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S FoodsTSE:2292 -0.29%70 Net Margin % is 1.91% as of Feb. 2026, which is 14% below its 10-year median of 2.22. GuruFocus rates TSE:2292 with a GF Score™ of 70/100 and a GF Value™ of 円3,185.27 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,953 Consumer Packaged Goods companies, S Foods ranks worse than 60.22% on this metric.
Net margin is calculated as Net Income divided by its Revenue. S Foods's Net Income for the
three
months ended in Feb. 2026 was 円2,402 Mil. S Foods's Revenue for the
three
months ended in Feb. 2026 was 円125,617 Mil. Therefore, S Foods's net margin for the quarter that ended in Feb. 2026 was 1.91%.
The historical rank and industry rank for S Foods's Net Margin % or its related term are showing as below:
TSE:2292'
s Net Margin % Range Over the Past 10 Years
Min: 0.6 Med: 2.22 Max: 3.33
Current: 1.91
TSE:2292's Net Margin % is ranked worse than 60.22% of 1953
companies
in the Consumer Packaged Goods industry
Industry Median: 3.51
vs TSE:2292: 1.91
S Foods (TSE:2292) Net Margin % Explanation
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
S Foods Net Margin % Related Terms
S Foods Net Margin % Historical Data
* Premium members only.
The historical data trend for S Foods's Net 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.
For the Farm Products subindustry, S Foods's Net Margin %, along with its competitors' market caps and Net 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.
S Foods Net Margin % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, S Foods's Net Margin % distribution charts can be found below:
* The bar in red indicates where S Foods's Net 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.
S Foods (TSE:2292) has a Net Margin % of 1.91% as of Feb. 2026. Net margin is the ratio of total net income to net sales. View historical data on S Foods and its competitors. This is 14% below median its historical median of 2.22. Over the past decade, S Foods' Net Margin % has ranged from 0.60 to 3.33. According to the industry distribution chart, S Foods ranks #1176 out of 1953 companies in the Consumer Packaged Goods industry, placing it in the top 60.2%.
Is S Foods' Net Margin % too high?
S Foods' current Net Margin % of 1.91% is 14% below median its 10-year median of 2.22. Over the past 10 years, this metric has ranged from a low of 0.60 to a high of 3.33. The Consumer Packaged Goods industry median Net Margin % is 3.51. S Foods' value of 1.91% is 45.6% below this industry median. Based on the distribution chart, S Foods ranks #1176 out of 1953 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, S Foods has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does S Foods' Net Margin % compare to ADM and BG?
According to the Consumer Packaged Goods industry distribution chart, S Foods ranks #1176 out of 1953 companies for Net Margin %. This places S Foods in the lower half of its industry. The industry median Net Margin % is 3.51. S Foods' value of 1.91% is 45.6% below this benchmark. Historically, S Foods' own Net Margin % has ranged from 0.60 to 3.33 over the past decade. While the company's 10-year median is 2.22 vs. the industry median of 3.51, S Foods 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 Net Margin % for a Consumer Packaged Goods company?
The median Net Margin % among Consumer Packaged Goods companies is 3.51, based on 1,953 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. S Foods's current Net Margin % of 1.91% is 45.6% 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on S Foods and its competitors. For the Consumer Packaged Goods industry, the median Net Margin % is 3.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. S Foods's current Net Margin % is 1.91%, which is 14% below median its own 10-year median of 2.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is S Foods stock overvalued right now?
Based on GuruFocus' analysis, S Foods (TSE:2292) is currently considered Modestly Undervalued. The stock's GF Value™ is 円3,185.27, compared to a current price of 円2,753.00 — trading 13.6% below its estimated fair value. The current Net Margin % is 1.91%, which is 14% below median its 10-year median of 2.22 and 45.6% below the Consumer Packaged Goods industry median of 3.51. S Foods' overall GF Score™ is 70/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For S Foods (TSE:2292), the current Net Margin % is 1.91% as of Feb. 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 S Foods (TSE:2292) Overvalued in 2026?
Based on GuruFocus' analysis, S Foods stock appears to be undervalued.
The current stock price of 円2,753.00 is trading 13.6% below its estimated GF Value™ of 円3,185.27.
GuruFocus considers S Foods to be Modestly Undervalued.
Key valuation signals for TSE:2292:
Net Margin %: 1.91% (14% below median its 10-year median of 2.22)
GF Value™: 円3,185.27 vs. price of 円2,753.00 (13.6% below fair value)
Industry Position: 45.6% below the Consumer Packaged Goods median (#1176 of 1953)
No single metric tells the full story. See the TSE:2292 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
S Foods Inc is a Japan-based company that makes and sells meat products. Operations are broken up into three business segments. The Wholesale and Manufacturing segment is engaged in the manufacturing and sale of processed meat, cooked food, prepared food, sauces and seasonings, as well as the sale of meat. The Retail segment is engaged in the retail of meat and the operation of restaurants. The Others segment sells health food and leases real estate properties. S Foods also sells water, leases real estate, and operates refrigerated warehouses.
70GF Score
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