Dell Technologies Inc (DELL)vsLG Display Co Ltd (LPL)
DELL
Dell Technologies Inc
$408.31
+3.98%
TECHNOLOGY · Cap: $269.78B
LPL
LG Display Co Ltd
$2.60
+0.39%
TECHNOLOGY · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 16186% more annual revenue ($24.62T vs $151.20B). DELL leads profitability with a 7.5% profit margin vs -2.3%. DELL appears more attractively valued with a PEG of 0.43. DELL earns a higher WallStSmart Score of 78/100 (B+).
DELL
Strong Buy78
out of 100
Grade: B+
LPL
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.0%
Fair Value
$273.72
Current Price
$408.31
$134.59 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 44 in profit
Revenue surging 57.7% year-over-year
Earnings expanding 272.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
7.5% margin — thin
Distress zone — elevated risk
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : DELL
The strongest argument for DELL centers on Market Cap, PEG Ratio, Return on Equity. Revenue growth of 57.7% demonstrates continued momentum. PEG of 0.43 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 Profit Margin, Altman Z-Score.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.44 — expect wider price swings.
DELL is growing revenue faster at 57.7% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (78/100 vs 35/100) and 57.7% revenue growth. Both earn "Strong Buy" 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.
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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