LG Display Co Ltd (LPL)vsON Semiconductor Corporation (ON)
LPL
LG Display Co Ltd
$4.18
-2.34%
TECHNOLOGY · Cap: $4.18B
ON
ON Semiconductor Corporation
$98.40
+0.63%
TECHNOLOGY · Cap: $38.70B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 421536% more annual revenue ($25.28T vs $6.00B). ON leads profitability with a 2.0% profit margin vs -0.3%. ON appears more attractively valued with a PEG of 0.37. ON earns a higher WallStSmart Score of 41/100 (D).
LPL
Hold36
out of 100
Grade: F
ON
Hold41
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Growing faster than its price suggests
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
ROE of 1.5% — below average capital efficiency
2.0% margin — thin
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. PEG of 0.37 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : ON
The primary concerns for ON are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 339.3x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
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 1.52 — expect wider price swings.
LPL is growing revenue faster at -8.8% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
ON scores higher overall (41/100 vs 36/100). 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.
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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