicon ASA and its competitors. For the Semiconductors industry, the median Gross Margin % is 29.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. REC Silicon ASA's current Gross Margin % is 81.54%, which is near median its own 10-year median of 76.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is REC Silicon ASA stock overvalued right now?
Based on GuruFocus' analysis, REC Silicon ASA (OSL:RECSI) is currently considered Possible Value Trap. The stock's GF Value™ is kr1.13, compared to a current price of kr0.23 — trading 79.6% below its estimated fair value. The current Gross Margin % is 81.54%, which is near median its 10-year median of 76.99 and 175.4% above the Semiconductors industry median of 29.61. REC Silicon ASA's overall GF Score™ is 39/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For REC Silicon ASA (OSL:RECSI), the current Gross Margin % is 81.54% 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 REC Silicon ASA (OSL:RECSI) Overvalued in 2026?
Based on GuruFocus' analysis, REC Silicon ASA stock appears to be undervalued.
The current stock price of kr0.23 is trading 79.6% below its estimated GF Value™ of kr1.13.
GuruFocus considers REC Silicon ASA to be Possible Value Trap.
Key valuation signals for OSL:RECSI:
Gross Margin %: 81.54% (near median its 10-year median of 76.99)
GF Value™: kr1.13 vs. price of kr0.23 (79.6% below fair value)
Industry Position: 175.4% above the Semiconductors median (#25 of 1011)
No single metric tells the full story. See the OSL:RECSI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
REC Silicon ASA is a producer of silicon materials, supplying high-purity polysilicon and silicon gases to the solar and electronics industries. The product offered by the group includes Solar grade polysilicon, Electronic grade polysilicon, and Silicon gases. It operates in two segments, namely Solar Materials and Semiconductor Materials. The majority of the firm's revenue is generated through the Semiconductor Materials segment. The company operates geographically in the USA, Korea, China, Taiwan, Japan, France, Singapore, Denmark, Malaysia, Belgium, Ireland, India, Israel, Vietnam, Norway,and Other North American countries, with majority of revenue from the USA.
39GF Score
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