Benchmark Electronics Inc (BHE)vsLG Display Co Ltd (LPL)
BHE
Benchmark Electronics Inc
$60.40
+1.79%
TECHNOLOGY · Cap: $2.60B
LPL
LG Display Co Ltd
$2.54
+2.01%
TECHNOLOGY · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 873626% more annual revenue ($24.62T vs $2.82B). BHE leads profitability with a 1.9% profit margin vs -2.3%. BHE appears more attractively valued with a PEG of 0.98. BHE earns a higher WallStSmart Score of 63/100 (C+).
BHE
Buy63
out of 100
Grade: C+
LPL
Avoid35
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1937.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
17.7% revenue growth
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
ROE of 3.1% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.2%
Premium valuation, high expectations priced in
Operating margin of 4.0%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 9.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : BHE
The strongest argument for BHE centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 17.7% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : BHE
The primary concerns for BHE are Return on Equity, Profit Margin, Operating Margin. A P/E of 49.5x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
BHE profiles as a growth 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.
BHE is growing revenue faster at 17.7% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
BHE scores higher overall (63/100 vs 35/100) and 17.7% revenue growth. Both earn "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.
Benchmark Electronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Benchmark Electronics, Inc. provides product design, engineering services, technology solutions, and advanced manufacturing services in the Americas, Asia, and Europe. The company is headquartered in Tempe, Arizona.
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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