Samsara Inc (IOT)vsLG Display Co Ltd (LPL)
IOT
Samsara Inc
$38.75
+3.33%
TECHNOLOGY · Cap: $22.33B
LPL
LG Display Co Ltd
$2.79
-4.78%
TECHNOLOGY · Cap: $3.19B
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%. LPL earns a higher WallStSmart Score of 35/100 (F).
IOT
Hold35
out of 100
Grade: F
LPL
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.9%
Fair Value
$43.29
Current Price
$38.75
$4.54 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 15.0x book value
0.0% earnings growth
ROE of 3.8% — 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 : 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, Return on Equity. A P/E of 383.2x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
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 1.35 — expect wider price swings.
IOT is growing revenue faster at 30.5% — sustainability is the question.
IOT generates stronger free cash flow (73M), providing more financial flexibility.
Bottom Line
IOT scores higher overall (35/100 vs 35/100) 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
Samsara Inc. is a San Francisco-based technology company that provides IoT-enabled telematics software and operational insights to organizations across North America and Europe. Its Connected Operations Cloud helps businesses in industries such as transportation, construction, energy, utilities, government, and retail improve safety and efficiency. Samsara is publicly traded on the New York Stock Exchange under the ticker symbol IOT.
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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