LY Corporation

TSE:4689 Aktierapport

Börsvärde: JP¥2.8t

LY Framtida tillväxt

Future kriterier kontrolleras 2/6

LY förväntas öka intäkter och intäkter med 2.4% respektive 6.5% per år. EPS förväntas tillväxt med 4.9% per år. Avkastningen på eget kapital förväntas bli 6.4% om 3 år.

Viktig information

2.4%

Tillväxttakt i vinsten

4.92%

Tillväxttakt för EPS

Interactive Media and Services vinsttillväxt5.7%
Intäkternas tillväxttakt6.5%
Framtida avkastning på eget kapital6.42%
Bevakning av analytiker

Good

Senast uppdaterad15 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results

Feb 08
Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results

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

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

Recent updates

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.

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).

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).

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.

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).

There May Be Underlying Issues With The Quality Of LY's (TSE:4689) Earnings

Feb 11
There May Be Underlying Issues With The Quality Of LY's (TSE:4689) Earnings

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.

Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results

Feb 08
Here's What Analysts Are Forecasting For LY Corporation (TSE:4689) After Its Third-Quarter Results

LY's (TSE:4689) Dividend Will Be Increased To ¥7.30

Feb 06
LY's (TSE:4689) Dividend Will Be Increased To ¥7.30

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.

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

Jan 23
LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

Return Trends At LY (TSE:4689) Aren't Appealing

Jan 13
Return Trends At LY (TSE:4689) Aren't Appealing

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.

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

Dec 26
LY's (TSE:4689) Upcoming Dividend Will Be Larger Than Last Year's

Do LY's (TSE:4689) Earnings Warrant Your Attention?

Dec 23
Do LY's (TSE:4689) Earnings Warrant Your Attention?

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.

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.

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

Nov 24
LY (TSE:4689) Seems To Use Debt Quite Sensibly

LY (TSE:4689) Is Increasing Its Dividend To ¥7.30

Nov 07
LY (TSE:4689) Is Increasing Its Dividend To ¥7.30

LY Corporation's (TSE:4689) Price In Tune With Earnings

Nov 02
LY Corporation's (TSE:4689) Price In Tune With Earnings

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.

A Look At The Intrinsic Value Of LY Corporation (TSE:4689)

Oct 19
A Look At The Intrinsic Value Of LY Corporation (TSE:4689)

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.

LY (TSE:4689) Hasn't Managed To Accelerate Its Returns

Oct 05
LY (TSE:4689) Hasn't Managed To Accelerate Its Returns

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.

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
User avatar

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
3/31/20292,506,453214,725105,292490,3025
3/31/20282,397,068211,325417,079586,19313
3/31/20272,236,729179,127349,426520,95713
3/31/20262,021,652185,879437,176452,44712
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
12/31/20191,006,73883,56193,237109,691N/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 ( 2.4% per år) är över sparkvoten ( 0.7% ).

Resultat vs marknad: 4689 s intäkter ( 2.4% per år) förväntas växa långsammare än marknaden för JP ( 10.3% 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 ( 5.9% 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 ( 6.4 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 15:21
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/03/31

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 28 analytiker. 13 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