Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Yellow HatTSE:9882 -0.33%87 Operating Margin % is 6.09% as of Mar. 2026, which is 39% below its 10-year median of 9.95. GuruFocus rates TSE:9882 with a GF Score™ of 87/100 and a GF Value™ of 円1,615.92 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 1,320 Vehicles & Parts companies, Yellow Hat ranks better than 73.11% on this metric.
Operating Margin % is calculated as Operating Income divided by its Revenue. Yellow Hat's Operating Income for the
three
months ended in Mar. 2026 was 円2,372 Mil. Yellow Hat's Revenue for the
three
months ended in Mar. 2026 was 円38,927 Mil. Therefore, Yellow Hat's Operating Margin % for the quarter that ended in Mar. 2026 was 6.09%.
Warning Sign:
Yellow Hat Ltd operating margin has been in a 5-year decline. The average rate of decline per year is -19.4%.
The historical rank and industry rank for Yellow Hat's Operating Margin % or its related term are showing as below:
TSE:9882'
s Operating Margin % Range Over the Past 10 Years
Min: 5.35 Med: 9.95 Max: 40.76
Current: 8.81
TSE:9882's Operating Margin % is ranked better than 73.11% of 1320
companies
in the Vehicles & Parts industry
Industry Median: 4.905
vs TSE:9882: 8.81
Yellow Hat's 5-Year Average Operating Margin % Growth Rate was -19.40% per year.
Yellow Hat's Operating Income for the
three
months ended in Mar. 2026 was 円2,372 Mil.
Its Operating Income for the trailing twelve months (TTM) ended in Mar. 2026 was 円15,088 Mil.
Yellow Hat (TSE:9882) 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.
Yellow Hat Operating Margin % Related Terms
Yellow Hat Operating Margin % Historical Data
* Premium members only.
The historical data trend for Yellow Hat'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:9882 vs CVNA, PAG, ALTB: Operating Margin % Comparison
For the Auto & Truck Dealerships subindustry, Yellow Hat'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.
Yellow Hat Operating Margin % vs Vehicles & Parts Industry
For the Vehicles & Parts industry and Consumer Cyclical sector, Yellow Hat's Operating Margin % distribution charts can be found below:
* The bar in red indicates where Yellow Hat'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.
Yellow Hat'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.
Yellow Hat (TSE:9882) has a Operating Margin % of 6.09% as of Mar. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on Yellow Hat and its competitors. This is 39% below median its historical median of 9.95. Over the past decade, Yellow Hat's Operating Margin % has ranged from 5.35 to 40.76. According to the industry distribution chart, Yellow Hat ranks #355 out of 1320 companies in the Vehicles & Parts industry, placing it in the top 26.9%.
Is Yellow Hat's Operating Margin % too high?
Yellow Hat's current Operating Margin % of 6.09% is 39% below median its 10-year median of 9.95. Over the past 10 years, this metric has ranged from a low of 5.35 to a high of 40.76. The Vehicles & Parts industry median Operating Margin % is 4.91. Yellow Hat's value of 6.09% is 24.2% above this industry median. Based on the distribution chart, Yellow Hat ranks #355 out of 1320 companies in the Vehicles & Parts industry, which is above the industry midpoint. Overall, Yellow Hat has a GF Score™ of 87/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Yellow Hat's Operating Margin % compare to CVNA and PAG?
According to the Vehicles & Parts industry distribution chart, Yellow Hat ranks #355 out of 1320 companies for Operating Margin %. This puts Yellow Hat in the upper half of its industry. The industry median Operating Margin % is 4.91. Yellow Hat's value of 6.09% is 24.2% above this benchmark. Historically, Yellow Hat's own Operating Margin % has ranged from 5.35 to 40.76 over the past decade. While the company's 10-year median is 9.95 vs. the industry median of 4.91, Yellow Hat 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 Vehicles & Parts company?
The median Operating Margin % among Vehicles & Parts companies is 4.91, based on 1,320 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. Yellow Hat's current Operating Margin % of 6.09% is 24.2% 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 Yellow Hat and its competitors. For the Vehicles & Parts industry, the median Operating Margin % is 4.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yellow Hat's current Operating Margin % is 6.09%, which is 39% below median its own 10-year median of 9.95. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yellow Hat stock overvalued right now?
Based on GuruFocus' analysis, Yellow Hat (TSE:9882) is currently considered Modestly Overvalued. The stock's GF Value™ is 円1,615.92, compared to a current price of 円1,821.00 — trading 12.7% above its estimated fair value. The current Operating Margin % is 6.09%, which is 39% below median its 10-year median of 9.95 and 24.2% above the Vehicles & Parts industry median of 4.91. Yellow Hat's overall GF Score™ is 87/100 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 Yellow Hat (TSE:9882), the current Operating Margin % is 6.09% 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 Yellow Hat (TSE:9882) Overvalued in 2026?
Based on GuruFocus' analysis, Yellow Hat stock appears to be overvalued.
The current stock price of 円1,821.00 is trading 12.7% above its estimated GF Value™ of 円1,615.92.
GuruFocus considers Yellow Hat to be Modestly Overvalued.
Key valuation signals for TSE:9882:
Operating Margin %: 6.09% (39% below median its 10-year median of 9.95)
GF Value™: 円1,615.92 vs. price of 円1,821.00 (12.7% above fair value)
Industry Position: 24.2% above the Vehicles & Parts median (#355 of 1320)
No single metric tells the full story. See the TSE:9882 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Yellow Hat Ltd is a Japanese company involved in selling auto accessories and providing auto service. The products offered by the company include audio and info-entertainment systems, oils and lubricants, safety and maintenance tools, OFF road, racing and karting, chemicals and cleaning, lights and bulbs, bikes, and tires. It offers services including tires services, oil change, foiling, detailing, tinting, audio and video, car wash, AC repair, and maintenance.
87GF Score
Get the complete analysis for TSE:9882
Operating Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
TSE:9882 has been successfully added to your 
