Avnet Inc (AVT)vsLG Display Co Ltd (LPL)
AVT
Avnet Inc
$81.53
+4.15%
TECHNOLOGY · Cap: $6.67B
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 109092% more annual revenue ($25.28T vs $23.15B). AVT leads profitability with a 0.9% profit margin vs -0.3%. AVT appears more attractively valued with a PEG of 2.65. AVT earns a higher WallStSmart Score of 49/100 (D+).
AVT
Hold49
out of 100
Grade: D+
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.7%
Fair Value
$234.61
Current Price
$81.53
$153.08 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.2% — below average capital efficiency
0.9% margin — thin
Operating margin of 2.7%
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 : AVT
The strongest argument for AVT centers on Price/Book, Altman Z-Score. Revenue growth of 11.6% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
AVT profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.15 — expect wider price swings.
AVT is growing revenue faster at 11.6% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
AVT scores higher overall (49/100 vs 36/100) and 11.6% revenue growth. Both earn "Hold" 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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
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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