LG Display Co Ltd (LPL)vsUniversal Display (OLED)
LPL
LG Display Co Ltd
$2.79
-4.78%
TECHNOLOGY · Cap: $3.19B
OLED
Universal Display
$80.16
-2.59%
TECHNOLOGY · Cap: $3.81B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 4034532% more annual revenue ($25.28T vs $626.54M). OLED leads profitability with a 34.1% profit margin vs -0.3%. OLED appears more attractively valued with a PEG of 1.23. OLED earns a higher WallStSmart Score of 58/100 (C).
LPL
Avoid35
out of 100
Grade: F
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+61.5%
Fair Value
$343.56
Current Price
$80.16
$263.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 30.1%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
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%
Weak financial health signals
Revenue declined 14.5%
Earnings declined 43.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.1% and operating margin at 30.1%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while OLED is a declining play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.54 — expect wider price swings.
LPL is growing revenue faster at -8.8% — sustainability is the question.
OLED generates stronger free cash flow (100M), providing more financial flexibility.
Bottom Line
OLED scores higher overall (58/100 vs 35/100), backed by strong 34.1% margins. Both earn "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.
Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
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