PC Connection Inc (CNXN)vsLG Display Co Ltd (LPL)
CNXN
PC Connection Inc
$63.38
-0.38%
TECHNOLOGY · Cap: $1.60B
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 879852% more annual revenue ($25.28T vs $2.87B). CNXN leads profitability with a 2.9% profit margin vs -0.3%. CNXN appears more attractively valued with a PEG of 1.68. CNXN earns a higher WallStSmart Score of 45/100 (D).
CNXN
Hold45
out of 100
Grade: D
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.5%
Fair Value
$102.56
Current Price
$63.38
$39.18 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Expensive relative to growth rate
4.0% earnings growth
Smaller company, higher risk/reward
2.9% margin — thin
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 : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CNXN
The primary concerns for CNXN are PEG Ratio, EPS Growth, Market Cap. Thin 2.9% margins leave little buffer for downturns.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
CNXN profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.15 — expect wider price swings.
CNXN is growing revenue faster at -0.8% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
CNXN scores higher overall (45/100 vs 36/100). 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.
PC Connection Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
PC Connection, Inc., provides a range of information technology (IT) solutions. The company is headquartered in Merrimack, New Hampshire.
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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