LY Corporation (YAHOY)
OTHER OTC:YAHOY
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LY Corporation
(OTC:YAHOY)
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Rating:58Neutral
Price Target:
$5.50
▲(2.80% Upside)
Action:Downgraded
Date:06/07/26
The score is primarily driven by solid operating performance and revenue growth, offset by inconsistent free cash flow and rising debt risk. Technical indicators are bearish/weak and reduce near-term confidence, while a reasonable P/E and modest dividend provide partial valuation support.
LY Corporation (YAHOY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$17.13B
Dividend Yield1.85%
Average Volume (3M)6.59K
Price to Earnings (P/E)13.7
Beta (1Y)0.01
Revenue Growth7.39%
EPS Growth37.67%
CountryUS
Employees28,196
SectorN/A
Sector StrengthN/A
IndustryInternet Content & Information
Share Statistics
EPS (TTM)0.02
Shares Outstanding3,442,204,800
10 Day Avg. Volume0
30 Day Avg. Volume6,587
Financial Highlights & Ratios
PEG Ratio0.32
Price to Book (P/B)0.88
Price to Sales (P/S)1.23
P/FCF Ratio0.00
Enterprise Value/Market Cap219.10
Enterprise Value/Revenue1.82
Enterprise Value/Gross Profit2.46
Enterprise Value/Ebitda7.58
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LY Corporation Business Overview & Revenue Model
Company Description
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 divis...
How the Company Makes Money
LY Corporation primarily earns revenue from (1) advertising sold across its owned and operated properties and ad network inventory, and (2) commerce- and transaction-related fees generated through its marketplace and payment ecosystems, alongside ...
LY Corporation Earnings Call Summary
Earnings Call Date:Feb 04, 2026
(Q3-2025)
| % Change Since: |
Next Earnings Date:Jul 30, 2026
Earnings Call Sentiment Positive
The call presented materially stronger underlying operational performance when excluding the ASKUL outage: double-digit revenue and EBITDA growth in the underlying business, strong Commerce and Strategic (PayPay) momentum, and clear targets for FY'26 margin expansion and FY'28 monetization. However, consolidated Q3 results were slightly down due to the ASKUL ransomware impact, Media search-ad weakness, increased near-term SG&A/AI costs, and limited immediate contribution from MINI Apps/SaaS. Management communicated concrete cost-reduction plans and a multi-year roadmap, but short-term uncertainty from ASKUL and media ad softness temper the tone.Positive Updates
Strong Underlying Q3 Growth Excluding ASKUL
Excluding ASKUL, Q3 revenue rose 15.7% year-on-year and adjusted EBITDA increased 11.2% year-on-year, indicating solid underlying business momentum despite consolidated headwinds.
Negative Updates
ASKUL Ransomware Outage Impact
A subsidiary (ASKUL) suffered a system outage due to a ransomware attack, materially depressing consolidated results and introducing uncertainty; FY'25 and near-term consolidated figures were presented reflecting this impact.
Read all updates
Q3-2025 Updates
Positive
Negative
Strong Underlying Q3 Growth Excluding ASKUL
Excluding ASKUL, Q3 revenue rose 15.7% year-on-year and adjusted EBITDA increased 11.2% year-on-year, indicating solid underlying business momentum despite consolidated headwinds.
Read all positive updates
Company Guidance
LY Corporation guided that FY‑25 revenue will be about JPY 2.0 trillion and adjusted EBITDA around JPY 500 billion (adjusted EPS to remain within initial guidance), noting the FY‑25 outlook reflects the ASKUL system‑outage impact; for FY‑26 management is targeting a 10–15% increase in adjusted EBITDA (JPY 550–575 billion). Management expects next‑year profit uplifts of roughly JPY 10 billion for Media, JPY 10 billion for Commerce (excluding ASKUL), and JPY 20 billion for Strategic (mainly PayPay), plus about JPY 15 billion of company‑wide fixed‑cost savings (≈JPY 50 billion+ total, with ASKUL recovery as upside). Relevant Q3 metrics cited as supporting this outlook included, excluding ASKUL, Q3 revenue +15.7% Y/Y and adjusted EBITDA +11.2% Y/Y (consolidated Q3: revenue −0.7% Y/Y, adj. EBITDA −2.3%), Commerce ex‑ASKUL revenue +31% Y/Y and adj. EBITDA +15.5% Y/Y (LINE/Yahoo! Commerce +64.4% Y/Y), PayPay consolidated revenue +24% Y/Y with GMV and revenue growth >20% and quarter‑ly consolidated EBITDA +59.1% Y/Y to >JPY 30 billion; additional operational metrics cited: total ad revenue roughly flat (+0.4% Y/Y), account ads +13.8% Y/Y, search ads −9.5% Y/Y, AI‑related SG&A ~JPY 1 billion+, AI search ad share ~10%+, MINI Apps count +57.8% Y/Y and MAUs +63.8% Y/Y, and a FY‑28 ambition to grow Official Accounts/MINI Apps/SaaS from JPY 140 billion to JPY 280 billion.LY Corporation Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
66
Positive
Cash Flow
52
Neutral
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LY Corporation Technical Analysis
Negative
5.35
Price Trends
5.20
Negative
5.13
Negative
5.49
Negative
Market Momentum
-0.03
Positive
44.34
Neutral
22.71
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For YAHOY, the sentiment is Negative. The current price of 5.35 is above the 20-day moving average (MA) of 5.24, above the 50-day MA of 5.20, and below the 200-day MA of 5.49, indicating a bearish trend. The MACD of -0.03 indicates Positive momentum. The RSI at 44.34 is Neutral, neither overbought nor oversold. The STOCH value of 22.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for YAHOY.
LY Corporation Peers Comparison
UnderperformOutperform
Sector (―)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | ― | ― | ― | ― | ― | ― | |
76 Outperform | $48.15B | 23.81 | 44.12% | 1.38% | 13.15% | 5.89% | |
66 Neutral | $6.53B | 23.26 | -25.47% | ― | 1.78% | 75.71% | |
64 Neutral | $19.90B | 17.04 | 44.07% | ― | 11.30% | 4.23% | |
62 Neutral | $15.81B | 14.67 | 42.57% | 1.80% | 4.64% | 1.15% | |
58 Neutral | $17.13B | 13.72 | 6.58% | 1.85% | 7.39% | 37.67% | |
56 Neutral | $8.24B | 37.48 | 51.43% | ― | 6.24% | -41.25% |
* Sector Average
YAHOY
LY Corporation
5.08
-2.17
-29.88%
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-26.36
-56.68%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.