LG Display Co Ltd (LPL)vsNova Ltd (NVMI)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
NVMI
Nova Ltd
$500.43
-0.21%
TECHNOLOGY · Cap: $15.94B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 2870607% more annual revenue ($25.28T vs $880.58M). NVMI leads profitability with a 29.4% profit margin vs -0.3%. NVMI appears more attractively valued with a PEG of 1.46. NVMI earns a higher WallStSmart Score of 68/100 (B-).
LPL
Hold36
out of 100
Grade: F
NVMI
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 27.7%
Earnings expanding 22.4% YoY
Areas to Watch
Moderate valuation
ROE of 3.8% — below average capital efficiency
Operating margin of 2.6%
Expensive relative to growth rate
Trading at 12.1x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : NVMI
The strongest argument for NVMI centers on Altman Z-Score, Return on Equity, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 27.7%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : NVMI
The primary concerns for NVMI are Price/Book, P/E Ratio. A P/E of 62.9x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while NVMI is a mature play — different risk/reward profiles.
NVMI carries more volatility with a beta of 1.79 — expect wider price swings.
NVMI is growing revenue faster at 14.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
NVMI scores higher overall (68/100 vs 36/100), backed by strong 29.4% margins and 14.3% 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.
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.
Nova Ltd
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Nova Measuring Instruments Ltd. designs, develops, produces, and sells process control systems used in semiconductor manufacturing in Israel, Taiwan, the United States, China, Korea, and internationally. The company is headquartered in Rehovot, Israel.
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