LG Display Co Ltd (LPL)vsUnited Microelectronics (UMC)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
UMC
United Microelectronics
$19.70
+4.59%
TECHNOLOGY · Cap: $56.36B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 10401% more annual revenue ($25.28T vs $240.73B). UMC leads profitability with a 20.8% profit margin vs -0.3%. UMC appears more attractively valued with a PEG of 1.71. UMC earns a higher WallStSmart Score of 67/100 (B-).
LPL
Avoid32
out of 100
Grade: F
UMC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+23.4%
Fair Value
$24.68
Current Price
$19.70
$4.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 108.1% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Generating 8.8B in free cash flow
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%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : UMC
The strongest argument for UMC centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 20.8% and operating margin at 18.5%.
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 : UMC
The primary concerns for UMC are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while UMC is a mature play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.24 — expect wider price swings.
UMC is growing revenue faster at 5.5% — sustainability is the question.
UMC generates stronger free cash flow (8.8B), providing more financial flexibility.
Bottom Line
UMC scores higher overall (67/100 vs 32/100), backed by strong 20.8% margins. Both earn "Strong Buy" 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.
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.
Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?