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LY CorporationTSE:4689 Stock Report

Market Cap JP¥3.4t
Share Price
JP¥491.10
My Fair Value
JP¥574
14.5% undervalued intrinsic discount
1Y29.8%
7D-12.5%
Portfolio Value
​
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LY Corporation

TSE:4689 Stock Report

Market Cap: JP¥3.4t

LY (4689) Stock Overview

Engages in the online advertising and e-commerce businesses in Japan. More details

4689 fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance4/6
Financial Health6/6
Dividends3/6

Rewards

Trading at 49.7% below our estimate of its fair value

Earnings are forecast to grow 11.17% per year

Earnings have grown 16% per year over the past 5 years

Trading at good value compared to peers and industry

Risk Analysis

No risks detected for 4689 from our risk checks.

4689 Community Fair Values

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See what others think this stock is worth. Follow their fair value or set your own to get alerts.

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LY

AI Personalization And Revamped LINE Will Unlock Digital Opportunities

Key Takeaways Accelerating AI integration and commerce expansion is driving higher user engagement, digital monetization, and new revenue streams across media, messaging, and financial services platforms. Strategic investments in platform integration, technology, and international growth are supporting operational efficiency, deepening ecosystem synergies, and enabling greater returns to shareholders.
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JP¥574.19
FV
14.5% undervalued intrinsic discount
7.19%
Revenue growth p.a.
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1users have followed this narrative
4 days ago author updated this narrative
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LY

Escalating Data Rules And AI Commoditization Will Pressure Margins

Key Takeaways Rising regulatory scrutiny and commoditization of AI tools threaten LY's advertising effectiveness, net margins, and differentiation in a fragmenting digital landscape. Stagnating user growth and unreliability of new monetization efforts increase exposure to cyclical risks and pressure the long-term sustainability of profits.
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JP¥440.88
FV
11.4% overvalued intrinsic discount
6.32%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
19 days ago author updated this narrative
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LY

Digital Advertising Trends Will Shape AI And Global Platforms

Key Takeaways Expansion into digital financial services and advertising integration positions LY for outsized growth through new markets, capital access, and unified audience targeting across major platforms. Broad AI deployment and increasing merchant adoption are set to boost user engagement, monetization, and operational efficiencies, supporting robust revenue and margin gains.
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JP¥650.00
FV
24.4% undervalued intrinsic discount
9.78%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
19 days ago author updated this narrative
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LY Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for LY
Historical stock prices
Current Share PriceJP¥491.10
52 Week HighJP¥571.50
52 Week LowJP¥373.40
Beta0.48
1 Month Change-4.60%
3 Month Change-9.87%
1 Year Change29.78%
3 Year Change12.59%
5 Year Change-24.45%
Change since IPO20,015.46%

Recent News & Updates

LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 06
LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next

These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well

Aug 03
These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well

Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?

Jul 20
Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?

The Price Is Right For LY Corporation (TSE:4689)

Jul 07
The Price Is Right For LY Corporation (TSE:4689)

Recent updates

LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 06
LY Corporation Just Recorded A 32% EPS Beat: Here's What Analysts Are Forecasting Next

These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well

Aug 03
These 4 Measures Indicate That LY (TSE:4689) Is Using Debt Reasonably Well

Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?

Jul 20
Are Investors Undervaluing LY Corporation (TSE:4689) By 46%?

The Price Is Right For LY Corporation (TSE:4689)

Jul 07
The Price Is Right For LY Corporation (TSE:4689)

Returns On Capital At LY (TSE:4689) Have Hit The Brakes

Jun 19
Returns On Capital At LY (TSE:4689) Have Hit The Brakes

Earnings Update: LY Corporation (TSE:4689) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

May 09
Earnings Update: LY Corporation (TSE:4689) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

LY (TSE:4689) Seems To Use Debt Quite Sensibly

Apr 28
LY (TSE:4689) Seems To Use Debt Quite Sensibly

LY's (TSE:4689) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 18
LY's (TSE:4689) Shareholders Will Receive A Bigger Dividend Than Last Year

