Credo Technology Group Holding Ltd (CRDO)vsLG Display Co Ltd (LPL)
CRDO
Credo Technology Group Holding Ltd
$192.56
+2.82%
TECHNOLOGY · Cap: $33.06B
LPL
LG Display Co Ltd
$3.04
+4.47%
TECHNOLOGY · Cap: $3.04B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 1590294% more annual revenue ($25.30T vs $1.59B). CRDO leads profitability with a 33.8% profit margin vs -5.3%. CRDO earns a higher WallStSmart Score of 67/100 (B-).
CRDO
Strong Buy67
out of 100
Grade: B-
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.7%
Fair Value
$140.04
Current Price
$192.56
$52.52 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Revenue surging 114.7% year-over-year
Earnings expanding 97.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 25.2%
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Trading at 13.3x book value
Premium valuation, high expectations priced in
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRDO
The strongest argument for CRDO centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 33.8% and operating margin at 25.2%. Revenue growth of 114.7% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : CRDO
The primary concerns for CRDO are Price/Book, P/E Ratio. A P/E of 62.1x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRDO profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
CRDO carries more volatility with a beta of 3.23 — expect wider price swings.
CRDO is growing revenue faster at 114.7% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
CRDO scores higher overall (67/100 vs 36/100), backed by strong 33.8% margins and 114.7% revenue growth. Both earn "Strong Buy" 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.
Credo Technology Group Holding Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, 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.
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