LG Display Co Ltd (LPL)vsSilicon Motion Technology (SIMO)
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
SIMO
Silicon Motion Technology
$284.48
+7.25%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1926251% more annual revenue ($25.30T vs $1.31B). SIMO leads profitability with a 22.1% profit margin vs -5.3%. SIMO appears more attractively valued with a PEG of 0.70. SIMO earns a higher WallStSmart Score of 78/100 (B+).
LPL
Hold36
out of 100
Grade: F
SIMO
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-23.9%
Fair Value
$112.96
Current Price
$284.48
$171.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 691.0B in free cash flow
Revenue surging 127.0% year-over-year
Earnings expanding 734.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Premium valuation, high expectations priced in
Trading at 9.2x book value
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 : SIMO
The strongest argument for SIMO centers on Revenue Growth, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.1% and operating margin at 22.4%. Revenue growth of 127.0% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Bear Case : SIMO
The primary concerns for SIMO are P/E Ratio, Price/Book, Free Cash Flow.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SIMO is a growth play — different risk/reward profiles.
SIMO carries more volatility with a beta of 1.70 — expect wider price swings.
SIMO is growing revenue faster at 127.0% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
SIMO scores higher overall (78/100 vs 36/100), backed by strong 22.1% margins and 127.0% revenue growth. Both earn "Strong 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.
Silicon Motion Technology
TECHNOLOGY · SEMICONDUCTORS · USA
Silicon Motion Technology Corporation designs, develops and markets NAND flash controllers for solid state storage devices. The company is headquartered in Kowloon, Hong Kong.
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