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NagaseTSE:8012 -1.22%80 Gross Margin % is 19.62% as of Mar. 2026, which is 12% above its 10-year median of 17.45. GuruFocus rates TSE:8012 with a GF Score™ of 80/100 and a GF Value™ of 円829.84 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,557 Chemicals companies, Nagase ranks worse than 61.66% on this metric.
Gross Margin % is calculated as gross profit divided by its revenue. Nagase's Gross Profit for the
three
months ended in Mar. 2026 was 円48,791 Mil. Nagase's Revenue for the
three
months ended in Mar. 2026 was 円248,714 Mil. Therefore, Nagase's Gross Margin % for the quarter that ended in Mar. 2026 was 19.62%.
The historical rank and industry rank for Nagase's Gross Margin % or its related term are showing as below:
TSE:8012'
s Gross Margin % Range Over the Past 10 Years
Min: 12.67 Med: 17.45 Max: 19.29
Current: 19.29
During the past 13 years, the highestGross Margin % of Nagase was 19.29%. The lowest was 12.67%. And the median was 17.45%.
TSE:8012's Gross Margin % is ranked worse than 61.66% of 1557
companies
in the Chemicals industry
Industry Median: 23.49
vs TSE:8012: 19.29
Nagase had a gross margin of 19.62% for the quarter that ended in Mar. 2026 => No sustainable competitive advantage
The 5-Year average Growth Rate of Gross Margin for Nagase was 1.20% per year.
Nagase (TSE:8012) 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
Nagase had a gross margin of 19.62% 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.
Nagase Gross Margin % Related Terms
Nagase Gross Margin % Historical Data
* Premium members only.
The historical data trend for Nagase'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:8012 vs LIN, SHW, ECL: Gross Margin % Comparison
For the Specialty Chemicals subindustry, Nagase'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.
Nagase Gross Margin % vs Chemicals Industry
For the Chemicals industry and Basic Materials sector, Nagase's Gross Margin % distribution charts can be found below:
* The bar in red indicates where Nagase'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.
Nagase (TSE:8012) has a Gross Margin % of 19.62% as of Mar. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on Nagase and its competitors. This is 12% above median its historical median of 17.45. Over the past decade, Nagase's Gross Margin % has ranged from 12.67 to 19.29. According to the industry distribution chart, Nagase ranks #960 out of 1557 companies in the Chemicals industry, placing it in the top 61.7%.
Is Nagase's Gross Margin % too high?
Nagase's current Gross Margin % of 19.62% is 12% above median its 10-year median of 17.45. Over the past 10 years, this metric has ranged from a low of 12.67 to a high of 19.29. The Chemicals industry median Gross Margin % is 23.49. Nagase's value of 19.62% is 16.5% below this industry median. Based on the distribution chart, Nagase ranks #960 out of 1557 companies in the Chemicals industry, which is below the industry midpoint. Overall, Nagase has a GF Score™ of 80/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nagase's Gross Margin % compare to LIN and SHW?
According to the Chemicals industry distribution chart, Nagase ranks #960 out of 1557 companies for Gross Margin %. This places Nagase in the lower half of its industry. The industry median Gross Margin % is 23.49. Nagase's value of 19.62% is 16.5% below this benchmark. Historically, Nagase's own Gross Margin % has ranged from 12.67 to 19.29 over the past decade. While the company's 10-year median is 17.45 vs. the industry median of 23.49, Nagase 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 Chemicals company?
The median Gross Margin % among Chemicals companies is 23.49, based on 1,557 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. Nagase's current Gross Margin % of 19.62% is 16.5% 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 Nagase and its competitors. For the Chemicals industry, the median Gross Margin % is 23.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nagase's current Gross Margin % is 19.62%, which is 12% above median its own 10-year median of 17.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nagase stock overvalued right now?
Based on GuruFocus' analysis, Nagase (TSE:8012) is currently considered Significantly Overvalued. The stock's GF Value™ is 円829.84, compared to a current price of 円1,135.50 — trading 36.8% above its estimated fair value. The current Gross Margin % is 19.62%, which is 12% above median its 10-year median of 17.45 and 16.5% below the Chemicals industry median of 23.49. Nagase's overall GF Score™ is 80/100 with 2 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 Nagase (TSE:8012), the current Gross Margin % is 19.62% 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 Nagase (TSE:8012) Overvalued in 2026?
Based on GuruFocus' analysis, Nagase stock appears to be overvalued.
The current stock price of 円1,135.50 is trading 36.8% above its estimated GF Value™ of 円829.84.
GuruFocus considers Nagase to be Significantly Overvalued.
Key valuation signals for TSE:8012:
Gross Margin %: 19.62% (12% above median its 10-year median of 17.45)
GF Value™: 円829.84 vs. price of 円1,135.50 (36.8% above fair value)
Industry Position: 16.5% below the Chemicals median (#960 of 1557)
No single metric tells the full story. See the TSE:8012 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nagase & Co Ltd is a Japan-based trading company focused on chemicals and related products. The company operates through five segments. The Electronics and Energy segment covers semiconductors, components, AR/VR, renewable energy, and displays. The Functional Material segment handles paints, inks, resins, chemicals, films, and sanitary materials. The Life Related segment offers pharmaceuticals, agrochemicals, food ingredients, cosmetics, reagents, and medical devices. The Mobility segment provides materials and products for batteries, electrification, in-vehicle electronics, and autonomous driving. The Processing Material segment deals with plastics, resins, molding machines, and molds, while Others includes information processing and functional services.
80GF Score
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