Avnet Inc (AVT)vsLG Display Co Ltd (LPL)
AVT
Avnet Inc
$96.53
-0.28%
TECHNOLOGY · Cap: $7.29B
LPL
LG Display Co Ltd
$3.30
+1.85%
TECHNOLOGY · Cap: $3.00B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 101298% more annual revenue ($25.30T vs $24.96B). AVT leads profitability with a 0.9% profit margin vs -5.4%. AVT appears more attractively valued with a PEG of 2.65. AVT earns a higher WallStSmart Score of 59/100 (C).
AVT
Buy59
out of 100
Grade: C
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.4%
Fair Value
$42.41
Current Price
$96.53
$54.12 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
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 : AVT
The strongest argument for AVT centers on Revenue Growth, Altman Z-Score, Price/Book. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.27 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
AVT generates stronger free cash flow (-71M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (59/100 vs 36/100) and 33.9% 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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
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.
Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
Want to dig deeper into these stocks?