LY Corporation

TSE:4689 Aktierapport

Börsvärde: JP¥3.2t

LY Tidigare resultatutveckling

Tidigare kriterier kontrolleras 5/6

LY har ökat intäkterna med en genomsnittlig årlig takt på 16.6%, medan Interactive Media and Services -branschen såg intäkterna växer på 20.6% årligen. Intäkterna har varit växande med en genomsnittlig takt på 7.7% per år. LY s avkastning på eget kapital är 8% och den har en nettomarginal på 9.7%.

Viktig information

16.64%

Tillväxttakt i vinsten

16.87%

Tillväxttakt för EPS

Interactive Media and Services Tillväxt i branschen12.02%
Intäkternas tillväxttakt7.75%
Avkastning på eget kapital8.01%
Nettomarginal9.67%
Senaste uppdateringen av resultatet30 Jun 2026

Senaste uppdateringar av tidigare prestationer

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...

Recent updates

Analysartikel Aug 05

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

A week ago, LY Corporation ( TSE:4689 ) came out with a strong set of quarterly numbers that could potentially lead to...
Uppdatering av berättelse Aug 04

4689: Shareholder Returns And Governance Reforms Will Support Long Term Upside

Analysts have inched up their fair value estimate for LY Corp. to about ¥533 from roughly ¥520, reflecting updated assumptions on revenue growth, profit margins, and a slightly adjusted future P/E multiple following recent research including a Neutral reinstatement on the stock.
Uppdatering av berättelse Jun 22

4689: Neutral Stance Will Link Dividend Policy And Governance Shifts To Future Returns

Analysts kept their ¥420 price target for LY unchanged, and made small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect a more finely tuned view of the stock rather than a shift in overall stance.
Uppdatering av berättelse Jun 04

4689: Neutral Dividend Policy And Governance Changes Will Shape Future Shareholder Returns

Analysts kept the LY price target steady at ¥420.0, citing updated assumptions for revenue growth, profit margins, and future P/E that are broadly in line with the recent Neutral stance from the Street. What's in the News Board meeting scheduled for June 4, 2026 to consider the acquisition of shares in T&D Financial Life Insurance Company by an LY consolidated subsidiary, with the aim of making it a subsidiary.
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.
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.

Fördelning av intäkter och kostnader

Hur LY tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

TSE:4689 Intäkter, kostnader och resultat (JPY Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
30 Jun 262,100,722203,0361,243,8860
31 Mar 262,036,366193,6921,220,9030
31 Dec 251,984,076209,0921,179,7800
30 Sep 251,987,552204,5241,151,2910
30 Jun 251,944,024150,6541,125,9460
31 Mar 251,917,478153,4651,115,9770
31 Dec 241,896,582118,4281,113,7770
30 Sep 241,868,157106,7171,114,5780
30 Jun 241,847,225127,4101,109,2340
31 Mar 241,814,663113,1991,095,8320
31 Dec 231,780,621121,1651,080,3050
30 Sep 231,759,267232,2971,075,7860
30 Jun 231,712,335190,9521,042,9200
31 Mar 231,672,377178,8681,007,6060
31 Dec 221,645,881190,6461,001,5040
30 Sep 221,601,36863,397940,7660
30 Jun 221,584,63475,931918,7840
31 Mar 221,567,42177,316902,5860
31 Dec 211,492,16770,097821,5360
30 Sep 211,399,58578,534749,0080
30 Jun 211,305,31974,012671,5650
31 Mar 211,205,84670,145591,9640
31 Dec 201,167,14473,488554,3400
30 Sep 201,126,02176,335526,4270
30 Jun 201,088,18877,046498,6090
31 Mar 201,052,94381,675476,2040
31 Dec 191,006,73883,561438,6030
30 Sep 19973,84174,707420,1710
30 Jun 19961,49373,383415,9740
31 Mar 19954,71478,677406,5810
31 Dec 18945,98298,187392,4390
30 Sep 18934,181118,660373,2110
30 Jun 18916,311127,915357,7900
31 Mar 18897,185131,153339,5730
31 Dec 17881,566134,928315,8780
30 Sep 17872,157135,110305,1790
30 Jun 17862,199136,992288,0420
31 Mar 17853,730136,589277,4300
31 Dec 16837,986122,885285,3330
30 Sep 16813,051115,989278,8180
30 Jun 16746,011173,745264,5540
31 Mar 16652,327171,617239,6530
31 Dec 15562,950186,488197,3390
30 Sep 15474,093191,180166,7440

Kvalitetsintäkter: 4689 har inkomster av hög kvalitet.

Växande vinstmarginal: 4689 s nuvarande netto vinstmarginaler (9.7%) är högre än förra året (7.7%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: 4689 s intäkter har ökat med 16.6% per år under de senaste 5 åren.

Accelererande tillväxt: 4689 s intäktstillväxt under det senaste året ( 34.8% ) överstiger sitt 5-åriga genomsnitt ( 16.6% per år).

Resultat vs industri: 4689 vinsttillväxt under det senaste året ( 34.8% ) översteg Interactive Media and Services branschen 10.6%.


Avkastning på eget kapital

Hög ROE: 4689 s avkastning på eget kapital ( 8% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/07 09:32
Aktiekurs vid dagens slut2026/08/07 00:00
Intäkter2026/06/30
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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar 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 24 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