LY Corporation

TSE:4689 Stock Report

Market Cap: JP¥3.0t

LY Management

Management criteria checks 2/4

LY's CEO is Takeshi Idezawa, appointed in Apr 2023, has a tenure of 1.75 years. total yearly compensation is ¥1.12B, comprised of 8% salary and 92% bonuses, including company stock and options. directly owns 0.002% of the company’s shares, worth ¥56.13M. The average tenure of the management team and the board of directors is 3.8 years and 3.8 years respectively.

Key information

Takeshi Idezawa

Chief executive officer

JP¥1.1b

Total compensation

CEO salary percentage8.0%
CEO tenure1.8yrs
CEO ownership0.002%
Management average tenure3.8yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

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

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?

Here's Why LY (TSE:4689) Can Manage Its Debt Responsibly

Jul 27
Here's Why LY (TSE:4689) Can Manage Its Debt Responsibly

LY Corporation's (TSE:4689) P/E Is On The Mark

Jun 15
LY Corporation's (TSE:4689) P/E Is On The Mark

LY (TSE:4689) Could Be Struggling To Allocate Capital

May 28
LY (TSE:4689) Could Be Struggling To Allocate Capital

Earnings Miss: LY Corporation Missed EPS By 13% And Analysts Are Revising Their Forecasts

May 10
Earnings Miss: LY Corporation Missed EPS By 13% And Analysts Are Revising Their Forecasts

Is LY (TSE:4689) A Risky Investment?

Apr 23
Is LY (TSE:4689) A Risky Investment?

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

Apr 08
Is There An Opportunity With LY Corporation's (TSE:4689) 21% Undervaluation?

CEO Compensation Analysis

How has Takeshi Idezawa's remuneration changed compared to LY's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

JP¥107b

Jun 30 2024n/an/a

JP¥127b

Mar 31 2024JP¥1bJP¥90m

JP¥113b

Dec 31 2023n/an/a

JP¥121b

Sep 30 2023n/an/a

JP¥232b

Jun 30 2023n/an/a

JP¥191b

Mar 31 2023JP¥179mJP¥46m

JP¥179b

Dec 31 2022n/an/a

JP¥191b

Sep 30 2022n/an/a

JP¥63b

Jun 30 2022n/an/a

JP¥76b

Mar 31 2022JP¥64mJP¥42m

JP¥77b

Compensation vs Market: Takeshi's total compensation ($USD7.13M) is above average for companies of similar size in the JP market ($USD1.36M).

Compensation vs Earnings: Takeshi's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Takeshi Idezawa (51 yo)

1.8yrs

Tenure

JP¥1,120,000,000

Compensation

Mr. Takeshi Idezawa serves as Part Time Director at PayPay Corporation. He had been Co-Chief Executive Officer at LY Corporation since March 1, 2021 until April 01, 2023 and serves as its President and CEO...

Leadership Team

NamePositionTenureCompensationOwnership
Takeshi Idezawa
President1.8yrsJP¥1.12b0.0019%
¥ 56.1m
Takao Ozawa
Senior Managing Corporate Officerno dataJP¥158.00m0.0093%
¥ 278.6m
Taku Oketani
Senior Managing Corporate Officer & Chief Strategy Officer4.8yrsJP¥253.00m0.0022%
¥ 64.2m
Jungho Shin
Group Chief Product Officer3.8yrsJP¥2.01b0.40%
¥ 12.0b
Jun Masuda
Executive Corporate Officer & CEO of Entertainment Company3.8yrsJP¥438.00m0.00047%
¥ 14.0m
Ryosuke Sakaue
Executive Corporate Officer & CFOno datano datano data
In-Joon Hwang
Executive Corporate Officer & CGIO3.8yrsno datano data
Hideyuki Nakahara
Executive Corporate Officer & CISOno datano datano data
Shuichi Kukita
Executive VP4.3yrsno datano data
Tomoaki Tanida
Executive Officerno datano datano data
Yuji Umemura
Chief Information Security Officer10.8yrsno datano data
Yusuke Tanaka
Corporate Officer & Executive VPno datano datano data

3.8yrs

Average Tenure

52yo

Average Age

Experienced Management: 4689's management team is considered experienced (3.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Takeshi Idezawa
President3.8yrsJP¥1.12b0.0019%
¥ 56.1m
Tadashi Kunihiro
Independent Outside Director3.8yrsJP¥16.00m0.000080%
¥ 2.4m
Yoshio Usumi
Independent Outside Directorno dataJP¥31.00m0.000080%
¥ 2.4m
Kentaro Kawabe
Representative Chairperson6.6yrsJP¥394.00m0.012%
¥ 347.5m
Toshiya Segoshi
Auditor4.3yrsno datano data
Maiko Hasumi
Independent Outside Director3.8yrsJP¥16.00m0.000080%
¥ 2.4m
Yuko Takahashi
Independent Outside Directorless than a yearno datano data

3.8yrs

Average Tenure

55yo

Average Age

Experienced Board: 4689's board of directors are considered experienced (3.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/01 02:10
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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 here.

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 .

Analyst Sources

LY Corporation is covered by 33 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yoshitsugu SasakiAizawa Securities Co. Ltd.
Keiichi YoneshimaBarclays
Hiroshi YamashinaBNP Paribas Securities (Asia)