KLA Corporation (KLAC)vsLG Display Co Ltd (LPL)
KLAC
KLA Corporation
$198.11
+2.53%
TECHNOLOGY · Cap: $255.31B
LPL
LG Display Co Ltd
$3.30
+1.85%
TECHNOLOGY · Cap: $3.00B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 186239% more annual revenue ($25.30T vs $13.58B). KLAC leads profitability with a 35.6% profit margin vs -5.4%. KLAC appears more attractively valued with a PEG of 1.75. KLAC earns a higher WallStSmart Score of 68/100 (B-).
KLAC
Strong Buy68
out of 100
Grade: B-
LPL
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 80 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 42.5%
15.2% revenue growth
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 44.4x book value
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 : KLAC
The strongest argument for KLAC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.6% and operating margin at 42.5%. Revenue growth of 15.2% demonstrates continued momentum.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bear Case : KLAC
The primary concerns for KLAC are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 50.0x leaves little room for execution misses.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
KLAC profiles as a growth stock while LPL is a turnaround play — different risk/reward profiles.
KLAC carries more volatility with a beta of 1.46 — expect wider price swings.
KLAC is growing revenue faster at 15.2% — sustainability is the question.
KLAC generates stronger free cash flow (622M), providing more financial flexibility.
Bottom Line
KLAC scores higher overall (68/100 vs 36/100), backed by strong 35.6% margins and 15.2% revenue growth. 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.
KLA Corporation
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
Visit Website →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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