Dell Technologies Inc (DELL)vsLG Display Co Ltd (LPL)
DELL
Dell Technologies Inc
$211.64
+0.70%
TECHNOLOGY · Cap: $136.65B
LPL
LG Display Co Ltd
$4.46
+3.12%
TECHNOLOGY · Cap: $4.33B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 22165% more annual revenue ($25.28T vs $113.54B). DELL leads profitability with a 5.2% profit margin vs -0.3%. DELL appears more attractively valued with a PEG of 0.87. DELL earns a higher WallStSmart Score of 75/100 (B+).
DELL
Strong Buy75
out of 100
Grade: B+
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.8%
Fair Value
$644.85
Current Price
$211.64
$433.21 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Distress zone — elevated risk
5.2% margin — thin
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 : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : DELL
The primary concerns for DELL are Altman Z-Score, Profit Margin.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
DELL profiles as a hypergrowth 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.
DELL is growing revenue faster at 39.5% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
DELL scores higher overall (75/100 vs 36/100) and 39.5% revenue growth. 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.
Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
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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