ChipMOS Technologies Inc (IMOS)vsLG Display Co Ltd (LPL)
IMOS
ChipMOS Technologies Inc
$53.05
+0.97%
TECHNOLOGY · Cap: $1.83B
LPL
LG Display Co Ltd
$3.30
+1.85%
TECHNOLOGY · Cap: $3.00B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 99773% more annual revenue ($25.30T vs $25.34B). IMOS leads profitability with a 3.3% profit margin vs -5.4%. IMOS appears more attractively valued with a PEG of 2.13. IMOS earns a higher WallStSmart Score of 52/100 (C-).
IMOS
Buy52
out of 100
Grade: C-
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$101.42
Current Price
$53.05
$48.37 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 200.0% YoY
Reasonable price relative to book value
Revenue surging 25.4% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 3.4% — below average capital efficiency
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 : IMOS
The strongest argument for IMOS centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : IMOS
The primary concerns for IMOS are PEG Ratio, Altman Z-Score, Market Cap. A P/E of 68.2x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
IMOS profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
IMOS carries more volatility with a beta of 1.44 — expect wider price swings.
IMOS is growing revenue faster at 25.4% — sustainability is the question.
IMOS generates stronger free cash flow (-1.1B), providing more financial flexibility.
Bottom Line
IMOS scores higher overall (52/100 vs 36/100) and 25.4% 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.
ChipMOS Technologies Inc
TECHNOLOGY · SEMICONDUCTORS · USA
ChipMOS TECHNOLOGIES INC. The company is headquartered in Hsinchu, Taiwan.
Visit Website →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.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?