LY Corporation

TSE:4689 株式レポート

時価総額：JP¥2.8t

LY 将来の成長

Future 基準チェック /26

LY利益と収益がそれぞれ年間4.5%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.9% 6.1%なると予測されています。

主要情報

4.5%

収益成長率

6.12%

EPS成長率

Interactive Media and Services 収益成長7.6%
収益成長率6.5%
将来の株主資本利益率5.89%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

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 • 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

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...
分析記事 • 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...
分析記事 • 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...
User avatar
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.

業績と収益の成長予測

TSE:4689 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20292,599,072217,078105,292490,3027
3/31/20282,419,706210,161431,165581,76414
3/31/20272,242,809189,163351,105512,93512
3/31/20262,036,366193,692662,854662,854N/A
12/31/20251,984,076209,092578,743592,123N/A
9/30/20251,987,552204,524441,887483,807N/A
6/30/20251,944,024150,654454,004527,270N/A
3/31/20251,917,478153,465419,850519,590N/A
12/31/20241,896,582118,428480,109573,880N/A
9/30/20241,868,157106,717351,122479,951N/A
6/30/20241,847,225127,410300,404371,580N/A
3/31/20241,814,663113,199245,468316,477N/A
12/31/20231,780,621121,16540,309140,166N/A
9/30/20231,759,267232,29732,837110,939N/A
6/30/20231,712,335190,952-42,253103,264N/A
3/31/20231,672,377178,868-55,93593,051N/A
12/31/20221,645,881190,64678,895213,981N/A
9/30/20221,601,36863,397-20,10095,317N/A
6/30/20221,584,63475,931-42,924235,582N/A
3/31/20221,567,42177,316-6,319266,314N/A
12/31/20211,492,16770,09750,339317,347N/A
9/30/20211,399,58578,534-17,943244,432N/A
6/30/20211,305,31974,012185,913261,591N/A
3/31/20211,205,84670,145137,180207,921N/A
12/31/20201,167,14473,488250,592389,725N/A
9/30/20201,126,02176,335342,970416,714N/A
6/30/20201,088,18877,046163,228245,215N/A
3/31/20201,052,94381,675158,152243,278N/A
12/31/20191,006,73883,561N/A109,691N/A
9/30/2019973,84174,707N/A128,702N/A
6/30/2019961,49373,383N/A116,941N/A
3/31/2019954,71478,677N/A149,957N/A
12/31/2018945,98298,187N/A87,384N/A
9/30/2018934,181118,660N/A80,949N/A
6/30/2018916,311127,915N/A83,665N/A
3/31/2018897,185131,153N/A75,457N/A
12/31/2017881,566134,928N/A121,879N/A
9/30/2017872,157135,110N/A131,386N/A
6/30/2017862,199136,992N/A138,712N/A
3/31/2017853,730136,589N/A127,023N/A
12/31/2016837,986122,885N/A106,225N/A
9/30/2016813,051115,989N/A102,551N/A
6/30/2016746,011173,745N/A101,921N/A
3/31/2016652,327171,617N/A105,409N/A
12/31/2015562,950186,488N/A132,363N/A
9/30/2015474,093191,180N/A128,210N/A
6/30/2015439,116130,015N/A136,196N/A

アナリストによる今後の成長予測

収入対貯蓄率: 4689の予測収益成長率 (年間4.5% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 4689の収益 ( 4.5% ) JP市場 ( 8.8% ) よりも低い成長が予測されています。

高成長収益: 4689の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 4689の収益 ( 6.5% ) JP市場 ( 5.3% ) よりも速いペースで成長すると予測されています。

高い収益成長: 4689の収益 ( 6.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 4689の 自己資本利益率 は、3年後には低くなると予測されています ( 5.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 14:27
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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 14 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。25

アナリスト機関
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc