DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION

SmartDrive inc.

TSE:5137 Stock Report

Market Cap: JP¥11.3b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

SmartDrive Past Earnings Performance

Past criteria checks 4/6

SmartDrive has been growing earnings at an average annual rate of 75.4%, while the Software industry saw earnings growing at 14.9% annually. Revenues have been growing at an average rate of 24.6% per year. SmartDrive's return on equity is 42%, and it has net margins of 16%.

Key information

75.37%

Earnings growth rate

76.32%

EPS growth rate

Software Industry Growth12.13%
Revenue growth rate24.59%
Return on equity42.00%
Net Margin15.98%
Next Earnings Update13 Nov 2026

Recent past performance updates

Analysis Article • May 22

Investors Shouldn't Be Too Comfortable With SmartDrive's (TSE:5137) Earnings

Investors were disappointed with SmartDrive inc.'s ( TSE:5137 ) earnings, despite the strong profit numbers. Our...

Recent updates

Analysis Article • May 22

Investors Shouldn't Be Too Comfortable With SmartDrive's (TSE:5137) Earnings

Investors were disappointed with SmartDrive inc.'s ( TSE:5137 ) earnings, despite the strong profit numbers. Our...
Analysis Article • Jan 16

With EPS Growth And More, SmartDrive (TSE:5137) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Nov 20

SmartDrive's (TSE:5137) Promising Earnings May Rest On Soft Foundations

SmartDrive inc. ( TSE:5137 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Analysis Article • Nov 17

SmartDrive inc. (TSE:5137) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

SmartDrive inc. ( TSE:5137 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Analysis Article • Nov 13

Is SmartDrive (TSE:5137) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Aug 20

Earnings Not Telling The Story For SmartDrive inc. (TSE:5137) After Shares Rise 29%

TSE:5137 1 Year Share Price vs Fair Value Explore SmartDrive's Fair Values from the Community and select yours The...
Analysis Article • Jun 28

Is Now The Time To Put SmartDrive (TSE:5137) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article • Nov 26

Shareholders In SmartDrive (TSE:5137) Should Look Beyond Earnings For The Full Story

Even though SmartDrive inc. ( TSE:5137 ) posted strong earnings recently, the stock hasn't reacted in a large way. We...
Analysis Article • Nov 19

SmartDrive inc.'s (TSE:5137) P/S Still Appears To Be Reasonable

SmartDrive inc.'s ( TSE:5137 ) price-to-sales (or "P/S") ratio of 5.6x may look like a poor investment opportunity when...
Analysis Article • Sep 23

Is SmartDrive (TSE:5137) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article • Aug 18

What You Can Learn From SmartDrive inc.'s (TSE:5137) P/S After Its 28% Share Price Crash

SmartDrive inc. ( TSE:5137 ) shares have had a horrible month, losing 28% after a relatively good period beforehand...
Analysis Article • Mar 08

These 4 Measures Indicate That SmartDrive (TSE:5137) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Revenue & Expenses Breakdown

How SmartDrive makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

TSE:5137 Revenue, expenses and earnings (JPY Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 263,6485831,8690
31 Mar 263,0315531,5400
31 Dec 252,9665011,3920
30 Sep 252,8784531,3760
30 Jun 252,6892911,2980
31 Mar 252,5342891,2680
31 Dec 242,3002981,2230
30 Sep 242,1732661,1920
30 Jun 242,0461531,2070
31 Mar 241,959941,1680
31 Dec 231,81381,1710
30 Sep 231,709-281,1380
30 Jun 231,622-1231,1360
30 Sep 221,254-3031,0830
30 Sep 21827-3279150
30 Sep 20398-7631,0750

Quality Earnings: 5137 has a large one-off gain of ¥100.0M impacting its last 12 months of financial results to 30th June, 2026.

Growing Profit Margin: 5137's current net profit margins (16%) are higher than last year (10.8%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: 5137 has become profitable over the past 5 years, growing earnings by 75.4% per year.

Accelerating Growth: 5137's earnings growth over the past year (100.3%) exceeds its 5-year average (75.4% per year).

Earnings vs Industry: 5137 earnings growth over the past year (100.3%) exceeded the Software industry 13.3%.


Return on Equity

High ROE: Whilst 5137's Return on Equity (42%) is outstanding, this metric is skewed due to their high level of debt.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 10:09
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SmartDrive inc. is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nobuo KurahashiIchiyoshi Research Institute Inc.

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide