Dell Technologies Inc (DELL)vsLG Display Co Ltd (LPL)
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.49B
LPL
LG Display Co Ltd
$4.02
-1.23%
TECHNOLOGY · Cap: $4.58B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 23189% more annual revenue ($26.44T vs $113.54B). DELL leads profitability with a 5.2% profit margin vs -127.0%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 78/100 (B+).
DELL
Strong Buy78
out of 100
Grade: B+
LPL
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$406.69
Current Price
$157.67
$249.02 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
5.2% margin — thin
2.0% revenue growth
Expensive relative to growth rate
ROE of -2.3% — below average capital efficiency
Earnings declined 76.3%
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 0.65 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.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, 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.
LPL carries more volatility with a beta of 1.16 — 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 (78/100 vs 38/100) 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.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?