LY Performance degli utili passati
Criteri Il passato verificati 4/6
LY ha registrato una crescita degli utili a un tasso medio annuo di 17.4%, mentre il settore Interactive Media and Services ha registrato utili in crescita a un tasso medio annuo di 19.8%. I ricavi sono stati in crescita a un tasso medio annuo di 8.5%. Il ritorno sul capitale proprio di LY è 7.6% e ha margini netti di 9.5%.
Informazioni chiave
17.42%
Tasso di crescita degli utili
15.88%
Tasso di crescita dell'EPS
| Interactive Media and Services Crescita del settore | 12.02% |
| Tasso di crescita dei ricavi | 8.47% |
| Rendimento del capitale proprio | 7.62% |
| Margine netto | 9.51% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come LY guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 2,036,366 | 193,692 | 1,220,903 | 0 |
| 31 Dec 25 | 1,984,076 | 209,092 | 1,179,780 | 0 |
| 30 Sep 25 | 1,987,552 | 204,524 | 1,151,291 | 0 |
| 30 Jun 25 | 1,944,024 | 150,654 | 1,125,946 | 0 |
| 31 Mar 25 | 1,917,478 | 153,465 | 1,115,977 | 0 |
| 31 Dec 24 | 1,896,582 | 118,428 | 1,113,777 | 0 |
| 30 Sep 24 | 1,868,157 | 106,717 | 1,114,578 | 0 |
| 30 Jun 24 | 1,847,225 | 127,410 | 1,109,234 | 0 |
| 31 Mar 24 | 1,814,663 | 113,199 | 1,095,832 | 0 |
| 31 Dec 23 | 1,780,621 | 121,165 | 1,080,305 | 0 |
| 30 Sep 23 | 1,759,267 | 232,297 | 1,075,786 | 0 |
| 30 Jun 23 | 1,712,335 | 190,952 | 1,042,920 | 0 |
| 31 Mar 23 | 1,672,377 | 178,868 | 1,007,606 | 0 |
| 31 Dec 22 | 1,645,881 | 190,646 | 1,001,504 | 0 |
| 30 Sep 22 | 1,601,368 | 63,397 | 940,766 | 0 |
| 30 Jun 22 | 1,584,634 | 75,931 | 918,784 | 0 |
| 31 Mar 22 | 1,567,421 | 77,316 | 902,586 | 0 |
| 31 Dec 21 | 1,492,167 | 70,097 | 821,536 | 0 |
| 30 Sep 21 | 1,399,585 | 78,534 | 749,008 | 0 |
| 30 Jun 21 | 1,305,319 | 74,012 | 671,565 | 0 |
| 31 Mar 21 | 1,205,846 | 70,145 | 591,964 | 0 |
| 31 Dec 20 | 1,167,144 | 73,488 | 554,340 | 0 |
| 30 Sep 20 | 1,126,021 | 76,335 | 526,427 | 0 |
| 30 Jun 20 | 1,088,188 | 77,046 | 498,609 | 0 |
| 31 Mar 20 | 1,052,943 | 81,675 | 476,204 | 0 |
| 31 Dec 19 | 1,006,738 | 83,561 | 438,603 | 0 |
| 30 Sep 19 | 973,841 | 74,707 | 420,171 | 0 |
| 30 Jun 19 | 961,493 | 73,383 | 415,974 | 0 |
| 31 Mar 19 | 954,714 | 78,677 | 406,581 | 0 |
| 31 Dec 18 | 945,982 | 98,187 | 392,439 | 0 |
| 30 Sep 18 | 934,181 | 118,660 | 373,211 | 0 |
| 30 Jun 18 | 916,311 | 127,915 | 357,790 | 0 |
| 31 Mar 18 | 897,185 | 131,153 | 339,573 | 0 |
| 31 Dec 17 | 881,566 | 134,928 | 315,878 | 0 |
| 30 Sep 17 | 872,157 | 135,110 | 305,179 | 0 |
| 30 Jun 17 | 862,199 | 136,992 | 288,042 | 0 |
| 31 Mar 17 | 853,730 | 136,589 | 277,430 | 0 |
| 31 Dec 16 | 837,986 | 122,885 | 285,333 | 0 |
| 30 Sep 16 | 813,051 | 115,989 | 278,818 | 0 |
| 30 Jun 16 | 746,011 | 173,745 | 264,554 | 0 |
| 31 Mar 16 | 652,327 | 171,617 | 239,653 | 0 |
| 31 Dec 15 | 562,950 | 186,488 | 197,339 | 0 |
| 30 Sep 15 | 474,093 | 191,180 | 166,744 | 0 |
| 30 Jun 15 | 439,116 | 130,015 | 151,405 | 0 |
Guadagni di qualità: 4689 ha un grande una tantum guadagno di ¥52.6B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di 4689 (9.5%) 4689 sono più alti rispetto allo scorso anno (8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di 4689 sono cresciuti del 17.4% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di 4689 nell'ultimo anno ( 26.2% ) supera la media quinquennale ( 17.4% all'anno).
Guadagni vs Settore: La crescita degli utili 4689 nell'ultimo anno ( 26.2% ) ha superato la percentuale del settore Interactive Media and Services 11.4%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 7.6% ) di 4689 è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 12:12 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
LY Corporation è coperta da 25 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |