LY Corporation

TSE:4689 Stok Raporu

Piyasa değeri: JP¥2.8t

LY Gelecekteki Büyüme

Future kriter kontrolleri 2/6

LY kazanç ve gelirin sırasıyla yıllık 5.6% ve 7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 5.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

5.6%

Kazanç büyüme oranı

7.23%

EPS büyüme oranı

Interactive Media and Services kazanç büyümesi8.3%
Gelir büyüme oranı7.0%
Gelecekteki özkaynak getirisi5.95%
Analist kapsamı

Good

Son güncelleme25 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • 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

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

TSE:4689 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20292,619,643221,62146,942490,3027
3/31/20282,429,084212,684393,515581,76414
3/31/20272,252,468192,293915,964512,93512
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 4689 'nin tahmini kazanç büyümesi (yıllık 5.6% ) tasarruf oranının ( 0.8% ) üzerindedir.

Kazançlar ve Piyasa: 4689 şirketinin kazançlarının (yıllık 5.6% ) JP pazarından (yıllık 8.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 4689 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 4689 şirketinin gelirinin (yıllık 7% ) JP pazarından (yıllık 5.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 4689 şirketinin gelirinin (yıllık 7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 4689 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 5.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 13:44
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

LY Corporation 25 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Keiichi YoneshimaBarclays
Yoshitaka NagaoBofA Global Research
Keiichi YoneshimaCitigroup Inc