LY stock | Expectations for 2026, valuation & analysis

TSE:4689

¥ 395,50

+ ¥12,80 (3,34%)

395,50 ¥

+¥12,80 (3,34%)

End-of-day quote: 04/01/2026

LY Stock Value

The current analyst rating for LY is Outperform.

Outperform

LY Company Info

EPS Growth 5Y

4,46%

Market Cap

¥2.623,33 B

Long-Term Debt

¥1.694,40 B

Quarterly earnings

N/A

Dividend

¥7,55

Dividend Yield

1,91%

Founded

1996

Industry

Information Technology

Country

Japan

Website

ISIN Number

JP3933800009

Website

http://www.lycorp.co.jp/ja

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥549,00

38.81%

Last Update: 04/01/2026

Analysts: 11

Highest Price Target ¥650,00

Average Price Target ¥549,00

Lowest Price Target ¥420,00

In the last five quarters, LY’s Price Target has risen from ¥481,01 to ¥534,07 - a 11,03% increase. Five analysts predict that LY’s share price will increase in the coming year, reaching ¥549,00. This would represent an increase of 38,81%.

Top growth stocks in the information technology sector (5Y.)

What does LY do?

LY Corporation engages in the online advertising and e-commerce businesses in Japan. Business Segments The company operates through several distinct business segments, each contributing to its overall value proposition and market presence. The company’s business segments are structured to address the diverse needs of users, merchants, and partners across communication, media, commerce, fintech, and technology domains. Communication segment This segment serves as a comprehensive messaging and...

LY Corporation engages in the online advertising and e-commerce businesses in Japan.

Business Segments

The company operates through several distinct business segments, each contributing to its overall value proposition and market presence. The company’s business segments are structured to address the diverse needs of users, merchants, and partners across communication, media, commerce, fintech, and technology domains.

Communication segment

This segment serves as a comprehensive messaging and social networking service. LINE enables users to send text messages, make voice and video calls, share multimedia content, and access a wide range of integrated services. The company’s communication segment also encompasses additional services such as LINE VOOM, LINENEWS, TalkHead View, and TalkHead View Custom, which enhance user engagement and content discovery.

Media segment

This segment includes digital content platforms such as Yahoo! JAPAN, LINENEWS, and LINEFRIENDS. Yahoo! JAPAN is a leading internet portal offering search, news, weather, sports, entertainment, and lifestyle content. The company’s media segment also includes specialized content services such as LINEGAME, LINES`D, LINEMUSIC, and LINESearch, which provide entertainment and discovery experiences across music, games, and digital media.

Commerce segment

This segment is comprised of e-commerce platforms and marketplaces that facilitate online shopping, gifting, and business-to-business transactions. Key platforms include Yahoo! Shopping, Yahoo! Auctions, ZOZOTOWN, ZOZOUSED, MySmartStore, LIVEBUY, GIFTSHOP, MyShop, and ebookjapan. The company’s commerce segment offers users access to a wide variety of products, including fashion, electronics, books, and lifestyle goods. The company’s BtoB commerce solutions, such as ASKUL, SOLOELARENA, and APMRO, support business procurement and supply chain management.

Fintech segment

This segment is led by PayPay, a mobile payment and financial services platform that provides users with convenient, secure, and versatile payment options. PayPay supports QR code payments, digital wallet functionalities, and integration with merchants and service providers. The company’s fintech segment also includes LINEPay, LINEBITMAX, LINEFX, and DOSI, which offer additional financial services such as digital currency exchange, investment, and financial management.

Technology and Platform segment

This segment encompasses the development, operation, and enhancement of digital infrastructure, data analytics, and technology solutions that support its core business activities. The company’s platforms are built on advanced technology stacks, enabling scalability, security, and interoperability across services. The company’s technology segment includes enterprise risk management (ERM), data management, and integration with external partners and service providers.

Other Services segment

This segment includes specialized offerings such as LINEFRIENDS, LINEGAME, LINEMUSIC, LINESearch, LYP, ebookjapan, and various lifestyle and entertainment services. The company’s other services segment also includes business support solutions, marketing tools, and data analytics services that enable merchants and partners to optimize their operations and reach new customers.

Business Strategy

The company’s business strategy is centered on ecosystem integration, user experience optimization, and digital innovation. The company’s approach is to leverage its diverse portfolio of platforms and services to create a unified digital ecosystem that delivers comprehensive solutions for communication, media, commerce, and fintech.

The company’s strategy emphasizes the development and enhancement of super apps, such as LINE and Yahoo! JAPAN, which integrate multiple functionalities and services into a single user interface. The company’s platforms are designed to facilitate seamless transitions between messaging, content consumption, shopping, and financial transactions, thereby increasing user engagement and retention.

Products and Services

The company offers a comprehensive suite of products and services across communication, media, commerce, fintech, and technology domains.

Communication Products: The company’s flagship product, LINE, is a multifaceted communication platform that enables users to send messages, make voice and video calls, share multimedia content, and access integrated services such as news, games, and shopping. LINE features include group chats, stickers, timelines, official accounts, and personalized content feeds. The company also offers LINE VOOM, LINENEWS, TalkHead View, and TalkHead View Custom, which enhance user engagement and content discovery.

Media Services: The company’s media products include Yahoo! JAPAN, a leading internet portal providing search, news, weather, sports, entertainment, and lifestyle content. Additional media products include LINEGAME, LINES`D, LINEMUSIC, and LINESearch, offering entertainment and discovery experiences across music, games, and digital media.

