Clearwater Analytics Holdings Inc (CWAN)vsLG Display Co Ltd (LPL)
CWAN
Clearwater Analytics Holdings Inc
$24.56
0.00%
TECHNOLOGY · Cap: $7.33B
LPL
LG Display Co Ltd
$2.98
+6.81%
TECHNOLOGY · Cap: $3.19B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 3061279% more annual revenue ($25.28T vs $825.73M). LPL leads profitability with a -0.3% profit margin vs -5.8%. CWAN appears more attractively valued with a PEG of 1.78. CWAN earns a higher WallStSmart Score of 47/100 (D+).
CWAN
Hold47
out of 100
Grade: D+
LPL
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.6%
Fair Value
$20.06
Current Price
$24.56
$4.50 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 74.4% year-over-year
Earnings expanding 202.8% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
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 : CWAN
The strongest argument for CWAN centers on Revenue Growth, EPS Growth. Revenue growth of 74.4% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : CWAN
The primary concerns for CWAN are PEG Ratio, Altman Z-Score, Operating Margin.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
CWAN profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.27 — expect wider price swings.
CWAN is growing revenue faster at 74.4% — sustainability is the question.
CWAN generates stronger free cash flow (11M), providing more financial flexibility.
Bottom Line
CWAN scores higher overall (47/100 vs 35/100) and 74.4% revenue growth. 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.
Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) is a premier provider of cutting-edge cloud-based investment accounting and analytics solutions tailored for investment firms, insurance companies, and global corporations. The company's sophisticated platform bolsters portfolio management and reporting, allowing clients to make strategic investment decisions while ensuring operational efficiency and adherence to regulatory requirements. With its strategic positioning in the dynamic financial technology sector, Clearwater is adept at harnessing the increasing need for integrated investment solutions, thereby fostering continued growth and innovation within the financial services landscape.
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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