Clearwater Analytics Holdings Inc (CWAN)vsLG Display Co Ltd (LPL)
CWAN
Clearwater Analytics Holdings Inc
$24.37
-0.04%
TECHNOLOGY · Cap: $7.26B
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 3061279% more annual revenue ($25.28T vs $825.73M). LPL leads profitability with a -0.3% profit margin vs -5.8%. LPL appears more attractively valued with a PEG of 6.56. CWAN earns a higher WallStSmart Score of 43/100 (D).
CWAN
Hold43
out of 100
Grade: D
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.1%
Fair Value
$20.33
Current Price
$24.37
$4.04 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 74.4% year-over-year
Earnings expanding 202.8% YoY
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Expensive relative to growth rate
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 : CWAN
The strongest argument for CWAN centers on Revenue Growth, EPS Growth. Revenue growth of 74.4% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : CWAN
The primary concerns for CWAN are Altman Z-Score, Operating Margin, Piotroski F-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
CWAN profiles as a hypergrowth 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.
CWAN is growing revenue faster at 74.4% — sustainability is the question.
CWAN generates stronger free cash flow (11M), providing more financial flexibility.
Bottom Line
CWAN scores higher overall (43/100 vs 32/100) and 74.4% revenue growth. Both earn "Hold" 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.
Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) is a leading provider of innovative, cloud-based investment accounting and analytics solutions designed for investment firms, insurance companies, and multinational corporations. Its advanced platform enhances portfolio management and reporting capabilities, enabling clients to make informed strategic investment decisions while maintaining operational efficiency and regulatory compliance. Positioned at the forefront of the rapidly evolving financial technology sector, Clearwater is well-equipped to capitalize on the growing demand for comprehensive investment solutions, driving sustained growth and ongoing innovation within the financial services industry.
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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