Alpha and Omega Semiconductor Ltd (AOSL)vsLG Display Co Ltd (LPL)
AOSL
Alpha and Omega Semiconductor Ltd
$43.43
+8.41%
TECHNOLOGY · Cap: $1.29B
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3685483% more annual revenue ($25.28T vs $685.88M). LPL leads profitability with a -0.3% profit margin vs -15.1%. LPL earns a higher WallStSmart Score of 36/100 (F).
AOSL
Avoid31
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.6%
Fair Value
$38.53
Current Price
$43.43
$4.90 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.0% — below average capital efficiency
Revenue declined 6.3%
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 : AOSL
The strongest argument for AOSL centers on Debt/Equity, Altman Z-Score, Price/Book.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
AOSL carries more volatility with a beta of 1.94 — expect wider price swings.
AOSL is growing revenue faster at -6.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPL scores higher overall (36/100 vs 31/100). AOSL offers better value entry with a 45.6% margin of safety. Both earn "Hold" 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.
Alpha and Omega Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Alpha and Omega Semiconductor Limited designs, develops and supplies power semiconductor products for computer, consumer electronics, communications and industrial applications. The company is headquartered in Sunnyvale, California.
Visit Website →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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