WallStSmart

Clearfield Inc (CLFD)vsLG Display Co Ltd (LPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LG Display Co Ltd generates 16332291% more annual revenue ($25.28T vs $154.78M). LPL leads profitability with a -0.3% profit margin vs -4.4%. LPL trades at a lower P/E of 27.5x. LPL earns a higher WallStSmart Score of 36/100 (F).

CLFD

Avoid

34

out of 100

Grade: F

Growth: 4.0Profit: 3.0Value: 4.3Quality: 5.0

LPL

Hold

36

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 4.3Quality: 3.8
Piotroski: 5/9Altman Z: 0.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLFDUndervalued (+4.1%)

Margin of Safety

+4.1%

Fair Value

$32.78

Current Price

$28.89

$3.89 discount

UndervaluedFair: $32.78Overvalued

Intrinsic value data unavailable for LPL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLFD2 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.6%8/10

15.6% revenue growth

LPL2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.18T10/10

Generating 1.2T in free cash flow

Areas to Watch

CLFD4 concerns · Avg: 2.5/10
Market CapQuality
$417.76M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

P/E RatioValuation
67.0x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-85.5%2/10

Earnings declined 85.5%

LPL4 concerns · Avg: 3.0/10
P/E RatioValuation
27.5x4/10

Moderate valuation

Return on EquityProfitability
3.8%3/10

ROE of 3.8% — below average capital efficiency

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

PEG RatioValuation
6.562/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CLFD

The strongest argument for CLFD centers on Price/Book, Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum.

Bull Case : LPL

The strongest argument for LPL centers on Price/Book, Free Cash Flow.

Bear Case : CLFD

The primary concerns for CLFD are Market Cap, Return on Equity, P/E Ratio. A P/E of 67.0x leaves little room for execution misses.

Bear Case : LPL

The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.

Key Dynamics to Monitor

CLFD profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.

CLFD carries more volatility with a beta of 2.00 — expect wider price swings.

CLFD is growing revenue faster at 15.6% — sustainability is the question.

LPL generates stronger free cash flow (1.2T), providing more financial flexibility.

Bottom Line

LPL scores higher overall (36/100 vs 34/100). Both earn "Hold" 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.

Clearfield Inc

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to OEM, enterprise and fiber-to-facility markets in the United States and internationally. The company is headquartered in Minneapolis, Minnesota.

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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