LG Display Co Ltd (LPL)vsSTMicroelectronics NV ADR (STM)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
STM
STMicroelectronics NV ADR
$55.14
+4.69%
TECHNOLOGY · Cap: $46.81B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 204124% more annual revenue ($25.28T vs $12.38B). STM leads profitability with a 1.2% profit margin vs -0.3%. STM appears more attractively valued with a PEG of 0.52. STM earns a higher WallStSmart Score of 45/100 (D+).
LPL
Hold36
out of 100
Grade: F
STM
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-32.3%
Fair Value
$26.42
Current Price
$55.14
$28.72 premium
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
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
ROE of 0.9% — below average capital efficiency
1.2% margin — thin
Operating margin of 4.4%
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 : STM
The strongest argument for STM centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 23.0% demonstrates continued momentum. PEG of 0.52 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 : STM
The primary concerns for STM are Return on Equity, Profit Margin, Operating Margin. A P/E of 329.2x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while STM is a growth play — different risk/reward profiles.
STM carries more volatility with a beta of 1.22 — expect wider price swings.
STM is growing revenue faster at 23.0% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
STM scores higher overall (45/100 vs 36/100) and 23.0% revenue growth. Both earn "Hold" 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.
STMicroelectronics NV ADR
TECHNOLOGY · SEMICONDUCTORS · USA
STMicroelectronics NV designs, develops, manufactures and markets semiconductor products in Europe, the Middle East, Africa, the Americas and Asia Pacific. The company is headquartered in Geneva, Switzerland.
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