LG Display Co Ltd (LPL)vsPalo Alto Networks Inc (PANW)
LPL
LG Display Co Ltd
$4.14
-11.48%
TECHNOLOGY · Cap: $4.65B
PANW
Palo Alto Networks Inc
$272.05
+1.58%
TECHNOLOGY · Cap: $231.90B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 238233% more annual revenue ($25.28T vs $10.61B). PANW leads profitability with a 8.0% profit margin vs -0.3%. PANW appears more attractively valued with a PEG of 4.56. PANW earns a higher WallStSmart Score of 47/100 (D+).
LPL
Avoid32
out of 100
Grade: F
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$272.05
$198.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
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%
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while PANW is a hypergrowth play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.24 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (47/100 vs 32/100) and 31.1% revenue growth. Both earn "Hold" 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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?