LY (TSE:4689) Tariff Resilience Score: 3/10 (As of Jul. 22, 2026)

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TSE:4689 LY Corp TSE:4689
84 GF Score
Price 円449.20
GF Value 円489.22
Valuation Fairly Valued
! 6 Warning Signs
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What is LY Tariff Resilience Score?

LY TSE:4689 +0.40% 84 Tariff Resilience Score is 3 as of Jul. 22, 2026. GuruFocus rates TSE:4689 with a GF Score™ of 84/100 and a GF Value™ of 円489.22 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,117 Retail - Cyclical companies, LY ranks better than 79.95% on this metric.

LY has the Tariff Resilience Score of 3, which implies that the company might have .

LY has LY Corp is highly dependent on exports to tariff-heavy regions and has limited manufacturing outside its home country. Past tariffs have significantly impacted its revenue, and the company lacks robust mitigation strategies. Its industry is particularly vulnerable to tariff changes.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes LY might have .

LY  (TSE:4689) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

LY Tariff Resilience Score Related Terms

TSE:4689 vs AMZN, BABA, PDD: Tariff Resilience Score Comparison

For the Internet Retail subindustry, LY's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

LY Tariff Resilience Score vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, LY's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where LY's Tariff Resilience Score falls into.


TSE:4689
84GF Score
LY Corp TSE:4689
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 3 mean?
LY (TSE:4689) has a Tariff Resilience Score of 3 as of Jul. 22, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, LY ranks #224 out of 1117 companies in the Retail - Cyclical industry, placing it in the top 20.1%.
Is LY's Tariff Resilience Score too high?
LY's current Tariff Resilience Score is 3. Based on the distribution chart, LY ranks #224 out of 1117 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, LY has a GF Score™ of 84/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does LY's Tariff Resilience Score compare to AMZN and BABA?
According to the Retail - Cyclical industry distribution chart, LY ranks #224 out of 1117 companies for Tariff Resilience Score. This places LY in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Retail - Cyclical company?
A good Tariff Resilience Score depends on the Retail - Cyclical industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. LY's current Tariff Resilience Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LY stock overvalued right now?
Based on GuruFocus' analysis, LY (TSE:4689) is currently considered Fairly Valued. The stock's GF Value™ is 円489.22, compared to a current price of 円449.20 — trading 8.2% below its estimated fair value. The current Tariff Resilience Score is 3. LY's overall GF Score™ is 84/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For LY (TSE:4689), the current Tariff Resilience Score is 3 as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is LY (TSE:4689) Overvalued in 2026?

Based on GuruFocus' analysis, LY stock appears to be undervalued. The current stock price of 円449.20 is trading 8.2% below its estimated GF Value™ of 円489.22. GuruFocus considers LY to be Fairly Valued.

Key valuation signals for TSE:4689:

  • Tariff Resilience Score: 3
  • GF Value™: 円489.22 vs. price of 円449.20 (8.2% below fair value)
  • GF Score™: 84/100 with 6 warning signs

No single metric tells the full story. See the TSE:4689 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

LY Business Description

Address Tokyo Kioicho Kioi Tower, 1-3 Kioicho Chiyoda Ward, Tokyo Garden Terrace, Tokyo, JPN, 102 - 8282
LY is a leading Japanese internet services conglomerate. Its main services are Yahoo Japan, the oldest portal site in Japan that offers a wide variety of services, such as news, e-commerce, financial information, and Line, a national messenger application. In 2019, the company acquired Zozo, a leading online apparel retailer, to grow its e-commerce business. In 2022, LY consolidated with its wholly owned subsidiary PayPay, the most popular QR code payment service in Japan.
84GF Score

Get the complete analysis for TSE:4689

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円449.20
Price
円489.22
GF Value