Tabelog Synergy Is Clear, but LY's Kakaku.com Bid Carries Integration Risk
LY's ecosystem comprises Line, Yahoo Japan, and PayPay—Japan's largest messaging app, portal site, and QR code payment service, respectively.
LY's ecosystem comprises Line, Yahoo Japan, and PayPay—Japan's largest messaging app, portal site, and QR code payment service, respectively.
Collaboration with Line and Zozo will strengthen LY's network effect.
Line's and Zozo's growth may weaken in the future due to market saturation.
|
Metric
|
4689
|
4755
|
035420
|
|---|---|---|---|
Price/Earnings (Normalized) | 24.22 | — | 12.61 |
Price/Book Value | 1.24 | 1.71 | 1.05 |
Price/Sales | 1.96 | 0.59 | 2.38 |
Price/Cash Flow | 13.91 | 3.34 | 9.77 |
|
Metric
|
4689
|
4755
|
035420
|
|---|---|---|---|
Quick Ratio | 2.00 | 32.11 | 1.44 |
Current Ratio | 2.02 | 32.11 | 1.49 |
Interest Coverage | — | 0.78 | — |
|
Metric
|
4689
|
4755
|
035420
|
|---|---|---|---|
Return on Assets (Normalized) | — | 0.01% | 5.43% |
Return on Equity (Normalized) | — | 0.46% | 8.20% |
Return on Invested Capital (Normalized) | — | 0.22% | 6.45% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Amazon.com Inc
AMZN
| LOCK|<sStpQv | LOCK|%?> | $3T | |||
| Alibaba Group Holding Ltd ADR
BABA
| LOCK|<Mm>vlZ | LOCK|>@ | $273B | |||
| PDD Holdings Inc ADR
PDD
| LOCK|<nJzVt | LOCK|Nbdy | $111B | |||
| MercadoLibre Inc
MELI
| LOCK|k%q@%%<# | LOCK|&^ | $96B | |||
| DoorDash Inc Ordinary Shares - Class A
DASH
| LOCK|FH>B^%? | LOCK|Q<z&H | $88B | |||
| Sea Ltd ADR
SE
| LOCK|!%tkyCd | LOCK|@<$WD | $65B | |||
| eBay Inc
EBAY
| LOCK|^k<r!k | LOCK|Dq?s | $48B | |||
| JD.com Inc ADR
JD
| LOCK|xWJysx | LOCK|<@GP& | $37B | |||
| Coupang Inc Ordinary Shares - Class A
CPNG
| LOCK|#ggy^w?? | LOCK|cSfnJ | $27B | |||
| Wayfair Inc Class A
W
| LOCK|^%@^@S | LOCK|?#W | $14B |