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Yokorei CoTSE:2874 +4.75%52 Gross Margin % is 13.28% as of Mar. 2026, which is 22% above its 10-year median of 10.85. GuruFocus rates TSE:2874 with a GF Score™ of 52/100 and a GF Value™ of 円1,075.32 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 306 Retail - Defensive companies, Yokorei Co ranks worse than 80.39% on this metric.
Gross Margin % is calculated as gross profit divided by its revenue. Yokorei Co's Gross Profit for the
three
months ended in Mar. 2026 was 円4,102 Mil. Yokorei Co's Revenue for the
three
months ended in Mar. 2026 was 円30,896 Mil. Therefore, Yokorei Co's Gross Margin % for the quarter that ended in Mar. 2026 was 13.28%.
Warning Sign:
Yokorei Co Ltd gross margin has been in long-term decline. The average rate of decline per year is -2.1%.
The historical rank and industry rank for Yokorei Co's Gross Margin % or its related term are showing as below:
TSE:2874'
s Gross Margin % Range Over the Past 10 Years
Min: 8.39 Med: 10.85 Max: 12.45
Current: 12.05
During the past 13 years, the highestGross Margin % of Yokorei Co was 12.45%. The lowest was 8.39%. And the median was 10.85%.
TSE:2874's Gross Margin % is ranked worse than 80.39% of 306
companies
in the Retail - Defensive industry
Industry Median: 24.055
vs TSE:2874: 12.05
Yokorei Co had a gross margin of 13.28% for the quarter that ended in Mar. 2026 => No sustainable competitive advantage
The 5-Year average Growth Rate of Gross Margin for Yokorei Co was -2.10% per year.
Yokorei Co (TSE:2874) Gross Margin % Explanation
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
Yokorei Co had a gross margin of 13.28% for the quarter that ended in Mar. 2026 => No sustainable 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.
Yokorei Co Gross Margin % Related Terms
Yokorei Co Gross Margin % Historical Data
* Premium members only.
The historical data trend for Yokorei Co'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.
TSE:2874 vs SYY, USFD, PFGC: Gross Margin % Comparison
For the Food Distribution subindustry, Yokorei Co'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.
Yokorei Co Gross Margin % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Yokorei Co's Gross Margin % distribution charts can be found below:
* The bar in red indicates where Yokorei Co'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.
Yokorei Co (TSE:2874) has a Gross Margin % of 13.28% as of Mar. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on Yokorei Co and its competitors. This is 22% above median its historical median of 10.85. Over the past decade, Yokorei Co's Gross Margin % has ranged from 8.39 to 12.45. According to the industry distribution chart, Yokorei Co ranks #246 out of 306 companies in the Retail - Defensive industry, placing it in the top 80.4%.
Is Yokorei Co's Gross Margin % too high?
Yokorei Co's current Gross Margin % of 13.28% is 22% above median its 10-year median of 10.85. Over the past 10 years, this metric has ranged from a low of 8.39 to a high of 12.45. The Retail - Defensive industry median Gross Margin % is 24.06. Yokorei Co's value of 13.28% is 44.8% below this industry median. Based on the distribution chart, Yokorei Co ranks #246 out of 306 companies in the Retail - Defensive industry, which is in the bottom quartile relative to peers. 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 Gross Margin % compare to SYY and USFD?
According to the Retail - Defensive industry distribution chart, Yokorei Co ranks #246 out of 306 companies for Gross Margin %. This places Yokorei Co in the lower half of its industry. The industry median Gross Margin % is 24.06. Yokorei Co's value of 13.28% is 44.8% below this benchmark. Historically, Yokorei Co's own Gross Margin % has ranged from 8.39 to 12.45 over the past decade. While the company's 10-year median is 10.85 vs. the industry median of 24.06, 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 Gross Margin % for a Retail - Defensive company?
The median Gross Margin % among Retail - Defensive companies is 24.06, based on 306 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. Yokorei Co's current Gross Margin % of 13.28% is 44.8% 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 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 Yokorei Co and its competitors. For the Retail - Defensive industry, the median Gross Margin % is 24.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yokorei Co's current Gross Margin % is 13.28%, which is 22% above median its own 10-year median of 10.85. 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1,075.32, compared to a current price of 円2,184.00 — trading 103.1% above its estimated fair value. The current Gross Margin % is 13.28%, which is 22% above median its 10-year median of 10.85 and 44.8% below the Retail - Defensive industry median of 24.06. 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 Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For Yokorei Co (TSE:2874), the current Gross Margin % is 13.28% 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 Yokorei Co (TSE:2874) Overvalued in 2026?
Based on GuruFocus' analysis, Yokorei Co stock appears to be overvalued.
The current stock price of 円2,184.00 is trading 103.1% above its estimated GF Value™ of 円1,075.32.
GuruFocus considers Yokorei Co to be Significantly Overvalued.
Key valuation signals for TSE:2874:
Gross Margin %: 13.28% (22% above median its 10-year median of 10.85)
GF Value™: 円1,075.32 vs. price of 円2,184.00 (103.1% above fair value)
Industry Position: 44.8% below the Retail - Defensive median (#246 of 306)
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 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
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