SemiLEDS Corporation (LEDS)vsLG Display Co Ltd (LPL)
LEDS
SemiLEDS Corporation
$1.95
-6.70%
TECHNOLOGY · Cap: $15.44M
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 73252631% more annual revenue ($25.28T vs $34.51M). LPL leads profitability with a -0.3% profit margin vs -6.7%. LPL earns a higher WallStSmart Score of 32/100 (F).
LEDS
Avoid21
out of 100
Grade: F
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$9.06
Current Price
$1.95
$7.11 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Areas to Watch
Trading at 10.8x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -90.8% — below average capital efficiency
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 : LEDS
LEDS has a balanced fundamental profile.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : LEDS
The primary concerns for LEDS are Price/Book, EPS Growth, Market Cap. Debt-to-equity of 2.44 is elevated, increasing financial risk.
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
LEDS carries more volatility with a beta of 1.56 — expect wider price swings.
LPL is growing revenue faster at -8.8% — sustainability is the question.
LEDS generates stronger free cash flow (1M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPL scores higher overall (32/100 vs 21/100). LEDS offers better value entry with a 82.6% margin of safety. Both earn "Avoid" 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.
SemiLEDS Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
SemiLEDs Corporation develops, manufactures, and sells light-emitting diode (LED) chips, LED components, and LED modules and systems in the United States, Taiwan, the Netherlands, Germany, Japan, Ireland, and internationally. The company is headquartered in Chunan, Taiwan.
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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