Head to Head Comparison: LY (YAHOY) versus Its Rivals

LY (OTCMKTS:YAHOY) is one of 142 publicly-traded companies in the “Broadline Retail” industry, but how does it compare to its peers? We will compare LY to related companies based on the strength of its valuation, earnings, risk, dividends, analyst recommendations, institutional ownership and profitability.

Profitability

This table compares LY and its peers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
LY	6.24%	5.49%	1.80%
LY Competitors	-2.87%	-29.30%	-2.12%

Insider & Institutional Ownership

44.5% of shares of all “Broadline Retail” companies are owned by institutional investors. 23.6% of shares of all “Broadline Retail” companies are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent ratings for LY and its peers, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
LY	0	2	0	0	2.00
LY Competitors	1410	5413	10898	311	2.56

As a group, “Broadline Retail” companies have a potential upside of 20.14%. Given LY’s peers stronger consensus rating and higher probable upside, analysts plainly believe LY has less favorable growth aspects than its peers.

Dividends

LY pays an annual dividend of $0.10 per share and has a dividend yield of 1.5%. LY pays out 35.7% of its earnings in the form of a dividend. As a group, “Broadline Retail” companies pay a dividend yield of 30.9% and pay out 11.5% of their earnings in the form of a dividend. LY lags its peers as a dividend stock, given its lower dividend yield and higher payout ratio.

Earnings and Valuation

This table compares LY and its peers top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
LY	$13.53 billion	$1.28 billion	23.50
LY Competitors	$22.27 billion	$1.71 billion	15.09

LY’s peers have higher revenue and earnings than LY. LY is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Risk and Volatility

LY has a beta of 0.97, indicating that its share price is 3% less volatile than the S&P 500. Comparatively, LY’s peers have a beta of 1.75, indicating that their average share price is 75% more volatile than the S&P 500.

Summary

LY peers beat LY on 11 of the 15 factors compared.

About LY

LY Corporation is a Japanese internet services company that operates Yahoo! JAPAN and the LINE messaging platform. Its services include online search and news, digital advertising, e-commerce, and communications tools. The company was formed in October 2023 through the integration of Z Holdings, LINE Corporation, and Yahoo Japan. Its offerings primarily serve users and businesses in Japan, with LINE also used in other markets.