LG Display Co Ltd (LPL)vsShopify Inc (SHOP)
LPL
LG Display Co Ltd
$4.39
+1.62%
TECHNOLOGY · Cap: $4.32B
SHOP
Shopify Inc
$110.41
-1.19%
TECHNOLOGY · Cap: $136.82B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 204322% more annual revenue ($25.28T vs $12.37B). SHOP leads profitability with a 10.8% profit margin vs -0.3%. SHOP appears more attractively valued with a PEG of 2.41. SHOP earns a higher WallStSmart Score of 50/100 (C-).
LPL
Avoid33
out of 100
Grade: F
SHOP
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+26.1%
Fair Value
$158.22
Current Price
$110.41
$47.81 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 34.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 10.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 103.4x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.64 — expect wider price swings.
SHOP is growing revenue faster at 34.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (50/100 vs 33/100) and 34.3% 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.
Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
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