Dynatrace Holdings LLC (DT)vsLG Display Co Ltd (LPL)
DT
Dynatrace Holdings LLC
$51.07
-0.68%
TECHNOLOGY · Cap: $14.60B
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1207385% more annual revenue ($25.30T vs $2.10B). DT leads profitability with a 7.2% profit margin vs -5.3%. DT appears more attractively valued with a PEG of 1.06. DT earns a higher WallStSmart Score of 47/100 (D+).
DT
Hold47
out of 100
Grade: D+
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.6%
Fair Value
$59.49
Current Price
$51.07
$8.42 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
16.2% revenue growth
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Grey zone — moderate risk
ROE of 6.2% — below average capital efficiency
7.2% margin — thin
Premium valuation, high expectations priced in
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : DT
The strongest argument for DT centers on Debt/Equity, Revenue Growth. Revenue growth of 16.2% demonstrates continued momentum. PEG of 1.06 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 : DT
The primary concerns for DT are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 100.6x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
DT profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
DT is growing revenue faster at 16.2% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
DT scores higher overall (47/100 vs 36/100) and 16.2% 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.
Dynatrace Holdings LLC
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Dynatrace, Inc. provides a software intelligence platform for dynamic multi-cloud environments. The company is headquartered in Waltham, Massachusetts.
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 SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?