I'llTSE:3854 +0.84%84 Net Margin % is 18.88% as of Jan. 2026, which is 102% above its 10-year median of 9.33. GuruFocus rates TSE:3854 with a GF Score™ of 84/100 and a GF Value™ of 円3,285.33 (Significantly Undervalued). Among 2,827 Software companies, I'll ranks better than 89.14% on this metric.
Net margin is calculated as Net Income divided by its Revenue. I'll's Net Income for the
six
months ended in Jan. 2026 was 円1,956 Mil. I'll's Revenue for the
six
months ended in Jan. 2026 was 円10,361 Mil. Therefore, I'll's net margin for the quarter that ended in Jan. 2026 was 18.88%.
The historical rank and industry rank for I'll's Net Margin % or its related term are showing as below:
TSE:3854'
s Net Margin % Range Over the Past 10 Years
Min: 3.14 Med: 9.33 Max: 19.14
Current: 19.14
TSE:3854's Net Margin % is ranked better than 89.14% of 2827
companies
in the Software industry
Industry Median: 2.54
vs TSE:3854: 19.14
I'll (TSE:3854) 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.
I'll Net Margin % Related Terms
I'll Net Margin % Historical Data
* Premium members only.
The historical data trend for I'll'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.
TSE:3854 vs IBM, ACN, FISV: Net Margin % Comparison
For the Information Technology Services subindustry, I'll'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.
I'll Net Margin % vs Software Industry
For the Software industry and Technology sector, I'll's Net Margin % distribution charts can be found below:
* The bar in red indicates where I'll'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.
I'll (TSE:3854) has a Net Margin % of 18.88% as of Jan. 2026. Net margin is the ratio of total net income to net sales. View historical data on I'll and its competitors. This is 102% above median its historical median of 9.33. Over the past decade, I'll's Net Margin % has ranged from 3.14 to 19.14. According to the industry distribution chart, I'll ranks #307 out of 2827 companies in the Software industry, placing it in the top 10.9%.
Is I'll's Net Margin % too high?
I'll's current Net Margin % of 18.88% is 102% above median its 10-year median of 9.33. Over the past 10 years, this metric has ranged from a low of 3.14 to a high of 19.14. The Software industry median Net Margin % is 2.54. I'll's value of 18.88% is 643.3% above this industry median. Based on the distribution chart, I'll ranks #307 out of 2827 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, I'll has a GF Score™ of 84/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does I'll's Net Margin % compare to IBM and ACN?
According to the Software industry distribution chart, I'll ranks #307 out of 2827 companies for Net Margin %. This places I'll in the top 11% of its industry — outperforming the majority of peers. The industry median Net Margin % is 2.54. I'll's value of 18.88% is 643.3% above this benchmark. Historically, I'll's own Net Margin % has ranged from 3.14 to 19.14 over the past decade. While the company's 10-year median is 9.33 vs. the industry median of 2.54, I'll 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 2.54, based on 2,827 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. I'll's current Net Margin % of 18.88% is 643.3% 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 I'll and its competitors. For the Software industry, the median Net Margin % is 2.54 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. I'll's current Net Margin % is 18.88%, which is 102% above median its own 10-year median of 9.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is I'll stock overvalued right now?
Based on GuruFocus' analysis, I'll (TSE:3854) is currently considered Significantly Undervalued. The stock's GF Value™ is 円3,285.33, compared to a current price of 円2,151.00 — trading 34.5% below its estimated fair value. The current Net Margin % is 18.88%, which is 102% above median its 10-year median of 9.33 and 643.3% above the Software industry median of 2.54. I'll's overall GF Score™ is 84/100. 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 I'll (TSE:3854), the current Net Margin % is 18.88% as of Jan. 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 I'll (TSE:3854) Overvalued in 2026?
Based on GuruFocus' analysis, I'll stock appears to be undervalued.
The current stock price of 円2,151.00 is trading 34.5% below its estimated GF Value™ of 円3,285.33.
GuruFocus considers I'll to be Significantly Undervalued.
Key valuation signals for TSE:3854:
Net Margin %: 18.88% (102% above median its 10-year median of 9.33)
GF Value™: 円3,285.33 vs. price of 円2,151.00 (34.5% below fair value)
Industry Position: 643.3% above the Software median (#307 of 2827)
No single metric tells the full story. See the TSE:3854 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
I'll Inc is engaged in the provision of system integration services for medium and small size companies. The company is engaged in two divisions namely System solution business, and Web solution business. The system solution provides customers with basic system construction, hardware maintenance, system operation support, network construction, and security management, and the Web solution offers website creation and operation, customer business analysis, and others. It is also develops unified management software, point unified management software and other operations.
84GF Score
Get the complete analysis for TSE:3854
Net 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:3854 has been successfully added to your 
