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Yokorei CoTSE:2874 +4.75%52 Operating Margin % is 6.19% as of Mar. 2026, which is 86% above its 10-year median of 3.32. 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 311 Retail - Defensive companies, Yokorei Co ranks better than 61.41% on this metric.
Operating Margin % is calculated as Operating Income divided by its Revenue. Yokorei Co's Operating Income for the
three
months ended in Mar. 2026 was 円1,912 Mil. Yokorei Co's Revenue for the
three
months ended in Mar. 2026 was 円30,896 Mil. Therefore, Yokorei Co's Operating Margin % for the quarter that ended in Mar. 2026 was 6.19%.
Good Sign:
Yokorei Co Ltd operating margin is expanding. Margin expansion is usually a good sign.
The historical rank and industry rank for Yokorei Co's Operating Margin % or its related term are showing as below:
TSE:2874'
s Operating Margin % Range Over the Past 10 Years
Min: 2.31 Med: 3.32 Max: 4.2
Current: 4.2
TSE:2874's Operating Margin % is ranked better than 61.41% of 311
companies
in the Retail - Defensive industry
Industry Median: 3.28
vs TSE:2874: 4.20
Yokorei Co's 5-Year Average Operating Margin % Growth Rate was 5.50% per year.
Yokorei Co's Operating Income for the
three
months ended in Mar. 2026 was 円1,912 Mil.
Its Operating Income for the trailing twelve months (TTM) ended in Mar. 2026 was 円5,302 Mil.
Yokorei Co (TSE:2874) Operating Margin % Explanation
Just like Gross Margin %, it is important to see a company maintains its operating margin over time. Among the same industry, a company with higher operating margin is more efficient in its operation. It is also more stable during industry slowdown or recessions. Peter Lynch prefers those with higher margins than those with lower margins.
Be Aware
Operating Margin % can be manipulated by adjusting the rate of depreciation, depletion and amortization (DDA).
If a company is facing competition, its Operating Margin % may decline. Often the Operating Margin % declines well before the company's Revenue or even profit decline. Therefore, Operating Margin % is a very important indicator of whether the company is facing problems.
For instance, by 2012, Nokia (NOK)'s problems were well known and its stock had lost more than 90% of its market value since 2007. But Nokias Operating Margin % had already been in decline since 2002, although its Earnings per Share (Diluted) were still rising. Investors who paid attention to Operating Margin % would have avoided this huge loss. The same can be said for Research-in-Motion (RIMM).
Therefore, Operating Margin % is a very important screening filter for GuruFocus. GuruFocus's Buffett-Munger screener requires that the profit margin is either consistent or expanding. The Model Portfolio of the Buffett-Munger screener has outperformed the market every year since inception in 2009.
Yokorei Co Operating Margin % Related Terms
Yokorei Co Operating Margin % Historical Data
* Premium members only.
The historical data trend for Yokorei Co's Operating 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: Operating Margin % Comparison
For the Food Distribution subindustry, Yokorei Co's Operating Margin %, along with its competitors' market caps and Operating 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 Operating Margin % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Yokorei Co's Operating Margin % distribution charts can be found below:
* The bar in red indicates where Yokorei Co's Operating Margin % falls into.
Operating Margin % - also known as operating income margin, operating profit margin and return on sales (ROS) - is the ratio of Operating Income divided by net sales or Revenue, usually presented in percent.
Yokorei Co's Operating Margin % for the fiscal year that ended in Sep. 2025 is calculated as
* 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.
Yokorei Co (TSE:2874) has a Operating Margin % of 6.19% as of Mar. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on Yokorei Co and its competitors. This is 86% above median its historical median of 3.32. Over the past decade, Yokorei Co's Operating Margin % has ranged from 2.31 to 4.20. According to the industry distribution chart, Yokorei Co ranks #120 out of 311 companies in the Retail - Defensive industry, placing it in the top 38.6%.
Is Yokorei Co's Operating Margin % too high?
Yokorei Co's current Operating Margin % of 6.19% is 86% above median its 10-year median of 3.32. Over the past 10 years, this metric has ranged from a low of 2.31 to a high of 4.20. The Retail - Defensive industry median Operating Margin % is 3.28. Yokorei Co's value of 6.19% is 88.7% above this industry median. Based on the distribution chart, Yokorei Co ranks #120 out of 311 companies in the Retail - Defensive industry, which is above the industry midpoint. 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 Operating Margin % compare to SYY and USFD?
According to the Retail - Defensive industry distribution chart, Yokorei Co ranks #120 out of 311 companies for Operating Margin %. This puts Yokorei Co in the upper half of its industry. The industry median Operating Margin % is 3.28. Yokorei Co's value of 6.19% is 88.7% above this benchmark. Historically, Yokorei Co's own Operating Margin % has ranged from 2.31 to 4.20 over the past decade. While the company's 10-year median is 3.32 vs. the industry median of 3.28, Yokorei 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 Operating Margin % for a Retail - Defensive company?
The median Operating Margin % among Retail - Defensive companies is 3.28, based on 311 companies in the industry. Companies in the top quartile (top 25%) have a Operating Margin % significantly above this median, while those in the bottom quartile fall well below. However, Operating Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yokorei Co's current Operating Margin % of 6.19% is 88.7% 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 Operating Margin % mean?
A high Operating Margin % can signal that a stock is expensive relative to its fundamentals. Operating margin is the ratio of total operating income to net sales. View historical data on Yokorei Co and its competitors. For the Retail - Defensive industry, the median Operating Margin % is 3.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yokorei Co's current Operating Margin % is 6.19%, which is 86% above median its own 10-year median of 3.32. 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 Operating Margin % is 6.19%, which is 86% above median its 10-year median of 3.32 and 88.7% above the Retail - Defensive industry median of 3.28. 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 Operating Margin % calculated?
Operating Margin % is calculated from a company's financial statements. For Yokorei Co (TSE:2874), the current Operating Margin % is 6.19% 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:
Operating Margin %: 6.19% (86% above median its 10-year median of 3.32)
GF Value™: 円1,075.32 vs. price of 円2,184.00 (103.1% above fair value)
Industry Position: 88.7% above the Retail - Defensive median (#120 of 311)
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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