True Data (TSE:4416) Operating Margin %: 9.38% (As of Mar. 2026) — 201% Above Median

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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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:4416 True Data Inc TSE:4416
65 GF Score
Price 円393.00
GF Value 円678.65
Valuation Significantly Undervalued
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What is True Data Operating Margin %?

True Data TSE:4416 -1.75% 65 Operating Margin % is 9.38% as of Mar. 2026, which is 201% above its 10-year median of 3.12. GuruFocus rates TSE:4416 with a GF Score™ of 65/100 and a GF Value™ of 円678.65 (Significantly Undervalued). Among 2,825 Software companies, True Data ranks better than 54.37% on this metric.

Operating Margin % is calculated as Operating Income divided by its Revenue. True Data's Operating Income for the three months ended in Mar. 2026 was 円51 Mil. True Data's Revenue for the three months ended in Mar. 2026 was 円547 Mil. Therefore, True Data's Operating Margin % for the quarter that ended in Mar. 2026 was 9.38%.

The historical rank and industry rank for True Data's Operating Margin % or its related term are showing as below:

TSE:4416' s Operating Margin % Range Over the Past 10 Years
Min: -9.33   Med: 3.12   Max: 5.43
Current: 5.43


TSE:4416's Operating Margin % is ranked better than
54.37% of 2825 companies
in the Software industry
Industry Median: 3.94 vs TSE:4416: 5.43

True Data's 5-Year Average Operating Margin % Growth Rate was 0.00% per year.

True Data's Operating Income for the three months ended in Mar. 2026 was 円51 Mil. Its Operating Income for the trailing twelve months (TTM) ended in Mar. 2026 was 円102 Mil.


True Data  (TSE:4416) Operating Margin % Explanation

Just like Gross Margin %, it is important to see a company maintains its operating margin over time. Among the same industry, a company with higher operating margin is more efficient in its operation. It is also more stable during industry slowdown or recessions. Peter Lynch prefers those with higher margins than those with lower margins.


Be Aware

Operating Margin % can be manipulated by adjusting the rate of depreciation, depletion and amortization (DDA).

If a company is facing competition, its Operating Margin % may decline. Often the Operating Margin % declines well before the company's Revenue or even profit decline. Therefore, Operating Margin % is a very important indicator of whether the company is facing problems.

For instance, by 2012, Nokia (NOK)'s problems were well known and its stock had lost more than 90% of its market value since 2007. But Nokia’s Operating Margin % had already been in decline since 2002, although its Earnings per Share (Diluted) were still rising. Investors who paid attention to Operating Margin % would have avoided this huge loss. The same can be said for Research-in-Motion (RIMM).

Therefore, Operating Margin % is a very important screening filter for GuruFocus. GuruFocus's Buffett-Munger screener requires that the profit margin is either consistent or expanding. The Model Portfolio of the Buffett-Munger screener has outperformed the market every year since inception in 2009.


True Data Operating Margin % Related Terms


True Data Operating Margin % Historical Data

* Premium members only.

The historical data trend for True Data's Operating 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.

True Data Operating Margin % Chart

True Data Annual Data
Trend Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Operating Margin %
Get a 7-Day Free Trial 1.71 5.28 4.01 3.12 5.43

True Data Quarterly Data
Mar20 Mar21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Mar25 Jun25 Sep25 Dec25 Mar26
Operating Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 2.69 6.98 1.62 9.38

TSE:4416 vs QH, SHOP, UBER: Operating Margin % Comparison

For the Software - Application subindustry, True Data's Operating Margin %, along with its competitors' market caps and Operating 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.


True Data Operating Margin % vs Software Industry

For the Software industry and Technology sector, True Data's Operating Margin % distribution charts can be found below:

* The bar in red indicates where True Data's Operating Margin % falls into.


TSE:4416
65GF Score
True Data Inc TSE:4416
Operating Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

True Data Operating Margin % Calculation

Operating Margin % - also known as operating income margin, operating profit margin and return on sales (ROS) - is the ratio of Operating Income divided by net sales or Revenue, usually presented in percent.

