Allegro Microsystems Inc (ALGM)vsLG Display Co Ltd (LPL)
ALGM
Allegro Microsystems Inc
$44.07
+7.17%
TECHNOLOGY · Cap: $8.17B
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3010236% more annual revenue ($25.28T vs $839.73M). LPL leads profitability with a -0.3% profit margin vs -1.6%. LPL earns a higher WallStSmart Score of 36/100 (F).
ALGM
Avoid27
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.4%
Fair Value
$26.52
Current Price
$44.07
$17.55 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 28.9% year-over-year
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Trading at 8.5x book value
Distress zone — elevated risk
Operating margin of 4.2%
Weak financial health signals
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ALGM
The strongest argument for ALGM centers on Revenue Growth. Revenue growth of 28.9% 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 Price/Book, Altman Z-Score, Operating Margin.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
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 1.70 — expect wider price swings.
ALGM is growing revenue faster at 28.9% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
LPL scores higher overall (36/100 vs 27/100). 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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