Idemitsu Kosan CoTSE:5019 -1.91%64 Operating Margin % is 8.12% as of Mar. 2026, which is 131% above its 10-year median of 3.52. GuruFocus rates TSE:5019 with a GF Score™ of 64/100 and a GF Value™ of 円1,072.31 (Modestly Overvalued). The stock has 4 warning signs investors should review. Among 916 Oil & Gas companies, Idemitsu Kosan Co ranks worse than 64.3% on this metric.
Idemitsu Kosan Co (TSE:5019) 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.
Idemitsu Kosan Co Operating Margin % Related Terms
Idemitsu Kosan Co Operating Margin % Historical Data
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The historical data trend for Idemitsu Kosan 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:5019 vs VLO, MPC, PSX: Operating Margin % Comparison
For the Oil & Gas Refining & Marketing subindustry, Idemitsu Kosan 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.
Idemitsu Kosan Co Operating Margin % vs Oil & Gas Industry
For the Oil & Gas industry and Energy sector, Idemitsu Kosan Co's Operating Margin % distribution charts can be found below:
* The bar in red indicates where Idemitsu Kosan 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.
Idemitsu Kosan Co's Operating Margin % for the fiscal year that ended in Mar. 2026 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.
Idemitsu Kosan Co (TSE:5019) has a Operating Margin % of 8.12% as of Mar. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on Idemitsu Kosan Co and its competitors. This is 131% above median its historical median of 3.52. According to the industry distribution chart, Idemitsu Kosan Co ranks #589 out of 916 companies in the Oil & Gas industry, placing it in the top 64.3%.
Is Idemitsu Kosan Co's Operating Margin % too high?
Idemitsu Kosan Co's current Operating Margin % of 8.12% is 131% above median its 10-year median of 3.52. The Oil & Gas industry median Operating Margin % is 6.86. Idemitsu Kosan Co's value of 8.12% is 18.4% above this industry median. Based on the distribution chart, Idemitsu Kosan Co ranks #589 out of 916 companies in the Oil & Gas industry, which is below the industry midpoint. Overall, Idemitsu Kosan Co has a GF Score™ of 64/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Idemitsu Kosan Co's Operating Margin % compare to VLO and MPC?
According to the Oil & Gas industry distribution chart, Idemitsu Kosan Co ranks #589 out of 916 companies for Operating Margin %. This places Idemitsu Kosan Co in the lower half of its industry. The industry median Operating Margin % is 6.86. Idemitsu Kosan Co's value of 8.12% is 18.4% above this benchmark. While the company's 10-year median is 3.52 vs. the industry median of 6.86, Idemitsu Kosan 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 an Oil & Gas company?
The median Operating Margin % among Oil & Gas companies is 6.86, based on 916 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. Idemitsu Kosan Co's current Operating Margin % of 8.12% is 18.4% 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 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 Idemitsu Kosan Co and its competitors. For the Oil & Gas industry, the median Operating Margin % is 6.86 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Idemitsu Kosan Co's current Operating Margin % is 8.12%, which is 131% above median its own 10-year median of 3.52. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Idemitsu Kosan Co stock overvalued right now?
Based on GuruFocus' analysis, Idemitsu Kosan Co (TSE:5019) is currently considered Modestly Overvalued. The stock's GF Value™ is 円1,072.31, compared to a current price of 円1,209.50 — trading 12.8% above its estimated fair value. The current Operating Margin % is 8.12%, which is 131% above median its 10-year median of 3.52 and 18.4% above the Oil & Gas industry median of 6.86. Idemitsu Kosan Co's overall GF Score™ is 64/100 with 4 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 Idemitsu Kosan Co (TSE:5019), the current Operating Margin % is 8.12% 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 Idemitsu Kosan Co (TSE:5019) Overvalued in 2026?
Based on GuruFocus' analysis, Idemitsu Kosan Co stock appears to be overvalued.
The current stock price of 円1,209.50 is trading 12.8% above its estimated GF Value™ of 円1,072.31.
GuruFocus considers Idemitsu Kosan Co to be Modestly Overvalued.
Key valuation signals for TSE:5019:
Operating Margin %: 8.12% (131% above median its 10-year median of 3.52)
GF Value™: 円1,072.31 vs. price of 円1,209.50 (12.8% above fair value)
Industry Position: 18.4% above the Oil & Gas median (#589 of 916)
No single metric tells the full story. See the TSE:5019 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Idemitsu Kosan Co Ltd engages in a variety of activities globally that include petroleum products, oil exploration and production, coal, and other businesses. The company operates through five segments. The Basic Chemicals segment makes and sells olefins and aroma products. Electricity/Renewable Energy covers thermal, solar, and wind power generation, electricity sales, and solar business. Fuel Oil handles production, trading, and import/export of refined petroleum. The Highly Functional Materials segment includes lubricants, chemicals, electronic materials, paving materials, and agri-bio. The Resource segment explores, develops, and sells crude oil, natural gas, and coal. Others cover insurance and intra-group services. It generates the majority of its revenue from the Fuel oil segment.
64GF Score
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