LY (TSE:4689) Will Pay A Larger Dividend Than Last Year At ¥7.00

Mar 04
LY (TSE:4689) Will Pay A Larger Dividend Than Last Year At ¥7.00

Results: LY Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Feb 11
Results: LY Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

Feb 10
LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

What You Can Learn From LY Corporation's (TSE:4689) P/E

Feb 05
What You Can Learn From LY Corporation's (TSE:4689) P/E

LY's (TSE:4689) Dividend Will Be ¥5.56

Jan 21
LY's (TSE:4689) Dividend Will Be ¥5.56

LY (TSE:4689) Has Announced A Dividend Of ¥5.56

Jan 07
LY (TSE:4689) Has Announced A Dividend Of ¥5.56

Is There An Opportunity With LY Corporation's (TSE:4689) 22% Undervaluation?

Dec 31
Is There An Opportunity With LY Corporation's (TSE:4689) 22% Undervaluation?

LY (TSE:4689) Has Affirmed Its Dividend Of ¥5.56

Dec 16
LY (TSE:4689) Has Affirmed Its Dividend Of ¥5.56

LY (TSE:4689) Will Pay A Dividend Of ¥5.56

Dec 02
LY (TSE:4689) Will Pay A Dividend Of ¥5.56

Earnings Beat: LY Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 08
Earnings Beat: LY Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

LY (TSE:4689) Has Announced A Dividend Of ¥5.56

Nov 07
LY (TSE:4689) Has Announced A Dividend Of ¥5.56
author-image

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.

We Think LY (TSE:4689) Can Stay On Top Of Its Debt

Oct 28
We Think LY (TSE:4689) Can Stay On Top Of Its Debt

Shareholders Should Be Pleased With LY Corporation's (TSE:4689) Price

Sep 27
Shareholders Should Be Pleased With LY Corporation's (TSE:4689) Price

Returns On Capital Signal Tricky Times Ahead For LY (TSE:4689)

Sep 08
Returns On Capital Signal Tricky Times Ahead For LY (TSE:4689)

Is There An Opportunity With LY Corporation's (TSE:4689) 46% Undervaluation?

Aug 21
Is There An Opportunity With LY Corporation's (TSE:4689) 46% Undervaluation?

Shareholder Returns

4689JP Interactive Media and ServicesJP Market
7D-12.5%-8.0%2.4%
1Y29.8%29.7%21.4%

Return vs Industry: 4689 matched the JP Interactive Media and Services industry which returned 29.7% over the past year.

Return vs Market: 4689 exceeded the JP Market which returned 21.4% over the past year.

Price Volatility

Is 4689's price volatile compared to industry and market?
4689 volatility
4689 Average Weekly Movement4.9%
Interactive Media and Services Industry Average Movement5.2%
Market Average Movement3.5%
10% most volatile stocks in JP Market7.5%
10% least volatile stocks in JP Market1.8%

Stable Share Price: 4689 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 4689's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199627,003Takeshi Idezawawww.lycorp.co.jp/ja

LY Corporation engages in the online advertising and e-commerce businesses in Japan. The company provides LINE, a communication app; and Yahoo! JAPAN, an internet service that offers search, news, weather, shopping, auction, and other services.

LY Corporation Fundamentals Summary

How do LY's earnings and revenue compare to its market cap?
4689 fundamental statistics
Market capJP¥3.39t
Earnings (TTM)JP¥150.65b
Revenue (TTM)JP¥1.94t
22.5x
P/E Ratio
1.7x
P/S Ratio

Is 4689 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
4689 income statement (TTM)
RevenueJP¥1.94t
Cost of RevenueJP¥531.84b
Gross ProfitJP¥1.41t
Other ExpensesJP¥1.26t
EarningsJP¥150.65b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)21.80
Gross Margin72.64%
Net Profit Margin7.75%
Debt/Equity Ratio57.5%

How did 4689 perform over the long term?

See historical performance and comparison

Dividends

1.4%
Current Dividend Yield
34%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/10 18:14
End of Day Share Price 2025/08/08 00:00
Earnings2025/06/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LY Corporation is covered by 34 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Keiichi YoneshimaBarclays
Hiroshi YamashinaBNP Paribas Securities (Asia)
Yoshitaka NagaoBofA Global Research