Delivery Consulting (TSE:9240) Operating Margin %: 9.50% (As of Jan. 2026) — 21% Above Median


TSE:9240 Delivery Consulting Inc TSE:9240
73 GF Score
Price 円378.00
GF Value 円687.29
Valuation Significantly Undervalued
! 3 Warning Signs
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What is Delivery Consulting Operating Margin %?

Delivery Consulting TSE:9240 -3.08% 73 Operating Margin % is 9.50% as of Jan. 2026, which is 21% above its 10-year median of 7.83. GuruFocus rates TSE:9240 with a GF Score™ of 73/100 and a GF Value™ of 円687.29 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 2,820 Software companies, Delivery Consulting ranks better than 60.6% on this metric.

Operating Margin % is calculated as Operating Income divided by its Revenue. Delivery Consulting's Operating Income for the six months ended in Jan. 2026 was 円139 Mil. Delivery Consulting's Revenue for the six months ended in Jan. 2026 was 円1,458 Mil. Therefore, Delivery Consulting's Operating Margin % for the quarter that ended in Jan. 2026 was 9.50%.

Warning Sign:

Delivery Consulting Inc operating margin has been in a 5-year decline. The average rate of decline per year is -27.5%.

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

TSE:9240' s Operating Margin % Range Over the Past 10 Years
Min: 0.88   Med: 7.83   Max: 16.55
Current: 6.97


TSE:9240's Operating Margin % is ranked better than
60.6% of 2820 companies
in the Software industry
Industry Median: 3.865 vs TSE:9240: 6.97

Delivery Consulting's 5-Year Average Operating Margin % Growth Rate was -27.50% per year.

Delivery Consulting's Operating Income for the six months ended in Jan. 2026 was 円139 Mil. Its Operating Income for the trailing twelve months (TTM) ended in Jan. 2026 was 円202 Mil.


Delivery Consulting  (TSE:9240) 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.


Delivery Consulting Operating Margin % Related Terms


Delivery Consulting Operating Margin % Historical Data

* Premium members only.

The historical data trend for Delivery Consulting'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.

Delivery Consulting Operating Margin % Chart

Delivery Consulting Annual Data
Trend Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Operating Margin %
Get a 7-Day Free Trial 15.52 16.55 2.39 7.83 1.89

Delivery Consulting Semi-Annual Data
Jul19 Jul20 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Operating Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only 12.25 3.32 -0.92 4.41 9.50

TSE:9240 vs IBM, ACN, FISV: Operating Margin % Comparison

For the Information Technology Services subindustry, Delivery Consulting'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.


Delivery Consulting Operating Margin % vs Software Industry

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

* The bar in red indicates where Delivery Consulting's Operating Margin % falls into.


TSE:9240
73GF Score
Delivery Consulting Inc TSE:9240
Operating Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Delivery Consulting 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.

Delivery Consulting's Operating Margin % for the fiscal year that ended in Jul. 2025 is calculated as

Operating Margin %=Operating Income (A: Jul. 2025 ) / Revenue (A: Jul. 2025 )
=51.79 / 2740.744
=1.89 %

Delivery Consulting's Operating Margin % for the quarter that ended in Jan. 2026 is calculated as

Operating Margin %=Operating Income (Q: Jan. 2026 ) / Revenue (Q: Jan. 2026 )
=138.593 / 1458.45
=9.50 %

* 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 9.50% mean?
Delivery Consulting (TSE:9240) has a Operating Margin % of 9.50% as of Jan. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on Delivery Consulting and its competitors. This is 21% above median its historical median of 7.83. Over the past decade, Delivery Consulting's Operating Margin % has ranged from 0.88 to 16.55. According to the industry distribution chart, Delivery Consulting ranks #1111 out of 2820 companies in the Software industry, placing it in the top 39.4%.
Is Delivery Consulting's Operating Margin % too high?
Delivery Consulting's current Operating Margin % of 9.50% is 21% above median its 10-year median of 7.83. Over the past 10 years, this metric has ranged from a low of 0.88 to a high of 16.55. The Software industry median Operating Margin % is 3.87. Delivery Consulting's value of 9.50% is 145.8% above this industry median. Based on the distribution chart, Delivery Consulting ranks #1111 out of 2820 companies in the Software industry, which is above the industry midpoint. Overall, Delivery Consulting has a GF Score™ of 73/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Delivery Consulting's Operating Margin % compare to IBM and ACN?
According to the Software industry distribution chart, Delivery Consulting ranks #1111 out of 2820 companies for Operating Margin %. This puts Delivery Consulting in the upper half of its industry. The industry median Operating Margin % is 3.87. Delivery Consulting's value of 9.50% is 145.8% above this benchmark. Historically, Delivery Consulting's own Operating Margin % has ranged from 0.88 to 16.55 over the past decade. While the company's 10-year median is 7.83 vs. the industry median of 3.87, Delivery Consulting 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 3.87, based on 2,820 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. Delivery Consulting's current Operating Margin % of 9.50% is 145.8% 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 Delivery Consulting and its competitors. For the Software industry, the median Operating Margin % is 3.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Delivery Consulting's current Operating Margin % is 9.50%, which is 21% above median its own 10-year median of 7.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Delivery Consulting stock overvalued right now?
Based on GuruFocus' analysis, Delivery Consulting (TSE:9240) is currently considered Significantly Undervalued. The stock's GF Value™ is 円687.29, compared to a current price of 円378.00 — trading 45% below its estimated fair value. The current Operating Margin % is 9.50%, which is 21% above median its 10-year median of 7.83 and 145.8% above the Software industry median of 3.87. Delivery Consulting's overall GF Score™ is 73/100 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 Delivery Consulting (TSE:9240), the current Operating Margin % is 9.50% 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 Delivery Consulting (TSE:9240) Overvalued in 2026?

Based on GuruFocus' analysis, Delivery Consulting stock appears to be undervalued. The current stock price of 円378.00 is trading 45% below its estimated GF Value™ of 円687.29. GuruFocus considers Delivery Consulting to be Significantly Undervalued.

Key valuation signals for TSE:9240:

  • Operating Margin %: 9.50% (21% above median its 10-year median of 7.83)
  • GF Value™: 円687.29 vs. price of 円378.00 (45% below fair value)
  • GF Score™: 73/100 with 3 warning signs
  • Industry Position: 145.8% above the Software median (#1111 of 2820)

No single metric tells the full story. See the TSE:9240 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Delivery Consulting Business Description

Address 9-7-1 Akasaka, 23rd Floor, Midtown Tower, Minato-ku, Tokyo, JPN, 107-6223
Delivery Consulting Inc is a technology consulting company offering various IT services in Japan. It is engaged in a digital transformation business that supports client companies' DX (digital transformation) from both IT consulting and IT system development. In the digital transformation business, the company provides three services and solutions: digital migration, data tactics, and intelligent automation. The company operates in a single segment, the digital transformation business.
73GF Score

Get the complete analysis for TSE:9240

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

円378.00
Price
円687.29
GF Value