Arm Holdings plc American Depositary Shares (ARM)vsLG Display Co Ltd (LPL)
ARM
Arm Holdings plc American Depositary Shares
$264.79
-9.74%
TECHNOLOGY · Cap: $269.23B
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 490666% more annual revenue ($25.30T vs $5.16B). ARM leads profitability with a 20.3% profit margin vs -5.3%. ARM appears more attractively valued with a PEG of 1.99. ARM earns a higher WallStSmart Score of 61/100 (C+).
ARM
Buy61
out of 100
Grade: C+
LPL
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 108.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Revenue surging 22.4% year-over-year
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 32.8x book value
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 : ARM
The strongest argument for ARM centers on Market Cap, EPS Growth, Debt/Equity. Profitability is solid with margins at 20.3% and operating margin at 7.6%. Revenue growth of 22.4% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : ARM
The primary concerns for ARM are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 257.2x leaves little room for execution misses.
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
ARM profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
ARM carries more volatility with a beta of 3.89 — expect wider price swings.
ARM is growing revenue faster at 22.4% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
ARM scores higher overall (61/100 vs 36/100), backed by strong 20.3% margins and 22.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arm Holdings plc American Depositary Shares
TECHNOLOGY · SEMICONDUCTORS · USA
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.
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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