WallStSmart

Himax Technologies Inc (HIMX)vsLG Display Co Ltd (LPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LG Display Co Ltd generates 3097589% more annual revenue ($25.28T vs $816.05M). HIMX leads profitability with a 3.9% profit margin vs -0.3%. HIMX appears more attractively valued with a PEG of 1.49. HIMX earns a higher WallStSmart Score of 34/100 (F).

HIMX

Avoid

34

out of 100

Grade: F

Growth: 2.0Profit: 4.5Value: 4.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.08

LPL

Avoid

32

out of 100

Grade: F

Growth: 2.0Profit: 3.0Value: 4.0Quality: 3.5
Piotroski: 5/9Altman Z: 1.25

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIMX0 strengths · Avg: 0/10

No standout strengths identified

LPL1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Areas to Watch

HIMX4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.5%3/10

ROE of 3.5% — below average capital efficiency

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

P/E RatioValuation
93.2x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-7.5%2/10

Revenue declined 7.5%

LPL4 concerns · Avg: 2.3/10
Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

PEG RatioValuation
6.562/10

Expensive relative to growth rate

Return on EquityProfitability
-1.3%2/10

ROE of -1.3% — below average capital efficiency

Revenue GrowthGrowth
-8.8%2/10

Revenue declined 8.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : HIMX

PEG of 1.49 suggests the stock is reasonably priced for its growth.

Bull Case : LPL

The strongest argument for LPL centers on Price/Book.

Bear Case : HIMX

The primary concerns for HIMX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 93.2x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.

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

HIMX profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.

HIMX carries more volatility with a beta of 2.27 — expect wider price swings.

HIMX is growing revenue faster at -7.5% — sustainability is the question.

HIMX generates stronger free cash flow (1M), providing more financial flexibility.

Bottom Line

HIMX scores higher overall (34/100 vs 32/100). Both earn "Avoid" 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.

Himax Technologies Inc

TECHNOLOGY · SEMICONDUCTORS · USA

Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.

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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