GDS Holdings Ltd (GDS)vsLG Display Co Ltd (LPL)
GDS
GDS Holdings Ltd
$34.00
-6.16%
TECHNOLOGY · Cap: $6.52B
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 209227% more annual revenue ($25.28T vs $12.08B). GDS leads profitability with a 23.5% profit margin vs -0.3%. GDS appears more attractively valued with a PEG of 1.09. GDS earns a higher WallStSmart Score of 83/100 (A-).
GDS
Exceptional Buy83
out of 100
Grade: A-
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.1%
Fair Value
$56.72
Current Price
$34.00
$22.72 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 207.0% YoY
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Revenue surging 23.6% year-over-year
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : GDS
The strongest argument for GDS centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 23.5% and operating margin at 27.0%. Revenue growth of 23.6% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, Free Cash Flow, Altman Z-Score.
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
GDS 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.
GDS is growing revenue faster at 23.6% — sustainability is the question.
GDS generates stronger free cash flow (-320M), providing more financial flexibility.
Bottom Line
GDS scores higher overall (83/100 vs 32/100), backed by strong 23.5% margins and 23.6% revenue growth. Both earn "Exceptional 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.
GDS Holdings Ltd
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · China
GDS Holdings Limited, develops and operates data centers in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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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