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LY Corporation (DE:YOJ0)
FRANKFURT:YOJ0

LY Corporation (YOJ0) Price & Analysis

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YOJ0 Stock Chart & Stats

€4.38
€0.20(4.57%)
At close: 4:00 PM EDT
€4.38
€0.20(4.57%)

Bulls Say, Bears Say

Bulls Say
High And Expanding ProfitabilityLY Corporation has a profitable platform model with high gross margins and solid operating earnings. Margin expansion in the latest quarter suggests scale benefits and productivity gains can support durable earnings generation across its digital businesses.
PayPay And Fintech Ecosystem GrowthRapid growth in users, transaction volume, revenue and EBITDA strengthens LY’s payments ecosystem. Greater engagement creates cross-selling opportunities across commerce, financial services and advertising, improving the platform’s long-term monetization potential.
Broad Platform Engagement And Recurring ServicesGrowth in premium subscribers and mini-app usage deepens engagement across LINE and Yahoo! JAPAN. These recurring and ecosystem-based services diversify revenue beyond advertising while increasing the value of the company’s large logged-in user base.
Bears Say
Structural Search And Display Advertising PressureAI-generated answers may permanently reduce search activity and associated ad opportunities, while constrained video inventory limits offsetting growth. This could pressure LY’s core media economics and require sustained investment in new formats and monetization.
Rising Leverage And Uneven Cash ConversionAlthough equity and current cash generation provide support, higher leverage reduces financial flexibility. Volatile historical free cash flow and declining TTM FCF growth could constrain investment capacity or increase balance-sheet risk during weaker operating conditions.
Large Kakaku.com Deal And Promotion DependenceThe proposed acquisition adds execution and return risk because of its size and uncertain synergy realization. Separately, reliance on temporary PayPay incentives may make commerce growth less durable and pressure profitability if promotional intensity declines.

LY Corporation News

YOJ0 FAQ

What was LY Corporation’s price range in the past 12 months?
LY Corporation lowest stock price was €3.44 and its highest was €5.55 in the past 12 months.
    What is LY Corporation’s market cap?
    LY Corporation’s market cap is €19.64B.
      When is LY Corporation’s upcoming earnings report date?
      LY Corporation’s upcoming earnings report date is Nov 05, 2026 which is in 69 days.
        How were LY Corporation’s earnings last quarter?
        LY Corporation released its earnings results on Aug 03, 2026. The company reported €0.092 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is LY Corporation overvalued?
          According to Wall Street analysts LY Corporation’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does LY Corporation pay dividends?
            LY Corporation does not currently pay dividends.
            What is LY Corporation’s EPS estimate?
            LY Corporation’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does LY Corporation have?
            LY Corporation has 3,443,081,300 shares outstanding.
              What happened to LY Corporation’s price movement after its last earnings report?
              LY Corporation reported an EPS of €0.092 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 2.336%.
                Which hedge fund is a major shareholder of LY Corporation?
                Currently, no hedge funds are holding shares in DE:YOJ0
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  LY Corporation Stock Smart Score

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                  Neutral
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                  Technicals

                  SMA
                  Negative
                  20 days / 200 days
                  Momentum
                  -2.86%
                  12-Months-Change

                  Fundamentals

                  Return on Equity
                  1.28%
                  Trailing 12-Months
                  Asset Growth
                  14.31%
                  Trailing 12-Months

                  Company Description

                  LY Corporation

                  LY Corporation primarily functions as a holding company, responsible for the oversight and administration of its diverse group of subsidiaries and their associated operations. The enterprise's activities are broadly categorized into two main divisions: Media and Commerce. Its Media division delivers various advertising solutions, including both search-based and visual display ads. The Commerce division handles a range of e-commerce offerings, notably through platforms like Yahoo Auction!, Yahoo! Shopping, ASKUL Corp., and Yahoo! Premium. Furthermore, the company extends its services to include financial settlement functionalities. LY Corp. was established in Tokyo, Japan, on January 31, 1996.

                  LY Corporation (YOJ0) Earnings & Revenues

                  YOJ0 Company Deck

                  YOJ0 Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call presented strong operational and financial momentum: consolidated revenue (+13.1% YoY) and adjusted EBITDA (+23.1% YoY) with margin expansion were key positives, supported by robust fintech/PayPay performance, accelerating strategic revenue, commerce recovery, and clear user growth in LYP Premium, mini apps and Agent i. Notable risks include structural headwinds in search and display advertising due to AI, reliance on promotional mechanics for shopping growth, the large and uncertain Kakaku.com acquisition (IRR and execution risk), and the fact that Agent i monetization is still being validated. Management expects some normalization of SG&A and seasonality effects in H2, but retains confidence in meeting or exceeding full‑year guidance.View all DE:YOJ0 earnings summaries
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