LY Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
LY wird ein jährliches Gewinn- und Umsatzwachstum von 7.8% bzw. 7.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 8.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 7.4% betragen.
Wichtige Informationen
7.8%
Wachstumsrate der Gewinne
8.67%
EPS-Wachstumsrate
| Interactive Media and Services Gewinnwachstum | 10.4% |
| Wachstumsrate der Einnahmen | 7.4% |
| Zukünftige Eigenkapitalrendite | 7.39% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 11 Sep 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analyseartikel • Aug 05
Earnings Beat: LY Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, LY Corporation ( TSE:4689 ) came out with a strong set of quarterly numbers that could potentially lead to...Analyseartikel • Feb 08
Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results
Investors in LY Corporation ( TSE:4689 ) had a good week, as its shares rose 6.7% to close at JP¥423 following the...Recent updates
Narrative-Update • Sep 03
4689: Governance Moves And Higher Shareholder Returns Will Support Long Term Upside
Analysts have lifted the LY price target by ¥36.92 to ¥569.77, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation framework. What’s in the News for LY LY Corporation issued consolidated earnings guidance for the fiscal year ending March 31, 2027, indicating expected revenue of ¥2,240,000 million.
Narrative-Update • Aug 18
4689: Neutral View Will Tie Dividend Outlook And Governance Moves To Future Returns
Analysts have lifted their price target for LY from ¥420 to ¥470, citing updated fair value estimates, a lower discount rate, and revised assumptions for revenue growth, profit margins, and future P/E levels. What’s in the News for LY LY Corporation issued year-end dividend guidance of ¥11.00 per share for the fiscal year ending March 31, 2027, compared with ¥7.30 per share paid a year earlier.Analyseartikel • Aug 05
Earnings Beat: LY Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, LY Corporation ( TSE:4689 ) came out with a strong set of quarterly numbers that could potentially lead to...Narrative-Update • Aug 04
4689: Shareholder Returns And Governance Reforms Will Support Long Term Upside
Analysts have inched up their fair value estimate for LY Corp. to about ¥533 from roughly ¥520, reflecting updated assumptions on revenue growth, profit margins, and a slightly adjusted future P/E multiple following recent research including a Neutral reinstatement on the stock.Narrative-Update • Jun 22
4689: Neutral Stance Will Link Dividend Policy And Governance Shifts To Future Returns
Analysts kept their ¥420 price target for LY unchanged, and made small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect a more finely tuned view of the stock rather than a shift in overall stance.Narrative-Update • Jun 04
4689: Neutral Dividend Policy And Governance Changes Will Shape Future Shareholder Returns
Analysts kept the LY price target steady at ¥420.0, citing updated assumptions for revenue growth, profit margins, and future P/E that are broadly in line with the recent Neutral stance from the Street. What's in the News Board meeting scheduled for June 4, 2026 to consider the acquisition of shares in T&D Financial Life Insurance Company by an LY consolidated subsidiary, with the aim of making it a subsidiary.Narrative-Update • May 20
4689: Neutral Research And Governance Changes Will Shape Balanced Future Outlook
Analysts have adjusted their price target for LY to ¥420 from ¥460, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a slightly lower future P/E following recent Neutral-rated Street research. Analyst Commentary Recent Street research, including the Neutral reinstatement at Goldman Sachs, points to mixed sentiment on LY, with a clear tilt toward caution around valuation, execution, and growth visibility.Narrative-Update • Apr 24
