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.
Net margin is calculated as Net Income divided by its Revenue. SmartDrive's Net Income for the
three
months ended in Mar. 2026 was 円121 Mil. SmartDrive's Revenue for the
three
months ended in Mar. 2026 was 円855 Mil. Therefore, SmartDrive's net margin for the quarter that ended in Mar. 2026 was 14.19%.
The historical rank and industry rank for SmartDrive's Net Margin % or its related term are showing as below:
TSE:5137'
s Net Margin % Range Over the Past 10 Years
Min: -191.65 Med: -12.94 Max: 18.26
Current: 18.26
TSE:5137's Net Margin % is ranked better than 88.11% of 2835
companies
in the Software industry
Industry Median: 2.64
vs TSE:5137: 18.26
SmartDrive (TSE:5137) 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.
SmartDrive Net Margin % Related Terms
SmartDrive Net Margin % Historical Data
* Premium members only.
The historical data trend for SmartDrive'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:5137 vs MSFT, ORCL, PLTR: Net Margin % Comparison
For the Software - Infrastructure subindustry, SmartDrive'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.
SmartDrive Net Margin % vs Software Industry
For the Software industry and Technology sector, SmartDrive's Net Margin % distribution charts can be found below:
* The bar in red indicates where SmartDrive'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.
SmartDrive (TSE:5137) has a Net Margin % of 14.19% as of Mar. 2026. Net margin is the ratio of total net income to net sales. View historical data on SmartDrive and its competitors. According to the industry distribution chart, SmartDrive ranks #337 out of 2835 companies in the Software industry, placing it in the top 11.9%.
Is SmartDrive's Net Margin % too high?
SmartDrive's current Net Margin % is 14.19%. The Software industry median Net Margin % is 2.64. SmartDrive's value of 14.19% is 437.5% above this industry median. Based on the distribution chart, SmartDrive ranks #337 out of 2835 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, SmartDrive has a GF Score™ of 65/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does SmartDrive's Net Margin % compare to MSFT and ORCL?
According to the Software industry distribution chart, SmartDrive ranks #337 out of 2835 companies for Net Margin %. This places SmartDrive in the top 12% of its industry — outperforming the majority of peers. The industry median Net Margin % is 2.64. SmartDrive's value of 14.19% is 437.5% above this benchmark. 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 2.64, based on 2,835 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. SmartDrive's current Net Margin % of 14.19% is 437.5% 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 SmartDrive and its competitors. For the Software industry, the median Net Margin % is 2.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SmartDrive's current Net Margin % is 14.19%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SmartDrive stock overvalued right now?
Based on GuruFocus' analysis, SmartDrive (TSE:5137) is currently considered Significantly Undervalued. The stock's GF Value™ is 円569.95, compared to a current price of 円207.00 — trading 63.7% below its estimated fair value. The current Net Margin % is 14.19% and 437.5% above the Software industry median of 2.64. SmartDrive's overall GF Score™ is 65/100 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 SmartDrive (TSE:5137), the current Net Margin % is 14.19% as of Mar. 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 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:
Net Margin %: 14.19%
GF Value™: 円569.95 vs. price of 円207.00 (63.7% below fair value)
Industry Position: 437.5% above the Software median (#337 of 2835)
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 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
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:5137 has been successfully added to your 
