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.
YmirlinkTSE:4372 86 Gross Margin % is 65.07% as of Dec. 2025, which is 3% below its 10-year median of 67.30. GuruFocus rates TSE:4372 with a GF Score™ of 86/100 and a GF Value™ of 円1,816.74 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 2,690 Software companies, Ymirlink ranks better than 74.83% on this metric.
Gross Margin % is calculated as gross profit divided by its revenue. Ymirlink's Gross Profit for the
three
months ended in Dec. 2025 was 円533 Mil. Ymirlink's Revenue for the
three
months ended in Dec. 2025 was 円818 Mil. Therefore, Ymirlink's Gross Margin % for the quarter that ended in Dec. 2025 was 65.07%.
Warning Sign:
Ymirlink Inc gross margin has been in long-term decline. The average rate of decline per year is -1.2%.
The historical rank and industry rank for Ymirlink's Gross Margin % or its related term are showing as below:
TSE:4372'
s Gross Margin % Range Over the Past 10 Years
Min: 64.75 Med: 67.3 Max: 70.75
Current: 64.75
During the past 7 years, the highestGross Margin % of Ymirlink was 70.75%. The lowest was 64.75%. And the median was 67.30%.
TSE:4372's Gross Margin % is ranked better than 74.83% of 2690
companies
in the Software industry
Industry Median: 40.76
vs TSE:4372: 64.75
Ymirlink had a gross margin of 65.07% for the quarter that ended in Dec. 2025 => Durable competitive advantage
The 5-Year average Growth Rate of Gross Margin for Ymirlink was -1.20% per year.
Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.
Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %
1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key
Ymirlink had a gross margin of 65.07% for the quarter that ended in Dec. 2025 => Durable competitive advantage
Be Aware
If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.
Ymirlink Gross Margin % Related Terms
Ymirlink Gross Margin % Historical Data
* Premium members only.
The historical data trend for Ymirlink's Gross 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:4372 vs QH, SHOP, UBER: Gross Margin % Comparison
For the Software - Application subindustry, Ymirlink's Gross Margin %, along with its competitors' market caps and Gross 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.
Ymirlink Gross Margin % vs Software Industry
For the Software industry and Technology sector, Ymirlink's Gross Margin % distribution charts can be found below:
* The bar in red indicates where Ymirlink's Gross Margin % falls into.
* 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.
A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.
Ymirlink (TSE:4372) has a Gross Margin % of 65.07% as of Dec. 2025. Gross margin is the ratio of total gross profit to net sales. View historical data on Ymirlink and its competitors. This is near median its historical median of 67.30. Over the past decade, Ymirlink's Gross Margin % has ranged from 64.75 to 70.75. According to the industry distribution chart, Ymirlink ranks #677 out of 2690 companies in the Software industry, placing it in the top 25.2%.
Is Ymirlink's Gross Margin % too high?
Ymirlink's current Gross Margin % of 65.07% is near median its 10-year median of 67.30. Over the past 10 years, this metric has ranged from a low of 64.75 to a high of 70.75. The Software industry median Gross Margin % is 40.76. Ymirlink's value of 65.07% is 59.6% above this industry median. Based on the distribution chart, Ymirlink ranks #677 out of 2690 companies in the Software industry, which is above the industry midpoint. Overall, Ymirlink has a GF Score™ of 86/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ymirlink's Gross Margin % compare to QH and SHOP?
According to the Software industry distribution chart, Ymirlink ranks #677 out of 2690 companies for Gross Margin %. This puts Ymirlink in the upper half of its industry. The industry median Gross Margin % is 40.76. Ymirlink's value of 65.07% is 59.6% above this benchmark. Historically, Ymirlink's own Gross Margin % has ranged from 64.75 to 70.75 over the past decade. While the company's 10-year median is 67.30 vs. the industry median of 40.76, Ymirlink 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 Gross Margin % for a Software company?
The median Gross Margin % among Software companies is 40.76, based on 2,690 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Ymirlink's current Gross Margin % of 65.07% is 59.6% 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 Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on Ymirlink and its competitors. For the Software industry, the median Gross Margin % is 40.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ymirlink's current Gross Margin % is 65.07%, which is near median its own 10-year median of 67.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ymirlink stock overvalued right now?
Based on GuruFocus' analysis, Ymirlink (TSE:4372) is currently considered Modestly Undervalued. The stock's GF Value™ is 円1,816.74, compared to a current price of 円1,289.00 — trading 29% below its estimated fair value. The current Gross Margin % is 65.07%, which is near median its 10-year median of 67.30 and 59.6% above the Software industry median of 40.76. Ymirlink's overall GF Score™ is 86/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For Ymirlink (TSE:4372), the current Gross Margin % is 65.07% as of Dec. 2025. 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 Ymirlink (TSE:4372) Overvalued in 2026?
Based on GuruFocus' analysis, Ymirlink stock appears to be undervalued.
The current stock price of 円1,289.00 is trading 29% below its estimated GF Value™ of 円1,816.74.
GuruFocus considers Ymirlink to be Modestly Undervalued.
Key valuation signals for TSE:4372:
Gross Margin %: 65.07% (near median its 10-year median of 67.30)
GF Value™: 円1,816.74 vs. price of 円1,289.00 (29% below fair value)
Industry Position: 59.6% above the Software median (#677 of 2690)
No single metric tells the full story. See the TSE:4372 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Ymirlink Inc provides messaging solutions that enable businesses to communicate effectively, safely, and securely using the Internet. It offers solutions that connect corporations and other organizations with society and individuals through the messaging platform, Cuenote. The company's Cuenote series of software products includes Cuenote FC, Cuenote SR-S, Cuenote SMS, Cuenote Auth, Cuenote Push, etc., which offer web push notification services, survey systems, authentication services, SMS and Email delivery, and other related services. It operates in a single segment, the messaging solutions business.
86GF Score
Get the complete analysis for TSE:4372
Gross 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:4372 has been successfully added to your 
