LY（4689）株式概要
LYコーポレーションは日本でオンライン広告とEコマース事業を行っている。 詳細
4689 Community Fair Values
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Analyst Price Targets
LY Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥445.10 |
| 52週高値 | JP¥571.50 |
| 52週安値 | JP¥365.10 |
| ベータ | 0.59 |
| 1ヶ月の変化 | 9.09% |
| 3ヶ月変化 | 8.51% |
| 1年変化 | -15.86% |
| 3年間の変化 | 21.28% |
| 5年間の変化 | -20.66% |
| IPOからの変化 | 18,131.30% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| 4689 | JP Interactive Media and Services | JP 市場 | |
|---|---|---|---|
| 7D | 2.6% | 4.7% | 2.6% |
| 1Y | -15.9% | -10.3% | 45.9% |
業界別リターン: 4689過去 1 年間で-10.3 % の収益を上げたJP Interactive Media and Services業界を下回りました。
リターン対市場: 4689は、過去 1 年間で45.9 % のリターンを上げたJP市場を下回りました。
価格変動
| 4689 volatility | |
|---|---|
| 4689 Average Weekly Movement | 4.8% |
| Interactive Media and Services Industry Average Movement | 5.3% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.1% |
安定した株価: 4689 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 4689の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 29,863 | Takeshi Idezawa | www.lycorp.co.jp/ja |
LY株式会社は、日本においてオンライン広告およびEコマース事業を展開しています。同社の事業は、「メディア事業」、「コマース事業」、「戦略事業」の3つのセグメントで構成されています。 メディア事業セグメントでは、検索広告、アカウント広告、ディスプレイ広告をはじめ、LINE公式アカウント、LINEプロモーションスタンプ、LINEフライヤー、LINEニュース、LINEミュージック、LYPプレミアム、Yahoo!メールなどの各種デジタルコンテンツおよび会員サービスを提供しています。 コマース事業セグメントは、Yahoo!ショッピング、ZOZOTOWN、 ZOZOUSED、Lyst、ASKULのBtoBオフィス用品販売、LOHACO、Yahoo!オークション、Yahoo!フリーマーケット、Ikyu.com、LINEトラベル、およびタイにおけるフードデリバリーサービスなど、ECサービスおよびプラットフォームを提供しています。 戦略事業セグメントは、PayPay（キャッシュレス決済）、PayPayカード、PayPay Bank、PayPay証券、LINE Pay、LINE Bank台湾、LINE Score、LINE FXJ、DOSI、LINE BITMAX、その他のフィンテックサービスを含む決済・金融サービスを提供しています。 同社は、以前はZホールディングス株式会社として知られていましたが、2023年10月にLY株式会社に社名を変更しました。LY株式会社は1996年に設立され、本社は日本の千代田区にあります。LY株式会社は、Aホールディングス株式会社の子会社として事業を展開しています。
LY Corporation 基礎のまとめ
| 4689 基礎統計学 | |
|---|---|
| 時価総額 | JP¥3.05t |
| 収益（TTM） | JP¥193.69b |
| 売上高(TTM) | JP¥2.04t |
15.8x
PER（株価収益率1.5x
P/Sレシオ4689 は割高か？
公正価値と評価分析を参照収益と収入
| 4689 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥2.04t |
| 売上原価 | JP¥530.10b |
| 売上総利益 | JP¥1.51t |
| その他の費用 | JP¥1.31t |
| 収益 | JP¥193.69b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 03, 2026
| 一株当たり利益（EPS） | 28.24 |
| グロス・マージン | 73.97% |
| 純利益率 | 9.51% |
| 有利子負債／自己資本比率 | 52.8% |
4689 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.5%
現在の配当利回り26%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/07 17:12 |
| 終値 | 2026/07/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
LY Corporation 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| Keiichi Yoneshima | Citigroup Inc |