ASML Holding NV ADR (ASML)vsLG Display Co Ltd (LPL)
ASML
ASML Holding NV ADR
$1,641.74
-6.59%
TECHNOLOGY · Cap: $674.03B
LPL
LG Display Co Ltd
$4.14
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 74927% more annual revenue ($25.28T vs $33.69B). ASML leads profitability with a 29.7% profit margin vs -0.3%. ASML appears more attractively valued with a PEG of 2.64. ASML earns a higher WallStSmart Score of 62/100 (C+).
ASML
Buy62
out of 100
Grade: C+
LPL
Avoid32
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 48 in profit
Strong operational efficiency at 36.0%
Keeps 30 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 1465.8x book value
Negative free cash flow — burning cash
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ASML
The strongest argument for ASML centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.7% and operating margin at 36.0%. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : ASML
The primary concerns for ASML are PEG Ratio, P/E Ratio, Price/Book. A P/E of 58.9x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
ASML profiles as a mature stock while LPL is a turnaround play — different risk/reward profiles.
ASML carries more volatility with a beta of 1.40 — expect wider price swings.
ASML is growing revenue faster at 13.2% — sustainability is the question.
ASML generates stronger free cash flow (-2.6B), providing more financial flexibility.
Bottom Line
ASML scores higher overall (62/100 vs 32/100), backed by strong 29.7% margins and 13.2% 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.
ASML Holding NV ADR
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ASML Holding NV develops, produces, markets, sells and services advanced semiconductor equipment systems consisting of lithography, metrology and inspection related systems for memory and logic chip manufacturers. The company is headquartered in Veldhoven, the Netherlands.
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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