Samsara Inc (IOT)vsLG Display Co Ltd (LPL)
IOT
Samsara Inc
$38.38
-0.16%
TECHNOLOGY · Cap: $23.40B
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 1369490% more annual revenue ($25.30T vs $1.85B). IOT leads profitability with a 4.9% profit margin vs -5.3%. LPL earns a higher WallStSmart Score of 36/100 (F).
IOT
Hold35
out of 100
Grade: F
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.9%
Fair Value
$46.18
Current Price
$38.38
$7.80 discount
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 29.9% year-over-year
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Trading at 14.8x book value
0.0% earnings growth
ROE of 5.7% — below average capital efficiency
4.9% margin — thin
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 : IOT
The strongest argument for IOT centers on Debt/Equity, Revenue Growth. Revenue growth of 29.9% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : IOT
The primary concerns for IOT are Price/Book, EPS Growth, Return on Equity. A P/E of 267.7x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
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
IOT profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
IOT carries more volatility with a beta of 1.34 — expect wider price swings.
IOT is growing revenue faster at 29.9% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
LPL scores higher overall (36/100 vs 35/100). IOT offers better value entry with a 39.9% 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.
Samsara Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Samsara Inc. is a San Francisco-based technology company that provides IoT-enabled telematics software and operational insights to organizations across North America and Europe. Its Connected Operations Cloud helps businesses in industries such as transportation, construction, energy, utilities, government, and retail improve safety and efficiency. Samsara is publicly traded on the New York Stock Exchange under the ticker symbol IOT.
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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