LG Display Co Ltd (LPL)vsSemtech Corporation (SMTC)
LPL
LG Display Co Ltd
$2.91
-2.35%
TECHNOLOGY · Cap: $3.26B
SMTC
Semtech Corporation
$185.00
+3.82%
TECHNOLOGY · Cap: $15.18B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2154862% more annual revenue ($25.30T vs $1.17B). SMTC leads profitability with a 13.1% profit margin vs -5.3%. SMTC appears more attractively valued with a PEG of 3.39. SMTC earns a higher WallStSmart Score of 60/100 (C+).
LPL
Hold36
out of 100
Grade: F
SMTC
Buy60
out of 100
Grade: C+
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 32.7% year-over-year
Every $100 of equity generates 21 in profit
Earnings expanding 22.7% YoY
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 30.0x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : SMTC
The strongest argument for SMTC centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 32.7% 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 : SMTC
The primary concerns for SMTC are PEG Ratio, P/E Ratio, Price/Book. A P/E of 107.7x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SMTC is a growth play — different risk/reward profiles.
SMTC carries more volatility with a beta of 2.35 — expect wider price swings.
SMTC is growing revenue faster at 32.7% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
SMTC scores higher overall (60/100 vs 36/100) and 32.7% revenue growth. Both earn "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.
Semtech Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Semtech Corporation designs, develops, manufactures, and markets mixed-signal and analog semiconductor products and advanced algorithms. The company is headquartered in Camarillo, California.
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