Inventory - LY Corp (XMUN:YOJ)

Watchlist Manager

Watchlist

Price: 2.18 EUR Market Closed

Market Cap: €30.8B

LY Corp
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

LY Corp
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
L	LY Corp XMUN:YOJ	Inventory ¥35.7B	CAGR 3-Years 8%	CAGR 5-Years 11%	CAGR 10-Years N/A
	Z Holdings Corp TSE:4689	Inventory ¥35.7B	CAGR 3-Years 8%	CAGR 5-Years 11%	CAGR 10-Years N/A
	Kakaku.com Inc TSE:2371	Inventory N/A	CAGR 3-Years N/A	CAGR 5-Years N/A	CAGR 10-Years N/A
	Gree Inc TSE:3632	Inventory N/A	CAGR 3-Years N/A	CAGR 5-Years N/A	CAGR 10-Years N/A
	Mixi Inc TSE:2121	Inventory ¥700m	CAGR 3-Years 13%	CAGR 5-Years 25%	CAGR 10-Years N/A
	DIP Corp TSE:2379	Inventory ¥10.9m	CAGR 3-Years 24%	CAGR 5-Years 12%	CAGR 10-Years -3%

LY Corp
Glance View

Market Cap

30.8B EUR

Industry

Media

LY Corp. emerged on the commercial landscape as a quintessential innovator, deftly aligning itself with the digital evolution sweeping through traditional industries. Founded with a vision to integrate cutting-edge technology with daily utilities, the company carved its niche in developing smart home devices. LY Corp. designs and manufactures an extensive range of products — from intelligent thermostats to voice-activated security systems — aiming to make homes smarter, more secure, and energy-efficient. They leverage a robust internet-of-things (IoT) framework that seamlessly connects devices over a single platform, providing users with an integrated solution that simplifies the complexity of managing multiple devices in modern households. The company generates revenue primarily through the sale of these innovative devices, complemented by a subscription-based model for premium services that include advanced analytics, enhanced security features, and continuous system updates. Beyond retail, LY Corp. strategically partners with utility companies, embedding its technology to optimize energy consumption, further ensuring a sustainable agenda. This collaboration not only opens another revenue stream but also strengthens its market presence by aligning with a growing focus on environmental responsibility. Through a compelling combination of product sales and service offerings, LY Corp. has cultivated a robust ecosystem, delivering value and efficiency while fostering a loyal customer base, ultimately driving its financial success.

View YOJ Analysis

YOJ Intrinsic Value

Undervaluation 41%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

LY Corp
XMUN:YOJ

LY Corp
Inventory

LY Corp
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

LY Corp
Glance View

See Also

What is LY Corp's Inventory?

Inventory
35.7B JPY

What is LY Corp's Inventory growth rate?

Inventory CAGR 5Y
11%

Company

Help

Tools

Stocks

52 Week Range	2.18 3.5
Price Target

LY Corp XMUN:YOJ

LY Corp Inventory

LY Corp Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

LY Corp Glance View

See Also

What is LY Corp's Inventory? Inventory 35.7B JPY

What is LY Corp's Inventory growth rate? Inventory CAGR 5Y 11%

Company

Help

Tools

Stocks

LY Corp
XMUN:YOJ

LY Corp
Inventory

LY Corp
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

LY Corp
Glance View

What is LY Corp's Inventory?

Inventory
35.7B JPY

What is LY Corp's Inventory growth rate?

Inventory CAGR 5Y
11%