Fabrinet (FN)vsLG Display Co Ltd (LPL)
FN
Fabrinet
$643.46
+0.90%
TECHNOLOGY · Cap: $23.05B
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 649322% more annual revenue ($25.28T vs $3.89B). FN leads profitability with a 9.7% profit margin vs -0.3%. FN appears more attractively valued with a PEG of 1.19. FN earns a higher WallStSmart Score of 65/100 (C+).
FN
Buy65
out of 100
Grade: C+
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.5%
Fair Value
$249.61
Current Price
$643.46
$393.85 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Earnings expanding 30.7% YoY
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Trading at 10.6x book value
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : FN
The strongest argument for FN centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 35.9% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : FN
The primary concerns for FN are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 61.8x 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
FN profiles as a hypergrowth 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.
FN is growing revenue faster at 35.9% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
FN scores higher overall (65/100 vs 36/100) and 35.9% revenue growth. Both earn "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.
Fabrinet
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Fabrinet offers optical packaging and precision electronic, electromechanical and optical manufacturing services in North America, Asia-Pacific and Europe. The company is headquartered in George Town, the Cayman Islands.
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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