Guidewire Software Inc (GWRE)vsLG Display Co Ltd (LPL)
GWRE
Guidewire Software Inc
$138.39
-0.60%
TECHNOLOGY · Cap: $11.84B
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 1883829% more annual revenue ($25.28T vs $1.34B). GWRE leads profitability with a 14.1% profit margin vs -0.3%. GWRE appears more attractively valued with a PEG of 0.85. GWRE earns a higher WallStSmart Score of 62/100 (C+).
GWRE
Buy62
out of 100
Grade: C+
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.1%
Fair Value
$151.76
Current Price
$138.39
$13.37 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 228.0% YoY
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : GWRE
The strongest argument for GWRE centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.85 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 : GWRE
The primary concerns for GWRE are P/E Ratio, Altman Z-Score. A P/E of 63.0x 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
GWRE 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.
GWRE is growing revenue faster at 24.0% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
GWRE scores higher overall (62/100 vs 36/100) and 24.0% 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.
Guidewire Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Guidewire Software, Inc. provides software products for property and casualty insurers around the world. The company is headquartered in San Mateo, California.
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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