Allegro Microsystems Inc (ALGM)vsLG Display Co Ltd (LPL)
ALGM
Allegro Microsystems Inc
$34.10
+2.99%
TECHNOLOGY · Cap: $6.80B
LPL
LG Display Co Ltd
$2.91
-2.35%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2674917% more annual revenue ($25.30T vs $945.93M). ALGM leads profitability with a 1.5% profit margin vs -5.3%. LPL earns a higher WallStSmart Score of 36/100 (F).
ALGM
Avoid33
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.8%
Fair Value
$26.28
Current Price
$34.10
$7.82 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 27.5% year-over-year
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
1.5% margin — thin
Premium valuation, high expectations priced in
ROE of -1.6% — below average capital efficiency
Earnings declined 48.5%
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : ALGM
The strongest argument for ALGM centers on Debt/Equity, Revenue Growth. Revenue growth of 27.5% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : ALGM
The primary concerns for ALGM are Profit Margin, P/E Ratio, Return on Equity. A P/E of 521.0x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
ALGM profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
ALGM carries more volatility with a beta of 1.91 — expect wider price swings.
ALGM is growing revenue faster at 27.5% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
LPL scores higher overall (36/100 vs 33/100). 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.
Allegro Microsystems Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Allegro MicroSystems, Inc. designs, develops, manufactures and markets sensor integrated circuits (ICs) and analog power ICs for specific applications for motion control and energy efficient systems. The company is headquartered in Manchester, New Hampshire.
Visit Website →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.
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