Ambarella Inc (AMBA)vsLG Display Co Ltd (LPL)
AMBA
Ambarella Inc
$76.30
+2.73%
TECHNOLOGY · Cap: $3.31B
LPL
LG Display Co Ltd
$4.39
+1.62%
TECHNOLOGY · Cap: $4.32B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 6469994% more annual revenue ($25.28T vs $390.70M). LPL leads profitability with a -0.3% profit margin vs -19.4%. AMBA appears more attractively valued with a PEG of 2.28. LPL earns a higher WallStSmart Score of 33/100 (F).
AMBA
Avoid32
out of 100
Grade: F
LPL
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.3%
Fair Value
$82.90
Current Price
$76.30
$6.60 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 20.1% year-over-year
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
ROE of -13.1% — below average capital efficiency
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AMBA
The strongest argument for AMBA centers on Debt/Equity, Revenue Growth. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : AMBA
The primary concerns for AMBA are PEG Ratio, EPS Growth, Piotroski F-Score.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
AMBA profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
AMBA carries more volatility with a beta of 2.16 — expect wider price swings.
AMBA is growing revenue faster at 20.1% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
LPL scores higher overall (33/100 vs 32/100). AMBA offers better value entry with a 19.3% margin of safety. Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ambarella Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ambarella, Inc. develops semiconductor video solutions that enable high definition (HD) and ultra HD compression, image processing, and deep neural network processing globally. The company is headquartered in Santa Clara, California.
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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