LG Display Co Ltd (LPL)vsSTMicroelectronics NV ADR (STM)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
STM
STMicroelectronics NV ADR
$70.72
+2.15%
TECHNOLOGY · Cap: $70.67B
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 0.71. STM earns a higher WallStSmart Score of 40/100 (D).
LPL
Avoid32
out of 100
Grade: F
STM
Hold40
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 23.0% year-over-year
Areas to Watch
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
ROE of 0.8% — below average capital efficiency
1.2% margin — thin
Operating margin of 3.6%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : STM
The strongest argument for STM centers on Market Cap, Debt/Equity, PEG Ratio. Revenue growth of 23.0% demonstrates continued momentum. PEG of 0.71 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. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Bear Case : STM
The primary concerns for STM are Return on Equity, Profit Margin, Operating Margin. A P/E of 496.9x 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 1.51 — expect wider price swings.
STM is growing revenue faster at 23.0% — sustainability is the question.
STM generates stronger free cash flow (155M), providing more financial flexibility.
Bottom Line
STM scores higher overall (40/100 vs 32/100) and 23.0% revenue growth. 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.
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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