LG Display Co Ltd (LPL)vsNextracker Inc. Class A Common Stock (NXT)
LPL
LG Display Co Ltd
$3.89
+1.04%
TECHNOLOGY · Cap: $4.58B
NXT
Nextracker Inc. Class A Common Stock
$120.03
+0.15%
TECHNOLOGY · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 733748% more annual revenue ($26.44T vs $3.60B). NXT leads profitability with a 16.4% profit margin vs -1.3%. NXT appears more attractively valued with a PEG of 3.04. NXT earns a higher WallStSmart Score of 62/100 (C+).
LPL
Hold38
out of 100
Grade: F
NXT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$120.03
$43.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Every $100 of equity generates 33 in profit
Revenue surging 33.9% year-over-year
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
ROE of -2.3% — below average capital efficiency
Earnings declined 76.3%
Premium valuation, high expectations priced in
Trading at 8.3x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : NXT
The strongest argument for NXT centers on Return on Equity, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 19.4%. Revenue growth of 33.9% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while NXT is a growth play — different risk/reward profiles.
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
NXT is growing revenue faster at 33.9% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
NXT scores higher overall (62/100 vs 38/100), backed by strong 16.4% margins and 33.9% 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.
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.
Nextracker Inc. Class A Common Stock
TECHNOLOGY · SOLAR · USA
Nextracker Inc., an energy solutions company, provides solar tracker solutions for PV projects. The company is headquartered in Fremont, California.
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