Diodes Incorporated (DIOD)vsLG Display Co Ltd (LPL)
DIOD
Diodes Incorporated
$101.00
+4.48%
TECHNOLOGY · Cap: $4.65B
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 1705537% more annual revenue ($25.28T vs $1.48B). DIOD leads profitability with a 4.5% profit margin vs -0.3%. DIOD appears more attractively valued with a PEG of 0.93. DIOD earns a higher WallStSmart Score of 56/100 (C).
DIOD
Buy56
out of 100
Grade: C
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.7%
Fair Value
$85.41
Current Price
$101.00
$15.59 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
15.4% revenue growth
Earnings expanding 24.1% YoY
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
ROE of 3.6% — below average capital efficiency
4.5% margin — thin
Operating margin of 3.4%
Premium valuation, high expectations priced in
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 : DIOD
The strongest argument for DIOD centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 15.4% demonstrates continued momentum. PEG of 0.93 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 : DIOD
The primary concerns for DIOD are Return on Equity, Profit Margin, Operating Margin. A P/E of 70.6x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
DIOD profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
DIOD carries more volatility with a beta of 1.58 — expect wider price swings.
DIOD is growing revenue faster at 15.4% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
DIOD scores higher overall (56/100 vs 36/100) and 15.4% revenue growth. Both earn "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.
Diodes Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Diodes Incorporated designs, manufactures and supplies standard products for specific applications in the discrete, logic, analog and mixed-signal semiconductor markets worldwide. The company is headquartered in Plano, Texas.
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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