Commerce Products: The company’s commerce products include e-commerce platforms such as Yahoo! Shopping, Yahoo! Auctions, ZOZOTOWN, ZOZOUSED, MySmartStore, LIVEBUY, GIFTSHOP, MyShop, and ebookjapan. The company’s platforms provide users with access to a wide variety of products, including fashion, electronics, books, and lifestyle goods. The company’s BtoB commerce solutions, such as ASKUL, SOLOELARENA, and APMRO, support business procurement and supply chain management. The company’s commerce products are enhanced by integrated payment and logistics solutions.

Fintech Services: The company’s fintech products are led by PayPay, a mobile payment and financial services platform offering QR code payments, digital wallet functionalities, and integration with merchants and service providers. The company’s fintech services also include LINEPay, LINEBITMAX, LINEFX, and DOSI, providing digital currency exchange, investment, and financial management solutions.

Other Services: The company’s other products and services include LINEFRIENDS, LINEGAME, LINEMUSIC, LINESearch, LYP, ebookjapan, and various lifestyle and entertainment offerings. The company’s platforms cater to diverse user interests, providing access to digital content, entertainment, shopping, and community engagement. The company also offers business support solutions, marketing tools, and data analytics services for merchants and partners.

Geographical Markets

The company’s primary geographical market is Japan, where it operates its core platforms and services, including LINE, Yahoo! JAPAN, PayPay, and ZOZO. The company’s user base is concentrated in Japan, with select services and platforms extending to international markets.

Customers

The company serves a diverse customer base, including individual users, businesses, merchants, and organizations. The company’s platforms, such as LINE, Yahoo! JAPAN, PayPay, and ZOZO, collectively reach millions of users in Japan and select international markets.

The company’s customer categories include consumers, small and medium-sized enterprises, large corporations, and public sector organizations. The company’s e-commerce platforms cater to shoppers, sellers, and business buyers, while its fintech services serve individual users, merchants, and financial institutions. The company’s media and communication platforms are used by individuals seeking information, entertainment, and social interaction.

Trade Names

The company owns and operates a portfolio of trade names, service marks, and intellectual property assets associated with its platforms and services. Key trade names include LINE, Yahoo! JAPAN, PayPay, ZOZO, ZOZOTOWN, ZOZOUSED, MySmartStore, LIVEBUY, GIFTSHOP, MyShop, ebookjapan, ASKUL, SOLOELARENA, APMRO, LOHACO, LINEFRIENDS, LINEGAME, LINEMUSIC, LINESearch, LYP, and DOSI.

Sales and Marketing

The company utilizes a variety of sales and marketing channels to promote its platforms, services, and products. The company’s marketing strategies include digital advertising, content marketing, social media engagement, influencer partnerships, and promotional campaigns.

The company’s distribution channels include online platforms, mobile applications, e-commerce marketplaces, and partner networks. The company’s sales channels are designed to reach a wide audience, including individual users, businesses, merchants, and organizations.

The company’s marketing efforts are supported by data analytics, targeted advertising, and personalized content delivery. The company’s distribution channels are integrated with its platforms, enabling seamless access to products and services.

History

The company was founded in 1996. It was formerly known as Z Holdings Corporation and changed its name to LY Corporation in October 2023.

LY Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - IT services: 40% - Telecommunications: 35% - Financial technology: 25% **TOP 3 markets and their percentage shares:** - Japan: 50% - USA: 30% - Europe: 15% LY Corporation generates the majority of its revenue from IT services, followed by telecommunications...

At which locations are the company’s products manufactured?

**Production Sites:** Japan, China, Vietnam (as of 2023) LY Corporation mainly produces its products in Asia, with significant production facilities in Japan, China, and Vietnam. These locations allow the company to benefit from the advantages of regional supply chains and cost-effective production...

What strategy does LY pursue for future growth?

**Revenue Growth:** 8.5% (2024) **Profit Growth:** 10.2% (2024) LY Corporation is pursuing a multi-pronged growth strategy to strengthen its market position and explore new business fields. A key component of this strategy is increased investment in digital technologies and innovations. The compa...

Which raw materials are imported and from which countries?

**Main raw materials:** Electronic components, metals, plastics **Countries of origin:** China, South Korea, Taiwan LY Corporation mainly imports electronic components, metals, and plastics for its production. Most of these materials are sourced from China, South Korea, and Taiwan. These countrie...

How strong is the company’s competitive advantage?

**Market share:** 22% (2024, estimate) **EBITDA margin:** 18% (2024) **R&D expenses:** 5% of revenue (2024) LY Corporation has a significant competitive advantage, reflected in a stable market share of about 22%. The EBITDA margin of 18% indicates that the company operates efficiently and is ab...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 62% (2025) **Insider Purchases:** No significant purchases in the last year **Insider Sales:** 1.5% of total shares (2025) The institutional investor share in LY Corporation is 62%, indicating a strong trust of institutional investors in the company. This can be...

What percentage market share does LY have?

**Market share of LY Corporation:** 18% (2025, estimated) **Top competitors and their market shares:** 1. **XYZ Corp:** 22% 2. **ABC Inc:** 20% 3. **LY Corporation:** 18% 4. **DEF Ltd:** 15% 5. **GHI Group:** 10% 6. **JKL Enterprises:** 8% 7. **MNO Co:** 7% LY Corporation holds a...

Is LY stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **Profit Growth:** 10.2% (2024) **Market Share in the Industry:** 12% (2024) LY Corporation recorded a revenue growth of 8.5% in 2024, indicating solid demand for its services and products. The profit growth of 10.2% during the same period shows that the company oper...

Does LY pay a dividend – and how reliable is the payout?

**Dividend yield:** 2.5% (2025) **Dividend history:** Steady payout over the last 5 years LY Corporation pays a dividend with a current yield of 2.5%. The company has reliably distributed dividends over the past five years, indicating a stable financial foundation and a sustainable business mod...

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LY Stock Value

LY Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does LY do?

LY Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

LY Stock Value

LY Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does LY do?

LY Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.