LG Display Co Ltd (LPL)vsMKS Instruments Inc (MKSI)
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
MKSI
MKS Instruments Inc
$267.31
+2.09%
TECHNOLOGY · Cap: $17.95B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 582000% more annual revenue ($25.30T vs $4.35B). MKSI leads profitability with a 10.1% profit margin vs -5.3%. MKSI appears more attractively valued with a PEG of 1.32. MKSI earns a higher WallStSmart Score of 69/100 (B-).
LPL
Hold36
out of 100
Grade: F
MKSI
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-59.8%
Fair Value
$162.14
Current Price
$267.31
$105.17 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 691.0B in free cash flow
Earnings expanding 162.0% YoY
Strong operational efficiency at 20.6%
Revenue surging 28.3% year-over-year
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : MKSI
The strongest argument for MKSI centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 28.3% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
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.
Bear Case : MKSI
The primary concerns for MKSI are Debt/Equity, P/E Ratio, Altman Z-Score. A P/E of 42.3x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while MKSI is a growth play — different risk/reward profiles.
MKSI carries more volatility with a beta of 1.97 — expect wider price swings.
MKSI is growing revenue faster at 28.3% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
MKSI scores higher overall (69/100 vs 36/100) and 28.3% revenue growth. Both earn "Strong 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.
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.
MKS Instruments Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
MKS Instruments, Inc. provides instruments, systems, subsystems, and process control solutions that measure, monitor, deliver, analyze, power, and control critical parameters of manufacturing processes globally. The company is headquartered in Andover, Massachusetts.
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