GDS Holdings Ltd (GDS)vsLG Display Co Ltd (LPL)
GDS
GDS Holdings Ltd
$30.82
-0.77%
TECHNOLOGY · Cap: $6.28B
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 206229% more annual revenue ($25.30T vs $12.26B). GDS leads profitability with a 30.5% profit margin vs -5.3%. LPL appears more attractively valued with a PEG of 6.56. GDS earns a higher WallStSmart Score of 69/100 (B-).
GDS
Strong Buy69
out of 100
Grade: B-
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.0%
Fair Value
$55.98
Current Price
$30.82
$25.16 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Earnings expanding 207.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
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 : GDS
The strongest argument for GDS centers on Price/Book, Profit Margin, EPS Growth. Profitability is solid with margins at 30.5% and operating margin at 14.2%.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, PEG Ratio, Altman Z-Score.
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
GDS profiles as a mature stock while LPL is a turnaround play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.32 — expect wider price swings.
GDS is growing revenue faster at 6.5% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
GDS scores higher overall (69/100 vs 36/100), backed by strong 30.5% margins. 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.
GDS Holdings Ltd
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · China
GDS Holdings Limited, develops and operates data centers in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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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