LG Display Co Ltd (LPL)vsUltra Clean Holdings Inc (UCTT)
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
UCTT
Ultra Clean Holdings Inc
$74.04
+4.09%
TECHNOLOGY · Cap: $3.42B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1152592% more annual revenue ($25.30T vs $2.20B). UCTT leads profitability with a -1.1% profit margin vs -5.3%. UCTT appears more attractively valued with a PEG of 0.33. UCTT earns a higher WallStSmart Score of 44/100 (D).
LPL
Hold36
out of 100
Grade: F
UCTT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-25.7%
Fair Value
$44.48
Current Price
$74.04
$29.56 premium
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
Revenue surging 24.3% year-over-year
Areas to Watch
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Operating margin of 4.6%
Elevated debt levels
ROE of -30.9% — below average capital efficiency
Earnings declined 40.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : UCTT
The strongest argument for UCTT centers on PEG Ratio, Revenue Growth. Revenue growth of 24.3% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Bear Case : UCTT
The primary concerns for UCTT are Operating Margin, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while UCTT is a growth play — different risk/reward profiles.
UCTT carries more volatility with a beta of 1.88 — expect wider price swings.
UCTT is growing revenue faster at 24.3% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
UCTT scores higher overall (44/100 vs 36/100) and 24.3% 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.
Ultra Clean Holdings Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ultra Clean Holdings, Inc. designs, designs and manufactures production tools, modules and subsystems for the semiconductor and display capital equipment markets in the United States and internationally. The company is headquartered in Hayward, California.
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