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LY Corporation (4689.T)

JPY445.10 +6.40 (+1.46%)
JP JPX Technology Software - Application
Address Kioi Tower 102-8282
Tokyo, JP
CEO Takeshi Idezawa
IPO 2003-10-28
ISIN JP3933800009

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Also trades on Other OTC · YAHOF (USD) Other OTC · YAHOY (USD) Tokyo Stock Exchange · 4689.T (JPY)
Description

LY Corporation engages in the online advertising and e-commerce businesses in Japan. The company offers LINE, a communication app; and Yahoo! JAPAN, an internet service that provides search, news, weather, shopping, auction, and other services. It also provides reuse, membership, and payment-related services. The company was formerly known as Z Holdings Corporation and changed its name to LY Corporation in October 2023. LY Corporation was incorporated in 1996 and is headquartered in Chiyoda, Japan. LY Corporation is a subsidiary of A Holdings Corporation.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY445.10 +6.40 (+1.46%)
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Volume Profile
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Liquidity & share structure
Average Volume
18M
Beta
0.58
Float Shares
2.56B
Free Float %
37.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-8.62% -3.91% +1.61% +3.30% -4.67% -1.32% -24.74% +15.75% -10.03% -17.15% -16.41%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
445.10
DCF (Unlevered) 788.21 +77.1%
DCF (Levered) 4,648.93 +944.5%
Ratings Trend (MoM) 85% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.57
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Internet Content & Information: +10.9%
    +5.7% Q1'26: +10.7% (vs Q1'25)
  • EPS growth Internet Content & Information: +35.7%
    +39.1% Q1'26: -56.1% (vs Q1'25)
  • FCF margin Internet Content & Information: +30.3%
    +18.8% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Internet Content & Information: +9.0%
    +15.3% Q1'26: +10.6% (vs Q1'25)
  • ROIC Internet Content & Information: +6.6%
    +5.3% Q1'26: +3.7% (vs Q1'25)
  • Share dilution Internet Content & Information: +0.2%
    -2.5% Q1'26: -8.0% (vs Q1'25)
  • Debt / EBITDA Internet Content & Information: -0.98×
    3.74× Q1'26: 8.55× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.18) × ERP
WACC = 61% × Ke + 39% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 783.82 Current price: 445.10
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
12 Rev. Ana.
12 EPS Ana.
Mar 2027
10 Rev. Ana.
9 EPS Ana.
Mar 2028
13 Rev. Ana.
12 EPS Ana.
Mar 2029
6 Rev. Ana.
6 EPS Ana.
Mar 2030
3 Rev. Ana.
2 EPS Ana.
Mar 2031
2 Rev. Ana.
3 EPS Ana.
Revenue
428.49B
est: 422.89B (+1.3%)
652.33B
est: 652.25B (+0.0%)
853.73B
est: 859.59B (-0.7%)
897.19B
est: 895.39B (+0.2%)
954.71B
est: 954.94B (0.0%)
1.05T
est: 1.05T (+0.6%)
1.21T
est: 1.20T (+0.8%)
1.57T
est: 1.57T (-0.2%)
1.67T
est: 1.67T (-0.1%)
1.81T
est: 1.85T (-1.8%)
1.92T
est: 1.93T (-0.8%)
2.02T
1.99T – 2.10T
+4.7% YoY
2.23T
2.17T – 2.32T
+10.4% YoY
2.42T
2.25T – 2.59T
+8.1% YoY
2.60T
2.58T – 2.63T
+7.8% YoY
2.55T
2.43T – 2.69T
-2.0% YoY
2.66T
2.53T – 2.81T
+4.2% YoY
EBITDA
214.15B
est: 95.10B (+125.2%)
196.00B
est: 146.68B (+33.6%)
240.83B
est: 193.31B (+24.6%)
219.55B
est: 201.36B (+9.0%)
191.72B
est: 214.75B (-10.7%)
235.70B
est: 235.36B (+0.1%)
266.27B
est: 268.96B (-1.0%)
303.56B
est: 353.28B (-14.1%)
302.42B
est: 376.54B (-19.7%)
362.00B
est: 351.01B (+3.1%)
452.51B
est: 367.45B (+23.1%)
384.69B
378.39B – 399.50B
+4.7% YoY
424.68B
412.94B – 440.70B
+10.4% YoY
459.10B
427.87B – 492.54B
+8.1% YoY
494.84B
489.74B – 499.94B
+7.8% YoY
484.96B
461.41B – 512.07B
-2.0% YoY
505.14B
480.61B – 533.38B
+4.2% YoY
EBIT
197.21B
est: 58.45B (+237.4%)
165.30B
est: 90.15B (+83.4%)
202.79B
est: 118.80B (+70.7%)
175.15B
