Shift4 Payments Inc (FOUR)vsLG Display Co Ltd (LPL)
FOUR
Shift4 Payments Inc
$45.05
+4.69%
TECHNOLOGY · Cap: $3.34B
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 529049% more annual revenue ($25.30T vs $4.78B). FOUR leads profitability with a 2.2% profit margin vs -5.3%. FOUR appears more attractively valued with a PEG of 0.34. FOUR earns a higher WallStSmart Score of 60/100 (C).
FOUR
Buy60
out of 100
Grade: C
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.1%
Fair Value
$105.03
Current Price
$45.05
$59.98 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 34.1% year-over-year
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
ROE of 6.2% — below average capital efficiency
2.2% margin — thin
Premium valuation, high expectations priced in
Earnings declined 75.4%
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 : FOUR
The strongest argument for FOUR centers on PEG Ratio, Revenue Growth. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.34 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 Return on Equity, Profit Margin, P/E Ratio. A P/E of 66.1x leaves little room for execution misses. Debt-to-equity of 2.82 is elevated, increasing financial risk.
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
FOUR profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
FOUR carries more volatility with a beta of 1.38 — expect wider price swings.
FOUR is growing revenue faster at 34.1% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
FOUR scores higher overall (60/100 vs 36/100) and 34.1% 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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