Shift4 Payments Inc (FOUR)vsLG Display Co Ltd (LPL)
FOUR
Shift4 Payments Inc
$45.09
-2.47%
TECHNOLOGY · Cap: $4.52B
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 604656% more annual revenue ($25.28T vs $4.18B). FOUR leads profitability with a 2.9% profit margin vs -0.3%. FOUR appears more attractively valued with a PEG of 0.32. FOUR earns a higher WallStSmart Score of 54/100 (C-).
FOUR
Buy54
out of 100
Grade: C-
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.6%
Fair Value
$170.55
Current Price
$45.09
$125.46 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 33.9% year-over-year
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
2.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 72.2%
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 : FOUR
The strongest argument for FOUR centers on PEG Ratio, Revenue Growth. Revenue growth of 33.9% demonstrates continued momentum. PEG of 0.32 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 : FOUR
The primary concerns for FOUR are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 41.8x leaves little room for execution misses. Thin 2.9% 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
FOUR profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
FOUR carries more volatility with a beta of 1.59 — expect wider price swings.
FOUR is growing revenue faster at 33.9% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
FOUR scores higher overall (54/100 vs 36/100) and 33.9% 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.
Shift4 Payments Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company is headquartered in Allentown, Pennsylvania.
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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