Yokorei Co (TSE:2874) ROE %: 7.79% (As of Mar. 2026) — 75% Above Median

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TSE:2874 Yokorei Co Ltd TSE:2874
52 GF Score
Price 円2,184.00
GF Value 円1,075.32
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is Yokorei Co ROE %?

Yokorei Co TSE:2874 +4.75% 52 ROE % is 7.79% as of Mar. 2026, which is 75% above its 10-year median of 4.44. 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 307 Retail - Defensive companies, Yokorei Co ranks worse than 70.03% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Yokorei Co's annualized net income for the quarter that ended in Mar. 2026 was 円6,560 Mil. Yokorei Co's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was 円84,209 Mil. Therefore, Yokorei Co's annualized ROE % for the quarter that ended in Mar. 2026 was 7.79%.

The historical rank and industry rank for Yokorei Co's ROE % or its related term are showing as below:

TSE:2874' s ROE % Range Over the Past 10 Years
Min: -13.79   Med: 4.44   Max: 5.24
Current: 3.86

During the past 13 years, Yokorei Co's highest ROE % was 5.24%. The lowest was -13.79%. And the median was 4.44%.

TSE:2874's ROE % is ranked worse than
70.03% of 307 companies
in the Retail - Defensive industry
Industry Median: 8.56 vs TSE:2874: 3.86

Yokorei Co  (TSE:2874) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=6560/84209
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(6560 / 123584)*(123584 / 216349)*(216349 / 84209)
=Net Margin %*Asset Turnover*Equity Multiplier
=5.31 %*0.5712*2.5692
=ROA %*Equity Multiplier
=3.03 %*2.5692
=7.79 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=6560/84209
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (6560 / 8872) * (8872 / 7648) * (7648 / 123584) * (123584 / 216349) * (216349 / 84209)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7394 * 1.16 * 6.19 % * 0.5712 * 2.5692
=7.79 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Yokorei Co ROE % Related Terms


Yokorei Co ROE % Historical Data

* Premium members only.

The historical data trend for Yokorei Co's ROE % 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.

Yokorei Co ROE % Chart

Yokorei Co Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.53 4.02 -13.79 5.24 2.49

Yokorei Co Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.74 3.10 -1.55 5.92 7.79

TSE:2874 vs SYY, USFD, PFGC: ROE % Comparison

For the Food Distribution subindustry, Yokorei Co's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Yokorei Co's ROE % distribution charts can be found below:

* The bar in red indicates where Yokorei Co's ROE % falls into.


TSE:2874
52GF Score
Yokorei Co Ltd TSE:2874
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Yokorei Co ROE % Calculation

Yokorei Co's annualized ROE % for the fiscal year that ended in Sep. 2025 is calculated as

ROE %=Net Income (A: Sep. 2025 )/( (Total Stockholders Equity (A: Sep. 2024 )+Total Stockholders Equity (A: Sep. 2025 ))/ count )
=1978/( (78247+80717)/ 2 )
=1978/79482
=2.49 %

Yokorei Co's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=6560/( (82601+85817)/ 2 )
=6560/84209
=7.79 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 7.79% mean?
Yokorei Co (TSE:2874) has a ROE % of 7.79% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Yokorei Co and its competitors. This is 75% above median its historical median of 4.44. According to the industry distribution chart, Yokorei Co ranks #215 out of 307 companies in the Retail - Defensive industry, placing it in the top 70%.
Is Yokorei Co's ROE % too high?
Yokorei Co's current ROE % of 7.79% is 75% above median its 10-year median of 4.44. The Retail - Defensive industry median ROE % is 8.56. Yokorei Co's value of 7.79% is 9% below this industry median. Based on the distribution chart, Yokorei Co ranks #215 out of 307 companies in the Retail - Defensive industry, which is below 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 ROE % compare to SYY and USFD?
According to the Retail - Defensive industry distribution chart, Yokorei Co ranks #215 out of 307 companies for ROE %. This places Yokorei Co in the lower half of its industry. The industry median ROE % is 8.56. Yokorei Co's value of 7.79% is 9% below this benchmark. While the company's 10-year median is 4.44 vs. the industry median of 8.56, Yokorei Co 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 ROE % for a Retail - Defensive company?
The median ROE % among Retail - Defensive companies is 8.56, based on 307 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Yokorei Co's current ROE % of 7.79% is 9% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Yokorei Co and its competitors. For the Retail - Defensive industry, the median ROE % is 8.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yokorei Co's current ROE % is 7.79%, which is 75% above median its own 10-year median of 4.44. 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 ROE % is 7.79%, which is 75% above median its 10-year median of 4.44 and 9% below the Retail - Defensive industry median of 8.56. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Yokorei Co (TSE:2874), the current ROE % is 7.79% 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:

  • ROE %: 7.79% (75% above median its 10-year median of 4.44)
  • GF Value™: 円1,075.32 vs. price of 円2,184.00 (103.1% above fair value)
  • GF Score™: 52/100 with 6 warning signs
  • Industry Position: 9% below the Retail - Defensive median (#215 of 307)

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 Business Description

Address 4-6-2 Minatomirai, Minatomirai Grand Central Tower, 7th floor, Nishi-ku, Yokohama, JPN, 220-0012
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

Get the complete analysis for TSE:2874

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円2,184.00
Price
円1,075.32
GF Value