Canadian Natural Resources Ltd (CNQ)vsLG Display Co Ltd (LPL)
CNQ
Canadian Natural Resources Ltd
$46.92
+3.83%
ENERGY · Cap: $92.88B
LPL
LG Display Co Ltd
$4.37
-0.46%
TECHNOLOGY · Cap: $4.37B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 65115% more annual revenue ($25.28T vs $38.76B). CNQ leads profitability with a 27.9% profit margin vs -0.3%. CNQ appears more attractively valued with a PEG of 3.42. CNQ earns a higher WallStSmart Score of 67/100 (B-).
CNQ
Strong Buy67
out of 100
Grade: B-
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.1%
Fair Value
$90.53
Current Price
$46.92
$43.61 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 371.8% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
1.5% revenue growth
Expensive relative to growth rate
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 : CNQ
The strongest argument for CNQ centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 27.9% and operating margin at 19.6%.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CNQ
The primary concerns for CNQ are Revenue Growth, PEG Ratio.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
CNQ profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.12 — expect wider price swings.
CNQ is growing revenue faster at 1.5% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
CNQ scores higher overall (67/100 vs 36/100), backed by strong 27.9% margins. Both earn "Strong 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.
Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
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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