LY Corporation

TSE:4689 Stock Report

Market Cap: JP¥2.9t

LY Valuation

Is 4689 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 4689 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 4689 (¥417.6) is trading below our estimate of fair value (¥518.22)

Significantly Below Fair Value: 4689 is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 4689?

Key metric: As 4689 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 4689. This is calculated by dividing 4689's market cap by their current earnings.
What is 4689's PE Ratio?
PE Ratio27.9x
EarningsJP¥106.72b
Market CapJP¥2.95t

Price to Earnings Ratio vs Peers

How does 4689's PE Ratio compare to its peers?

The above table shows the PE ratio for 4689 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average34.1x
2371 Kakaku.com
22.9x10.0%JP¥458.3b
9438 MTI
28.7x0.8%JP¥69.6b
6027 Bengo4.comInc
71x54.2%JP¥57.4b
3679 ZIGExN
13.8x11.3%JP¥53.4b
4689 LY
27.9x12.5%JP¥2.9t

Price-To-Earnings vs Peers: 4689 is good value based on its Price-To-Earnings Ratio (27.9x) compared to the peer average (34.1x).

Price to Earnings Ratio vs Industry

How does 4689's PE Ratio compare vs other companies in the JP Interactive Media and Services Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
4689 27.9xIndustry Avg. 21.1xNo. of Companies7PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 4689 is expensive based on its Price-To-Earnings Ratio (27.9x) compared to the JP Interactive Media and Services industry average (21.1x).

Price to Earnings Ratio vs Fair Ratio

What is 4689's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

4689 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio27.9x
Fair PE Ratio28.6x

Price-To-Earnings vs Fair Ratio: 4689 is good value based on its Price-To-Earnings Ratio (27.9x) compared to the estimated Fair Price-To-Earnings Ratio (28.6x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 4689 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥418.40
JP¥490.75
+17.3%
17.5%JP¥650.00JP¥300.00n/a12
Nov ’25JP¥414.10
JP¥488.85
+18.1%
17.2%JP¥650.00JP¥300.00n/a13
Oct ’25JP¥420.40
JP¥488.85
+16.3%
17.2%JP¥650.00JP¥300.00n/a13
Sep ’25JP¥399.70
JP¥478.25
+19.7%
18.7%JP¥650.00JP¥300.00n/a12
Aug ’25JP¥367.10
JP¥487.69
+32.8%
14.0%JP¥650.00JP¥400.00n/a13
Jul ’25JP¥377.80
JP¥487.69
+29.1%
14.0%JP¥650.00JP¥400.00n/a13
Jun ’25JP¥372.90
JP¥489.29
+31.2%
13.6%JP¥650.00JP¥400.00n/a14
May ’25JP¥380.30
JP¥498.21
+31.0%
13.3%JP¥650.00JP¥400.00n/a14
Apr ’25JP¥389.30
JP¥512.67
+31.7%
12.6%JP¥650.00JP¥400.00n/a12
Mar ’25JP¥402.00
JP¥515.54
+28.2%
11.6%JP¥650.00JP¥400.00n/a13
Feb ’25JP¥460.60
JP¥502.14
+9.0%
12.5%JP¥650.00JP¥400.00n/a14
Jan ’25JP¥499.70
JP¥500.71
+0.2%
12.6%JP¥650.00JP¥400.00n/a14
Dec ’24JP¥430.40
JP¥495.71
+15.2%
13.2%JP¥650.00JP¥400.00n/a14
Nov ’24JP¥387.20
JP¥476.27
+23.0%
13.9%JP¥650.00JP¥400.00JP¥414.1015
Oct ’24JP¥415.50
JP¥478.93
+15.3%
14.3%JP¥650.00JP¥400.00JP¥420.4015
Sep ’24JP¥443.30
JP¥464.63
+4.8%
16.8%JP¥650.00JP¥310.00JP¥399.7016
Aug ’24JP¥400.30
JP¥445.44
+11.3%
14.4%JP¥585.00JP¥310.00JP¥367.1016
Jul ’24JP¥346.40
JP¥446.47
+28.9%
14.8%JP¥585.00JP¥310.00JP¥377.8015
Jun ’24JP¥344.50
JP¥448.56
+30.2%
14.3%JP¥585.00JP¥310.00JP¥372.9016
May ’24JP¥349.80
JP¥461.69
+32.0%
12.3%JP¥585.00JP¥380.00JP¥380.3016
Apr ’24JP¥372.80
JP¥493.19
+32.3%
26.0%JP¥940.00JP¥380.00JP¥389.3016
Mar ’24JP¥369.20
JP¥514.07
+39.2%
26.7%JP¥940.00JP¥380.00JP¥402.0015
Feb ’24JP¥369.30
JP¥527.56
+42.9%
26.1%JP¥940.00JP¥420.00JP¥460.6016
Jan ’24JP¥332.00
JP¥544.13
+63.9%
25.1%JP¥940.00JP¥420.00JP¥499.7016
Dec ’23JP¥379.20
JP¥567.25
+49.6%
23.7%JP¥940.00JP¥430.00JP¥430.4016
Nov ’23JP¥397.60
JP¥600.29
+51.0%
19.7%JP¥940.00JP¥430.00JP¥387.2017

Analyst Forecast: Target price is less than 20% higher than the current share price.

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