LG Display Co Ltd (LPL)vsSea Ltd (SE)
LPL
LG Display Co Ltd
$4.39
+1.62%
TECHNOLOGY · Cap: $4.32B
SE
Sea Ltd
$86.73
-2.15%
CONSUMER CYCLICAL · Cap: $54.29B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 110103% more annual revenue ($25.28T vs $22.94B). SE leads profitability with a 6.9% profit margin vs -0.3%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
LPL
Avoid33
out of 100
Grade: F
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+52.5%
Fair Value
$241.22
Current Price
$86.73
$154.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Revenue surging 38.4% year-over-year
Earnings expanding 58.2% YoY
Large-cap with strong market position
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
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.59 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 : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.57 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 33/100) and 38.4% revenue growth. Both earn "Strong 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.
Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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