Acm Research Inc (ACMR)vsLG Display Co Ltd (LPL)
ACMR
Acm Research Inc
$103.17
-3.93%
TECHNOLOGY · Cap: $6.49B
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2632490% more annual revenue ($25.28T vs $960.23M). ACMR leads profitability with a 9.5% profit margin vs -0.3%. ACMR earns a higher WallStSmart Score of 46/100 (D+).
ACMR
Hold46
out of 100
Grade: D+
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.6%
Fair Value
$112.82
Current Price
$103.17
$9.65 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.2% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 18.7%
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Revenue Growth, Debt/Equity. Revenue growth of 34.2% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : ACMR
The primary concerns for ACMR are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 71.7x leaves little room for execution misses.
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.
Key Dynamics to Monitor
ACMR profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
ACMR carries more volatility with a beta of 1.98 — expect wider price swings.
ACMR is growing revenue faster at 34.2% — sustainability is the question.
ACMR generates stronger free cash flow (-52M), providing more financial flexibility.
Bottom Line
ACMR scores higher overall (46/100 vs 32/100) and 34.2% revenue growth. Both earn "Hold" 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.
Acm Research Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
ACM Research, Inc. develops, manufactures and sells single wafer wet cleaning equipment to improve the manufacturing process and performance of embedded chips globally. The company is headquartered in Fremont, California.
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.
Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?