Lumentum Holdings Inc (LITE)vsLG Display Co Ltd (LPL)
LITE
Lumentum Holdings Inc
$939.03
+1.82%
TECHNOLOGY · Cap: $86.91B
LPL
LG Display Co Ltd
$3.34
0.00%
TECHNOLOGY · Cap: $3.50B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 839445% more annual revenue ($25.30T vs $3.01B). LPL leads profitability with a -5.4% profit margin vs -230.1%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 57/100 (C).
LITE
Buy57
out of 100
Grade: C
LPL
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 109.3% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 28.3%
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Trading at 22.6x book value
ROE of -149.3% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 109.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
LITE profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.51 — expect wider price swings.
LITE is growing revenue faster at 109.3% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
LITE scores higher overall (57/100 vs 36/100) and 109.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Lumentum Holdings Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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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