LG Display Co Ltd (LPL)vsNavitas Semiconductor Corp (NVTS)
LPL
LG Display Co Ltd
$4.12
-2.37%
TECHNOLOGY · Cap: $4.12B
NVTS
Navitas Semiconductor Corp
$15.48
+2.38%
TECHNOLOGY · Cap: $3.57B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 55054315% more annual revenue ($25.28T vs $45.92M). LPL leads profitability with a -0.3% profit margin vs -254.7%. LPL earns a higher WallStSmart Score of 36/100 (F).
LPL
Hold36
out of 100
Grade: F
NVTS
Avoid17
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-11.7%
Fair Value
$7.84
Current Price
$15.48
$7.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
No standout strengths identified
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 8.0x book value
0.0% earnings growth
ROE of -29.5% — below average capital efficiency
Revenue declined 59.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : NVTS
NVTS has a balanced fundamental profile.
Bear Case : LPL
The primary concerns for LPL are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : NVTS
The primary concerns for NVTS are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
NVTS carries more volatility with a beta of 3.14 — expect wider price swings.
LPL is growing revenue faster at -8.8% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPL scores higher overall (36/100 vs 17/100). Both earn "Hold" 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.
Navitas Semiconductor Corp
TECHNOLOGY · SEMICONDUCTORS · USA
Navitas Semiconductor Corp (NVTS) is a pioneering leader in gallium nitride (GaN) power semiconductor technology, specializing in high-efficiency power converters across diverse markets, including consumer electronics, data centers, and electric vehicles. The company prioritizes sustainability by leveraging its proprietary technologies to deliver energy-efficient solutions that surpass environmental regulations. Supported by a strong intellectual property portfolio and strategic partnerships, Navitas is well-positioned to exploit the burgeoning demand for advanced power solutions, playing a vital role in the global electrification and energy transition while targeting substantial growth and enhanced shareholder value.
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