LG Display Co Ltd (LPL)vsShopify Inc (SHOP)
LPL
LG Display Co Ltd
$4.14
-11.48%
TECHNOLOGY · Cap: $4.65B
SHOP
Shopify Inc
$109.54
-5.60%
TECHNOLOGY · Cap: $139.50B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 204322% more annual revenue ($25.28T vs $12.37B). SHOP leads profitability with a 10.8% profit margin vs -0.3%. SHOP appears more attractively valued with a PEG of 2.10. SHOP earns a higher WallStSmart Score of 50/100 (C-).
LPL
Avoid32
out of 100
Grade: F
SHOP
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+18.2%
Fair Value
$143.01
Current Price
$109.54
$33.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 34.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
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 11.4x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% 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 : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 105.4x leaves little room for execution misses.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.59 — expect wider price swings.
SHOP is growing revenue faster at 34.3% — sustainability is the question.
SHOP generates stronger free cash flow (476M), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (50/100 vs 32/100) and 34.3% 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.
Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
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