LG Display Co Ltd (LPL)vsMACOM Technology Solutions Holdings Inc (MTSI)
LPL
LG Display Co Ltd
$4.14
-11.48%
TECHNOLOGY · Cap: $4.65B
MTSI
MACOM Technology Solutions Holdings Inc
$345.40
-9.76%
TECHNOLOGY · Cap: $28.98B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2354008% more annual revenue ($25.28T vs $1.07B). MTSI leads profitability with a 16.5% profit margin vs -0.3%. MTSI appears more attractively valued with a PEG of 2.05. MTSI earns a higher WallStSmart Score of 60/100 (C+).
LPL
Avoid32
out of 100
Grade: F
MTSI
Buy60
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Revenue surging 22.5% year-over-year
Earnings expanding 42.9% YoY
Areas to Watch
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Revenue declined 8.8%
Expensive relative to growth rate
Trading at 19.1x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : MTSI
The strongest argument for MTSI centers on Debt/Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.5% and operating margin at 17.6%. Revenue growth of 22.5% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Bear Case : MTSI
The primary concerns for MTSI are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 161.0x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while MTSI is a growth play — different risk/reward profiles.
MTSI carries more volatility with a beta of 1.66 — expect wider price swings.
MTSI is growing revenue faster at 22.5% — sustainability is the question.
MTSI generates stronger free cash flow (65M), providing more financial flexibility.
Bottom Line
MTSI scores higher overall (60/100 vs 32/100), backed by strong 16.5% margins and 22.5% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
MACOM Technology Solutions Holdings Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
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