LY Corporation (YAHOY)

LY Corporation (YAHOY) — VMCI valuation read

YAHOY screens at VMCI 61/100, a 11-point gap above the Consumer Cyclical sector median (50). For a mid-cap LY Corporation share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

YAHOY has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: YAHOY trades at 26.0x earnings, 44% above the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 12.0% sits 2.0pp above the Consumer Cyclical median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 1.6x is the rate-sensitivity line to watch, which sets the rate-cycle exposure for LY Corporation.

YAHOY fell 0.4% over the trailing 7 days, with a -8.0% read on a 30-day basis.