Cognex Corporation (CGNX)vsLG Display Co Ltd (LPL)
CGNX
Cognex Corporation
$64.22
+4.10%
TECHNOLOGY · Cap: $10.47B
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2323639% more annual revenue ($25.30T vs $1.09B). CGNX leads profitability with a 16.1% profit margin vs -5.3%. CGNX appears more attractively valued with a PEG of 2.71. CGNX earns a higher WallStSmart Score of 60/100 (C+).
CGNX
Buy60
out of 100
Grade: C+
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.3%
Fair Value
$84.85
Current Price
$64.22
$20.63 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 79.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.4%
16.9% revenue growth
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.1% and operating margin at 29.4%. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CGNX
The primary concerns for CGNX are PEG Ratio, P/E Ratio. A P/E of 59.9x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
CGNX profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
CGNX carries more volatility with a beta of 1.49 — expect wider price swings.
CGNX is growing revenue faster at 16.9% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
CGNX scores higher overall (60/100 vs 36/100), backed by strong 16.1% margins and 16.9% revenue growth. Both earn "Buy" 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.
Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
Want to dig deeper into these stocks?