4689: Governance Review And Outage Resolution Will Support Long Term Upside
Analysts have trimmed their price target on LY slightly to ¥519 from about ¥522, reflecting small updates to fair value inputs, discount rate, revenue growth, profit margin and assumed future P/E. What's in the News A board meeting is scheduled for April 6, 2026, to review a change in Representative Director along with candidates for Directors and a Substitute Director serving on the Audit and Supervisory Committee.Narrative-Update • Apr 09
4689: System Outage And Board Changes Will Set Up Long Run Upside
Analysts have trimmed their price target on LY from ¥540.82 to ¥522.00 as updated assumptions for discount rate, revenue growth, profit margin and forward P/E are reflected in their models. What's in the News LY Corporation has scheduled a board meeting for April 6, 2026, to consider a change in Representative Director and to review candidates for Directors and a Substitute Director serving on the Audit and Supervisory Committee (company event filing).Narrative-Update • Mar 26
4689: System Outage Impact Will Set Up Attractive Long Run Upside
Analysts have trimmed their price target for LY slightly to align more closely with a fair value of about ¥541, reflecting updated views on growth, margins, and a modestly lower future P/E multiple. What's in the News LY Corporation revised its financial guidance for the fiscal year ending March 31, 2026, now expecting revenue of ¥2,000,000 million, compared with previous guidance of ¥2,100,000 million (Key Developments).Narrative-Update • Mar 11
4689: Planned Merger Will Offset System Outage And Support Long-Term Upside
Analysts have adjusted their price target on LY slightly lower from ¥557 to ¥547. This reflects modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E.Narrative-Update • Feb 25
4689: Planned Merger And System Outage Impact Will Create Long-Term Upside
Analysts have slightly reduced their price target on LY to ¥557, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E that keep their fair value view broadly in line with previous estimates. What's in the News LY cut its financial guidance for the fiscal year ending March 31, 2026, and now expects revenue of ¥2,000,000 million, compared with previous guidance of ¥2,100,000 million, citing the impact of an October 2025 system outage at ASKUL Corporation on full year consolidated revenue (Key Developments).Analyseartikel • Feb 11
There May Be Underlying Issues With The Quality Of LY's (TSE:4689) Earnings
Unsurprisingly, LY Corporation's ( TSE:4689 ) stock price was strong on the back of its healthy earnings report...Narrative-Update • Feb 10
4689: Fair Outlook Will Balance System Outage Impact And Subsidiary Merger
Analysts now place LY's price target at $460, up from about $435. This reflects refreshed assumptions around slightly higher revenue growth, a lower profit margin, a higher discount rate, and a higher future P/E.Analyseartikel • Feb 08
Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results
Investors in LY Corporation ( TSE:4689 ) had a good week, as its shares rose 6.7% to close at JP¥423 following the...Analyseartikel • Feb 06
LY's (TSE:4689) Dividend Will Be Increased To ¥7.30
LY Corporation ( TSE:4689 ) has announced that it will be increasing its dividend from last year's comparable payment...Narrative-Update • Jan 26
4689: Planned Merger And Higher Dividend Commitment Will Support Long-Term Upside
Analysts have nudged their price target on LY slightly higher to around $557 per share, reflecting updated assumptions for the discount rate and future P/E, while leaving their overall fair value view broadly unchanged. What's in the News A board meeting is scheduled for December 23, 2025, to approve an absorption-type merger of wholly owned subsidiary LINE Pay Corporation.Analyseartikel • Jan 23
LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's
