LY Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de LY de 4.5% y 6.5% por año respectivamente. Se prevé que el BPA crezca en un 6.1% al año. Se espera que la rentabilidad financiera sea de 5.9% en 3 años.
Información clave
4.5%
Tasa de crecimiento de los beneficios
6.12%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Interactive Media and Services | 7.6% |
| Tasa de crecimiento de los ingresos | 6.5% |
| Rentabilidad financiera futura | 5.89% |
| Cobertura de analistas | Good |
| Última actualización | 19 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Artículo de análisis • 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...Artículo de análisis • Aug 06
LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next
TSE:4689 1 Year Share Price vs Fair Value Explore LY's Fair Values from the Community and select yours There's been a...Recent updates
Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • Aug 06
LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next
TSE:4689 1 Year Share Price vs Fair Value Explore LY's Fair Values from the Community and select yours There's been a...Artículo de análisis • Aug 03
These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Jul 20
Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?
Key Insights The projected fair value for LY is JP¥1,006 based on 2 Stage Free Cash Flow to Equity LY is estimated to...Artículo de análisis • Jul 07
The Price Is Right For LY Corporation (TSE:4689)
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider LY...Artículo de análisis • Jun 19
Returns On Capital At LY (TSE:4689) Have Hit The Brakes
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Nueva narrativa • 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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 3/31/2029 | 2,599,072 | 217,078 | 105,292 | 490,302 | 7 |
| 3/31/2028 | 2,419,706 | 210,161 | 431,165 | 581,764 | 14 |
| 3/31/2027 | 2,242,809 | 189,163 | 351,105 | 512,935 | 12 |
| 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 | 158,152 | 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 |
| 6/30/2015 | 439,116 | 130,015 | N/A | 136,196 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (4.5% al año) de 4689 es superior a la tasa de ahorro (0.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (4.5% al año) de 4689 crezcan menos que el mercado JP (8.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de 4689 crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (6.5% al año) de 4689 crezcan más rápidamente que los del mercado JP (5.3% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 6.5% al año) de 4689 crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 4689 sea baja dentro de 3 años (5.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 09:30 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
LY Corporation está cubierta por 25 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |