LG Display Co Ltd (LPL)vsShoals Technologies Group Inc (SHLS)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
SHLS
Shoals Technologies Group Inc
$10.81
-15.35%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 4720257% more annual revenue ($25.28T vs $535.53M). SHLS leads profitability with a 6.3% profit margin vs -0.3%. SHLS appears more attractively valued with a PEG of 1.08. SHLS earns a higher WallStSmart Score of 60/100 (C+).
LPL
Avoid32
out of 100
Grade: F
SHLS
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+49.0%
Fair Value
$19.20
Current Price
$10.81
$8.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 74.9% year-over-year
Earnings expanding 21.0% YoY
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 5.8% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SHLS
The strongest argument for SHLS centers on Revenue Growth, EPS Growth. Revenue growth of 74.9% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
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 : SHLS
The primary concerns for SHLS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 62.3x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SHLS is a hypergrowth play — different risk/reward profiles.
SHLS carries more volatility with a beta of 1.74 — expect wider price swings.
SHLS is growing revenue faster at 74.9% — sustainability is the question.
SHLS generates stronger free cash flow (-49M), providing more financial flexibility.
Bottom Line
SHLS scores higher overall (60/100 vs 32/100) and 74.9% 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.
Shoals Technologies Group Inc
TECHNOLOGY · SOLAR · USA
Shoals Technologies Group, Inc. provides Electric Balance System (EBOS) solutions for solar energy projects in the United States. The company is headquartered in Portland, Tennessee.
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