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.
Operating Margin % is calculated as Operating Income divided by its Revenue. SmartDrive's Operating Income for the
three
months ended in Mar. 2026 was 円52 Mil. SmartDrive's Revenue for the
three
months ended in Mar. 2026 was 円855 Mil. Therefore, SmartDrive's Operating Margin % for the quarter that ended in Mar. 2026 was 6.09%.
The historical rank and industry rank for SmartDrive's Operating Margin % or its related term are showing as below:
TSE:5137'
s Operating Margin % Range Over the Past 10 Years
Min: -200.58 Med: -13.01 Max: 13.56
Current: 12.32
TSE:5137's Operating Margin % is ranked better than 75.2% of 2827
companies
in the Software industry
Industry Median: 3.92
vs TSE:5137: 12.32
SmartDrive's 5-Year Average Operating Margin % Growth Rate was 0.00% per year.
SmartDrive's Operating Income for the
three
months ended in Mar. 2026 was 円52 Mil.
Its Operating Income for the trailing twelve months (TTM) ended in Mar. 2026 was 円374 Mil.
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 Nokias 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.
SmartDrive Operating Margin % Related Terms
SmartDrive Operating Margin % Historical Data
* Premium members only.
The historical data trend for SmartDrive'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.
TSE:5137 vs MSFT, ORCL, PLTR: Operating Margin % Comparison
For the Software - Infrastructure subindustry, SmartDrive'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.
SmartDrive Operating Margin % vs Software Industry
For the Software industry and Technology sector, SmartDrive's Operating Margin % distribution charts can be found below:
* The bar in red indicates where SmartDrive's Operating Margin % falls into.
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.
SmartDrive's Operating Margin % for the fiscal year that ended in Sep. 2025 is calculated as
* 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 Operating Margin % of 6.09% as of Mar. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on SmartDrive and its competitors. According to the industry distribution chart, SmartDrive ranks #701 out of 2827 companies in the Software industry, placing it in the top 24.8%.
Is SmartDrive's Operating Margin % too high?
SmartDrive's current Operating Margin % is 6.09%. The Software industry median Operating Margin % is 3.92. SmartDrive's value of 6.09% is 55.4% above this industry median. Based on the distribution chart, SmartDrive ranks #701 out of 2827 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 Operating Margin % compare to MSFT and ORCL?
According to the Software industry distribution chart, SmartDrive ranks #701 out of 2827 companies for Operating Margin %. This places SmartDrive in the top 25% of its industry — outperforming the majority of peers. The industry median Operating Margin % is 3.92. SmartDrive's value of 6.09% is 55.4% 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 Operating Margin % for a Software company?
The median Operating Margin % among Software companies is 3.92, based on 2,827 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. SmartDrive's current Operating Margin % of 6.09% is 55.4% 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 SmartDrive and its competitors. For the Software industry, the median Operating Margin % is 3.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SmartDrive's current Operating Margin % is 6.09%. 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214.00 — trading 62.5% below its estimated fair value. The current Operating Margin % is 6.09% and 55.4% above the Software industry median of 3.92. 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 Operating Margin % calculated?
Operating Margin % is calculated from a company's financial statements. For SmartDrive (TSE:5137), the current Operating Margin % is 6.09% 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214.00 is trading 62.5% below its estimated GF Value™ of 円569.95.
GuruFocus considers SmartDrive to be Significantly Undervalued.
Key valuation signals for TSE:5137:
Operating Margin %: 6.09%
GF Value™: 円569.95 vs. price of 円214.00 (62.5% below fair value)
Industry Position: 55.4% above the Software median (#701 of 2827)
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
Operating 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 
