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LY Corporation (DE:YOJ0)
FRANKFURT:YOJ0

LY Corporation (YOJ0) Price & Analysis

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YOJ0 Stock Chart & Stats

€5.30
€0.20(4.57%)
At close: 4:00 PM EDT
€5.30
€0.20(4.57%)

Bulls Say, Bears Say

Bulls Say
High And Expanding ProfitabilityLY Corporation combines a very high gross margin with solid operating and EBITDA profitability, indicating meaningful economic value from its digital platforms. Improving net margin and sustained earnings power provide resources to invest in products, users, and ecosystem expansion over the next several quarters.
PayPay And Fintech GrowthPayPay’s large user base, rising transaction volume, and sharply faster EBITDA growth show increasing scale in LY’s payments ecosystem. Continued fintech expansion can deepen customer engagement, create more transaction revenue, and strengthen the company’s broader commerce and financial-services platform.
Broad Platform Engagement GrowthRapid growth in paid membership and mini-app usage demonstrates that LY is expanding engagement beyond its core portal and messaging services. A broader, more active ecosystem supports recurring service revenue, improves cross-selling opportunities, and increases the value of its integrated consumer platforms.
Bears Say
Structural Advertising HeadwindsAI-generated answers may permanently reduce search-query frequency, while constrained video inventory limits alternative advertising growth. Because advertising is a major revenue source, persistent changes in user behavior could pressure media growth, monetization efficiency, and the durability of advertising margins.
Promotion-dependent Commerce GrowthCommerce growth supported by time-limited promotions may be less durable if promotional intensity is reduced. Lower incentives could weaken transaction volume or require continued spending, creating a structural trade-off between marketplace growth, customer acquisition, and sustainable profitability.
Kakaku.com Acquisition Execution RiskThe large proposed Kakaku.com transaction could consume substantial capital while its targeted return and synergies remain uncertain. Execution difficulties, lower-than-expected integration benefits, or failure to close could reduce returns on capital and complicate LY’s broader M&A and growth strategy.

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 €6.00 in the past 12 months.
    What is LY Corporation’s market cap?
    LY Corporation’s market cap is €20.11B.
      When is LY Corporation’s upcoming earnings report date?
      LY Corporation’s upcoming earnings report date is Nov 05, 2026 which is in 58 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.
          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. 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

                  4
                  Neutral
                  1
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                  10

                  Technicals

                  SMA
                  Positive
                  20 days / 200 days
                  Momentum
                  8.25%
                  12-Months-Change

                  Fundamentals

                  Return on Equity
                  1.31%
                  Trailing 12-Months
                  Asset Growth
                  1.72%
                  Trailing 12-Months
                  Learn more about TipRanks Smart Score

                  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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