Cognex Corporation (CGNX)vsLG Display Co Ltd (LPL)
CGNX
Cognex Corporation
$60.82
-5.95%
TECHNOLOGY · Cap: $10.59B
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2414855% more annual revenue ($25.28T vs $1.05B). CGNX leads profitability with a 13.6% profit margin vs -0.3%. CGNX appears more attractively valued with a PEG of 2.71. CGNX earns a higher WallStSmart Score of 58/100 (C).
CGNX
Buy58
out of 100
Grade: C
LPL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.5%
Fair Value
$83.47
Current Price
$60.82
$22.65 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 122.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.3%
Revenue surging 24.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNX
The strongest argument for CGNX centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 24.3% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : CGNX
The primary concerns for CGNX are PEG Ratio, P/E Ratio. A P/E of 74.8x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
CGNX profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
CGNX carries more volatility with a beta of 1.51 — expect wider price swings.
CGNX is growing revenue faster at 24.3% — sustainability is the question.
CGNX generates stronger free cash flow (42M), providing more financial flexibility.
Bottom Line
CGNX scores higher overall (58/100 vs 32/100) and 24.3% 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.
Cognex Corporation
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Cognex Corporation offers machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks globally. The company is headquartered in Natick, Massachusetts.
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 SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
Want to dig deeper into these stocks?