AXT Inc (AXTI)vsLG Display Co Ltd (LPL)
AXTI
AXT Inc
$71.07
+3.43%
TECHNOLOGY · Cap: $4.88B
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 28619768% more annual revenue ($25.28T vs $88.33M). LPL leads profitability with a -0.3% profit margin vs -24.1%. LPL appears more attractively valued with a PEG of 6.56. LPL earns a higher WallStSmart Score of 36/100 (F).
AXTI
Avoid18
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Trading at 14.1x book value
Expensive relative to growth rate
ROE of -7.9% — below average capital efficiency
Revenue declined 8.2%
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 : AXTI
AXTI has a balanced fundamental profile.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : AXTI
The primary concerns for AXTI are Price/Book, PEG Ratio, Return on Equity.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
AXTI carries more volatility with a beta of 1.51 — expect wider price swings.
AXTI is growing revenue faster at -8.2% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPL scores higher overall (36/100 vs 18/100). 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.
AXT Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
AXT, Inc. designs, develops, manufactures and distributes single element and composite semiconductor substrates. The company is headquartered in Fremont, 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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