Ichor Holdings Ltd (ICHR)vsLG Display Co Ltd (LPL)
ICHR
Ichor Holdings Ltd
$57.35
+2.83%
TECHNOLOGY · Cap: $1.97B
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 2495958% more annual revenue ($25.30T vs $1.01B). ICHR leads profitability with a -4.0% profit margin vs -5.3%. ICHR appears more attractively valued with a PEG of 0.22. ICHR earns a higher WallStSmart Score of 48/100 (D+).
ICHR
Hold48
out of 100
Grade: D+
LPL
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 22.7% year-over-year
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 2.8%
Weak financial health signals
ROE of -9.6% — below average capital efficiency
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 : ICHR
The strongest argument for ICHR centers on PEG Ratio, Debt/Equity, Price/Book. Revenue growth of 22.7% demonstrates continued momentum. PEG of 0.22 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 : ICHR
The primary concerns for ICHR are Market Cap, Operating Margin, Piotroski F-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
ICHR profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
ICHR carries more volatility with a beta of 1.85 — expect wider price swings.
ICHR is growing revenue faster at 22.7% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
ICHR scores higher overall (48/100 vs 36/100) and 22.7% revenue growth. 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.
Ichor Holdings Ltd
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ichor Holdings, Ltd. is dedicated to the design, engineering and manufacture of fluid supply subsystems and components for semiconductor capital equipment. The company is headquartered in Fremont, 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.
Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
Want to dig deeper into these stocks?