True Data's Operating Margin % for the fiscal year that ended in Mar. 2026 is calculated as

Operating Margin %=Operating Income (A: Mar. 2026 ) / Revenue (A: Mar. 2026 )
=101.6 / 1870.468
=5.43 %

True Data's Operating Margin % for the quarter that ended in Mar. 2026 is calculated as

Operating Margin %=Operating Income (Q: Mar. 2026 ) / Revenue (Q: Mar. 2026 )
=51.267 / 546.781
=9.38 %

* 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.

Frequently Asked Questions Learn more about Operating Margin % →
What does a Operating Margin % of 9.38% mean?
True Data (TSE:4416) has a Operating Margin % of 9.38% as of Mar. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on True Data and its competitors. This is 201% above median its historical median of 3.12. According to the industry distribution chart, True Data ranks #1289 out of 2825 companies in the Software industry, placing it in the top 45.6%.
Is True Data's Operating Margin % too high?
True Data's current Operating Margin % of 9.38% is 201% above median its 10-year median of 3.12. The Software industry median Operating Margin % is 3.94. True Data's value of 9.38% is 138.1% above this industry median. Based on the distribution chart, True Data ranks #1289 out of 2825 companies in the Software industry, which is above the industry midpoint. Overall, True Data has a GF Score™ of 65/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does True Data's Operating Margin % compare to QH and SHOP?
According to the Software industry distribution chart, True Data ranks #1289 out of 2825 companies for Operating Margin %. This puts True Data in the upper half of its industry. The industry median Operating Margin % is 3.94. True Data's value of 9.38% is 138.1% above this benchmark. While the company's 10-year median is 3.12 vs. the industry median of 3.94, True Data 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 Operating Margin % for a Software company?
The median Operating Margin % among Software companies is 3.94, based on 2,825 companies in the industry. Companies in the top quartile (top 25%) have a Operating Margin % significantly above this median, while those in the bottom quartile fall well below. However, Operating Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. True Data's current Operating Margin % of 9.38% is 138.1% 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 Operating Margin % mean?
A high Operating Margin % can signal that a stock is expensive relative to its fundamentals. Operating margin is the ratio of total operating income to net sales. View historical data on True Data and its competitors. For the Software industry, the median Operating Margin % is 3.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. True Data's current Operating Margin % is 9.38%, which is 201% above median its own 10-year median of 3.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is True Data stock overvalued right now?
Based on GuruFocus' analysis, True Data (TSE:4416) is currently considered Significantly Undervalued. The stock's GF Value™ is 円678.65, compared to a current price of 円393.00 — trading 42.1% below its estimated fair value. The current Operating Margin % is 9.38%, which is 201% above median its 10-year median of 3.12 and 138.1% above the Software industry median of 3.94. True Data's overall GF Score™ is 65/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Operating Margin % calculated?
Operating Margin % is calculated from a company's financial statements. For True Data (TSE:4416), the current Operating Margin % is 9.38% 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 True Data (TSE:4416) Overvalued in 2026?

Based on GuruFocus' analysis, True Data stock appears to be undervalued. The current stock price of 円393.00 is trading 42.1% below its estimated GF Value™ of 円678.65. GuruFocus considers True Data to be Significantly Undervalued.

Key valuation signals for TSE:4416:

  • Operating Margin %: 9.38% (201% above median its 10-year median of 3.12)
  • GF Value™: 円678.65 vs. price of 円393.00 (42.1% below fair value)
  • GF Score™: 65/100
  • Industry Position: 138.1% above the Software median (#1289 of 2825)

No single metric tells the full story. See the TSE:4416 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


True Data Business Description

Address 1-10-11 Shibadaimon, 4th Floor, Daimon Center Building, Minato-ku, Tokyo, JPN, 105?0012
True Data Inc operates a big data platform based on the data generated daily from consumer purchasing behavior. The company deals with POS data with customer IDs from drug stores, supermarkets, and other retailers, and provides analysis and disclosure support tools using such data, as well as other services related to data marketing. Its services are divided into solutions for manufacturers, retailers, and all industries. In the solutions for manufacturers, it provides services such as Eagle Eye, Dolphin Eye, and POS Analysis Cloud. In the solutions for retailers, it offers services such as Shopping Scan, and for all industries, it provides data and analysis reports related to consumer purchases, data utilization support services such as AI, and other related services.
65GF Score

Get the complete analysis for TSE:4416

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

円393.00
Price
円678.65
GF Value