LG Display Co Ltd (LPL)vsVaronis Systems (VRNS)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
VRNS
Varonis Systems
$32.69
-1.68%
TECHNOLOGY · Cap: $3.92B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3828656% more annual revenue ($25.28T vs $660.24M). LPL leads profitability with a -0.3% profit margin vs -19.8%. LPL appears more attractively valued with a PEG of 6.56. VRNS earns a higher WallStSmart Score of 32/100 (F).
LPL
Avoid32
out of 100
Grade: F
VRNS
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+57.4%
Fair Value
$61.77
Current Price
$32.69
$29.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 26.9% 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%
Trading at 8.3x book value
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : VRNS
The strongest argument for VRNS centers on Revenue Growth. Revenue growth of 26.9% demonstrates continued momentum.
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 : VRNS
The primary concerns for VRNS are Price/Book, EPS Growth, Debt/Equity.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while VRNS is a growth play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.24 — expect wider price swings.
VRNS is growing revenue faster at 26.9% — sustainability is the question.
VRNS generates stronger free cash flow (50M), providing more financial flexibility.
Bottom Line
LPL scores higher overall (32/100 vs 32/100). VRNS offers better value entry with a 57.4% margin of safety. Both earn "Avoid" 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.
Varonis Systems
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Varonis Systems (VRNS) is a leading cybersecurity firm specializing in data security and analytics solutions that protect sensitive information across on-premises and cloud environments. Leveraging advanced machine learning and behavioral analytics, Varonis empowers organizations to proactively identify and mitigate data risks, while ensuring compliance with stringent regulatory standards. Serving a diverse range of industries, the company has solidified its reputation as a vital ally for enterprises addressing the challenges of data protection in an evolving threat landscape. As the need for comprehensive data security solutions escalates, Varonis is well-positioned for substantial growth in the expanding cybersecurity market.
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