The board of LY Corporation ( TSE:4689 ) has announced that it will be paying its dividend of ¥7.30 on the 5th of June...Analyseartikel • Jan 13
Return Trends At LY (TSE:4689) Aren't Appealing
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Narrative-Update • Jan 12
4689: Planned Merger And Higher Dividend Policy Will Support Long-Term Upside
Analysts have modestly lifted their price target on LY to reflect a slightly higher assumed P/E multiple, along with small tweaks to the discount rate, revenue growth, and profit margin expectations. This has resulted in a refined valuation now framed around an updated fair value of $557.38.Analyseartikel • Dec 26
LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's
LY Corporation's ( TSE:4689 ) dividend will be increasing from last year's payment of the same period to ¥7.30 on 5th...Analyseartikel • Dec 23
Do LY's (TSE:4689) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Narrative-Update • Dec 19
4689: Higher Dividends And Robust Payout Policy Will Support Long-Term Upside
Analysts made a modest downward revision to their price target on LY to approximately $557 from about $558, reflecting slightly lower fair value estimates driven by incremental tweaks to the discount rate, long term revenue growth, and profit margin assumptions. What's in the News LY Corporation raised its dividend guidance for the fiscal year ending March 31, 2026 to JPY 7.30 per share, up from JPY 7.00 per share.Narrative-Update • Dec 05
4689: Future Shareholder Returns And Dividend Increases Will Drive Long-Term Upside
Analysts have trimmed their price target on LY by approximately $25 per share. This reflects a slightly higher assumed discount rate, marginally slower long term revenue growth expectations, and a modestly lower future earnings multiple, partly offset by a small improvement in projected profit margins.Analyseartikel • Nov 24
LY (TSE:4689) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Nov 07
LY (TSE:4689) Is Increasing Its Dividend To ¥7.30
LY Corporation ( TSE:4689 ) has announced that it will be increasing its periodic dividend on the 5th of June to ¥7.30...Analyseartikel • Nov 02
LY Corporation's (TSE:4689) Price In Tune With Earnings
With a price-to-earnings (or "P/E") ratio of 20.6x LY Corporation ( TSE:4689 ) may be sending bearish signals at the...Narrative-Update • Oct 23
Analysts Maintain LY Price Target as Valuation Metrics Remain Steady Amid Recent Company Updates
Narrative Update: Analyst Price Target Adjustment for LY Analysts have maintained their price target for LY at $582.93, citing steady projections for revenue growth and profit margins with only minor adjustments to risk assumptions. What's in the News A board meeting is scheduled for September 11, 2025 to consider making LINE MAN CORPORATION PTE.Analyseartikel • Oct 19
A Look At The Intrinsic Value Of LY Corporation (TSE:4689)
Key Insights Using the 2 Stage Free Cash Flow to Equity, LY fair value estimate is JP¥483 LY's JP¥440 share price...Narrative-Update • Oct 09
AI Personalization And Revamped LINE Will Unlock Digital Opportunities
Analysts have raised their price target for LY from $567.40 to $582.93, citing expectations for slightly higher revenue growth and a modestly lower discount rate. What's in the News LY Corporation will hold a Board Meeting on September 11, 2025 to consider making LINE MAN CORPORATION PTE.Analyseartikel • Oct 05
LY (TSE:4689) Hasn't Managed To Accelerate Its Returns
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Narrative-Update • Sep 11
AI Personalization And Revamped LINE Will Unlock Digital Opportunities
The marginal reduction in LY's consensus price target from ¥573 to ¥567 reflects minor decreases in both the discount rate and net profit margin, indicating limited changes to the company’s valuation outlook. What's in the News Board meetings were held to consider and later revise the scheduled cancellation date of treasury shares.
