LG Display Co Ltd (LPL)vsMicron Technology Inc (MU)
LPL
LG Display Co Ltd
$4.39
+1.62%
TECHNOLOGY · Cap: $4.32B
MU
Micron Technology Inc
$746.81
+15.49%
TECHNOLOGY · Cap: $729.23B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 43395% more annual revenue ($25.28T vs $58.12B). MU leads profitability with a 41.5% profit margin vs -0.3%. MU appears more attractively valued with a PEG of 0.20. MU earns a higher WallStSmart Score of 80/100 (A-).
LPL
Avoid33
out of 100
Grade: F
MU
Exceptional Buy80
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : MU
The primary concerns for MU are P/E Ratio, Price/Book.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while MU is a growth play — different risk/reward profiles.
MU carries more volatility with a beta of 1.92 — expect wider price swings.
MU is growing revenue faster at 196.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 33/100), backed by strong 41.5% margins and 196.3% revenue growth. Both earn "Exceptional Buy" 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.
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.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?