LY Corporation (YAHOY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $17.0B
LY Corporation
YAHOY · US
Fair value as of: Jul 25, 2026
From 26 valuation models · updated today
Fair value updated Jul 25, 2026, revised from $6.10 to $6.01 (−1.5%) since Jun 25, 2026. Share price +6.0% over the past month.
Price vs Fair Value (12 months)
12‑month range $4.52 – $7.49 · fair‑value band $4.50 – $7.51 · the $5.27 price screens below the $6.01 fair value. As of Jul 25, 2026.
✦ Which stocks are undervalued right now? Check free Discover now →Analysis
LY Corporation (YAHOY) currently trades at $5.27, while our model-based Fair Value estimate is $6.01, implying the stock looks roughly 14.0% undervalued today. We read business quality at 57/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, LY Corporation generated revenue of $2.0T at a net margin of 9.5%. Revenue grew 10.7% year over year. It earns a return on equity of 7.9%. Net debt stands at $650B. Fundamentals as of Jul 25, 2026
Our scenario range runs from $4.50 (bear case) to $7.51 (bull case); at $5.27, the current price sits within that range. The share trades about 32% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -32% fair-value upside, at 14%, YAHOY screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 25, 2026. TTM = trailing twelve months.
About the company
LY Corporation engages in the online advertising and e-commerce businesses in Japan. It operates through three segments: Media Business, Commerce Business, and Strategic Business. The Media Business segment offers advertising solutions, including search ads, account advertising, display advertising, and various digital content and membership services such as LINE Official Accounts, LINE promotional stamps, LINE flyers, LINE News, LINE Music, LYP Premium, and Yahoo! Email. The Commerce Business segment provides e-commerce services and platforms, including Yahoo! Shopping, ZOZOTOWN, ZOZOUSED, Lyst, ASKUL BtoB office-related product sales, LOHACO, Yahoo! Auctions, Yahoo! Flea Market, Ikyu.com, LINE Travel, and food delivery services in Thailand. The Strategic Business segment delivers payment and financial services, including PayPay (cashless payment), PayPay Card, PayPay Bank, PayPay Securities, LINE Pay, LINE Bank Taiwan, LINE Score, LINE FXJ, DOSI, LINE BITMAX, and other fintech …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LY Corporation reported revenue of $1.9T in FY2025 versus $1.2T in FY2021, a compound +12.3%/yr. Reported net income was $153B in FY2025, compounding +21.6%/yr from FY2021.
Is YAHOY fairly valued? → Check now
Recent news
- HSBC lifts Trade Desk to 'Hold' as Publicis dispute resolution eases concerns
- Ly Corp (TSE:4689) Stock Valuation Check After Muted Returns And AI Integration Push
- LY, Bain sweeten bid to value Japan's Kakaku at $4 billion, topping EQT offer
- Oil, Earnings, Trump-Xi Outlooks Roil Asian Stock Markets
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Jul 25, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZO34 | R$59.78 | R$6.91 | -88% |
| Alibaba Group BABAF | $13.34 | $9.12 | -32% |
| Naspers Limited NAPRF | $52.01 | $9.39 | -82% |
| PDD Holdings PDD | $76.56 | $222.45 | +191% |
| Prosus N.V 1TY | €37.94 | €64.26 | +69% |
| MercadoLibre, Inc MELI | $1,588 | $1,539 | -3% |
| DoorDash, Inc DASH | $160.07 | $63.49 | -60% |
| Sea Limited S2EA34 | R$18.38 | R$5.17 | -72% |
| Meituan MPNGF | $9.20 | $15.97 | +74% |
| eBay Inc EBAY | $109.15 | $44.52 | -59% |
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is LY Corporation (YAHOY) undervalued?
What is the fair value of YAHOY?
What is the quality score of YAHOY?
What is the revenue of LY Corporation (YAHOY)?
What is the net profit margin of YAHOY?
Does LY Corporation pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Unlock the full LY Corporation analysis, and try Pro free
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.
Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.