LY Croissance future
Future contrôle des critères 2/6
LY devrait augmenter ses bénéfices et son chiffre d'affaires de 4.5% et de 6.5% par an respectivement. Le BPA devrait croître de de 6.1% par an. Le rendement des capitaux propres devrait être 5.9% dans 3 ans.
Informations clés
4.5%
Taux de croissance des bénéfices
6.12%
Taux de croissance du BPA
| Interactive Media and Services croissance des bénéfices | 7.6% |
| Taux de croissance des recettes | 6.5% |
| Rendement futur des capitaux propres | 5.89% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 19 May 2026 |
Mises à jour récentes de la croissance future
Article d’analyse • 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...Article d’analyse • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 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 |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 4689 ( 4.5% par an) est supérieure au taux d'épargne ( 0.8% ).
Bénéfices vs marché: Les bénéfices de 4689 ( 4.5% par an) devraient croître plus lentement que le marché JP ( 8.8% par an).
Croissance élevée des bénéfices: Les bénéfices de 4689 devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de 4689 ( 6.5% par an) devrait croître plus rapidement que le marché JP ( 5.3% par an).
Croissance élevée des revenus: Le chiffre d'affaires de 4689 ( 6.5% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de 4689 devrait être faible dans 3 ans ( 5.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 09:15 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
LY Corporation est couverte par 25 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |