LG Display Co Ltd (LPL)vsTower Semiconductor Ltd (TSEM)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
TSEM
Tower Semiconductor Ltd
$221.05
+10.98%
TECHNOLOGY · Cap: $23.03B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1614019% more annual revenue ($25.28T vs $1.57B). TSEM leads profitability with a 14.1% profit margin vs -0.3%. TSEM appears more attractively valued with a PEG of 4.89. TSEM earns a higher WallStSmart Score of 52/100 (C-).
LPL
Hold36
out of 100
Grade: F
TSEM
Buy52
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Safe zone — low bankruptcy risk
Earnings expanding 42.6% YoY
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 8.5x book value
ROE of 7.9% — below average capital efficiency
Expensive relative to growth rate
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 : TSEM
The strongest argument for TSEM centers on Altman Z-Score, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : TSEM
The primary concerns for TSEM are Price/Book, Return on Equity, PEG Ratio. A P/E of 99.8x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while TSEM is a value play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.15 — expect wider price swings.
TSEM is growing revenue faster at 13.7% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
TSEM scores higher overall (52/100 vs 36/100) and 13.7% revenue growth. 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.
Tower Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Tower Semiconductor Ltd., an independent semiconductor foundry, manufactures and markets mixed-signal intensive analog semiconductor devices in the United States, Japan, Asia and Europe. The company is headquartered in Migdal Haemek, Israel.
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