CDW Corp (CDW)vsLG Display Co Ltd (LPL)
CDW
CDW Corp
$157.00
-0.88%
TECHNOLOGY · Cap: $20.34B
LPL
LG Display Co Ltd
$2.54
+2.01%
TECHNOLOGY · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 104681% more annual revenue ($24.62T vs $23.50B). CDW leads profitability with a 4.6% profit margin vs -2.3%. CDW appears more attractively valued with a PEG of 1.34. CDW earns a higher WallStSmart Score of 59/100 (C).
CDW
Buy59
out of 100
Grade: C
LPL
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.6%
Fair Value
$141.43
Current Price
$157.00
$15.57 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Trading at 8.1x book value
4.9% earnings growth
Grey zone — moderate risk
4.6% margin — thin
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CDW
The strongest argument for CDW centers on Return on Equity. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CDW
The primary concerns for CDW are Price/Book, EPS Growth, Altman Z-Score. Debt-to-equity of 2.76 is elevated, increasing financial risk. Thin 4.6% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
CDW profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
CDW is growing revenue faster at 10.0% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
CDW scores higher overall (59/100 vs 35/100). 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.
CDW Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
CDW Corporation, headquartered in Lincolnshire, Illinois, is a provider of technology products and services for business, government and education.
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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