LG Display Co Ltd (LPL)vsSensata Technologies Holding NV (ST)
LPL
LG Display Co Ltd
$2.60
+0.39%
TECHNOLOGY · Cap: $2.79B
ST
Sensata Technologies Holding NV
$41.64
+0.99%
TECHNOLOGY · Cap: $5.95B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 652138% more annual revenue ($24.62T vs $3.78B). ST leads profitability with a 2.4% profit margin vs -2.3%. ST appears more attractively valued with a PEG of 0.23. ST earns a higher WallStSmart Score of 63/100 (C+).
LPL
Avoid35
out of 100
Grade: F
ST
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+19.2%
Fair Value
$46.04
Current Price
$41.64
$4.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 691.0B in free cash flow
Growing faster than its price suggests
Earnings expanding 70.7% YoY
Reasonable price relative to book value
Areas to Watch
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
2.4% margin — thin
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 : ST
The strongest argument for ST centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : ST
The primary concerns for ST are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 70.5x leaves little room for execution misses. Thin 2.4% 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.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
ST is growing revenue faster at 5.0% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
ST scores higher overall (63/100 vs 35/100). 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.
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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