LG Display Co Ltd (LPL)vsSAP SE ADR (SAP)
LPL
LG Display Co Ltd
$3.30
+1.85%
TECHNOLOGY · Cap: $3.00B
SAP
SAP SE ADR
$206.16
+3.36%
TECHNOLOGY · Cap: $208.77B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 66154% more annual revenue ($25.30T vs $38.19B). SAP leads profitability with a 20.4% profit margin vs -5.4%. SAP appears more attractively valued with a PEG of 1.63. SAP earns a higher WallStSmart Score of 64/100 (C+).
LPL
Hold36
out of 100
Grade: F
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-30.4%
Fair Value
$150.68
Current Price
$206.16
$55.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Generating 3.0B in free cash flow
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Expensive relative to growth rate
Trading at 65.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 27.6%.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, Price/Book.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SAP is a mature play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.27 — expect wider price swings.
SAP is growing revenue faster at 9.4% — sustainability is the question.
SAP generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (64/100 vs 36/100), backed by strong 20.4% 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.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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