LG Display Co Ltd (LPL)vsSilicom (SILC)
LPL
LG Display Co Ltd
$2.79
-4.78%
TECHNOLOGY · Cap: $3.19B
SILC
Silicom
$34.92
-8.15%
TECHNOLOGY · Cap: $253.24M
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 37933820% more annual revenue ($25.28T vs $66.64M). LPL leads profitability with a -0.3% profit margin vs -16.6%. SILC appears more attractively valued with a PEG of 1.41. SILC earns a higher WallStSmart Score of 38/100 (F).
LPL
Avoid35
out of 100
Grade: F
SILC
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
+31.3%
Fair Value
$27.84
Current Price
$34.92
$7.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
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%
Smaller company, higher risk/reward
ROE of -9.2% — below average capital efficiency
Earnings declined 79.6%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book.
Bull Case : SILC
The strongest argument for SILC centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 32.8% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SILC is a hypergrowth play — different risk/reward profiles.
SILC carries more volatility with a beta of 1.54 — expect wider price swings.
SILC is growing revenue faster at 32.8% — sustainability is the question.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SILC scores higher overall (38/100 vs 35/100) and 32.8% revenue growth. 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.
Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
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