LG Display Co Ltd (LPL)vsSemtech Corporation (SMTC)
LPL
LG Display Co Ltd
$4.54
+2.02%
TECHNOLOGY · Cap: $4.33B
SMTC
Semtech Corporation
$119.19
+5.50%
TECHNOLOGY · Cap: $10.04B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2407461% more annual revenue ($25.28T vs $1.05B). LPL leads profitability with a -0.3% profit margin vs -3.9%. SMTC appears more attractively valued with a PEG of 1.21. LPL earns a higher WallStSmart Score of 36/100 (F).
LPL
Hold36
out of 100
Grade: F
SMTC
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-69.6%
Fair Value
$52.21
Current Price
$119.19
$66.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
No standout strengths identified
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Trading at 20.1x book value
ROE of -7.4% — below average capital efficiency
Earnings declined 32.7%
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
PEG of 1.21 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 : SMTC
The primary concerns for SMTC are Price/Book, Return on Equity, EPS Growth.
Key Dynamics to Monitor
SMTC carries more volatility with a beta of 2.06 — expect wider price swings.
SMTC is growing revenue faster at 9.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPL scores higher overall (36/100 vs 33/100). Both earn "Hold" 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.
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.
Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?