Acm Research Inc (ACMR)vsLG Display Co Ltd (LPL)
ACMR
Acm Research Inc
$39.26
-11.52%
TECHNOLOGY · Cap: $3.69B
LPL
LG Display Co Ltd
$2.65
+1.92%
TECHNOLOGY · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2372671% more annual revenue ($24.62T vs $1.04B). ACMR leads profitability with a 14.5% profit margin vs -2.3%. ACMR earns a higher WallStSmart Score of 67/100 (B-).
ACMR
Strong Buy67
out of 100
Grade: B-
LPL
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.2%
Fair Value
$116.36
Current Price
$39.26
$77.10 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 36.0% year-over-year
Earnings expanding 180.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACMR
The strongest argument for ACMR centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 36.0% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : ACMR
The primary concerns for ACMR are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
ACMR profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
ACMR carries more volatility with a beta of 2.09 — expect wider price swings.
ACMR is growing revenue faster at 36.0% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
ACMR scores higher overall (67/100 vs 35/100) and 36.0% revenue growth. 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.
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?