LG Display Co Ltd (LPL)vsSAP SE ADR (SAP)
LPL
LG Display Co Ltd
$2.54
+2.01%
TECHNOLOGY · Cap: $2.79B
SAP
SAP SE ADR
$233.45
-4.14%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 62418% more annual revenue ($24.62T vs $39.39B). SAP leads profitability with a 20.4% profit margin vs -2.3%. SAP appears more attractively valued with a PEG of 1.84. SAP earns a higher WallStSmart Score of 60/100 (C).
LPL
Avoid35
out of 100
Grade: F
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-25.4%
Fair Value
$156.60
Current Price
$233.45
$76.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 691.0B in free cash flow
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
Areas to Watch
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Expensive relative to growth rate
Moderate valuation
Trading at 73.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
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 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E 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 1.32 — expect wider price swings.
SAP is growing revenue faster at 13.2% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (60/100 vs 35/100), backed by strong 20.4% margins and 13.2% revenue growth. Both earn "Buy" 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.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?