LY Corporation

TSE:4689 Aktierapport

Börsvärde: JP¥2.8t

LY Framtida tillväxt

Future kriterier kontrolleras 2/6

LY förväntas öka intäkter och intäkter med 4.5% respektive 6.5% per år. EPS förväntas tillväxt med 6.1% per år. Avkastningen på eget kapital förväntas bli 5.9% om 3 år.

Viktig information

4.5%

Tillväxttakt i vinsten

6.12%

Tillväxttakt för EPS

Interactive Media and Services vinsttillväxt7.5%
Intäkternas tillväxttakt6.5%
Framtida avkastning på eget kapital5.89%
Bevakning av analytiker

Good

Senast uppdaterad19 May 2026

Senaste uppdateringarna om framtida tillväxt

Analysartikel 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...
Analysartikel 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

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Ny berättelse 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.

Prognoser för vinst- och omsättningstillväxt

TSE:4689 - Analytikernas framtida uppskattningar och tidigare finansiella data (JPY Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: 4689 s prognostiserade vinsttillväxt ( 4.5% per år) är över sparkvoten ( 0.8% ).

Resultat vs marknad: 4689 s intäkter ( 4.5% per år) förväntas växa långsammare än marknaden för JP ( 8.7% per år).

Höga tillväxtresultat: 4689 s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: 4689 s intäkter ( 6.5% per år) förväntas växa snabbare än JP marknaden ( 5.4% per år).

Hög tillväxtintäkter: 4689 s intäkter ( 6.5% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: 4689 s avkastning på eget kapital förväntas bli låg om 3 år ( 5.9 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/23 15:02
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

LY Corporation bevakas av 25 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc