LG Display Co Ltd (LPL)vsCloudflare Inc (NET)
LPL
LG Display Co Ltd
$4.37
-0.46%
TECHNOLOGY · Cap: $4.37B
NET
Cloudflare Inc
$193.52
-1.33%
TECHNOLOGY · Cap: $90.74B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1165930% more annual revenue ($25.28T vs $2.17B). LPL leads profitability with a -0.3% profit margin vs -4.7%. NET appears more attractively valued with a PEG of 2.38. LPL earns a higher WallStSmart Score of 36/100 (F).
LPL
Hold36
out of 100
Grade: F
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-14.4%
Fair Value
$165.50
Current Price
$193.52
$28.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Expensive relative to growth rate
0.0% earnings growth
Trading at 46.6x book value
ROE of -8.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while NET is a hypergrowth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.67 — expect wider price swings.
NET is growing revenue faster at 33.6% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
LPL scores higher overall (36/100 vs 35/100). Both earn "Hold" 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.
Cloudflare Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
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