Dynatrace Holdings LLC (DT)vsLG Display Co Ltd (LPL)
DT
Dynatrace Holdings LLC
$42.19
-2.45%
TECHNOLOGY · Cap: $11.88B
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1252325% more annual revenue ($25.28T vs $2.02B). DT leads profitability with a 8.1% profit margin vs -0.3%. DT appears more attractively valued with a PEG of 0.84. DT earns a higher WallStSmart Score of 51/100 (C-).
DT
Buy51
out of 100
Grade: C-
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.7%
Fair Value
$58.63
Current Price
$42.19
$16.44 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
19.4% revenue growth
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
ROE of 6.2% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 52.6%
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : DT
The strongest argument for DT centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : DT
The primary concerns for DT are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 75.5x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 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 1.24 — expect wider price swings.
DT is growing revenue faster at 19.4% — sustainability is the question.
DT generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
DT scores higher overall (51/100 vs 32/100) and 19.4% revenue growth. Both earn "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.
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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