Samsara Inc (IOT)vsLG Display Co Ltd (LPL)
IOT
Samsara Inc
$34.80
-1.16%
TECHNOLOGY · Cap: $19.61B
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 1460599% more annual revenue ($25.28T vs $1.73B). IOT leads profitability with a 3.3% profit margin vs -0.3%. IOT earns a higher WallStSmart Score of 35/100 (F).
IOT
Hold35
out of 100
Grade: F
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.7%
Fair Value
$31.08
Current Price
$34.80
$3.72 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.5% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 14.2x book value
0.0% earnings growth
3.3% margin — thin
Operating margin of 1.5%
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 : IOT
The strongest argument for IOT centers on Revenue Growth, Debt/Equity. Revenue growth of 30.5% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : IOT
The primary concerns for IOT are Price/Book, EPS Growth, Profit Margin. A P/E of 336.6x 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
IOT profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
IOT carries more volatility with a beta of 1.34 — expect wider price swings.
IOT is growing revenue faster at 30.5% — sustainability is the question.
IOT generates stronger free cash flow (62M), providing more financial flexibility.
Bottom Line
IOT scores higher overall (35/100 vs 32/100) and 30.5% revenue growth. Both earn "Hold" 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.
Samsara Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Income Opportunity Realty Investors, Inc. (IOT) is dedicated to investing in real estate.
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 SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?