Avnet Inc (AVT)vsLG Display Co Ltd (LPL)
AVT
Avnet Inc
$98.25
+2.90%
TECHNOLOGY · Cap: $7.53B
LPL
LG Display Co Ltd
$3.04
+4.47%
TECHNOLOGY · Cap: $3.04B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 91472% more annual revenue ($25.30T vs $27.63B). AVT leads profitability with a 1.2% profit margin vs -5.3%. AVT appears more attractively valued with a PEG of 2.65. AVT earns a higher WallStSmart Score of 65/100 (B-).
AVT
Strong Buy65
out of 100
Grade: B-
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.4%
Fair Value
$47.60
Current Price
$98.25
$50.65 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.7% year-over-year
Earnings expanding 1969.0% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
ROE of 4.3% — below average capital efficiency
1.2% margin — thin
Operating margin of 3.9%
Expensive relative to growth rate
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, EPS Growth, Altman Z-Score. Revenue growth of 47.7% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : AVT
The primary concerns for AVT are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% 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
AVT profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
AVT is growing revenue faster at 47.7% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
AVT scores higher overall (65/100 vs 36/100) and 47.7% revenue growth. Both earn "Strong 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.
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