Ichor Holdings Ltd (ICHR)vsLG Display Co Ltd (LPL)
ICHR
Ichor Holdings Ltd
$63.73
-4.22%
TECHNOLOGY · Cap: $2.46B
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 2667418% more annual revenue ($25.28T vs $947.65M). LPL leads profitability with a -0.3% profit margin vs -5.6%. ICHR appears more attractively valued with a PEG of 0.82. LPL earns a higher WallStSmart Score of 36/100 (F).
ICHR
Hold35
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.3%
Fair Value
$126.28
Current Price
$63.73
$62.55 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Generating 1.2T in free cash flow
Areas to Watch
ROE of -7.8% — below average capital efficiency
Revenue declined 4.2%
Earnings declined 6.1%
Currently unprofitable
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 : ICHR
The strongest argument for ICHR centers on PEG Ratio. PEG of 0.82 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 Return on Equity, Revenue Growth, EPS Growth.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
ICHR carries more volatility with a beta of 1.67 — expect wider price swings.
ICHR is growing revenue faster at -4.2% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPL scores higher overall (36/100 vs 35/100). ICHR offers better value entry with a 62.3% margin of safety. 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.
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