LG Display Co Ltd (LPL)vsCloudflare Inc (NET)
LPL
LG Display Co Ltd
$2.79
-4.78%
TECHNOLOGY · Cap: $3.19B
NET
Cloudflare Inc
$283.22
+4.75%
TECHNOLOGY · Cap: $95.47B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1085476% more annual revenue ($25.28T vs $2.33B). LPL leads profitability with a -0.3% profit margin vs -3.7%. NET appears more attractively valued with a PEG of 2.38. NET earns a higher WallStSmart Score of 35/100 (F).
LPL
Avoid35
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
-56.1%
Fair Value
$167.92
Current Price
$283.22
$115.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.5% year-over-year
Large-cap with strong market position
Areas to Watch
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 65.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.5% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.31 is elevated, increasing financial risk.
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 33.5% — sustainability is the question.
NET generates stronger free cash flow (84M), providing more financial flexibility.
Bottom Line
LPL scores higher overall (35/100 vs 35/100). Both earn "Avoid" 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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