ChipMOS Technologies Inc (IMOS)vsLG Display Co Ltd (LPL)
IMOS
ChipMOS Technologies Inc
$62.75
-2.88%
TECHNOLOGY · Cap: $2.32B
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 99673% more annual revenue ($25.28T vs $25.34B). IMOS leads profitability with a 3.3% profit margin vs -0.3%. IMOS appears more attractively valued with a PEG of 2.13. IMOS earns a higher WallStSmart Score of 54/100 (C-).
IMOS
Buy54
out of 100
Grade: C-
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.8%
Fair Value
$102.96
Current Price
$62.75
$40.21 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
ROE of 3.4% — below average capital efficiency
3.3% margin — thin
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 : 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, Return on Equity. A P/E of 84.3x leaves little room for execution misses. Thin 3.3% 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
IMOS profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
IMOS carries more volatility with a beta of 1.29 — 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 (54/100 vs 32/100) and 25.4% revenue growth. Both earn "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.
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.
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