Samsara Inc (IOT)vsLG Display Co Ltd (LPL)
IOT
Samsara Inc
$28.74
-2.15%
TECHNOLOGY · Cap: $17.06B
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 1561635% more annual revenue ($25.28T vs $1.62B). LPL leads profitability with a -0.3% profit margin vs -0.6%. LPL earns a higher WallStSmart Score of 36/100 (F).
IOT
Avoid30
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.5%
Fair Value
$39.94
Current Price
$28.74
$11.20 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 28.3% year-over-year
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Trading at 11.7x book value
0.0% earnings growth
Operating margin of 2.0%
ROE of -0.7% — below average capital efficiency
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 : IOT
The strongest argument for IOT centers on Revenue Growth. Revenue growth of 28.3% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : IOT
The primary concerns for IOT are Price/Book, EPS Growth, Operating Margin.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
IOT profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
IOT carries more volatility with a beta of 1.50 — expect wider price swings.
IOT is growing revenue faster at 28.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
LPL scores higher overall (36/100 vs 30/100). IOT offers better value entry with a 30.5% margin of safety. 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.
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