LG Display Co Ltd (LPL)vsSensata Technologies Holding NV (ST)
LPL
LG Display Co Ltd
$4.54
+2.02%
TECHNOLOGY · Cap: $4.33B
ST
Sensata Technologies Holding NV
$45.75
+6.84%
TECHNOLOGY · Cap: $6.14B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 677979% more annual revenue ($25.28T vs $3.73B). ST leads profitability with a 1.3% profit margin vs -0.3%. ST appears more attractively valued with a PEG of 0.25. ST earns a higher WallStSmart Score of 59/100 (C).
LPL
Hold36
out of 100
Grade: F
ST
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+41.6%
Fair Value
$63.72
Current Price
$45.75
$17.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 25.5% YoY
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
2.6% revenue growth
ROE of 1.7% — below average capital efficiency
1.3% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, Debt/Equity, Price/Book. PEG of 0.25 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 : ST
The primary concerns for ST are Revenue Growth, Return on Equity, Profit Margin. A P/E of 127.8x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while ST is a value play — different risk/reward profiles.
ST carries more volatility with a beta of 1.13 — expect wider price swings.
ST is growing revenue faster at 2.6% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
ST scores higher overall (59/100 vs 36/100). 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.
Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
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