Credo Technology Group Holding Ltd (CRDO)vsLG Display Co Ltd (LPL)
CRDO
Credo Technology Group Holding Ltd
$188.51
+0.11%
TECHNOLOGY · Cap: $36.57B
LPL
LG Display Co Ltd
$4.39
+1.62%
TECHNOLOGY · Cap: $4.32B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2366522% more annual revenue ($25.28T vs $1.07B). CRDO leads profitability with a 31.8% profit margin vs -0.3%. LPL trades at a lower P/E of 28.8x. CRDO earns a higher WallStSmart Score of 69/100 (B-).
CRDO
Strong Buy69
out of 100
Grade: B-
LPL
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.0%
Fair Value
$78.77
Current Price
$188.50
$109.73 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 36.8%
Revenue surging 201.5% year-over-year
Earnings expanding 412.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Trading at 18.8x book value
Premium valuation, high expectations priced in
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 : CRDO
The strongest argument for CRDO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.8% and operating margin at 36.8%. Revenue growth of 201.5% 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 109.0x 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
CRDO profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
CRDO carries more volatility with a beta of 3.18 — expect wider price swings.
CRDO is growing revenue faster at 201.5% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
CRDO scores higher overall (69/100 vs 33/100), backed by strong 31.8% margins and 201.5% revenue growth. Both earn "Strong 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.
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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