LG Display Co Ltd (LPL)vsON Semiconductor Corporation (ON)
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
ON
ON Semiconductor Corporation
$76.14
+8.51%
TECHNOLOGY · Cap: $27.67B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 408172% more annual revenue ($25.30T vs $6.20B). ON leads profitability with a 10.2% profit margin vs -5.3%. ON appears more attractively valued with a PEG of 0.17. ON earns a higher WallStSmart Score of 63/100 (C+).
LPL
Hold36
out of 100
Grade: F
ON
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 691.0B in free cash flow
Growing faster than its price suggests
Earnings expanding 36.6% YoY
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : ON
The strongest argument for ON centers on PEG Ratio, EPS Growth. PEG of 0.17 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Bear Case : ON
The primary concerns for ON are Piotroski F-Score, P/E Ratio. A P/E of 46.5x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while ON is a value play — different risk/reward profiles.
ON carries more volatility with a beta of 2.00 — expect wider price swings.
ON is growing revenue faster at 9.2% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
ON scores higher overall (63/100 vs 36/100). 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.
ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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