LG Display Co Ltd (LPL)vsSunrun Inc (RUN)
LPL
LG Display Co Ltd
$4.86
-11.48%
TECHNOLOGY · Cap: $4.65B
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 796093% more annual revenue ($25.28T vs $3.17B). RUN leads profitability with a 17.9% profit margin vs -0.3%. RUN appears more attractively valued with a PEG of 3.07. RUN earns a higher WallStSmart Score of 68/100 (B-).
LPL
Avoid32
out of 100
Grade: F
RUN
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% 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
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.9% and operating margin at -6.0%. Revenue growth of 43.2% 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 : RUN
The primary concerns for RUN are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while RUN is a growth play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.30 — expect wider price swings.
RUN is growing revenue faster at 43.2% — sustainability is the question.
RUN generates stronger free cash flow (-414M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (68/100 vs 32/100), backed by strong 17.9% margins and 43.2% revenue growth. Both earn "Strong 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.
Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
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