Analog Devices Inc (ADI)vsLG Display Co Ltd (LPL)
ADI
Analog Devices Inc
$378.78
+4.85%
TECHNOLOGY · Cap: $183.54B
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 182182% more annual revenue ($25.30T vs $13.88B). ADI leads profitability with a 29.8% profit margin vs -5.3%. ADI appears more attractively valued with a PEG of 0.54. ADI earns a higher WallStSmart Score of 74/100 (B).
ADI
Strong Buy74
out of 100
Grade: B
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.5%
Fair Value
$212.24
Current Price
$378.78
$166.54 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.5%
Revenue surging 39.6% year-over-year
Earnings expanding 163.5% YoY
Large-cap with strong market position
Keeps 30 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 29.8% and operating margin at 39.5%. Revenue growth of 39.6% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : ADI
The primary concerns for ADI are P/E Ratio. A P/E of 42.9x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADI profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
ADI is growing revenue faster at 39.6% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
ADI scores higher overall (74/100 vs 36/100), backed by strong 29.8% margins and 39.6% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
LG Display Co Ltd
TECHNOLOGY · CONSUMER ELECTRONICS · USA
LG Display Co., Ltd. is dedicated to the design, manufacture and sale of thin film transistor liquid crystal displays (TFT-LCD) and display panels based on organic light emitting diode (OLED) technology. The company is headquartered in Seoul, South Korea.
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