est: 123.75B (+41.5%)
139.22B
est: 131.98B (+5.5%)
152.28B
est: 144.64B (+5.3%)
164.19B
est: 165.30B (-0.7%)
167.81B
est: 217.12B (-22.7%)
153.64B
est: 231.41B (-33.6%)
198.38B
est: 369.73B (-46.3%)
292.64B
est: 387.05B (-24.4%)
405.21B
398.57B – 420.81B
+4.7% YoY
447.33B
434.96B – 464.21B
+10.4% YoY
483.59B
450.69B – 518.81B
+8.1% YoY
521.23B
515.86B – 526.60B
+7.8% YoY
510.82B
486.01B – 539.38B
-2.0% YoY
532.08B
506.24B – 561.83B
+4.2% YoY
Net Income
133.05B
est: 168.40B (-21.0%)
171.62B
est: 231.95B (-26.0%)
136.59B
est: 175.50B (-22.2%)
131.15B
est: 169.92B (-22.8%)
78.68B
est: 119.98B (-34.4%)
81.68B
est: 126.33B (-35.3%)
70.15B
est: 103.43B (-32.2%)
77.32B
est: 77.48B (-0.2%)
178.87B
est: 190.95B (-6.3%)
113.20B
est: 118.72B (-4.7%)
153.47B
est: 150.65B (+1.9%)
193.69B
151.07B – 225.89B
+28.6% YoY
190.09B
162.65B – 227.29B
-1.9% YoY
212.53B
186.00B – 360.89B
+11.8% YoY
215.96B
210.38B – 251.87B
+1.6% YoY
233.90B
219.14B – 250.91B
+8.3% YoY
262.84B
246.24B – 281.94B
+12.4% YoY
SGA
131.56B
est: 241.26B (-45.5%)
212.18B
est: 372.11B (-43.0%)
242.94B
est: 490.40B (-50.5%)
338.88B
est: 510.83B (-33.7%)
405.57B
est: 544.79B (-25.6%)
475.28B
est: 597.07B (-20.4%)
606.45B
est: 682.33B (-11.1%)
872.54B
est: 896.24B (-2.6%)
968.55B
est: 955.23B (+1.4%)
1.05T
est: 1.06T (-0.8%)
1.07T
est: 1.11T (-3.8%)
1.16T
1.14T – 1.21T
+4.7% YoY
1.28T
1.25T – 1.33T
+10.4% YoY
1.39T
1.29T – 1.49T
+8.1% YoY
1.50T
1.48T – 1.51T
+7.8% YoY
1.47T
1.40T – 1.55T
-2.0% YoY
1.53T
1.45T – 1.61T
+4.2% YoY
EPS
23.37
est: 22.95 (+1.8%)
30.15
est: 31.61 (-4.6%)
23.99
est: 23.92 (+0.3%)
23.04
est: 23.16 (-0.5%)
14.74
est: 16.35 (-9.9%)
16.88
est: 17.22 (-2.0%)
14.02
est: 14.10 (-0.5%)
10.20
est: 10.56 (-3.4%)
23.87
est: 25.27 (-5.6%)
15.10
est: 16.99 (-11.1%)
21.00
est: 21.85 (-3.9%)
27.29
21.72 – 32.48
+24.9% YoY
27.31
23.39 – 32.68
+0.1% YoY
33.22
26.74 – 51.89
+21.6% YoY
33.03
30.25 – 36.21
-0.6% YoY
33.63
31.51 – 36.07
+1.8% YoY
37.79
35.40 – 40.54
+12.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-07 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-05-01 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-30 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-28 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-27 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-15 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-14 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-13 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-10 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-09 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5
2026-04-08 B+ 3/5 4/5 3/5 4/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
651.07B
OE per share TTM
94.20
Owner's Yield
22.58%
Maintenance CapEx ratio
262.98%
Maint CapEx / Avg PPE
23.3%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
10.29M
Shares Outstanding
6.85B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Takeshi Idezawa President, Chief Executive Officer & Representative Director 202M male
Takao Ozawa Senior Managing Corporate Officer, E-Commerce CPO, Chief Group Synergy Officer 62M male
Jungho Shin Group Chief Product Officer 5M male
Ryosuke Sakaue Executive Corporate Officer & Chief Financial Officer male
Shuichi Kukita Executive VP, Sr. Managing Corp. Officer, Chief Sales Officer & President of Solutions Mrktng. Grp. male
Tomoaki Tanida Executive Officer, Executive Vice President & GM of Finance Division, Commerce Company
Yuji Umemura Chief Information Security Officer male
Euivin Park Executive Corporate Officer & Chief Technology Officer
Yusuke Tanaka Corporate Officer & Executive Vice President male
Hideyuki Nakahara Executive Corporate Officer & CISO
In-Joon Hwang Executive Corporate Officer & Chief Global Investment Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits