Bentley Systems Inc (BSY)vsLG Display Co Ltd (LPL)
BSY
Bentley Systems Inc
$32.93
-0.39%
TECHNOLOGY · Cap: $9.32B
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1625108% more annual revenue ($25.28T vs $1.56B). BSY leads profitability with a 18.1% profit margin vs -0.3%. BSY appears more attractively valued with a PEG of 1.36. BSY earns a higher WallStSmart Score of 64/100 (C+).
BSY
Buy64
out of 100
Grade: C+
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.0%
Fair Value
$43.48
Current Price
$32.93
$10.55 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.6%
Every $100 of equity generates 23 in profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.4x book value
Distress zone — elevated risk
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 : BSY
The strongest argument for BSY centers on Operating Margin, Return on Equity. Profitability is solid with margins at 18.1% and operating margin at 30.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : BSY
The primary concerns for BSY are P/E Ratio, Price/Book, Altman Z-Score.
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
BSY profiles as a mature stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.24 — expect wider price swings.
BSY is growing revenue faster at 14.5% — sustainability is the question.
BSY generates stronger free cash flow (188M), providing more financial flexibility.
Bottom Line
BSY scores higher overall (64/100 vs 32/100), backed by strong 18.1% margins and 14.5% 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.
Bentley Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Bentley Systems, Incorporated, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Exton, Pennsylvania.
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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