Applied Materials Inc (AMAT)vsLG Display Co Ltd (LPL)
AMAT
Applied Materials Inc
$588.97
+0.53%
TECHNOLOGY · Cap: $465.09B
LPL
LG Display Co Ltd
$4.14
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 86996% more annual revenue ($25.28T vs $29.02B). AMAT leads profitability with a 29.3% profit margin vs -0.3%. AMAT appears more attractively valued with a PEG of 1.89. AMAT earns a higher WallStSmart Score of 72/100 (B).
AMAT
Strong Buy72
out of 100
Grade: B
LPL
Avoid32
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Strong operational efficiency at 31.9%
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 19.6x book value
Premium valuation, high expectations priced in
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 : AMAT
The strongest argument for AMAT centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.3% and operating margin at 31.9%. Revenue growth of 11.4% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : AMAT
The primary concerns for AMAT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.3x 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
AMAT profiles as a mature stock while LPL is a turnaround play — different risk/reward profiles.
AMAT carries more volatility with a beta of 1.67 — expect wider price swings.
AMAT is growing revenue faster at 11.4% — sustainability is the question.
AMAT generates stronger free cash flow (208M), providing more financial flexibility.
Bottom Line
AMAT scores higher overall (72/100 vs 32/100), backed by strong 29.3% margins and 11.4% 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.
Applied Materials Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor (integrated circuit) chips for electronics, flat panel displays for computers, smartphones and televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, in Silicon Valley.
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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