LG Display Co Ltd (LPL)vsRambus Inc (RMBS)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
RMBS
Rambus Inc
$112.16
+0.80%
TECHNOLOGY · Cap: $12.13B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3505219% more annual revenue ($25.28T vs $721.15M). RMBS leads profitability with a 31.9% profit margin vs -0.3%. RMBS appears more attractively valued with a PEG of 3.80. RMBS earns a higher WallStSmart Score of 52/100 (C-).
LPL
Hold36
out of 100
Grade: F
RMBS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-84.5%
Fair Value
$53.88
Current Price
$112.16
$58.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 34.3%
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Trading at 8.7x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 1.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : RMBS
The strongest argument for RMBS centers on Profit Margin, Operating Margin. Profitability is solid with margins at 31.9% and operating margin at 34.3%.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : RMBS
The primary concerns for RMBS are Price/Book, PEG Ratio, P/E Ratio. A P/E of 53.7x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while RMBS is a mature play — different risk/reward profiles.
RMBS carries more volatility with a beta of 1.63 — expect wider price swings.
RMBS is growing revenue faster at 8.1% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
RMBS scores higher overall (52/100 vs 36/100), backed by strong 31.9% margins. 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.
Rambus Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Rambus Inc. offers semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company is headquartered in San Jose, California.
Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?