Clearwater Analytics Holdings Inc (CWAN)vsLG Display Co Ltd (LPL)
CWAN
Clearwater Analytics Holdings Inc
$24.13
-0.04%
TECHNOLOGY · Cap: $7.19B
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3456270% more annual revenue ($25.28T vs $731.37M). LPL leads profitability with a -0.3% profit margin vs -5.3%. LPL appears more attractively valued with a PEG of 6.56. CWAN earns a higher WallStSmart Score of 42/100 (D).
CWAN
Hold42
out of 100
Grade: D
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$24.15
Current Price
$24.13
$0.02 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 72.0% year-over-year
Earnings expanding 202.8% YoY
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
ROE of -2.6% — below average capital efficiency
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 : CWAN
The strongest argument for CWAN centers on Revenue Growth, EPS Growth. Revenue growth of 72.0% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CWAN
The primary concerns for CWAN are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
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 1.15 — expect wider price swings.
CWAN is growing revenue faster at 72.0% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
CWAN scores higher overall (42/100 vs 36/100) and 72.0% revenue growth. 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.
Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) stands as a premier provider of cutting-edge cloud-based investment accounting and analytics solutions tailored for a diverse clientele that includes investment firms, insurance companies, and multinational corporations. Through its sophisticated platform, Clearwater enhances portfolio management and reporting, empowering clients to make informed strategic investment decisions while ensuring operational efficiency and regulatory compliance. As the financial technology sector evolves, the company is strategically positioned to leverage the increasing demand for comprehensive investment solutions, fostering sustained growth and continuous innovation in 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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