WallStSmart

Arm Holdings plc American Depositary Shares (ARM)vsLG Display Co Ltd (LPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LG Display Co Ltd generates 513696% more annual revenue ($25.28T vs $4.92B). ARM leads profitability with a 18.4% profit margin vs -0.3%. ARM appears more attractively valued with a PEG of 2.20. ARM earns a higher WallStSmart Score of 63/100 (C+).

ARM

Buy

63

out of 100

Grade: C+

Growth: 9.3Profit: 7.5Value: 3.7Quality: 8.5
Piotroski: 3/9Altman Z: 4.04

LPL

Avoid

35

out of 100

Grade: F

Growth: 2.0Profit: 3.0Value: 4.0Quality: 5.0
Piotroski: 5/9Altman Z: 1.25

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARM6 strengths · Avg: 9.0/10
Market CapQuality
$285.38B10/10

Mega-cap, among the largest globally

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.0410/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
29.5%8/10

Strong operational efficiency at 29.5%

Revenue GrowthGrowth
20.1%8/10

Revenue surging 20.1% year-over-year

EPS GrowthGrowth
47.9%8/10

Earnings expanding 47.9% YoY

LPL1 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Areas to Watch

ARM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
310.7x2/10

Premium valuation, high expectations priced in

Price/BookValuation
31.4x2/10

Trading at 31.4x book value

LPL4 concerns · Avg: 2.3/10
Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

PEG RatioValuation
6.562/10

Expensive relative to growth rate

Return on EquityProfitability
-1.3%2/10

ROE of -1.3% — below average capital efficiency

Revenue GrowthGrowth
-8.8%2/10

Revenue declined 8.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : ARM

The strongest argument for ARM centers on Market Cap, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.4% and operating margin at 29.5%. Revenue growth of 20.1% demonstrates continued momentum.

Bull Case : LPL

The strongest argument for LPL centers on Price/Book.

Bear Case : ARM

The primary concerns for ARM are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 310.7x leaves little room for execution misses.

Bear Case : LPL

The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.

Key Dynamics to Monitor

ARM profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.

ARM carries more volatility with a beta of 3.77 — expect wider price swings.

ARM is growing revenue faster at 20.1% — sustainability is the question.

ARM generates stronger free cash flow (170M), providing more financial flexibility.

Bottom Line

ARM scores higher overall (63/100 vs 35/100), backed by strong 18.4% margins and 20.1% revenue growth. Both earn "Buy" 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.

Arm Holdings plc American Depositary Shares

TECHNOLOGY · SEMICONDUCTORS · USA

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.

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.

Want to dig deeper into these stocks?