Himax Technologies Inc (HIMX)vsLG Display Co Ltd (LPL)
HIMX
Himax Technologies Inc
$11.75
+2.62%
TECHNOLOGY · Cap: $2.00B
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 3037584% more annual revenue ($25.28T vs $832.17M). HIMX leads profitability with a 5.3% profit margin vs -0.3%. HIMX appears more attractively valued with a PEG of 1.49. HIMX earns a higher WallStSmart Score of 38/100 (F).
HIMX
Hold38
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.0%
Fair Value
$8.68
Current Price
$11.75
$3.07 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.0% — below average capital efficiency
5.3% margin — thin
Operating margin of 3.4%
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 : HIMX
The strongest argument for HIMX centers on Price/Book. PEG of 1.49 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 : HIMX
The primary concerns for HIMX are Market Cap, Return on Equity, Profit Margin. A P/E of 44.0x 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
HIMX profiles as a value stock while LPL is a turnaround play — different risk/reward profiles.
HIMX carries more volatility with a beta of 1.79 — expect wider price swings.
LPL is growing revenue faster at -8.8% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
HIMX scores higher overall (38/100 vs 36/100). Both earn "Hold" 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.
Himax Technologies Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.
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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