Cerebras Systems Inc. Class A Common Stock (CBRS)vsLG Display Co Ltd (LPL)
CBRS
Cerebras Systems Inc. Class A Common Stock
$241.71
-2.31%
TECHNOLOGY · Cap: $56.39B
LPL
LG Display Co Ltd
$5.05
+2.23%
TECHNOLOGY · Cap: $4.37B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 4956612% more annual revenue ($25.28T vs $509.99M). CBRS leads profitability with a 46.6% profit margin vs -0.3%. LPL trades at a lower P/E of 29.1x. CBRS earns a higher WallStSmart Score of 45/100 (D+).
CBRS
Hold45
out of 100
Grade: D+
LPL
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Keeps 47 of every $100 in revenue as profit
Revenue surging 1474.0% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Operating margin of -30.6%
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CBRS
The strongest argument for CBRS centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 46.6% and operating margin at -30.6%. Revenue growth of 1474.0% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : CBRS
The primary concerns for CBRS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 626.3x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
CBRS profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
CBRS is growing revenue faster at 1474.0% — sustainability is the question.
CBRS generates stronger free cash flow (-393M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CBRS scores higher overall (45/100 vs 36/100), backed by strong 46.6% margins and 1474.0% revenue growth. Both earn "Hold" 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.
Cerebras Systems Inc. Class A Common Stock
TECHNOLOGY · SEMICONDUCTORS · USA
Cerebras Systems Inc. designs and develops processors for artificial intelligence (AI) training and inference in the United States, Europe, and Asia. The company is headquartered in Sunnyvale, California.
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 SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?