WallStSmart

LG Display Co Ltd (LPL)vsUnited Microelectronics (UMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LG Display Co Ltd generates 10541% more annual revenue ($25.28T vs $237.55B). UMC leads profitability with a 17.6% profit margin vs -0.3%. UMC appears more attractively valued with a PEG of 1.09. UMC earns a higher WallStSmart Score of 63/100 (C+).

LPL

Hold

36

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 4.3Quality: 3.8
Piotroski: 5/9Altman Z: 0.82

UMC

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 7.3Quality: 6.3
Piotroski: 2/9Altman Z: 2.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LPL.

UMCUndervalued (+88.6%)

Margin of Safety

+88.6%

Fair Value

$90.14

Current Price

$13.06

$77.08 discount

UndervaluedFair: $90.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LPL2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.18T10/10

Generating 1.2T in free cash flow

UMC1 strengths · Avg: 10.0/10
Free Cash FlowQuality
$18.05B10/10

Generating 18.1B in free cash flow

Areas to Watch

LPL4 concerns · Avg: 3.0/10
P/E RatioValuation
27.5x4/10

Moderate valuation

Return on EquityProfitability
3.8%3/10

ROE of 3.8% — below average capital efficiency

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

PEG RatioValuation
6.562/10

Expensive relative to growth rate

UMC3 concerns · Avg: 3.7/10
Price/BookValuation
13.6x4/10

Trading at 13.6x book value

Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : LPL

The strongest argument for LPL centers on Price/Book, Free Cash Flow.

Bull Case : UMC

The strongest argument for UMC centers on Free Cash Flow. Profitability is solid with margins at 17.6% and operating margin at 19.8%. PEG of 1.09 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 : UMC

The primary concerns for UMC are Price/Book, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

LPL profiles as a turnaround stock while UMC is a value play — different risk/reward profiles.

LPL carries more volatility with a beta of 1.15 — expect wider price swings.

UMC is growing revenue faster at 2.4% — sustainability is the question.

LPL generates stronger free cash flow (1.2T), providing more financial flexibility.

Bottom Line

UMC scores higher overall (63/100 vs 36/100), backed by strong 17.6% margins. 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.

United Microelectronics

TECHNOLOGY · SEMICONDUCTORS · USA

United Microelectronics Corporation is a semiconductor wafer foundry in Taiwan, Singapore, China, Hong Kong, Japan, the United States, Europe, and internationally. The company is headquartered in Hsinchu City, Taiwan.

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