Yamazaki Baking Co (TSE:2212) Tariff Resilience Score: 6/10 (As of Jul. 25, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

TSE:2212 Yamazaki Baking Co Ltd TSE:2212
83 GF Score
Price 円3,359.00
GF Value 円3,391.51
Valuation Fairly Valued
! 2 Warning Signs
View Full Analysis

What is Yamazaki Baking Co Tariff Resilience Score?

Yamazaki Baking Co TSE:2212 +1.70% 83 Tariff Resilience Score is 6 as of Jul. 25, 2026. GuruFocus rates TSE:2212 with a GF Score™ of 83/100 and a GF Value™ of 円3,391.51 (Fairly Valued). The stock has 2 warning signs investors should review. Among 2,044 Consumer Packaged Goods companies, Yamazaki Baking Co ranks better than 97.8% on this metric.

Yamazaki Baking Co has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Yamazaki Baking Co has Yamazaki Baking has a strong domestic market in Japan, reducing exposure to international tariffs. However, imported ingredients could face tariffs, affecting costs. The company can mitigate through local sourcing and price adjustments.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Yamazaki Baking Co might have Average Resilient.

Yamazaki Baking Co  (TSE:2212) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Yamazaki Baking Co Tariff Resilience Score Related Terms

TSE:2212 vs KHC, GIS: Tariff Resilience Score Comparison

For the Packaged Foods subindustry, Yamazaki Baking Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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.

Yamazaki Baking Co Tariff Resilience Score vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Yamazaki Baking Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Yamazaki Baking Co's Tariff Resilience Score falls into.


TSE:2212
83GF Score
Yamazaki Baking Co Ltd TSE:2212
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a Tariff Resilience Score of 6 mean?
Yamazaki Baking Co (TSE:2212) has a Tariff Resilience Score of 6 as of Jul. 25, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Yamazaki Baking Co ranks #45 out of 2044 companies in the Consumer Packaged Goods industry, placing it in the top 2.2%.
Is Yamazaki Baking Co's Tariff Resilience Score too high?
Yamazaki Baking Co's current Tariff Resilience Score is 6. Based on the distribution chart, Yamazaki Baking Co ranks #45 out of 2044 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Yamazaki Baking Co has a GF Score™ of 83/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Yamazaki Baking Co's Tariff Resilience Score compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Yamazaki Baking Co ranks #45 out of 2044 companies for Tariff Resilience Score. This places Yamazaki Baking Co in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Consumer Packaged Goods company?
A good Tariff Resilience Score depends on the Consumer Packaged Goods industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Yamazaki Baking Co's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yamazaki Baking Co stock overvalued right now?
Based on GuruFocus' analysis, Yamazaki Baking Co (TSE:2212) is currently considered Fairly Valued. The stock's GF Value™ is 円3,391.51, compared to a current price of 円3,359.00 — trading 1% below its estimated fair value. The current Tariff Resilience Score is 6. Yamazaki Baking Co's overall GF Score™ is 83/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Yamazaki Baking Co (TSE:2212), the current Tariff Resilience Score is 6 as of Jul. 25, 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 Yamazaki Baking Co (TSE:2212) Overvalued in 2026?

Based on GuruFocus' analysis, Yamazaki Baking Co stock appears to be undervalued. The current stock price of 円3,359.00 is trading 1% below its estimated GF Value™ of 円3,391.51. GuruFocus considers Yamazaki Baking Co to be Fairly Valued.

Key valuation signals for TSE:2212:

  • Tariff Resilience Score: 6
  • GF Value™: 円3,391.51 vs. price of 円3,359.00 (1% below fair value)
  • GF Score™: 83/100 with 2 warning signs

No single metric tells the full story. See the TSE:2212 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Yamazaki Baking Co Business Description

Address 3-10-1 Iwamotocho, Chiyoda-ku, Tokyo, JPN, 101-8585
Yamazaki Baking Co Ltd is a Japan-based company specializing in the production of baked goods, including bread, pastries, and cakes. The company operates through Food, Distribution, and Other segments. The Food segment produces bread, confectionery, and bakery products, selling to retailers and running bakery cafes in Japan and abroad. The Distribution segment manages convenience stores and food supermarkets. The Others segment handles logistics, food plant design and construction, non-life insurance agency services, and the production of cleaning agents for baking equipment. It generates the majority of its revenue from the Food business segment.
83GF Score

Get the complete analysis for TSE:2212

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

円3,359.00
Price
円3,391.51
GF Value