ISA HoldingsJSE:ISA +4.48%88 Net Margin % is 23.58% as of Feb. 2026, which is 6% above its 10-year median of 22.24. GuruFocus rates JSE:ISA with a GF Score™ of 88/100 and a GF Value™ of R2.23 (Fairly Valued). The stock has 3 warning signs investors should review. Among 2,824 Software companies, ISA Holdings ranks better than 92% on this metric.
Net margin is calculated as Net Income divided by its Revenue. ISA Holdings's Net Income for the
six
months ended in Feb. 2026 was R13.9 Mil. ISA Holdings's Revenue for the
six
months ended in Feb. 2026 was R59.1 Mil. Therefore, ISA Holdings's net margin for the quarter that ended in Feb. 2026 was 23.58%.
The historical rank and industry rank for ISA Holdings's Net Margin % or its related term are showing as below:
JSE:ISA'
s Net Margin % Range Over the Past 10 Years
Min: 18.63 Med: 22.24 Max: 29.31
Current: 22.35
JSE:ISA's Net Margin % is ranked better than 92% of 2824
companies
in the Software industry
Industry Median: 2.525
vs JSE:ISA: 22.35
ISA Holdings (JSE:ISA) Net Margin % Explanation
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
ISA Holdings Net Margin % Related Terms
ISA Holdings Net Margin % Historical Data
* Premium members only.
The historical data trend for ISA Holdings's Net 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.
JSE:ISA vs MSFT, ORCL, PLTR: Net Margin % Comparison
For the Software - Infrastructure subindustry, ISA Holdings's Net Margin %, along with its competitors' market caps and Net 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.
ISA Holdings Net Margin % vs Software Industry
For the Software industry and Technology sector, ISA Holdings's Net Margin % distribution charts can be found below:
* The bar in red indicates where ISA Holdings's Net 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.
ISA Holdings (JSE:ISA) has a Net Margin % of 23.58% as of Feb. 2026. Net margin is the ratio of total net income to net sales. View historical data on ISA Holdings and its competitors. This is near median its historical median of 22.24. Over the past decade, ISA Holdings' Net Margin % has ranged from 18.63 to 29.31. According to the industry distribution chart, ISA Holdings ranks #226 out of 2824 companies in the Software industry, placing it in the top 8%.
Is ISA Holdings' Net Margin % too high?
ISA Holdings' current Net Margin % of 23.58% is near median its 10-year median of 22.24. Over the past 10 years, this metric has ranged from a low of 18.63 to a high of 29.31. The Software industry median Net Margin % is 2.53. ISA Holdings' value of 23.58% is 833.9% above this industry median. Based on the distribution chart, ISA Holdings ranks #226 out of 2824 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, ISA Holdings has a GF Score™ of 88/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does ISA Holdings' Net Margin % compare to MSFT and ORCL?
According to the Software industry distribution chart, ISA Holdings ranks #226 out of 2824 companies for Net Margin %. This places ISA Holdings in the top 8% of its industry — outperforming the majority of peers. The industry median Net Margin % is 2.53. ISA Holdings' value of 23.58% is 833.9% above this benchmark. Historically, ISA Holdings' own Net Margin % has ranged from 18.63 to 29.31 over the past decade. While the company's 10-year median is 22.24 vs. the industry median of 2.53, ISA Holdings 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 Net Margin % for a Software company?
The median Net Margin % among Software companies is 2.53, based on 2,824 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ISA Holdings's current Net Margin % of 23.58% is 833.9% 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on ISA Holdings and its competitors. For the Software industry, the median Net Margin % is 2.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ISA Holdings's current Net Margin % is 23.58%, which is near median its own 10-year median of 22.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ISA Holdings stock overvalued right now?
Based on GuruFocus' analysis, ISA Holdings (JSE:ISA) is currently considered Fairly Valued. The stock's GF Value™ is R2.23, compared to a current price of R2.10 — trading 5.8% below its estimated fair value. The current Net Margin % is 23.58%, which is near median its 10-year median of 22.24 and 833.9% above the Software industry median of 2.53. ISA Holdings' overall GF Score™ is 88/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For ISA Holdings (JSE:ISA), the current Net Margin % is 23.58% as of Feb. 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 ISA Holdings (JSE:ISA) Overvalued in 2026?
Based on GuruFocus' analysis, ISA Holdings stock appears to be undervalued.
The current stock price of R2.10 is trading 5.8% below its estimated GF Value™ of R2.23.
GuruFocus considers ISA Holdings to be Fairly Valued.
Key valuation signals for JSE:ISA:
Net Margin %: 23.58% (near median its 10-year median of 22.24)
GF Value™: R2.23 vs. price of R2.10 (5.8% below fair value)
Industry Position: 833.9% above the Software median (#226 of 2824)
No single metric tells the full story. See the JSE:ISA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
ISA Holdings Ltd is an investment holding company. The company, through its subsidiary, provides network, Internet, and information security solutions to the sub-Saharan African market. Its business is to discover, design, deliver, deploy, and manage its bespoke Information and Communication Technology (ICT) security infrastructure. Its technology offerings include firewalls, anti-virus, authentication, remote access, content security, intrusion protection, virtual private networking, vulnerability assessment, messaging and data protection, and identity and access management. The company generates a majority of its revenue from its business in South Africa.
88GF Score
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