Neues Narrative • Nov 07
The Future Of Digital Transformation And Financial Growth Brings Optimism
Focus on Official Accounts and MINI Apps aims to boost revenue through digital transformation and improved customer experience.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 3/31/2029 | 2,695,592 | 266,584 | 344,381 | 587,094 | 13 |
| 3/31/2028 | 2,498,858 | 239,313 | 352,128 | 568,046 | 14 |
| 3/31/2027 | 2,289,244 | 209,727 | 261,035 | 660,634 | 14 |
| 6/30/2026 | 2,100,722 | 203,036 | 542,611 | 542,611 | N/A |
| 3/31/2026 | 2,036,366 | 193,692 | 662,854 | 662,854 | N/A |
| 12/31/2025 | 1,984,076 | 209,092 | 578,743 | 592,123 | N/A |
| 9/30/2025 | 1,987,552 | 204,524 | 441,887 | 483,807 | N/A |
| 6/30/2025 | 1,944,024 | 150,654 | 454,004 | 527,270 | N/A |
| 3/31/2025 | 1,917,478 | 153,465 | 419,850 | 519,590 | N/A |
| 12/31/2024 | 1,896,582 | 118,428 | 480,109 | 573,880 | N/A |
| 9/30/2024 | 1,868,157 | 106,717 | 351,122 | 479,951 | N/A |
| 6/30/2024 | 1,847,225 | 127,410 | 300,404 | 371,580 | N/A |
| 3/31/2024 | 1,814,663 | 113,199 | 245,468 | 316,477 | N/A |
| 12/31/2023 | 1,780,621 | 121,165 | 40,309 | 140,166 | N/A |
| 9/30/2023 | 1,759,267 | 232,297 | 32,837 | 110,939 | N/A |
| 6/30/2023 | 1,712,335 | 190,952 | -42,253 | 103,264 | N/A |
| 3/31/2023 | 1,672,377 | 178,868 | -55,935 | 93,051 | N/A |
| 12/31/2022 | 1,645,881 | 190,646 | 78,895 | 213,981 | N/A |
| 9/30/2022 | 1,601,368 | 63,397 | -20,100 | 95,317 | N/A |
| 6/30/2022 | 1,584,634 | 75,931 | -42,924 | 235,582 | N/A |
| 3/31/2022 | 1,567,421 | 77,316 | -6,319 | 266,314 | N/A |
| 12/31/2021 | 1,492,167 | 70,097 | 50,339 | 317,347 | N/A |
| 9/30/2021 | 1,399,585 | 78,534 | -17,943 | 244,432 | N/A |
| 6/30/2021 | 1,305,319 | 74,012 | 185,913 | 261,591 | N/A |
| 3/31/2021 | 1,205,846 | 70,145 | 137,180 | 207,921 | N/A |
| 12/31/2020 | 1,167,144 | 73,488 | 250,592 | 389,725 | N/A |
| 9/30/2020 | 1,126,021 | 76,335 | 342,970 | 416,714 | N/A |
| 6/30/2020 | 1,088,188 | 77,046 | 163,228 | 245,215 | N/A |
| 3/31/2020 | 1,052,943 | 81,675 | N/A | 243,278 | N/A |
| 12/31/2019 | 1,006,738 | 83,561 | N/A | 109,691 | N/A |
| 9/30/2019 | 973,841 | 74,707 | N/A | 128,702 | N/A |
| 6/30/2019 | 961,493 | 73,383 | N/A | 116,941 | N/A |
| 3/31/2019 | 954,714 | 78,677 | N/A | 149,957 | N/A |
| 12/31/2018 | 945,982 | 98,187 | N/A | 87,384 | N/A |
| 9/30/2018 | 934,181 | 118,660 | N/A | 80,949 | N/A |
| 6/30/2018 | 916,311 | 127,915 | N/A | 83,665 | N/A |
| 3/31/2018 | 897,185 | 131,153 | N/A | 75,457 | N/A |
| 12/31/2017 | 881,566 | 134,928 | N/A | 121,879 | N/A |
| 9/30/2017 | 872,157 | 135,110 | N/A | 131,386 | N/A |
| 6/30/2017 | 862,199 | 136,992 | N/A | 138,712 | N/A |
| 3/31/2017 | 853,730 | 136,589 | N/A | 127,023 | N/A |
| 12/31/2016 | 837,986 | 122,885 | N/A | 106,225 | N/A |
| 9/30/2016 | 813,051 | 115,989 | N/A | 102,551 | N/A |
| 6/30/2016 | 746,011 | 173,745 | N/A | 101,921 | N/A |
| 3/31/2016 | 652,327 | 171,617 | N/A | 105,409 | N/A |
| 12/31/2015 | 562,950 | 186,488 | N/A | 132,363 | N/A |
| 9/30/2015 | 474,093 | 191,180 | N/A | 128,210 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 4689Das prognostizierte Gewinnwachstum (7.8% pro Jahr) liegt über der Sparquote (0.9%).
Ertrag vs. Markt: 4689Die Erträge des Unternehmens (7.8% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt JP (8.7% pro Jahr).
Hohe Wachstumserträge: 4689Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: 4689Die Einnahmen des Unternehmens (7.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt JP (6.3% pro Jahr).
Hohe Wachstumseinnahmen: 4689Die Einnahmen des Unternehmens (7.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 4689Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (7.4%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/13 02:22 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
LY Corporation wird von 24 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |