Dynatrace Holdings LLC (DT)vsLG Display Co Ltd (LPL)
DT
Dynatrace Holdings LLC
$36.40
+1.14%
TECHNOLOGY · Cap: $10.97B
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 1308437% more annual revenue ($25.28T vs $1.93B). DT leads profitability with a 9.6% profit margin vs -0.3%. DT appears more attractively valued with a PEG of 1.73. 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
+43.0%
Fair Value
$65.10
Current Price
$36.40
$28.70 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
18.2% revenue growth
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 7.0% — below average capital efficiency
Weak financial health signals
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 : DT
The strongest argument for DT centers on Revenue Growth. Revenue growth of 18.2% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : DT
The primary concerns for DT are PEG Ratio, Altman Z-Score, Return on Equity. A P/E of 60.7x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
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 1.15 — expect wider price swings.
DT is growing revenue faster at 18.2% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
DT scores higher overall (47/100 vs 36/100) and 18.2% 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.
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