Cognex Corporation (CGNX)vsLG Display Co Ltd (LPL)
CGNX
Cognex Corporation
$55.51
+3.72%
TECHNOLOGY · Cap: $8.94B
LPL
LG Display Co Ltd
$4.33
+1.05%
TECHNOLOGY · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2542119% more annual revenue ($25.28T vs $994.36M). CGNX leads profitability with a 11.5% profit margin vs -0.3%. CGNX appears more attractively valued with a PEG of 2.71. CGNX earns a higher WallStSmart Score of 45/100 (D).
CGNX
Hold45
out of 100
Grade: D
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.7%
Fair Value
$83.89
Current Price
$55.51
$28.38 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : CGNX
The strongest argument for CGNX centers on Debt/Equity, Altman Z-Score.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CGNX
The primary concerns for CGNX are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 78.7x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
CGNX profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.
CGNX carries more volatility with a beta of 1.47 — expect wider price swings.
CGNX is growing revenue faster at 9.9% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
CGNX scores higher overall (45/100 vs 36/100). 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.
Cognex Corporation
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Cognex Corporation offers machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks globally. The company is headquartered in Natick, Massachusetts.
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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