SmartDrive (TSE:5137) Moat Score: 0/10 (As of Jul. 27, 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:5137 SmartDrive inc TSE:5137
65 GF Score
Price 円207.00
GF Value 円569.95
Valuation Significantly Undervalued
! 3 Warning Signs
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What is SmartDrive Moat Score?

SmartDrive has the Moat Score of 0, which implies that the company might have No Moat - No discernible moat.

SmartDrive has

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes SmartDrive might have No Moat - No discernible moat.

SmartDrive  (TSE:5137) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

SmartDrive Moat Score Related Terms

TSE:5137
65GF Score
SmartDrive inc TSE:5137
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Is SmartDrive (TSE:5137) Overvalued in 2026?

Based on GuruFocus' analysis, SmartDrive stock appears to be undervalued. The current stock price of 円207.00 is trading 63.7% below its estimated GF Value™ of 円569.95. GuruFocus considers SmartDrive to be Significantly Undervalued.

Key valuation signals for TSE:5137:

  • Moat Score: 0
  • GF Value™: 円569.95 vs. price of 円207.00 (63.7% below fair value)
  • GF Score™: 65/100 with 3 warning signs

No single metric tells the full story. See the TSE:5137 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

SmartDrive Business Description

Address 1-1-2 Yuraku-cho, 12th Floor, Hibiya Mitsui Tower, Chiyoda-ku, Tokyo, JPN, 100-0006
SmartDrive inc is engaged in the development and provision of hardware, applications, telematics services, etc., and data collection and analysis for the mobility sector. It is promoting mobility data, GPS data (latitude and longitude, GPS speed, GPS accuracy), acceleration, and other technologies both in Japan and overseas. The group mainly operates the following businesses: Domestic Fleet Operator (DX) for companies that utilize cars, Domestic AO (DX) in the automotive industry, and Overseas Mobility DX Business. It offers cloud-based vehicle management systems, digital transformation (DX) services for vehicle-related operations, and a mobile data platform to analyze the data obtained from various devices such as dashcams and GPS trackers, and use it for various mobility services.
65GF Score

Get the complete analysis for TSE:5137

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

円207.00
Price
円569.95
GF Value